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Microsoft Dynamics 365 Sales
Duration
2 Days
Course
MOC-MB-210T01-A
Available Formats
Classroom Training, Online Training
Course Description
Overview
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.Objectives
Audience
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.
Job role: Functional Consultant
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.
Topics
Set up and configure Dynamics 365 Sales
- Set up and configure the application
- Use customization options
- Set up security roles
- Dynamics 365 leads overview
- Create Dynamics 365 leads
- Lead management lifecycle
- Lead qualification
- Lab - Work with Dynamics 365 leads
- Dynamics 365 opportunity overview
- Create Dynamics 365 opportunities
- Account and team selling
- Opportunity management lifecycle
- Lab - Manage opportunities in Dynamics 365
- Configure Sales Insights
- Work with Dynamics 365 Sales Insights
- Assistant studio tutorials for Dynamics 365 Sales Insights
- Create sales sequences with Sales Insights
- Dynamics 365 product catalog overview
- Currencies and currency management
- Define products
- Product families
- Price lists
- Product catalog settings
- Exercise - Set up the product catalog
- Sales order processing overview
- Quotes and quote management
- Orders and invoices
- Exercise - Sales order processing lifecycle
- Sales accelerator
- Enforce best practices with playbooks
- Manage relationship health with Sales Insights
- Sales Navigator
- Exercise - Manage relationships with playbooks and Sales Insights
- Analytical options overview
- Search tools
- Out-of-box tools
- Power BI
- Use Power BI templates
- Lab - Analyze data
- Overview of goals
- Defining individual goals
- Parent and child goals
- Exercise - Measuring customer success using goals
- Overview
- Fiscal year settings
- Goal metrics
- Exercise - Defining goal metrics
Related Courses
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Microsoft 365 Fundamentals
MOC-MS-900T01- Duration: 1 Day
- Delivery Format: Classroom Training, Online Training
- Price: 595.00 USD
-
Microsoft 365 Messaging
MOC-MS-203T00- Duration: 5 Days
- Delivery Format: Classroom Training, Online Training
- Price: 2,975.00 USD
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- Same in-demand topics as instructor-led public and private classes.
- Standalone learning or supplemental reinforcement.
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title
Please take a moment to fill out this form. We will get back to you as soon as possible.
All fields marked with an asterisk (*) are mandatory.