MB-210T01: Dynamics 365 for customer engagement for sales

MB-200T00: Microsoft Power Platform + Dynamics 365 Core
06/03/2020
82150 – Κοστολόγηση και λήψη αποφάσεων
07/16/2020
τεστ

MB-210T01: Dynamics 365 for customer engagement for sales

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.

The duration of the program :

Classroom
Instructor Led : 8 h

Live Online
Instructor Led  : 8 h

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.

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

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

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

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

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

Τόπος Ημερομηνίες Ωράριο Μέθοδος
Αθήνα σε αναμονή Instructor Led
Θεσσαλονίκη σε αναμονή Instructor Led
Live Online* σε αναμονή Instructor Led
On-Demand Online** άμεσα διαθέσιμο 90 ή 180 ημέρες Self-paced

* Σύγχρονη εξ αποστάσεως εκπαίδευση με εισηγητή – Virtual Class

** Ασύγχρονη εξ αποστάσεως εκπαίδευση – Self paced




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    εταιρείας.

    last update 31/1/2019 (MB-210T01-A)