Microsoft Dynamics 365 Sales MB210 Overview

Microsoft Dynamics 365 Sales MB210 Course Outline

Module 1: Set up and Configure Dynamics 365 Sales

  • Introduction
  • Set Up and Configure the Application
  • Use Customisation Options
  • Set Up Security Roles

Module 2: Manage Leads with Dynamics 365 Sales

  • Dynamics 365 Leads Overview
  • Create Dynamics 365 Leads
  • Lead Management Lifecycle
  • Lead Qualification

Lab: Work with Dynamics 365 Leads

Module 3: Manage Opportunities with Dynamics 365 Sales

  • Dynamics 365 Opportunity Overview
  • Create Dynamics 365 Opportunities
  • Account and Team Selling
  • Opportunity Management Lifecycle

Lab: Manage Opportunities in Dynamics 365

Module 4: Work with Dynamics 365 Sales Insights

  • Sales Insights Configuration Overview
  • Create Insight Cards with Assistant Studio
  • Work with Assistant Studio
  • Configure Productivity Intelligence
  • Configure Relationship Insights
  • Configure Predictive Models

Module 5: Manage and organise your product catalogue with Dynamics 365 Sales

  • Dynamics 365 Product Catalogue Overview
  • Currencies and Currency Management
  • Define Products
  • Product Families
  • Price Lists
  • Product Catalogue Settings

Lab: Set up the Product Catalogue

Module 6: Process Sales Orders with Dynamics 365 Sales

  • Sales Order Processing Overview
  • Quotes and Quote Management
  • Orders and Invoices

Lab: Sales Order Processing Lifecycle

Module 7: Manage Relationships with Relationship Selling in Dynamics 365 Sales

  • Overview
  • Sales Accelerator
  • Enforce Best Practices with Playbooks
  • Manage Relationship Health with Sales Insights
  • Sales Navigator

Lab: Manage Relationships with Playbooks and Sales Insights

Module 8: Analyse Dynamics 365 Sales Data

  • Analytical Options Overview
  • Search Tools
  • Out-of-Box Tools
  • Power BI
  • Use Power BI Templates

Lab: Analyse Data

Module 9: Define and Track Individual Goals in Dynamics 365 Sales and Customer Service

  • Overview of Goals
  • Defining Individual Goals
  • Parent and Child Goals

Lab: Measuring Customer Success Using Goals

Module 10: Use Goal Metrics in Dynamics 365 Sales and Customer Service

  • Overview
  • Fiscal Year Settings
  • Goal Metrics

Lab: Defining Goal Metrics

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Who should attend this Microsoft Dynamics 365 Sales MB210 Course?

The Microsoft Dynamics 365 Sales Course is designed to equip professionals with the knowledge and skills required to use the sales management capabilities of the Dynamics 365 Sales application. This course can be beneficial for the professionals, including:

  • Sales Managers
  • Business Development Managers
  • CRM Administrators
  • CRM Consultants
  • Account Managers
  • Sales Operations Analysts
  • Consultants

Prerequisites of the Microsoft Dynamics 365 Sales MB210 Course

There are no formal prerequisites for this Microsoft Dynamics 365 Sales MB210 Course. However, a basic understanding of business applications can prove beneficial for delegates.

Microsoft Dynamics 365 Sales MB210 Course Overview

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.

What will you gain from taking this Microsoft training:

  • 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.

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What’s included in this Microsoft Dynamics 365 Sales MB210 Course?

  • World-Class Training Sessions from Experienced Instructors 
  • Digital Delegate Pack

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Why choose us

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Microsoft Dynamics 365 Sales MB210. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Microsoft Dynamics 365 Sales MB210, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Experience the most sought-after learning style with The Knowledge Academy's Microsoft Dynamics 365 Sales MB210. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led Microsoft Dynamics 365 Sales MB210 sessions.


Highly experienced trainers

Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience


State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible


Small class sizes

Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment


Great value for money

Achieve certification without breaking the bank. Find a lower price elsewhere? We'll match it to guarantee you the best value

Streamline large-scale training requirements with The Knowledge Academy’s In-house/Onsite Microsoft Dynamics 365 Sales MB210 at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.


Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs


Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.


Team building opportunity

Our Microsoft Dynamics 365 Sales MB210 offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings


Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

What our customers are saying

Microsoft Dynamics 365 Sales MB210 FAQs

Please arrive at the venue at 8:45am.
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.
We can provide support via phone & email prior to attending, during and after the course.
Delegate pack consisting of course notes and exercises, Manual, Experienced Instructor, and Refreshments
Once your booking has been placed and confirmed, you will receive an email which contains your course location, course overview, pre-course reading material (if required), course agenda and payment receipts
The price for Microsoft Dynamics 365 Sales MB210 certification in the United Kingdom starts from £1495
The Knowledge Academy is the Leading global training provider for Microsoft Dynamics 365 Sales MB210.
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Why choose us


Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.


Trusted & Approved

Microsoft Dynamics 365 Training


Many delivery methods

Flexible delivery methods are available depending on your learning style.


High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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