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.
Familiarity of business applications and the desire to customize and implement them for your business.
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.
MB-210: Dynamics 365 for Sales
Microsoft Dynamics 365 Sales Training (MB-210) Delivery Methods
Microsoft Official Course content
Microsoft Dynamics 365 Sales Training (MB-210) Course Benefits
Install and configure the applicationIdentify common sales scenariosComplete a sales cycleConfigure product catalogManage customer recordsUtilize analytics tools with customer data
Microsoft Dynamics 365 Sales Course Outline
Module 1: Configure Dynamics 365 Sales
In this module, we will learn about configuring the sales application to fit an organization’s unique requirements.
Configure organization and management settings
Create and configure sales visualizations
After completing this module, you will be able to:
Install and configure the sales application.
Identify common sales scenarios.
Module 2: Manage customers, leads, and opportunities
Module 3: Process sales orders
Module 4: Integrate components with Dynamics 365 Sales