18756 Stone Oak Park Way, Suite200, San Antonio TX 78258 USA
100 Queen St W, Brampton, ON L6X 1A4, Canada
country flagUnited States
share button

MB-210T01: Microsoft Dynamics 365 for Customer Engagement for Sales Training


What MB-210T01: Microsoft Dynamics 365 for Customer Engagement for Sales training is all about?

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

1 SATV applicable


Schedule
  • Delivery Format:
Date: Jan 29, 2021 | 9:00 am - 5:30 pm EST
Location: Online
$575 USD
  • Delivery Format:
Date: Feb 05, 2021 | 9:00 am - 5:30 pm EST
Location: Online
$575 USD
  • Delivery Format:
Date: Feb 12, 2021 | 9:00 am - 5:30 pm EST
Location: Online
$575 USD
  • Delivery Format:
Date: Feb 19, 2021 | 9:00 am - 5:30 pm EST
Location: Online
$575 USD
  • Delivery Format:
Date: Feb 26, 2021 | 9:00 am - 5:30 pm EST
Location: Online
$575 USD
  • Delivery Format:
Date: Mar 05, 2021 | 9:00 am - 5:30 pm EST
Location: Online
$575 USD
  • Delivery Format:
Date: Mar 12, 2021 | 9:00 am - 5:30 pm EST
Location: Online
$575 USD
  • Delivery Format:
Date: Mar 19, 2021 | 9:00 am - 5:30 pm EST
Location: Online
$575 USD
  • Delivery Format:
Date: Mar 26, 2021 | 9:00 am - 5:30 pm EST
Location: Online
$575 USD
What are the course objectives for MB-210T01: Microsoft Dynamics 365 for Customer Engagement for Sales training?
  • 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
Who should attend MB-210T01: Microsoft Dynamics 365 for Customer Engagement for Sales training?

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.

What are the prerequisites for MB-210T01: Microsoft Dynamics 365 for Customer Engagement for Sales training?

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

What is the course outline for MB-210T01: Microsoft Dynamics 365 for Customer Engagement for Sales training?
  • 1. Sales Overview
  • In this module you will learn the basics of sales in Dynamics 365. We will install and configure the application as well as learn about security roles, key terms and the data model.

  • Sales overview
  • Configuring Sales
  • Module summary
  • After completing this module, you will be able to:

  • Install and configure the sales application.
  • Identify common sales scenarios.
  • 2. Working with Opportunities
  • In this module you will learn how to manage customer data records, use built in sales tools and take a lead to an opportunity.

  • Manage customers
  • Working with opportunities
  • Embedded intelligence
  • Playbooks
  • Integrated sales tools
  • Module summary
  • After completing this module, you will be able to:

  • Create customer records.
  • Use sales tooling.
  • 3. Quotes to Orders
  • In this module you will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage your sales opportunities to closed deals.

  • Order processing overview
  • Manage product catalog
  • Create and manage quotes
  • Create and manage orders and invoices
  • Module summary
  • 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.
  • 4. Sales Analytics and Insights
  • In this module you will learn how to create and use goals; integrate with PowerBI and enable Sales AI.

  • Overview
  • Power BI
  • AI for Sales
  • Modules summary
  • After completing this module, you will be able to:

  • Create and use goals.
  • Integrate with PowerBI.
  • Enable Sales AI functionality.
1 Day | $ 575
Enroll Now
4
  263 Ratings

1543 Learners

Get In Touch

Are you being sponsored by your employer to take this class?
* I authorize Microtek Learning to contact me via Phone/Email