Information Technology

MB-210T01 Dynamics 365 for Customer Engagement for Sales

Instructor-Led 9 Agenda

Description

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.

Course Overview

Course Objective

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

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.

Set up and configure Dynamics 365 Sales Lesson Id 1

Set up and configure Dynamics 365 Sales

Manage leads with Dynamics 365 Sales Lesson Id 2

Manage leads with Dynamics 365 Sales

Manage opportunities with Dynamics 365 Sales Lesson Id 3

Manage opportunities with Dynamics 365 Sales

Manage and organize your product catalog with Dynamics 365 Sales Lesson Id 4

Manage and organize your product catalog with Dynamics 365 Sales

Process sales orders with Dynamics 365 Sales Lesson Id 5

Process sales orders with Dynamics 365 Sales

Manage relationships with relationship selling in Dynamics 365 Sales Lesson Id 6

Manage relationships with relationship selling in Dynamics 365 Sales

Analyze Dynamics 365 sales data Lesson Id 7

Analyze Dynamics 365 sales data

Define and track individual goals in Dynamics 365 Sales and Customer Service Lesson Id 8

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

Use goal metrics in Dynamics 365 Sales and Customer Service Lesson Id 9

Use goal metrics in Dynamics 365 Sales and Customer Service

Lesson Id	Title	Description
1	Set up and configure Dynamics 365 Sales	Set up and configure the application<br />Use customization options<br />Set up security roles<br />Check your knowledge
2	Manage leads with Dynamics 365 Sales	Dynamics 365 leads overview<br />Create Dynamics 365 leads<br />Lead management lifecycle<br />Lead qualification<br />Lab - Work with Dynamics 365 leads<br />Check your knowledge
3	Manage opportunities with Dynamics 365 Sales	Dynamics 365 opportunity overview<br />Create Dynamics 365 opportunities<br />Account and team selling<br />Opportunity management lifecycle<br />Lab - Manage opportunities in Dynamics 365<br />Check your knowledge
4	Manage and organize your product catalog with Dynamics 365 Sales	Dynamics 365 product catalog overview<br />Currencies and currency management<br />Define products<br />Product families<br />Price lists<br />Product catalog settings<br />Check your knowledge
5	Process sales orders with Dynamics 365 Sales	Sales order processing overview<br />Quotes and quote management<br />Orders and invoices<br />Check your knowledge
6	Manage relationships with relationship selling in Dynamics 365 Sales	Overview<br />Sales accelerator<br />Enforce best practices with playbooks<br />Manage relationship health with Sales Insights<br />Sales Navigator<br />Check your knowledge
7	Analyze Dynamics 365 sales data	Analytical options overview<br />Search tools<br />Out-of-box tools<br />Power BI<br />Use Power BI templates<br />Lab - Analyze data<br />Check your knowledge
8	Define and track individual goals in Dynamics 365 Sales and Customer Service	Overview of goals<br />Defining individual goals<br />Parent and child goals<br />Check your knowledge
9	Use goal metrics in Dynamics 365 Sales and Customer Service	Overview<br />Fiscal year settings<br />Goal metrics<br />Check your knowledge