Course MB-210: Dynamics 365 For Customer Engagement For Sales

COURSE OUTLINE

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.

Prerequisites:

Familiarity of business applications and the desire to customize and implement them for your business.

Hybrid (VILT)

Virtual instruction environments are designed to simulate the traditional classroom or learning experience. Instructor-led training is still the number one delivery method of choice because it allows you to interact and discuss the training material, either individually or in a group setting, and you gain access to expert knowledge from certified instructors. This form of guided learning is impactful and produces positive learning outcomes. Day, evening and Saturday classes are offered.

Course Content

Virtual Lecturer-led Interactive Teaching (VLIT)

Virtual instruction environments are designed to simulate the traditional classroom or learning experience. Instructor-led training is still the number one delivery method of choice because it allows you to interact and discuss the training material, either individually or in a group setting, and you gain access to expert knowledge from certified instructors. This form of guided learning is impactful and produces positive learning outcomes. Day, evening and Saturday classes are offered.
Module 1: Configure Dynamics 365 Sales
In this module, we will learn about configuring the sales application to fit an organization’s unique requirements.

Lessons
- 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
In this module, you will learn how to manage customer data records, use built-in sales tools, and take a lead through the lead lifecycle.

Lessons
- Manage customers using accounts and contacts
- Manage leads
- Manage opportunities
After completing this module, you will be able to:
- Create customer records.
- Use sales tooling.
- Create leads and opportunities.
Module 3: Process sales orders
In this module, we will learn how to use quotes and orders to further use Dynamics 365 Sales to manage your sales opportunities and turn them into closed deals.

Lessons
- Manage quotes, orders, and invoices
- Manage and organize the product catalog
- Manage forecasting
- Configure playbooks
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.
Module 4: Integrate components with Dynamics 365 Sales
In this module, we will learn how to use sales analytics tools to empower the sales team.

Lessons
- Leverage Embedded Intelligence in Dynamics 365 Sales
- Manage relationships with social selling
After completing this module, you will be able to:
- Use Embedded Intelligence tools.
- Manage relationships using social selling tools.
CTU Training Solutions, Updated: February 2nd, 2021