MB 210T01: Microsoft Dynamics 365 Sales

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

About This Course

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.

Audience Profile

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 completing this course, you will be able to:

Module 1: Configure Dynamics 365 Sales

• Configure organization and management settings
• Create and configure sales visualizations

• Manage customers using accounts and contacts
• Manage leads
• Manage opportunities

• Manage quotes, orders, and invoices
• Manage and organize the product catalog
• Manage forecasting
• Configure playbooks

Module 4: Integrate components with Dynamics 365 Sales

• Leverage Embedded Intelligence in Dynamics 365 Sales
• Manage relationships with social selling