MB-210T01 Dynamics 365 for Customer Engagement for Sales

Price
$1,295.00 USD

Duration
2 Days

 

Delivery Methods
Virtual Instructor Led
Private Group

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Course Overview

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

Who Should Attend?

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.

  • Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
  • Authorized content: We maintain more than 35 Authorized Training Partnerships with the top players in tech, ensuring your course materials contain the most relevant and up-to date information.
  • Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
  • Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
  • Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
  • Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.

Learning Credits: Learning Credits can be purchased well in advance of your training date to avoid having to commit to specific courses or dates. Learning Credits allow you to secure your training budget for an entire year while eliminating the administrative headache of paying for individual classes. They can also be redeemed for a full year from the date of purchase. If you have previously purchased a Learning Credit agreement with New Horizons, you may use a portion of your agreement to pay for this class.

If you have questions about Learning Credits, please contact your Account Manager.

Corporate Tech Pass: Our Corporate Tech Pass includes unlimited attendance for a single person, in the following Virtual Instructor Led course types: Microsoft Office, Microsoft Technical, CompTIA, Project Management, SharePoint, ITIL, Certified Ethical Hacker, Certified Hacking Forensics Investigator, Java, Professional Development Courses and more. The full list of eligible course titles can be found at https://www.newhorizons.com/eligible.

If you have questions about our Corporate Tech Pass, please contact your Account Manager.

Course 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 Microsoft Power Platform Functional Consultant is recommended as a supplement to this course.

Agenda

1 - Get started with Dynamics 365 Sales

  • Overview of Sales products
  • Navigate in Dynamics 365 Sales
  • Manage customers
  • Copilot in Dynamics 365 Sales
  • In-app marketing

2 - Set up and configure Dynamics 365 Sales

  • Set up and configure the application
  • Use customization options
  • Document management
  • Set up security roles
  • Configure Copilot in Sales

3 - Manage leads with Dynamics 365 Sales

  • Dynamics 365 leads overview
  • Create Dynamics 365 leads
  • Lead management lifecycle
  • Lead qualification
  • Use Copilot with leads
  • Lead data management tools

4 - Manage opportunities with Dynamics 365 Sales

  • Dynamics 365 opportunity overview
  • Create Dynamics 365 opportunities
  • Account and team selling
  • Opportunity management lifecycle
  • Use Copilot with opportunities

5 - Manage and organize your product catalog with Dynamics 365 Sales

  • Dynamics 365 product catalog overview
  • Currencies and currency management
  • Define products
  • Product families
  • Price lists
  • Product catalog settings

6 - Process sales orders with Dynamics 365 Sales

  • Sales order processing overview
  • Quotes and quote management
  • Orders and invoices

7 - Manage relationships with relationship selling in Dynamics 365 Sales

  • Overview
  • Sales accelerator
  • Enforce best practices with playbooks
  • Manage relationship health with Sales Insights
  • Sales Navigator

8 - Analyze Dynamics 365 sales data

  • Analytical options overview
  • Search tools
  • Out-of-box tools
  • Power BI
  • Use Power BI templates

9 - Define and track individual goals in Dynamics 365 Sales and Customer Service

  • Overview of goals
  • Defining individual goals
  • Parent and child goals

10 - Use goal metrics in Dynamics 365 Sales and Customer Service

  • Overview
  • Fiscal year settings
  • Goal metrics

11 - Use Microsoft 365 services with model-driven apps and Microsoft Dataverse

  • Set up mailboxes
  • Server-side sync
  • Document management options
  • Document management
  • Deploy the app for Outlook
  • Set up Dynamics 365 App for Outlook
  • Integrate with Microsoft Teams

12 - Get started with the Dynamics 365 Sales mobile app

  • Deploy the mobile app
  • Use the mobile app
  • Manage records
  • Customize form views
  • Set up push notifications
 

Get in touch to schedule training for your team
We can enroll multiple students in an upcoming class or schedule a dedicated private training event designed to meet your organization’s needs.

 



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