Dynamics 365 for customer engagement for Sales

  • Tuition USD $716 Save $80
  • Reviews star_rate star_rate star_rate star_rate star_half 839 Ratings
  • Course Code MB-210T01
  • Duration 1 day
  • Available Formats Classroom, Virtual




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 applications available automation and customization options you will learn how to enable sales staff to be their most productive selves.

Skills Gained

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 Can Benefit

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

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

Course Details

Outline


Module 1: Sales Overview
In this module you will learn the basics of sales in Dynamics 365. We 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, you will be able to:
  • Install and configure the sales application.
  • Identify common sales scenarios.

Module 2: Working with Opportunities
In this module you 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, you will be able to:
  • Create customer records.
  • Use sales tooling.

Module 3: Quotes to Orders
In this module you will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage your 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, you 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 you 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, you will be able to:
  • Create and use goals.
  • Integrate with PowerBI.
  • Enable Sales AI functionality.

How do I get a Microsoft exam voucher?

Pearson Vue Exam vouchers can be requested and ordered with your course purchase or can be ordered separately by clicking here.

  • Vouchers are non-refundable and non-returnable. Vouchers expire 12 months from the date they are issued unless otherwise specified in the terms and conditions.
  • Voucher expiration dates cannot be extended. The exam must be taken by the expiration date printed on the voucher.

The training was very informative and the way the instructor has taken the course is awesome.

Tommy was a great instructor. We relied on this class to develop our understanding, and we were very happy with the result.

Facilitators are very knowledgeable on their craft, very accommodating and answers questions promptly.

thorough course covering materials needed to understand aws, architecture, and their interactions. Labs helped

Classes are great but i feel the course timeline is too short and hence the topics are rushed up to complete on time.

1 options available

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  • Nov 13, 2020 Nov 13, 2020 (1 day)
    Location
    iMVP
    Language
    English
    Time
    9:00AM 5:00PM EST
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