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Microsoft Dynamics 365 Sales MB-210T01

4.5/5

Microsoft Dynamics 365 Sales is an end-to-end application to manage the handling of customers and potential customers. Using Dynamics 365 Sales, organizations can track data against sales goals, automate best practices, learn from data, and more.Join our team of globally recognized experts as they take you step by step from lead to opportunity to closed deal.  Using the application’s available automation and customization options you will learn how to enable sales staff to be their most productive selves.

Training Options

Classroom Training

Online Instructor Led

Onsite Training

Corporate Training Options

Online Instructor Led

2

Classroom Training

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Onsite Training

Overseas Training

Course Information

Module 1: Configure Dynamics 365 Sales

In this module, we will learn about configuring the sales application to fit an organization's unique requirements.

Lessons

  • Configure organization and management settings

Lab : Lab 1.1: Validate lab environment

After completing this module, you will be able to: 

  • Install and configure the sales application.

  • Identify common sales scenarios.

Module 2: Manage leads and opportunities with Dynamics 365 Sales

In this module, you will learn how to manage customer data records, use built-in sales tools, and take a lead through the lead lifecycle.

Lessons

  • Manage leads with Dynamics 365 Sales

  • Manage opportunities with Dynamics 365 Sales

Lab : Lab 2.1: Manage customers

After completing this module, you will be able to:

  • Create customer records.

  • Use sales tooling. 

  • Create leads and opportunities. 

Module 3: Manage orders and the product catalog with Dynamics 365 Sales

In this module, we will learn how to use quotes and orders to further use Dynamics 365 Sales to manage your sales opportunities and turn them into closed deals.

Lessons

  • Manage and organize your product catalog with Dynamics 365 Sales

  • Process sales orders with Dynamics 365 Sales

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.

Module 4: Manage goals with Dynamics 365 Sales

In this module, we will learn how to manage goals to track the success of your sales organization and gather key metrics about sales performance.

Lessons

  • Define and track individual goals with Dynamics 365 Sales

  • Use goal metrics in Dynamics 365 Sales

After completing this module, you will be able to: 

  • Use rollup columns to define sales metrics.

  • Track individual goals for sales and teams.

Module 5: Analyze Dynamics 365 Sales data

In this module, we will review analytical options, describe search tools, and use Power BI to view and analyze sales data.

Lessons

  • Analyze data in Dynamics 365 Sales

  • Analyze data with Power BI

After completing this module, you will be able to:

  • 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

In this module, you will learn about the free and premium features of Dynamics 365 Sales Insights, and how it can empower salespeople to form closer relationships with their customers and close sales faster.

Lessons

  • Configure Sales Insights

After completing this module, you will be able to:

  • 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

In this module, students will learn about Dynamics 365 Customer Voice, a powerful tool for gathering and analyzing customer sentiment.

Lessons

  • Create a survey project with Dynamics 365 Customer Voice

  • Create surveys with Dynamics 365 Customer Voice

  • Send Dynamics 365 Customer Voice surveys

After completing this module, students will be able to:

  • 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

Audience Profile

A Dynamics 365 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.

Q: What are Dynamics 365 sales?

A: Microsoft Dynamics 365 for Sales is a selling automation solution developed for companies requiring more than just basic email marketing. It can help you to grow your company to centralize its efforts around leads that are ready to buy their products or services.

Q: What are the Prerequisites for Microsoft Dynamics 365 Sales MB-210T01 course?

A: Prerequisites for Microsoft Dynamics 365 Sales MB-210T01 course are having a familiarity with business applications and the desire to customize and implement them for your business.

Q: Who can take this Microsoft Dynamics 365 Sales MB-210T01 course?

A: Microsoft Dynamics 365 Sales MB-210T01 course is for dynamics 365 Customer Engagement Functional Consultant, who is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. Think of a solution using out-of-the-box capabilities, codeless extensibility, application, and service integrations.

Q: Is  Microsoft Dynamics 365 Sales MB-210T01 course worth learning?

A: Yes, one of the main advantages of Dynamics 365 is the simplicity of the applications within it where the user interface is straightforward to navigate and is powerful because it's simple to pull up a detailed overview of a specific customer showing how they have interacted with your business.

Corporate Training Options

Classroom Training

Customized to your Team’s needs

Onsite Training

Deliver at your Work Location

Online Instructor Led

Connect Online from Anywhere

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Testimonials?

Mohammed Aljbreen Operation Specialist, SAMA

The Clarity of the Content was very good. The explanation of the trainer with in-depth knowledge in a proper flow really impressed me to give 5 star rating.

Arindam Chakraborty Systems Specialist, King Abdullah University of Sciences & Technology

The Instructor was really impressive. Clear cut explanation of every topic he covered with real time scenarios.

Sher Afzal Khan Cloud Engineer, Cloud 9 Networks

The Trainer and the Course Material, both are good. Good flow of explanation with simple examples. The complete training was focused on current industry challenges.

Jawed Ahmad Siddiqui Sr. System Administrator, Saudi Ceramics

The Trainer’s presentation was impressed me to continue the course till end. Never feel bore till the entire sessions. She studied our mindset and follows.

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