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MB-210.1 Dynamics 365 for Customer Engagement for Sales

$99.00

MB-210.1 Dynamics 365 for Customer Engagement for Sales

$99.00
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Product Description

MB-210.1 Dynamics 365 for Customer Engagement for Sales

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.

What you'll learn

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

Prerequisites

Before attending this course, students must have:

  • A basic understanding of the need for sales tools.

Course Syllabus

Module 1: Sales Overview

Description: In 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.

Brief objectives: After completing this module, you will be able to: Install and configure the sales application. Identify common sales scenarios.

  • Lesson 1: Sales overview
  • Lesson 2: Configuring Sales
  • Lesson 3: Module summary

Module 2: Working with Opportunities

Description: In this module you will learn how to manage customer data records, use built in sales tools and take a lead to an opportunity.

Brief objectives: After completing this module, you will be able to: Create customer records. Use sales tooling.

  • Lesson 1: Manage customers
  • Lesson 2: Working with opportunities
  • Lesson 3: Embedded intelligence
  • Lesson 4: Playbooks
  • Lesson 5: Integrated sales tools
  • Lesson 6: Module summary

Module 3: Quotes to Orders

Description: 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.

Brief objectives: 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.

  • Lesson 1: Order processing overview
  • Lesson 2: Manage product catalog
  • Lesson 3: Create and manage quotes
  • Lesson 4: Create and manage orders and invoices
  • Lesson 5: Module summary

Module 4: Sales Analytics and Insights

Description: In this module you will learn how to create and use goals; integrate with PowerBI and enable Sales AI.

Brief objectives: After completing this module, you will be able to: Create and use goals. Integrate with PowerBI. Enable Sales AI functionality.

  • Lesson 1: Overview
  • Lesson 2: Power BI
  • Lesson 3: AI for Sales
  • Lesson 4: Module summary 

Microsoft Verified Certificate 

For a small fee ($99), once you complete this course, you will receive a Microsoft authenticated Certificate of Completion. This will allow you to showcase your achievement and document your expertise. You will have permission to add the certificate to your resume or post it directly to LinkedIn. If your company has access to Microsoft Software Assurance Training vouchers, you can redeem one voucher for one certificate.

 

 

 

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