MB-210T01: Microsoft Dynamics 365 Sales

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About Course

The MB-210T01: Microsoft Dynamics 365 Sales course is designed to equip learners with the skills and knowledge to configure, manage, and use Dynamics 365 Sales for their sales operations. Through a series of modules, participants will learn to configure organizational settings, manage customer relationships, handle leads and opportunities, process orders, and analyze sales data.Learners will gain hands-on experience in setting up Dynamics 365 Sales, creating sales visualizations, managing the product catalog, processing sales orders, and employing forecasting techniques. They will also explore how to set and track sales goals, integrate with Dynamics 365 components, leverage sales insights, and utilize Dynamics 365 Customer Voice to create and send surveys.By the end of the course, participants will have a comprehensive understanding of how to effectively use Dynamics 365 Sales to improve their sales processes, engage with customers more effectively, and make data-driven decisions to drive sales performance. This course is essential for sales professionals and CRM administrators looking to maximize their use of Dynamics 365 Sales to enhance their sales strategies and outcomes.

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What Will You Learn?

  • Understand how to configure organization and management settings to align with business processes within Dynamics 365 Sales.
  • Develop the ability to create and customize sales visualizations to monitor performance and drive sales strategies.
  • Gain proficiency in managing leads through Dynamics 365 Sales, from capture to conversion.
  • Learn to manage opportunities effectively, including tracking and nurturing through the sales pipeline.
  • Master the skills required to manage customer relationships using accounts, contacts, leads, and opportunity entities.
  • Understand the processes involved in managing and organizing the product catalog and processing sales orders within Dynamics 365 Sales.
  • Learn to configure and utilize forecasting tools and playbooks to anticipate sales trends and plan accordingly.
  • Acquire the ability to define, set up, and track individual and team sales goals using Dynamics 365 Sales metrics.
  • Gain insights into leveraging Embedded Intelligence and social selling to optimize sales activities and relationships.
  • Analyze Dynamics 365 Sales data effectively using the platform’s native tools and Power BI to make informed business decisions.
  • Configure and leverage Dynamics 365 Sales Insights to enhance sales performance through actionable insights.
  • Create, manage, and send surveys using Dynamics 365 Customer Voice to gather customer feedback and integrate it into the sales process for improved customer engagement.
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