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Course Information

Microsoft Dynamics 365 Sales MB210 Course Outline

Within this training you will learn the following modules:

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

Lab: Lab 1.1: Validate lab environment

After completing this module, students will be able to:

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

Module 2: Manage leads and opportunities with Dynamics 365 Sales

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 leads with Dynamics 365 Sales
  • Manage opportunities with Dynamics 365 Sales

Lab: Lab 2.1: Manage customers

After completing this module, students will be able to:

  • Create customer records.
  • Use sales tooling.
  • Create leads and opportunities.

Module 3: Manage orders and the product catalog with Dynamics 365 Sales

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 and organize your product catalog with Dynamics 365 Sales
  • Process sales orders with Dynamics 365 Sales

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: Manage goals with Dynamics 365 Sales

In this module, we will learn how to manage goals to track the success of your sales organization and gather key metrics about sales performance.

Lessons

  • Define and track individual goals with Dynamics 365 Sales
  • Use goal metrics in Dynamics 365 Sales

After completing this module, students will be able to:

  • Use rollup columns to define sales metrics.
  • Track individual goals for sales and teams.

Module 5: Analyze Dynamics 365 Sales data

In this module, we will review analytical options, describe search tools, and use Power BI to view and analyze sales data.

Lessons

  • Analyze data in Dynamics 365 Sales
  • Analyze data with Power BI

After completing this module, students will be able to:

  • Analyze sales data using out-of-the-box Dynamics 365 tools
  • Configure charts and dashboards to view sales data
  • Use Power BI and Power BI template apps to analyze data

Module 6: Work with Dynamics 365 Sales Insights

In this module, you will learn about the free and premium features of Dynamics 365 Sales Insights, and how it can empower salespeople to form closer relationships with their customers and close sales faster.

Lessons

  • Configure Sales Insights

After completing this module, students will be able to:

  • Set up and configure Sales Insights
  • Work with Assistant studio
  • Configure productivity intelligence
  • Configure Connection insights
  • Configure predictive models

Module 7: Create surveys with Dynamics 365 Customer Voice

In this module, students will learn about Dynamics 365 Customer Voice, a powerful tool for gathering and analyzing customer sentiment.

Lessons

  • Create a survey project with Dynamics 365 Customer Voice
  • Create surveys with Dynamics 365 Customer Voice
  • Send Dynamics 365 Customer Voice surveys

After completing this module, students will be able to:

  • Set up survey projects to organize and create surveys
  • Create a survey with variables and entities
  • Send Dynamics 365 Customer Voice surveys using multiple modalities

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Who should attend this Microsoft training course?

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.

  • Job role: Functional Consultant.
  • Preparation for exam: MB-210.

Prerequisites

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

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 Dynamics Training Course?

  • Experienced Instructor
  • Labs

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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.

What our customers are saying

Microsoft Dynamics 365 Sales MB210 FAQs

FAQ's

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 States starts from $1995
The Knowledge Academy is the Leading global training provider in the world for Microsoft Dynamics 365 Sales MB210.

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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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Microsoft Dynamics 365 Sales Functional Consultant Associate

Save upto 40%
2 courses
Included courses:

Microsoft Dynamics 365 Sales MB210$3095

Microsoft Power Platform Functional Consultant PL200$4695

Total without package:  $7790

Package price:  $4695 (Save $3095)

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