MB-210T01. Dynamics 365 for customer engagement for Sales

Course Duration: 1 Days

About This Course

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

Audience Profile

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.

At Course Completion

After completing this course, you will be able to:

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

Module 1: Sales

OverviewIn this module you will learn the basics of sales in Dynamics 365. We 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, you will be able to:

Install and configure the sales application.

Identify common sales scenarios.

Module 2: Working with Opportunities

In this module you 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, you will be able to:

Create customer records.

Use sales tooling.

Module 3: Quotes to Orders

In this module you will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage your 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, you 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 you 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, you will be able to:

Create and use goals.

Integrate with PowerBI.

Enable Sales AI functionality.