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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 :
  • 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
100+

Microsoft 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 Certified 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

  • Sep 29, 2023
  • 9:00 am - 5:00 pm EST
  • online
  • Oct 13, 2023
  • 9:00 am - 5:00 pm EST
  • online
GTR
  • Oct 27, 2023
  • 9:00 am - 5:00 pm EST
  • online
  • Nov 10, 2023
  • 9:00 am - 5:00 pm EST
  • online
GTR
  • Nov 24, 2023
  • 9:00 am - 5:00 pm EST
  • online
  • Dec 08, 2023
  • 9:00 am - 5:00 pm EST
  • 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

    With Microtek Learning, you’ll receive:

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    svg Pre and Post assessments/evaluations
    svg Collaboration with classmates (not available for a self-paced course)
    svg Real-world knowledge activities and scenarios
    svg Exam scheduling support*
    svg Learn and earn program*
    svg Practice Tests
    svg Knowledge acquisition and exam-oriented
    svg Interactive online course.
    svg Support from an approved expert
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    All our courses are assured to proceed on mentioned dates by the delivery methods, i.e., classroom, virtual and e-learning.

    Professional Team Support Professional Team Support

    Professional Team Support

    We have a program expert counselling team to give you round-the-clock prompt support with the best offers as we value your time and money.

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    Experienced Trainers

    We have a team of Certified Expert Trainers with 5 to 15 years of Real Industry Experience.

    Course Details

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

    Mode Of Training

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    Instructor-led

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