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MB-210T01 : Microsoft Dynamics 365 Sales

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Duration: 2 Days

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Course Overview:

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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.

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Course Objectives:

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• 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

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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:

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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.

 

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Target Audience

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Students in this course are interested in Azure development or in passing the Microsoft Azure Developer Associate certification exam.

 

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Note:

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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.