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Microsoft Dynamics 365 Sales (MB-210T01)

 

Course Overview

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

Who should attend

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.

Certifications

Prerequisites

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

Course Objectives

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

Course Content

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.
Online Training

Duration 1 day

Price (excl. tax)
  • 690.- €
  • SA Voucher: 1
    hardcoded default SA
Digital courseware

Courseware language: English

Classroom Training

Duration 1 day

Price (excl. tax)
  • Germany: 690.- €
  • Switzerland: CHF 840.-
  • SA Voucher: 1
    hardcoded default SA
incl. catering
Catering includes:

  • Coffee, Tea, Juice, Water, Soft drinks
  • Pastry and Sweets
  • Fresh fruits
  • Lunch in a nearby restaurant

* Catering information only valid for courses delivered by Fast Lane.


Digital courseware

Courseware language: English

Schedule

Instructor-led Online Training:   Course conducted online in a virtual classroom.
FLEX™ Classroom Training (hybrid course):   Course participation either on-site in the classroom or online from the workplace or from home.
English
1 hour difference
26/10/2020 Online Training Time zone: EET
18/11/2020 Online Training Time zone: GMT
23/11/2020 Online Training Time zone: EET
11/04/2021 Online Training This is an English language FLEX course.
Time zone: UTC+3
11/07/2021 Online Training This is an English language FLEX course.
Time zone: UTC+3
10/10/2021 Online Training This is an English language FLEX course.
Time zone: UTC+3
2 hours difference
17/01/2021 Online Training This is an English language FLEX course.
Time zone: UTC+3
11/04/2021 Online Training This is an English language FLEX course.
Time zone: UTC+4
11/07/2021 Online Training This is an English language FLEX course.
Time zone: UTC+4
10/10/2021 Online Training This is an English language FLEX course.
Time zone: UTC+4
3 hours difference
17/01/2021 Online Training This is an English language FLEX course.
Time zone: UTC+4
7 hours difference
16/11/2020 Online Training Time zone: CST
16/11/2020 Online Training Time zone: CST
FLEX™ Classroom Training (hybrid course):   Course participation either on-site in the classroom or online from the workplace or from home.
Germany
09/11/2020 Frankfurt
01/02/2021 Berlin
22/03/2021 Frankfurt
14/06/2021 Hamburg
13/09/2021 Munich
22/11/2021 Düsseldorf
Switzerland
09/11/2020 Basel
09/11/2020 Bern
09/11/2020 Zurich This is an German language FLEX course.
Time zone: CET