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Microsoft Dynamics 365 Sales Training (MB-210)
Level: Intermediate
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.
Key Features of this Microsoft Dynamics 365 Sales Training:
- Microsoft Official Course content
- Eligible for SATV redemption
You Will Learn How 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
Choose the Training Solution That Best Fits Your Individual Needs or Organizational Goals
LIVE, INSTRUCTOR-LED
In Class & Live, Online Training
- Microsoft Official Course content
- Eligible for SATV redemption
- Hands-on learning labs included
- After-course instructor coaching included
TRAINING AT YOUR SITE
Team Training
- Bring this or any training to your organization
- Full - scale program development
- Delivered when, where, and how you want it
- Blended learning models
- Tailored content
- Expert team coaching
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In Class & Live, Online Training
Time Zone Legend:
Note: This course runs for 1 Day *
*Events with the Partial Day Event clock icon run longer than normal but provide the convenience of half-day sessions.
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Nov 10 9:00 AM - 4:30 PM EST Online (AnyWare)
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Dec 14 9:00 AM - 4:30 PM EST Online (AnyWare)
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Feb 8 9:00 AM - 4:30 PM EST Herndon, VA / Online (AnyWare)
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Mar 15 9:00 AM - 4:30 PM EDT New York / Online (AnyWare)
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May 3 9:00 AM - 4:30 PM EDT Herndon, VA / Online (AnyWare)
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Jun 21 9:00 AM - 4:30 PM EDT New York / Online (AnyWare)
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Aug 16 9:00 AM - 4:30 PM EDT Herndon, VA / Online (AnyWare)
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Guaranteed to Run
When you see the "Guaranteed to Run" icon next to a course event, you can rest assured that your course event — date, time — will run. Guaranteed.Partial Day Event
Learning Tree offers a flexible schedule program. If you cannot attend full day sessions, this option consists of four-hour sessions per day instead of the full-day session.Important Microsoft Dynamics 365 Sales Course Information
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Software/Tools
Dynamics
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Requirements
Familiarity of business applications and the desire to customize and implement them for your business.
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Who should attend this 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.
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Exam information
MB-210: Dynamics 365 for Sales
Microsoft Dynamics 365 Sales Course Outline
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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
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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
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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
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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
Team Training
Microsoft Dynamics 365 Sales FAQs
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Is this course part of a certification path?
Yes, this course helps prepare you for the “Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate” certification.
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What courses are included in the “Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate” certification path?
MB-200 (8544) and MB-210 (8554). It is required you pass both exams to achieve certification.
Related Microsoft Training
Dynamics 365 Fundamentals Training (MB-901)Microsoft Power Platform + Dynamics 365 Core (MB-200)
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