MB-210T01: Microsoft Dynamics 365 Sales
Microsoft Dynamics 365 Sales is an end-to-end application to manage the handling of customers and potential customers. Using Dynamics 365 Sales, organizations can track data against sales goals, automate best practices, learn from 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 :
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.
Module 1: Configure Dynamics 365 Sales
In this module, we will learn about configuring the sales application to fit an organization’s unique requirements.
· Configure organization and management settings
Module 2: Manage leads and opportunities with Dynamics 365 Sales
In this module, you will learn how to manage customer data records, use built-in sales tools, and take a lead through the lead lifecycle.
· Manage leads with Dynamics 365 Sales
· Manage opportunities with Dynamics 365 Sales
Module 3: Manage orders and the product catalog with Dynamics 365 Sales
In this module, we will learn how to use quotes and orders to further use Dynamics 365 Sales to manage your sales opportunities and turn them into closed deals.
· Manage and organize your product catalog with Dynamics 365 Sales
· Process sales orders with Dynamics 365 Sales
Module 4: Manage goals with Dynamics 365 Sales
In this module, we will learn how to manage goals to track the success of your sales organization and gather key metrics about sales performance.
· Define and track individual goals with Dynamics 365 Sales
· Use goal metrics in Dynamics 365 Sales
Module 5: Analyze Dynamics 365 Sales data
In this module, we will review analytical options, describe search tools, and use Power BI to view and analyze sales data.
· Analyze data in Dynamics 365 Sales
· Analyze data with Power BI
Module 6: Work with Dynamics 365 Sales Insights
In this module, you will learn about the free and premium features of Dynamics 365 Sales Insights, and how it can empower salespeople to form closer relationships with their customers and close sales faster.
· Configure Sales Insights
Module 7: Create surveys with Dynamics 365 Customer Voice
In this module, students will learn about Dynamics 365 Customer Voice, a powerful tool for gathering and analyzing customer sentiment.
· Create a survey project with Dynamics 365 Customer Voice
· Create surveys with Dynamics 365 Customer Voice
· Send Dynamics 365 Customer Voice surveys
Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate
If you’re a functional consultant, a professional working with Microsoft Dynamics 365 Sales, or a developer looking to hone your consulting skills, this certification could help give your career a boost. It lets you market yourself more effectively for projects and shows your organization that you can use Dynamics 365 Sales to empower the sales force.As a candidate for this certification, you have experience configuring Microsoft Power Platform and you know Dynamics 365 model-driven applications and data-modeling principles. You work with an organization’s stakeholders to gather requirements and implement Dynamics 365 Sales solutions. You manage leads, opportunities, quotes, and orders, and you configure product catalogs and price lists. Additionally, you configure Dynamics 365 Sales to match your organization’s unique business process, and you model Dynamics 365 Sales data. You even extend Dynamics 365 solutions using Power Platform components, such as Power Automate and Power Apps.
Required Exams : PL-200 & MB-210
Familiarity of business applications and the desire to customize and implement them for your business.
|Location||Dates||Time (UTC+2)||Delivery Format||Language|
|Live Online*||–||Σε αναμονή||Instructor Led||Greek/English|
* Σύγχρονη εξ αποστάσεως εκπαίδευση με εισηγητή -/Virtual Class
last update 14/2/2022 (MB-210T01)