Course MB-210T01-A: Microsoft Dynamics 365 Sales

Microsoft

Course MB-210T01-A: Microsoft Dynamics 365 Sales

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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 applications available automation and customization options you will learn how to enable sales staff to be their most productive selves.

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.

Prerequisites

Course outline

Module 1: Configure Dynamics 365 Sales

Module Overview

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

Lessons

Configure organization and management settings
Create and configure sales visualizations

Lab Sessions

Validate lab environment

Lab Lessons

Access the Dynamics 365 application

After completing this module, students will be able to:

Install and configure the sales application.
Identify common sales scenarios.

Module 2: Manage customers, leads, and opportunities

Module Overview

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 customers using accounts and contacts
Manage leads
Manage opportunities

Lab Sessions

Manage Customers

Lab Lessons

Manage Customers
Lead Qualifications

After completing this module, students will be able to:

Create customer records.
Use sales tooling.
Create leads and opportunities.

Module 3: Process sales orders

Module Overview

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 quotes, orders, and invoices
Manage and organize the product catalog
Manage forecasting
Configure playbooks

Lab Sessions

Make a playbook
Manage product catalog
Build quotes
Orders and invoices

Lab Lessons

Create Playbook Template
Using Playbooks
Product Catalog
Create a Quote
Orders and Invoices

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: Integrate components with Dynamics 365 Sales

Module Overview

In this module, we will learn how to use sales analytics tools to empower the sales team.

Lessons

Leverage Embedded Intelligence in Dynamics 365 Sales
Manage relationships with social selling

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Use Embedded Intelligence tools.
Manage relationships using social selling tools.

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