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MB-210T01: Microsoft Dynamics 365 Sales Training

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MB-210T01: Microsoft Dynamics 365 for Customer Engagement for Sales Training provides professionals with the knowledge and skills to manage current and potential clients more effectively.

  • Accredited By : Microsoft Partner Logo
  • Category : Dynamics 365

Course Price : $595 Per Participant

Course Description

MB-210T01: Microsoft Dynamics 365 for Customer Engagement for Sales Training provides professionals with the knowledge and skills to manage current and potential clients more effectively.

This technical course teaches to track data against goals and sales and automate best practices by utilizing MS Dynamics 365 for Sales.

From transforming lead into opportunity and then to a closed opportunity, this training covers all the essential elements. It teaches the leading methodologies to enable sales staff to be extremely productive by using customization options and available automation.

After completing this course, professionals will be able to handle customer records and use the analytics tool with customer data.

This training program is suitable for professionals who perform discovery, translate requirements, engage subject matter experts, and configure applications and solutions.

This training prepares you for the "Exam MB-210: Microsoft Dynamics 365 Sales".

This training is designed based on the objectives of the course variant MB-210T01-A.

 

Training Exclusives

  • Live instructor-led interactive sessions with Microsoft Certified Trainers (MCT).
  • Access to Microsoft Official Courseware (MOC).
  • Real-time Virtual Lab Environment.
  • Experience 24*7 Learner Support.
  • Self-paced learning and flexible schedules.
Microsoft Course Microsoft Course
500+

Courses

experience experience
20+

Years of Experience

learners learners
95K+

Global Learners

What you will learn

  • green-tick Installing and configuring the application
  • green-tick Identifying common sales solutions
  • green-tick Completing a sales cycle
  • green-tick Configuring product catalogue
  • green-tick Managing customer records
  • green-tick Utilizing analytics tools to analyze customer data

Prerequisites

The familiarity of business applications and the desire to customize and implement them for your business.

Who should attend this course?

This training is intended for professionals who are planning to become Dynamics 365 Customer Engagement Functional Consultants.

A functional consultant is responsible for configuring applications and solutions, determining, and translating requirements, and discovering, and engaging stakeholders and subject matter experts.

They are also responsible for implementing a suitable solution using service and application integrations, codeless extensibility, and unique capabilities. 

Microsoft Learning PartnerMicrosoft Learning Partner

Microtek Learning is a Microsoft Certified Partner for Learning Solutions. This class uses official Microsoft courseware and will be delivered by a Microsoft Certified Trainer (MCT).

Schedules

  • calendar May 03, 2024
  • time 9:00 am - 5:00 pm EST
  • location online
  • calendar May 24, 2024
  • time 9:00 am - 5:00 pm EST
  • location online

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Curriculum

In this module, we will learn about configuring the sales application to fit an organization's unique requirements.

Lessons

  • Configure organization and management settings
  • Lab : Lab 1.1: Validate lab environment

    After completing this module, you will be able to:

  • Install and configure the sales application.
  • Identify common sales scenarios.
  • In this module, you will learn how to manage customer data records, use built-in sales tools, and take a lead through the lead lifecycle.

    Lessons

  • Manage leads with Dynamics 365 Sales
  • Manage opportunities with Dynamics 365 Sales
  • Lab : Lab 2.1: Manage customers

    After completing this module, you will be able to:

  • Create customer records.
  • Use sales tooling.
  • Create leads and opportunities.
  • In this module, we will learn how to use quotes and orders to further use Dynamics 365 Sales to manage your sales opportunities and turn them into closed deals.

    Lessons

  • Manage and organize your product catalog with Dynamics 365 Sales
  • Process sales orders with Dynamics 365 Sales
  • After completing this module, you will be able to:

  • Create and use the product catalog.
  • Add quotes to opportunities.
  • Complete a sale with an order.
  • In this module, we will learn how to manage goals to track the success of your sales organization and gather key metrics about sales performance.

