MB-210T01: Microsoft Dynamics 365 Sales

MB-210T01: Microsoft Dynamics 365 Sales course prepares candidates for the MB-210 exam. The course provides skills to configure Dynamics 365 Sale, additional tools and services, and manage core sales tables. The course takes you from the lead to opportunity to a closed deal.

Microsoft Dynamics 365 for Sales is an end-to-end application to manage to handle customers and potential customers, track data against sales goals, automate your best practices, learn from your data, and more. Using the application’s available automation and customization options, you will learn how to enable sales staff to be their most productive selves.

Training Exclusives

• Gain access to Microsoft Official Courseware (MOC), Labs and Practice Test, when available.
• Get Trained by Microsoft Certified Trainers (MCT).
• Access to the recordings of your class sessions for 90 days.
• Access to a dedicated NetCom365 portal.
• Experience 24*7 learner support.

Who Should Go For This Training?

• A 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. The Functional Consultant implements a solution using out-of-the-box capabilities, codeless extensibility, application, and service integrations.

Course Prerequisites:

Recommended

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

Course Objectives:

• 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 Outline

1. Set up and configure Dynamics 365 Sales
   1. Learn about the key features of Dynamics 365 Sales and how it can help your organization
   2. Configure key settings that organizations should customize when setting up the application
   3. Set up the included security roles for sales users
2. Manage leads with Dynamics 365 Sales
   1. Examine the lead qualification process in Dynamics 365 from beginning to end
   2. Identify the different options that are available for creating and defining leads
   3. Use business process flows to manage the lead lifecycle
   4. Qualify and disqualify leads
   5. Lab: Work with Dynamics 365 leads
3. Manage opportunities with Dynamics 365 Sales
   1. Identify scenarios where opportunities can be used
   2. Create and define opportunities
   3. Work with related opportunity records
   4. Manage an opportunity throughout its lifecycle
   5. Lab: Manage opportunities in Dynamics 365
4. Leverage Embedded Intelligence in Dynamics 365 Sales
   1. Deploy and set up advanced relationship cards
   2. Use the Auto Capture feature to identify potentially relevant communications
   3. Set up and consume email tracking
   4. Lab: Build relationships by using Embedded Intelligence
5. Manage and organize your product catalog with Dynamics 365 Sales
   1. Set up unit groups to help control how products are sold
   2. Create product family hierarchies that include product bundles and individual products
   3. Set up product pricing data by creating price lists and price list items
   4. Use discount lists to provide volume discount pricing
   5. Lab: Set up the product catalog
6. Process sales orders with Dynamics 365 Sales
   1. Define quote records for opportunity records
   2. Work a quote through its entire lifecycle
   3. Add and revise quote product line items
   4. Deliver quotes to customers
   5. Lab: Sales order processing lifecycle
7. Manage relationships with relationship selling in Dynamics 365 Sales
   1. Discover best practices
   2. Work with sales playbooks
   3. Manage relationship health with Sales Insights
   4. Recognize features of Sales Navigator
   5. Lab: Manage relationships with playbooks and Sales Insights
8. Analyze Dynamics 365 sales data
   1. Review analytical options
   2. Describe searching tools
   3. Utilize Power BI to view data
   4. Analyze data
   5. Lab: Analyze data
9. Define and track individual goals in Dynamics 365 Sales and Customer Service
   1. Create and manage individual goals
   2. Use Parent and Child Goals
   3. Monitor goal progress
   4. Lab: Measuring customer success using goals
10. Use goal metrics in Dynamics 365 Sales and Customer Service
    1. Determine with metrics are needed to build efficient customer service goals
    2. Modify Fiscal Year settings to align goal progress
    3. Define Goal Metrics for an Organization
    4. Create custom Roll-up columns and Queries
    5. Lab: Defining goal metrics