MB-210T01: Microsoft Dynamics 365 Sales Training


Dynamics 365


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, translating requirements, engaging subject matter experts, and configure the 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.

Prerequisites for this training

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, discovering, 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.


Feb 06, 2023

9:00 am - 5:00 pm EST

Feb 27, 2023

9:00 am - 5:00 pm EST

Mar 06, 2023

9:00 am - 5:00 pm EST

Mar 27, 2023

9:00 am - 5:00 pm EST

Apr 10, 2023

9:00 am - 5:00 pm EST

Apr 24, 2023

9:00 am - 5:00 pm EST
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What you will learn

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

With Microtek Learning, you’ll receive:

  • Certified Instructor-led training
  • Industry Best Trainers
  • Official Training Course Student Handbook
  • Pre and Post assessments/evaluations
  • Collaboration with classmates (not available for a self-paced course)
  • Real-world knowledge activities and scenarios
  • Exam scheduling support*
  • Learn and earn program*
  • Practice Tests
  • Knowledge acquisition and exam-oriented
  • Interactive online course.
  • Support from an approved expert
  • For Government and Private pricing*

* For more details call: +1-800-961-0337 or Email: info@microteklearning.com

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Our Clients

For many years, Microtek Learning has been helping organizations, leaders, and professionals to reach their maximum performance by addressing the challenges they are facing.

  • 300+ enterprise clients
  • 100,000+ professionals trained
  • Service 70 of the Fortune 100
  • 96% of our clients would recommend us
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In this module, we will learn about configuring the sales application to fit an organization's unique requirements.


  • 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.


  • 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.


  • 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.


  • 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.


  • 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.


  • 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.


  • 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



    I was sceptical at first whether to enrol with Microtek Learning or not, however, I am glad that I did- I got everything that was promised (maybe more). The trainer was very patient and knowledgeable and with his effort and mine, I was able to clear the exam with ease! Keep up the good work everyone.



    • (5)

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    • (5)

    I was recommended the ITIL 4 Foundation course by an IT professional who had completed the same course at Microtek Learning. The training gave me a thorough understanding of service management that I felt I could take back to my job as an IT Project Management and apply it to improve the value of products and services.

    Marsh George


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    Course Details

    • Start Date: Feb 06, 2023
    • Duration: 1 Day
    • Skill Level: Intermediate
    • Certification: Yes
    • Enrolled: 1543
    • Price: $575
    • Course PDF: Click Here
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