MB-210: Dynamics 365 for Sales

MB-210: Microsoft Dynamics 365 Sales Functional Consultant

Audience

This course is designed to help sales managers and their teams implement solutions that support a sales life cycle to run efficiently and effectively to meet revenue targets, business strategies, and company objectives.

Prerequisites

Before attending this course, students must have:

  • Familiarity of business applications and the desire to customize and implement them for your business

Duration

1 day.

Course Objectives

Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.

After completing this course, you will be able to:

  • Install and configure the application
  • Identify common sales scenarios
  • Complete a sales cycle
  • Configure product catalogue
  • Manage customer records
  • Utilize analytics tools with customer data

Course Content

Module 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
Overview
Feature overview
Sales process overview
Common terms
Data model overview
Configuring Sales
Installing the app
Installing app upgrades
Customization options
Security roles
Module summary
Module summary
Questions
After completing this module, you will be able to:
Install and configure the sales application
Identify common sales scenarios

Module 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
Overview
Using leads
Lead qualification
Accounts and contacts
Working with opportunities
Overview
Sales business process flows
Opportunity lifecycle
Competitors
Account teams
Embedded intelligence
Overview
Relationship assistant
Email engagement
Auto capture
Playbooks
Playbooks
Overview
Creating and managing templates
Applying playbooks
Demonstration - Playbooks
Integrated sales tools
Social sales assistant
Sales navigator
Module summary
Module summary
Questions
After completing this module, you will be able to:
Create customer records
Use sales tooling

Module 3: Quotes to Orders
In this module students will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage sales opportunities to closed deals.
Manage product catalogue
Overview
Price lists and discounts
Unit groups
Product family bundles
Product life cycle
Create and manage quotes
Overview
Quote lifecycle
Sending Quotes
Converting quote to orders
Create and manage orders and invoices
Overview
Orders
Invoices
Module summary
Module summary
Questions
After completing this module, you will be able to:
Create and use the product catalogue
Add quotes to opportunities
Complete a sale with an order

Module 4: Sales Analytics and Insights
In this module students will learn how to create and use goals, integrate with PowerBI, and enable Sales AI.
Overview
Overview
DashBoards
Reports
Charts
SLAs and custom KPIs
Power BI
Overview
AI for Sales
Overview
Configuring AI for Sales
Demonstration - AI for Sales
Module summary
Module Summary
Questions
After completing this module, you will be able to:
Create and use goals
Integrate with PowerBI
Enable Sales AI functionality

Virtual Courses

ALL of our courses can be delivered virtually! Our Bath public schedule courses are available as live virtual sessions, using the popular Zoom Virtual Classroom and remote labs. Delegates can test their access at: www.zoom.us/test

Public Courses

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On-Site Courses

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All our courses are available on your site! Delivered for your staff, at your premises.

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