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We're here to help you find itThe MB-210T01: Microsoft Dynamics 365 Sales course is designed to equip learners with the skills and knowledge to configure, manage, and use Dynamics 365 Sales for their sales operations. Through a series of modules, participants will learn to Configure organizational settings, Manage customer relationships, Handle leads and opportunities, Process orders, and Analyze sales data.
Learners will gain hands-on experience in Setting up Dynamics 365 Sales, Creating sales visualizations, Managing the product catalog, Processing sales orders, and Employing forecasting techniques. They will also explore how to set and track sales goals, integrate with Dynamics 365 components, leverage sales insights, and utilize Dynamics 365 Customer Voice to create and send surveys.
By the end of the course, participants will have a comprehensive understanding of how to effectively use Dynamics 365 Sales to improve their sales processes, engage with customers more effectively, and make data-driven decisions to drive sales performance. This course is essential for sales professionals and CRM administrators looking to maximize their use of Dynamics 365 Sales to enhance their sales strategies and outcomes.
Successfully delivered 84 sessions for over 1,049 professionals
Successfully delivered 84 sessions for over 1,049 professionals
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♱ Excluding VAT/GST
You can request classroom training in any city on any date by Requesting More Information
To ensure you have a successful learning experience in the MB-210T01: Microsoft Dynamics 365 Sales course, the following prerequisites are recommended:
Please note that while these prerequisites are intended to provide a foundation for the course content, the course is designed to accommodate participants with a range of skills and experiences. Therefore, individuals with a strong desire to learn and a commitment to engage with the course materials are also encouraged to enroll.
The MB-210T01 course equips professionals with skills to configure and use Microsoft Dynamics 365 Sales for optimized customer relations.
Target Audience for MB-210T01: Microsoft Dynamics 365 Sales:
The MB-210T01: Microsoft Dynamics 365 Sales course equips learners with the skills to configure, manage, and analyze sales data within Dynamics 365, enhancing sales performance and insights.
Configuring organizational settings in systems like Dynamics 365 involves tailoring various software options to accommodate the unique processes and workflows of a business. This can include setting up user roles and permissions, customizing forms and fields for data entry, and automating processes for operations like sales, customer service, and marketing. Proper configuration ensures that the platform, including Dynamics 365 Service, D365 Service, and Microsoft Dynamics CRM Sales, aligns with business goals, optimizes staff productivity, and enhances overall customer engagement.
Managing customer relationships involves strategically handling a company’s interactions with current and prospective customers. It uses specialized software, like Microsoft Dynamics 365 for Sales and Customer Service, to organize, automate, and synchronize sales, marketing, customer service, and technical support. This system, often referred to as Dynamics CRM, enhances customer satisfaction by providing structured processes and insights, thereby increasing sales efficiency and improving service delivery. By utilizing tools such as D365 Service, businesses can streamline communications, manage leads more effectively, and deliver personalized customer experiences that drive loyalty and growth.
Process orders involve handling and managing customer orders from placement through to delivery. The process typically utilizes a Customer Relationship Management (CRM) system, such as Microsoft Dynamics 365. This system streamlines order capture, inventory checking, and order fulfillment, ensuring effective coordination between sales and customer service functions. Dynamics 365 integrates these processes within its service and sales modules, enhancing efficiency and customer satisfaction by ensuring accurate and timely handling of all service interactions and sales transactions.
Handling leads and opportunities involves managing potential sales or business deals from initial contact to a successful close. Using CRM systems like Microsoft Dynamics 365, professionals can track and nurture leads through customized processes. Dynamics 365 sales tools aid in monitoring interactions, scheduling activities, and predicting customer needs, which enhances customer service and boosts sales efficiency. This system integrates data insights and facilitates collaboration across teams, enabling businesses to effectively convert potential opportunities into revenue, fostering better customer relationships and driving growth.
Analyzing sales data involves examining historical sales figures and customer interactions to understand trends, forecast future sales, and optimize strategies for better performance. Using tools like Microsoft Dynamics 365 Sales, companies can leverage integrated customer relationship management (CRM) capabilities to track and enhance customer interactions, manage sales pipelines, and deliver exceptional service. This analysis helps businesses identify opportunities for growth, improve customer service, and make informed decisions backed by data from Dynamics 365 service, ultimately boosting overall sales efficiency and effectiveness.
Setting up Dynamics 365 Sales involves configuring a Microsoft Dynamics CRM platform to enhance customer interactions and drive sales performance. This process includes integrating Dynamics 365 service and d365 service tools to streamline workflows, manage customer data, and generate actionable insights. By implementing microsoft dynamics CRM sales solutions, businesses optimize their sales processes, improve customer service, and ultimately achieve higher sales efficiency. The setup focuses on aligning Microsoft sales dynamics functionalities with organizational goals, ensuring teams have the necessary resources to attract, engage, and retain customers effectively.
Creating sales visualizations involves using tools to graphically display sales data, making it easier to understand and analyze trends, performances, and outcomes. These visualizations help in making informed decisions by clearly showing areas of strength and opportunities for improvement within the sales domain. Technologies like Microsoft Dynamics CRM Sales offer platforms where businesses can integrate their sales data and generate visual reports that illustrate customer interactions, sales achievements, and forecasts, allowing for strategic planning and effective management of sales operations. This approach enhances insight into customer behaviors and sales cycles, promoting more effective marketing strategies and customer service excellence.
Managing the product catalog involves organizing and maintaining a detailed database of all products that a company sells. This includes updating product descriptions, categorizing products, setting prices, and managing stock levels. Effective management ensures that customers have access to the latest product information through various sales channels. This process is crucial for enhancing customer service and optimizing sales in platforms like Dynamics 365 Sales, where precise product information directly supports sales and customer service activities. With tools like Microsoft Dynamics CRM and Dynamics 365 Service, businesses can streamline their product catalog management, ensuring accuracy and efficiency.
Processing sales orders involves managing and tracking customer purchases from initial order placement to final delivery. In systems like Microsoft Dynamics CRM Sales or Dynamics 365 Sales and Customer Service, this process is streamlined through automated tools that handle order entries, inventory checks, and invoicing, ensuring accuracy and efficiency. These platforms also facilitate better customer relationship management by integrating sales, customer data, and support services, allowing for improved customer satisfaction and retention.
Employing forecasting techniques involves using statistical methods and data analysis to predict future events or trends in your business. This can mean estimating future sales, understanding customer behavior, or managing inventory more effectively. Advanced tools, such as Microsoft Dynamics 365 for Sales and Customer Service, aid in this process by providing robust data integration and real-time analytics, helping businesses to make informed decisions and strategize accordingly. This can significantly enhance efficiency and profitability by aligning business operations with forecasted demand and market dynamics.
The MB-210T01 course equips professionals with skills to configure and use Microsoft Dynamics 365 Sales for optimized customer relations.
Target Audience for MB-210T01: Microsoft Dynamics 365 Sales:
The MB-210T01: Microsoft Dynamics 365 Sales course equips learners with the skills to configure, manage, and analyze sales data within Dynamics 365, enhancing sales performance and insights.
