MB-210T01 : Microsoft Dynamics 365 Sales
Duration: 2 Days
Course Overview:
This course is designed to provide students with a comprehensive overview of the sales functionality in Microsoft Dynamics 365. It covers the essential skills needed to effectively manage and configure the Dynamics 365 Sales application. it 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.
Course Objectives:
Set up and configure Dynamics 365 Sales
Manage leads with Dynamics 365 Sales
Manage opportunities with Dynamics 365 Sales
Work with Dynamics 365 Sales insights
Manage and organize your product catalog with Dynamics 365 Sales
Process sales orders with Dynamics 365 Sales
Manage relationships with relationship selling in Dynamics 365 Sales
Analyze Dynamics 365 sales data
Define and track individual goals in Dynamics 365 Sales and Customer Service
Use goal metrics in Dynamics 365 Sales and Customer Service
Course Outline
Module 1: Introduction to Dynamics 365 Sales
Overview of Dynamics 365 Sales Application
Key Concepts and Terminology
Navigation and User Interface
Module 2: Configuring Dynamics 365 Sales
Setting Up the Sales Application
Customizing the User Interface
Managing Security Roles and Permissions
Module 3: Core Sales Processes
Lead and Opportunity Management
Understanding Leads and Opportunities
Managing Leads and Converting to Opportunities
Creating and Managing Opportunities
Module 4: Account and Contact Management
Managing Accounts and Contacts
Creating and Maintaining Account and Contact Information
Best Practices for Effective Management
Module 5: Sales Activities and Tasks
Creating and Managing Activities
Tracking Phone Calls, Appointments, and Tasks
Using Outlook Integration
Module 6: Advanced Sales Processes
Product and Price Management
Managing Products and Price Lists
Creating Product Catalogs
Configuring Price Lists and Discount Lists
Module 7: Sales Quotes and Orders
Generating Sales Quotes
Managing and Processing Orders
Integrating Sales Quotes with Orders
Module 8: Sales Forecasting and Insights
Understanding Sales Forecasting
Configuring Forecasts and Targets
Utilizing Insights and Reports for Decision Making
Module 9: Integrations and Advanced Features
Integration with Other Applications**
Integrating Dynamics 365 Sales with Other Applications
Overview of Power Platform Integration (Power Apps, Power Automate)
Module 10: Advanced Customizations
Customizing Entities and Views
Configuring Business Processes and Workflow
Module 11: Analytics, Reports, and Exam Preparation
Analytics and Reporting
Utilizing Dashboards and Reports
Leveraging Insights for Sales Performance Analysis
Module 12: Best Practices and Case Studies
Real-World Case Studies
Best Practices for Optimizing Dynamics 365 Sales
Prerequisites:
Students should be familiar with Dynamics 365 model-driven applications and the Power Platform. Students should also be familiar with the sales process and sales organizations. No certifications are required as a pre-requisite for this course, but PL-200T00 (Power Platform Functional Consultant) is recommended as a supplement to this course.
Target Audience
Students in this course are interested in Azure development or in passing the Microsoft Azure Developer Associate certification exam.
Note:
This outline covers the major topics and skills necessary for the Microsoft Dynamics 365 Sales certification and provides a solid foundation for students preparing for the MB-210T01 exam. Adjust the course schedule as needed to match your specific class duration and audience expertise level.