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

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.

• 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

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.

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

• 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.
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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.