MB-210T01: Microsoft Dynamics 365 Sales

Duration: 2 Days (16 Hours)

MB 210 : Microsoft Dynamics 365 Sales Course Overview:

MB 210 : Microsoft Dynamics 365 Sales is a comprehensive course designed to provide organizations with the tools and knowledge necessary to effectively manage customer relationships and sales processes. This course focuses on leveraging Dynamics 365 Sales to track data, automate best practices, and optimize sales operations.
Throughout the course, participants will be guided by a team of globally recognized experts who will take them through the entire sales cycle, from lead generation to closing deals. By utilizing the automation and customization features available in Dynamics 365 Sales, attendees will learn how to maximize sales productivity and enable sales staff to perform at their best.
Key topics covered in the MB 210 course include lead management, opportunity management, sales forecasting, pipeline management, customer engagement, and sales analytics. Participants will gain practical skills in configuring and customizing Dynamics 365 Sales to meet the specific needs of their organization. They will also learn how to leverage data-driven insights to drive sales growth and improve customer satisfaction.

Audience Profile

As a Dynamics 365 Functional Consultant, your role is crucial in implementing and configuring the Dynamics 365 solution to meet the specific requirements of your organization. You will be responsible for conducting discovery sessions to gather business requirements, engaging with subject matter experts and stakeholders to understand their needs, and translating those requirements into a functional solution.
Using the out-of-the-box capabilities of Dynamics 365, you will configure the solution to align with the business processes and workflows. This may involve setting up entities, fields, forms, views, dashboards, and business rules within the Dynamics 365 environment. You will also utilize codeless extensibility options to customize the solution further, without the need for coding.
Integration is another important aspect of your role as a Functional Consultant. You will collaborate with application and service integrators to ensure smooth integration between Dynamics 365 and other systems used within the organization. This may involve configuring data integrations, creating connectors, and establishing seamless communication between different applications and services.

Job role: Functional Consultant

Benefits of taking MB 210 : Microsoft Dynamics 365 Sales Training

Enhanced Career Prospects:

  • Expand your career options: Gaining the MB-210 certification opens doors to a wider range of employment opportunities in sales, marketing, and customer relationship management (CRM) domains.
  • Increase your earning potential: Certified professionals with MB-210 credentials often command higher salaries compared to their non-certified counterparts.
  • Stand out in the job market: Differentiate yourself from competitors by demonstrating your expertise in Microsoft Dynamics 365 Sales and its application in real-world business scenarios.

Enhanced Professional Competence:

  • Develop practical skills: Acquire hands-on proficiency in configuring, customizing, and managing Microsoft Dynamics 365 Sales to optimize sales processes and improve customer engagement.
  • Gain in-depth knowledge: Expand your understanding of sales automation, lead management, opportunity tracking, forecasting, and reporting capabilities within Microsoft Dynamics 365 Sales.
  • Become a trusted advisor: Equip yourself with the expertise to provide valuable guidance and support to sales teams, enabling them to work more efficiently and effectively.

Enhanced Business Value:

  • Improve sales performance: Contribute to improved sales productivity, revenue generation, and customer satisfaction by implementing and optimizing Microsoft Dynamics 365 Sales.
  • Streamline sales processes: Automate repetitive tasks, eliminate manual workarounds, and streamline sales processes to enhance efficiency and reduce time-to-close.
  • Gain insights into customer behavior: Leverage data analytics and reporting tools in Microsoft Dynamics 365 Sales to gain deeper insights into customer behavior and preferences.
  • Make informed business decisions: Utilize data-driven insights to make informed decisions about sales strategies, resource allocation, and customer segmentation.
  • Enhance customer engagement: Foster stronger customer relationships by providing personalized experiences and proactive support through Microsoft Dynamics 365 Sales.

Overall, taking MB-210: Microsoft Dynamics 365 Sales Training can significantly enhance your career prospects, professional competence, and the value you bring to your organization.

