Virtual Class:
MB 210 Microsoft Dynamics 365 Sales

What is covered by this Microsoft Dynamics 365 CRM webinar?

With Microsoft Dynamics 365 Sales  you can manage the handling and administration of customers and prospects. Dynamics 365 Sales enables salespeople to build strong relationships with their customers, action on insights, close deals faster. You work with accounts and contacts, administer from lead to order and create sales collateral.

Dynamics 365 Sales runs on Microsoft Dataverse and uses Power Apps model-driven app design.

In this Microsoft Dynamics 365 Sales training, you will discover how to configure Dynamics 365 Sales, manage leads and opportunities, orders and the product catalog, and goals. You will also learn how to analyze sales data, an how to work with Dynamics 365 Sales insights. Finally, this course will aslo teach you how to create surveys with customer voice.

This course prepares for Exam MB-210: Microsoft Dynamics 365 Sales Functional Consultant

This course is delivered by an excellent, experienced trainer with MCT and MVP credentials

Who should take this course?

This course is aimed at those wanting to become a Dynamics 365 for Sales Functional Consultant Associate and helps you prepare for the Microsoft Dynamics 365 for Sales exam (MB-210).

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.

After this training, you will be able to:

• Install and configure the sales application

• Identify common sales scenarios.

• Create customer records.

• Use sales tooling.

• Create leads and opportunities.

• Create and use the product catalog.

• Add quotes to opportunities.

• Complete a sale with an order.

• Use rollup columns to define sales metrics.

• Track individual goals for sales and teams.

• 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

• Set up and configure Sales Insights

• Work with Assistant studio

• Configure productivity intelligence

• Configure Connection insights

• Configure predictive models

• 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