    Lessons

  • Define and track individual goals with Dynamics 365 Sales
  • Use goal metrics in Dynamics 365 Sales
  • After completing this module, you will be able to:

  • Use rollup columns to define sales metrics.
  • Track individual goals for sales and teams.
  • In this module, we will review analytical options, describe search tools, and use Power BI to view and analyze sales data.

    Lessons

  • Analyze data in Dynamics 365 Sales
  • Analyze data with Power BI
  • After completing this module, you will be able to:

  • Analyze sales data using out-of-the-box Dynamics 365 tools
  • Configure charts and dashboards to view sales data
  • Use Power BI and Power BI template apps to analyze data
  • In this module, you will learn about the free and premium features of Dynamics 365 Sales Insights, and how it can empower salespeople to form closer relationships with their customers and close sales faster.

    Lessons

  • Configure Sales Insights
  • After completing this module, you will be able to:

  • Set up and configure Sales Insights
  • Work with Assistant studio
  • Configure productivity intelligence
  • Configure Connection insights
  • Configure predictive models
  • In this module, students will learn about Dynamics 365 Customer Voice, a powerful tool for gathering and analyzing customer sentiment.

    Lessons

  • Create a survey project with Dynamics 365 Customer Voice
  • Create surveys with Dynamics 365 Customer Voice
  • Send Dynamics 365 Customer Voice surveys
  • After completing this module, students will be able to:

  • Set up survey projects to organize and create surveys
  • Create a survey with variables and entities
  • Send Dynamics 365 Customer Voice surveys using multiple modalities
  • What Exam Do I Need To Get Certified?

    • Exam MB-210

    About the Certifications

    Earning Microsoft Certified Dynamics 365 Sales Functional Consultant Associate is a role-based certification that demonstrates the knowledge and expertise to implement solutions that anticipate and prepare customer connections, manage deals via processing and closing, as well as improve sales team performance using data analytics. The associate-level certification at Microtek Learning validates your proficiency in performing detection, planning, and analysis, maintaining user experience design, data, and entities. It certifies your skill to implement security and integration.

    PL-200 (Power Platform Functional Consultant) & MB-210 (Microsoft Dynamics 365 Sales) exams must be passed to earn the Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate certification.

    Certification Details

    Dynamics 365 Sales Functional Consultant

    Step 1: Review the skills and knowledge required to certify.

    Step 2: Recommended training for Microsoft Certified Dynamics 365 Sales Functional Consultant Associate Certification:

    Step 3: Take this exam and get certified.

    • Exam PL-200
    • Exam MB-210

     

    Who Should Attend?

    The target audience for this certification are Functional Consultants having authority to access functions and features of Enterprise Licensed Product. However, Dynamics 365 functional consultants having experience in Filed Service can also sign up.

    The primary audience for this certification are professionals who know how to implement solutions in order to complete the whole filed service lifecycle. Professionals preparing for MB-210 an MB-200 examination can enroll in this certification.

     

    Skills Measured

    • Perform configuration
    • Manage core sales tables
    • Configure additional tools and services
    • Configure Microsoft Dataverse
    • Create apps by using Microsoft Power Apps
    • Create and manage Microsoft Power Automate
    • Implement Microsoft Power Virtual Agents chatbots
    • Integrate Microsoft Power Apps with other apps and services
    • Manage solutions

     

    Certification Latest Updates

    Microsoft Recertification Update:

    1. Previously, Microsoft role-based and specialty certifications were valid for two years.
    2. Starting June 2021, certifications are valid for one year, but they can be renewed online for free at Microsoft Learn.
    3. The renewal window begins six months before the cert expires. During this window, before the cert expires, you can take a free online assessment and get the cert extended by one additional year from the current expiration date.
    4. Want the best of both worlds, old and new? Certifications earned before June 2021 will be valid for two years and eligible for the new renewal process.

    Course Details

    • skill skill-green
      Skill Level: Intermediate
    • enroll enroll-green
      Enrolled: 1543
    • duration duration green
      Duration: 1 Day

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