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Course #:MB-210T01

Microsoft Dynamics 365 Sales Training

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

Our team of globally recognized experts take students step by step, from lead, to opportunity, to closed deal. Using the application’s available automation and customization options, students will learn how to enable sales staff to be their most productive selves.

Topics

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

Audience

A Dynamics 365 Customer Engagement Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out-of-the-box capabilities, codeless extensibility, application, and service integrations.

Prerequisites

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

Duration

One day

 

Outline of Microsoft Dynamics 365 Sales Training

Module 1: Sales Overview

In this module students will learn the basics of sales in Dynamics 365. They will install and configure the application, as well as learn about security roles, key terms, and the data model.

 

Lessons

Sales overview

Configuring Sales

Module summary

After completing this module, students will be able to:

 

Install and configure the sales application

Identify common sales scenarios

Module 2: Working with Opportunities

In this module students will learn how to manage customer data records, use built-in sales tools, and take a lead to an opportunity.

 

Lessons

Manage customers

Working with opportunities

Embedded intelligence

Playbooks

Integrated sales tools

Module summary

After completing this module, students 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.

 

Lessons

Order processing overview

Manage product catalog

Create and manage quotes

Create and manage orders and invoices

Module summary

After completing this module, students will be able to:

 

Create and use the product catalog

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.

 

Lessons

Overview

Power BI

AI for Sales

Modules summary

After completing this module, students will be able to:

 

Create and use goals

Integrate with PowerBI

Enable Sales AI functionality

We regularly offer classes in these and other cities. Atlanta, Austin, Baltimore, Calgary, Chicago, Cleveland, Dallas, Denver, Detroit, Houston, Jacksonville, Miami, Montreal, New York City, Orlando, Ottawa, Philadelphia, Phoenix, Pittsburgh, Seattle, Toronto, Vancouver, Washington DC.
US Inquiries / 1.877.517.6540
Canadian Inquiries / 1.877.812.8887