MB-210 – Microsoft Dynamics 365 for Sales

Microsoft Dynamics 365 Sales course is designed to give you the knowledge and skills needed to effectively manage and implement Microsoft Dynamics 365 Sales in customer-facing selling scenarios. It covers how to use the customer engagement functionality of Microsoft Dynamics 365 to drive sales through lead nurturing, customer engagement and organizational productivity. You will also learn how to use the sales automation capabilities and interactivity features of the software to ensure customer satisfaction and build customer relationships. Throughout the course, you will be exposed to hands-on labs and lectures covering advanced topics such as marketing, product availability, and lead management. Upon completion of the course, you should have an understanding of the key features of Microsoft Dynamics 365 and be able to configure customer engagement, product availability, and lead management.


Microsoft Dynamics 365 Sales Training (MB-210) Course Benefits

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


Course Content:

Module 1: Configure Dynamics 365 Sales

  • Set up and configure the application
  • Use customization option
  • Set up security roles

Module 2: Manage leads and opportunities with Dynamics 365 Sales

  • Dynamics 365 leads overview
  • Create Dynamics 365 leads
  • Lead management lifecycle
  • Lead qualification
  • Lab – Work with Dynamics 365 leads

Module 3:Manage opportunities with Dynamics 365 Sales

  • Dynamics 365 opportunity overview
  • Create Dynamics 365 opportunities
  • Account and team selling6 min
  • Opportunity management lifecycle
  • Lab – Manage opportunities in Dynamics

Module 4:Leverage Embedded Intelligence in Dynamics 365 Sales

  • Embedded Intelligence overview
  • Relationship assistant cards
  • Auto Capture
  • Email tracking
  • Exercise – Build relationships by using Embedded Intelligence

Module5:Manage and organize your product catalog with Dynamics 365 Sales

  • Dynamics 365 product catalog overview
  • Currencies and currency management
  • Define products
  • Product families
  • Price lists
  • Product catalog settings

Module6:Process sales orders with Dynamics 365 Sales

  • Sales order processing overview
  • Quotes and quote management
  • Orders and invoices
  • Exercise – Sales order processing lifecycle

Module7:Manage relationships with relationship selling in Dynamics 365 Sales

  • Overview
  • Sales accelerator
  • Enforce best practices with playbooks
  • Manage relationship health with Sales Insights
  • Sales Navigator
  • Exercise – Manage relationships with playbooks and Sales Insights

Module8:Analyze Dynamics 365 sales data

  • Analytical options overview
  • Search tools
  • Out-of-box tools10 min
  • Power BI
  • Use Power BI templates

Module 9: Create surveys with Dynamics 365 Customer Voice

  • Create a survey project with Dynamics 365 Customer Voice
  • Create surveys with Dynamics 365 Customer Voice
  • Send Dynamics 365 Customer Voice surveys

Who this course is for:

  • For every one needs learn Microsoft Dynamics 365 for Sales

Free Exam Practice Test:

Microsoft MB-210 Microsoft Dynamics 365 Sales Exam


International Student Fee  500 USD


Job Interview Preparation  (Soft Skills Questions & Answers)


🎥 Your FREE eLEARNING Courses (Click Here)


Internships, Freelance and Full-Time Work opportunities


Flexible Class Options

  • Week End Classes For Professionals  SAT | SUN
  • Corporate Group Trainings Available
  • Online Classes – Live Virtual Class (L.V.C), Online Training

Related Courses

Microsoft Certified: Dynamics 365 Marketing Functional Consultant Associate

Microsoft Certified: Customer Data Platform Specialty

Microsoft Certified: Dynamics 365 Business Central Functional Consultant Associate

Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate

KEY FEATURES

Flexible Classes Schedule

Online Classes for out of city / country students

Unlimited Learning - FREE Workshops

FREE Practice Exam

Internships Available

Free Course Recordings Videos

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