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Microsoft MB-210T01 – Microsoft Dynamics 365 Sales

  • Length 1 day
  • Price $990 inc GST
  • Version A
Course overview
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Why study this course

Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.

Join the team of globally recognised experts as they take you step by step from lead to opportunity to closed deal. Using the application’s available automation and customisation options you will learn how to enable sales staff to be their most productive selves.

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What you’ll learn

After completing this course, students will be able to:

  • Install and configure the application

  • Identify common sales scenarios

  • Complete a sales cycle

  • Configure product catalog

  • Manage customer records

  • Utilise analytics tools with customer data


Microsoft Dynamics 365 at DDLS

DDLS is your best choice for training and certification in any of Microsoft’s leading technologies and services. We’ve been delivering effective training across all Microsoft products for over 30 years, and are proud to be Australia’s First and largest Microsoft Gold Learning Solutions Partner. All DDLS Microsoft courses follow Microsoft Official Curriculum (MOC) and are led by Microsoft Certified Trainers. Join more than 5,000 students who attend our quality Microsoft courses every year.


Stay ahead of the technology curve

Don’t let your tech outpace the skills of your people

Quality instructors and content

Expert instructors with real world experience and the latest vendor- approved in-depth course content.

Partner-Preferred Supplier

Chosen and awarded by the world’s leading vendors as preferred training partner.

Ahead of the technology curve

No matter your chosen technologies or platforms, we can help you stay one step ahead.

Who is the course for?

A Dynamics 365 Customer Engagement 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.

We can also deliver and customise this training course for larger groups – saving your organisation time, money and resources. For more information, please contact us on 1800 853 276.


Course subjects

Module 1: Configure Dynamics 365 Sales
In this module, we will learn about configuring the sales application to fit an organisation’s unique requirements.

Lessons

  • Configure organisation and management settings

Lab : Lab 1.1: Validate lab environment

Module 2: Manage leads and opportunities with Dynamics 365 Sales
In this module, you will learn how to manage customer data records, use built-in sales tools, and take a lead through the lead lifecycle.

Lessons

  • Manage leads with Dynamics 365 Sales

  • Manage opportunities with Dynamics 365 Sales

Lab : Lab 2.1: Manage customers

Module 3: Manage orders and the product catalog with Dynamics 365 Sales
In this module, we will learn how to use quotes and orders to further use Dynamics 365 Sales to manage your sales opportunities and turn them into closed deals.

Lessons

  • Manage and organise your product catalog with Dynamics 365 Sales

  • Process sales orders with Dynamics 365 Sales

Module 4: Manage goals with Dynamics 365 Sales
In this module, we will learn how to manage goals to track the success of your sales organisation and gather key metrics about sales performance.

Lessons

  • Define and track individual goals with Dynamics 365 Sales

  • Use goal metrics in Dynamics 365 Sales

Module 5: Analyse Dynamics 365 Sales data
In this module, we will review analytical options, describe search tools, and use Power BI to view and analyse sales data.

Lessons

  • Analyse data in Dynamics 365 Sales

  • Analyse data with Power BI

Module 6: Work with Dynamics 365 Sales Insights
In this module, you will learn about the free and premium features of Dynamics 365 Sales Insights, and how it can empower salespeople to form closer relationships with their customers and close sales faster.

Lessons

  • Configure Sales Insights

Module 7: Create surveys with Dynamics 365 Customer Voice
In this module, students will learn about Dynamics 365 Customer Voice, a powerful tool for gathering and analysing customer sentiment.

Lessons

  • Create a survey project with Dynamics 365 Customer Voice

  • Create surveys with Dynamics 365 Customer Voice

  • Send Dynamics 365 Customer Voice surveys


Prerequisites

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


Terms & Conditions

The supply of this course by DDLS is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.



Request Course Information

By submitting an enquiry, you agree to our privacy policy and receiving email and other forms of communication from us. You can opt-out at any time.



Offers

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