MB-210T01 Dynamics 365 for Customer Engagement for 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.
Course Objectives
After completing this course, you will be able to:
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Install and configure the application
Identify common sales scenarios
Complete a sales cycle
Configure product catalog
Manage customer records
Utilize analytics tools with customer data
Agenda
- Set up and configure the application
- Use customization options
- Set up security roles
- Check your knowledge
- Dynamics 365 leads overview
- Create Dynamics 365 leads
- Lead management lifecycle
- Lead qualification
- Lab – Work with Dynamics 365 leads
- Check your knowledge
- Dynamics 365 opportunity overview
- Create Dynamics 365 opportunities
- Account and team selling
- Opportunity management lifecycle
- Lab – Manage opportunities in Dynamics 365
- Check your knowledge
- Dynamics 365 product catalog overview
- Currencies and currency management
- Define products
- Product families
- Price lists
- Product catalog settings
- Check your knowledge
- Sales order processing overview
- Quotes and quote management
- Orders and invoices
- Check your knowledge
- Overview
- Sales accelerator
- Enforce best practices with playbooks
- Manage relationship health with Sales Insights
- Sales Navigator
- Check your knowledge
- Analytical options overview
- Search tools
- Out-of-box tools
- Power BI
- Use Power BI templates
- Lab – Analyze data
- Check your knowledge
- Overview of goals
- Defining individual goals
- Parent and child goals
- Check your knowledge
- Overview
- Fiscal year settings
- Goal metrics
- Check your knowledge
FREE
Interested in course?
Course Type: Instructor Led