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  • MB - 210T01 : Microsoft Dynamics 365 Sales

The "Microsoft Dynamics 365 Sales" course provides a comprehensive introduction to managing customer interactions and sales processes using Dynamics 365 Sales. Students will learn how to track data against sales goals, automate sales best practices, and leverage data insights to drive results. The course guides learners from managing leads to closing deals, focusing on maximizing productivity through automation and customization options within the application.

 

Instructor

MB - 210T01 : Microsoft Dynamics 365 Sales Training

Curriculum

Learn to optimize sales processes with MB-210T01: Microsoft Dynamics 365 Sales Training. Master lead management, forecasting, and CRM tools. Boost your sales expertise.

Ratings

( 4.7 Ratings )

Live Online Classes starting on 01 January, 1970

MB - 210T01 : Microsoft Dynamics 365 Sales

The MB-210T01: Microsoft Dynamics 365 Sales course is designed to equip learners with the skills and knowledge to configure, manage, and use Dynamics 365 Sales for their sales operations. Through a series of modules, participants will learn to configure organizational settings, manage customer relationships, handle leads and opportunities, process orders, and analyze sales data. Learners will gain hands-on experience in setting up Dynamics 365 Sales, creating sales visualizations, managing the product catalog, processing sales orders, and employing forecasting techniques. They will also explore how to set and track sales goals, integrate with Dynamics 365 components, leverage sales insights, and utilize Dynamics 365 Customer Voice to create and send surveys. By the end of the course, participants will have a comprehensive understanding of how to effectively use Dynamics 365 Sales to improve their sales processes, engage with customers more effectively, and make data-driven decisions to drive sales performance. This course is essential for sales professionals and CRM administrators looking to maximize their use of Dynamics 365 Sales to enhance their sales strategies and outcomes.

 

Audience Profile:

This course is intended for Dynamics 365 Functional Consultants responsible for discovering, capturing requirements, and configuring Dynamics 365 Sales solutions. They engage with stakeholders, translate requirements into technical configurations, and implement solutions using out-of-the-box capabilities and integrations.

 

At Course Completion:

After completing this course, students will be able to:

  • Install and configure the Dynamics 365 Sales application.

  • Identify and manage common sales scenarios.

  • Complete a sales cycle from lead to order.

  • Configure and manage the product catalog.

  • Manage customer records and relationships.

  • Utilize analytics tools to gain insights from customer data.

 

Prerequisites:

  • Familiarity with business applications and a desire to customize and implement them for your business.

 

Course Outline:

Module 1: Configure Dynamics 365 Sales
Lessons

  • Configure organization and management settings

  • Lab 1.1: Validate lab environment

Learning Objectives

  • Install and configure the sales application.

  • Identify common sales scenarios.

Module 2: Manage Leads and Opportunities with Dynamics 365 Sales
Lessons

  • Manage leads with Dynamics 365 Sales

  • Manage opportunities with Dynamics 365 Sales

  • Lab 2.1: Manage customers

Learning Objectives

  • Create customer records.

  • Use sales tooling.

  • Create leads and opportunities.

Module 3: Manage Orders and the Product Catalog with Dynamics 365 Sales
Lessons

  • Manage and organize your product catalog with Dynamics 365 Sales

  • Process sales orders with Dynamics 365 Sales

Learning Objectives

  • Create and use the product catalog.

  • Add quotes to opportunities.

  • Complete a sale with an order.

Module 4: Manage Goals with Dynamics 365 Sales
Lessons

  • Define and track individual goals with Dynamics 365 Sales

  • Use goal metrics in Dynamics 365 Sales

Learning Objectives

  • Use rollup columns to define sales metrics.

  • Track individual goals for sales and teams.

Module 5: Analyze Dynamics 365 Sales Data
Lessons

  • Analyze data in Dynamics 365 Sales

  • Analyze data with Power BI

Learning Objectives

  • 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.

Module 6: Work with Dynamics 365 Sales Insights
Lessons

  • Configure Sales Insights

Learning Objectives

  • Set up and configure Sales Insights.

  • Work with Assistant studio.

  • Configure productivity intelligence.

  • Configure Connection insights.

  • Configure predictive models.

Module 7: Create Surveys with Dynamics 365 Customer Voice
Lessons

  • Create a survey project with Dynamics 365 Customer Voice

  • Create surveys with Dynamics 365 Customer Voice

  • Send Dynamics 365 Customer Voice surveys

Learning Objectives

  • 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.

(4.7 Ratings)

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