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Course information

Dynamics 365 for Customer Engagement for Sales Course Outline | MB210

Module 1: Sales Overview

In this module students will learn the basics of sales in Dynamics 365. They will install and configure the application, as well as learn about security roles, key terms, and the data model.

Lessons

  • Sales overview
  • Configuring Sales
  • Module summary

After completing this module, students will be able to:

  • Install and configure the sales application
  • Identify common sales scenarios

Module 2: Working with Opportunities

In this module students will learn how to manage customer data records, use built-in sales tools, and take a lead to an opportunity.

Lessons

  • Manage customers
  • Working with opportunities
  • Embedded intelligence
  • Playbooks
  • Integrated sales tools
  • Module summary

After completing this module, students will be able to:

  • Create customer records
  • Use sales tooling

Module 3: Quotes to Orders

In this module students will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage sales opportunities to closed deals.

Lessons

  • Order processing overview
  • Manage product catalog
  • Create and manage quotes
  • Create and manage orders and invoices
  • Module summary

After completing this module, students will be able to:

  • Create and use the product catalog
  • Add quotes to opportunities
  • Complete a sale with an order

Module 4: Sales Analytics and Insights

In this module students will learn how to create and use goals, integrate with PowerBI, and enable Sales AI.

Lessons

  • Overview
  • Power BI
  • AI for Sales
  • Modules summary

After completing this module, students will be able to:

  • Create and use goals
  • Integrate with PowerBI
  • Enable Sales AI functionality

 

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Who should attend this Microsoft Dynamics Training Course?

A Dynamics 365 Customer Engagement 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.

Prerequisites

The familiarity of business applications and the desire to customize and implement them for business.

Dynamics 365 for Customer Engagement for Sales Course Overview | MB210

In this 1-day training course, you will learn Microsoft Dynamics 365 for Sales, is an end-to-end application to manage the handling of customers and potential customers; it assists with tracking data against sales goals, automating best practices, learning from data, and more.

After completion of this course you will learn:

  • 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 Dynamics Training Course?

  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor
  • Refreshments

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Dynamics 365 for Customer Engagement for Sales Exam Information | MB-210

  • Perform configuration (40-45%)
  • Manage core sales entities (20-25%)
  • Manage sales entities (35-40%)

Please Note: The exam is not included in the cost of this training course.

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Why choose us

Ways to take this course

Our easy to use Virtual platform allows you to sit the course from home with a live instructor. You will follow the same schedule as the classroom course, and will be able to interact with the trainer and other delegates.

Our fully interactive online training platform is compatible across all devices and can be accessed from anywhere, at any time. All our online courses come with a standard 90 days access that can be extended upon request. Our expert trainers are constantly on hand to help you with any questions which may arise.

This is our most popular style of learning. We run courses in 1200 locations, across 200 countries in one of our hand-picked training venues, providing the all important ‘human touch’ which may be missed in other learning styles.

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Highly experienced trainers

All our trainers are highly qualified, have 10+ years of real-world experience and will provide you with an engaging learning experience.

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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

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Small class sizes

We limit our class sizes to promote better discussion and ensuring everyone has a personalized experience

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Great value for money

Get more bang for your buck! If you find your chosen course cheaper elsewhere, we’ll match it!

This is the same great training as our classroom learning but carried out at your own business premises. This is the perfect option for larger scale training requirements and means less time away from the office.

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Tailored learning experience

Our courses can be adapted to meet your individual project or business requirements regardless of scope.

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Maximise your training budget

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

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Team building opportunity

This gives your team a great opportunity to come together, bond, and discuss, which you may not get in a standard classroom setting.

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Monitor employees progress

Keep track of your employees’ progression and performance in your own workspace.

What our customers are saying

Frequently asked questions

FAQ's

Please arrive at the venue at 8:45am.
The familiarity of business applications and the desire to customize and implement them for business.
A Dynamics 365 Customer Engagement 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 are able to 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 Dynamics 365 for Customer Engagement for Sales MB210 certification in New Zealand starts from NZD1795
The Knowledge Academy is the Leading global training provider in the world for Dynamics 365 for Customer Engagement for Sales MB210.

Why choose us

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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.

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Trusted & Approved

Microsoft Dynamics 365 Training

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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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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"...the trainer for this course was excellent. I would definitely recommend (and already have) this course to others."

Diane Gray, Shell

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Sales Functional Consultant Associate Certification

Save 26%
2 courses
Included courses:

Microsoft Power Platform and Dynamics 365 Core MB200NZD4799

Dynamics 365 for Customer Engagement for Sales MB210NZD1915

Total without package:  NZD6714

Package price:  NZD4995 (Save NZD1719)

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