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
Before attending this course, students must have:
- A basic understanding of the need for sales tools.
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