Set up and configure Dynamics 365 Sales
  • Learn about the key features of Dynamics 365 Sales and how it can help your organization.
  • Configure key settings that organizations should customize when setting up the application.
  • Set up the included security roles for sales users.
  • Examine the lead qualification process in Dynamics 365 from beginning to end
  • Identify the different options that are available for creating and defining leads
  • Use business process flows to manage the lead lifecycle
  • Qualify and disqualify leads
  • Identify scenarios where opportunities can be used
  • Create and define opportunities
  • Work with related opportunity records
  • Manage an opportunity throughout its lifecycle

Configure and work with Dynamics 365 Sales Insights data to gain insights to your customers. This learning path covers configuration and working with Sales Insights.

  • Set up unit groups to help control how products are sold
  • Create product family hierarchies that include product bundles and individual products
  • Set up product pricing data by creating price lists and price list items
  • Use discount lists to provide volume discount pricing
  • Define quote records for opportunity records
  • Work a quote through its entire lifecycle
  • Add and revise quote product line items
  • Deliver quotes to customers
  • Discover best practices
  • Work with sales playbooks
  • Manage relationship health with Sales Insights
  • Recognize features of Sales Navigator
  • Review analytical options
  • Describe searching tools
  • Utilize Power BI to view data
  • Analyze data
  • Create and manage individual goals
  • Use Parent and Child Goals
  • Monitor goal progress
  • Determine with metrics are needed to build efficient customer service goals
  • Modify Fiscal Year settings to align goal progress
  • Define Goal Metrics for an Organization
  • Create custom Roll-up columns and Queries

MB 210 : Microsoft Dynamics 365 Sales Course Prerequisites:

Students should be familiar with Dynamics 365 model-driven applications and the Power Platform. Students should also be familiar with the sales process and sales organizations. No certifications are required as a pre-requisite for this course, but PL-200T00 (Power Platform Functional Consultant) is recommended as a supplement to this course.

Q: What is MB 210: Microsoft Dynamics 365 Sales Training?

A: MB 210 is a training program offered by Microsoft that focuses on providing individuals with the knowledge and skills required to effectively use Microsoft Dynamics 365 Sales. This training covers various aspects of sales management and equips participants with the tools to drive sales productivity, build customer relationships, and streamline the sales process using Dynamics 365 Sales.

A: The MB 210 training program is designed for sales professionals, sales managers, and individuals interested in learning how to leverage Microsoft Dynamics 365 Sales to optimize their sales operations. Whether you are new to Dynamics 365 or have some experience, this training will help you gain a deeper understanding of the sales capabilities of the platform.

A: The training covers a range of topics, including:

  • Introduction to Dynamics 365 Sales
  • Managing leads and opportunities
  • Sales analysis and forecasting
  • Managing the sales process
  • Customer relationship management with Dynamics 365 Sales
  • Integration with other Microsoft applications

A: There are no specific prerequisites to attend the MB 210 training. However, having a basic understanding of sales processes and experience in sales or customer relationship management can be beneficial.

A: By completing this training program, you will:

  • Gain a comprehensive understanding of Microsoft Dynamics 365 Sales and its capabilities.
  • Learn how to effectively manage leads, opportunities, and the sales process using Dynamics 365 Sales.
  • Enhance your sales analysis and forecasting skills.
  • Acquire knowledge of customer relationship management strategies using the platform.
  • Understand how to integrate Dynamics 365 Sales with other Microsoft applications for seamless sales operations.

A: The MB210 training can be delivered through various methods, including in-person instructor-led training, virtual instructor-led training.

A: Yes, after completing the MB 210 training, you have the option to take the Microsoft certification exam MB 210 Microsoft Dynamics 365 Sales. This exam validates your knowledge and skills in using Dynamics 365 Sales for sales management. However, passing the exam is not mandatory to complete the training program.

A: Yes, upon passing the MB 210 certification exam, you will earn the Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate certification. This certification demonstrates your expertise in Dynamics 365 Sales and validates your ability to drive sales productivity and customer engagement.

A: The duration of the training program can vary depending on the delivery method and the depth of coverage. In-person or virtual instructor-led training programs may span several days, covering the comprehensive content.

A: To enroll in the MB 210 training program, click Enroll Now button, we will provide you with information on available training options, schedules, and enrollment procedures.

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Training Exclusives

This course comes with following benefits:

  • Practice Labs.
  • Get Trained by Microsoft Certified Trainers (MCT).
  • Access to the recordings of your class sessions for 90 days.
  • Digital courseware
  • Experience 24*7 learner support.

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