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Microsoft Dynamics 365 Sales (MB-210T01)

 

Course 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.

Who should attend

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.

Certifications

Prerequisites

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

Course Objectives

  • 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

Course Content

Module 1: Configure Dynamics 365 Sales

In this module, we will learn about configuring the sales application to fit an organization's unique requirements.

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

After completing this module, you will be able to:

  • Install and configure the sales application.
  • Identify common sales scenarios.
Module 2: Manage customers, leads, and opportunities

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 customers using accounts and contacts
  • Manage leads
  • Manage opportunities

After completing this module, you will be able to:

  • Create customer records.
  • Use sales tooling.
  • Create leads and opportunities.
Module 3: Process sales orders

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

After completing this module, you will be able to:

  • Create and use the product catalog.
  • Add quotes to opportunities.
  • Complete a sale with an order.
Module 4: Integrate components with Dynamics 365 Sales

In this module, we will learn how to use sales analytics tools to empower the sales team.

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

After completing this module, you will be able to:

  • Use Embedded Intelligence tools.
  • Manage relationships using social selling tools.
Online Training

Duration 1 day

Digital courseware
Classroom Training

Duration 1 day

Price (excl. tax)
  • Germany:
    Country: DE
    690.- €
  • Switzerland:
    Country: CH
    CHF 840.-
  • SA Voucher: 1
    hardcoded default SA
incl. catering
Catering includes:

  • Coffee, Tea, Juice, Water, Soft drinks
  • Pastry and Sweets
  • Bread
  • Fresh fruits
  • Lunch in a nearby restaurant

* Catering information only valid for courses delivered by iTLS.


Digital courseware

Schedule

Europe
Austria

Currently no local training dates available.  For enquiries please write to info@itls.at.

FLEX & Online Training

Please see below our alternative, English language, FLEX course options.

London, City This is an English language FLEX course.
Time zone: Greenwich Mean Time (GMT)
Germany
Hamburg This is an German language FLEX course.
Time zone: Central European Summer Time (CEST)
Munich This is an German language FLEX course.
Time zone: Central European Summer Time (CEST)
Düsseldorf This is an German language FLEX course.
Time zone: Central European Time (CET)
France
Paris
Paris
Portugal
Lisbon This is an Portuguese language FLEX course.
Time zone: Western European Summer Time (WEST)
Lisbon This is an Portuguese language FLEX course.
Time zone: Western European Summer Time (WEST)
Lisbon This is an Portuguese language FLEX course.
Time zone: Western European Time (WET)
Spain
Madrid This is an Spanish language FLEX course.
Time zone: Central European Summer Time (CEST)
Madrid This is an Spanish language FLEX course.
Time zone: Central European Summer Time (CEST)
Madrid This is an Spanish language FLEX course.
Time zone: Central European Time (CET)
United Kingdom
London, City This is an English language FLEX course.
Time zone: British Summer Time (BST)
London, City This is an English language FLEX course.
Time zone: Greenwich Mean Time (GMT)
This is a FLEX course, which is delivered both virtually and in the classroom. All FLEX courses are also Instructor-led Online Trainings (ILO). Until 30.06. we offer our courses also as online trainings.
English
1 hour difference
Online Training This is an English language FLEX course.
Time zone: UTC+3
Online Training Time zone: British Summer Time (BST)
Online Training This is an English language FLEX course.
Time zone: Arabia Standard Time (AST)
Online Training This is an English language FLEX course.
Time zone: British Summer Time (BST)
Online Training This is an English language FLEX course.
Time zone: UTC+3
Online Training This is an English language FLEX course.
Time zone: Greenwich Mean Time (GMT)
2 hours difference
Online Training This is an English language FLEX course.
Time zone: Gulf Standard Time (GST)
Online Training This is an English language FLEX course.
Time zone: Gulf Standard Time (GST)
Online Training This is an English language FLEX course.
Time zone: Gulf Standard Time (GST)
6 hours difference
Online Training Time zone: Eastern Daylight Time (EDT)
Online Training Time zone: Eastern Daylight Time (EDT)
7 hours difference
Online Training Time zone: Central Daylight Time (CDT)
Online Training Time zone: Central Daylight Time (CDT)
9 hours difference
Online Training Time zone: Pacific Daylight Time (PDT)
Online Training Time zone: Pacific Daylight Time (PDT)
Online Training Time zone: Pacific Standard Time (PST)
Online Training Time zone: Pacific Standard Time (PST)
Instructor-led Online Training:   This computer icon in the schedule indicates that this date/time will be conducted as Instructor-Led Online Training.
This is a FLEX course, which is delivered both virtually and in the classroom. All FLEX courses are also Instructor-led Online Trainings (ILO). Until 30.06. we offer our courses also as online trainings.