MB-210T01: Microsoft Dynamics 365 Sales Course Overview

Course Prerequisites

Target Audience for MB-210T01: Microsoft Dynamics 365 Sales

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:

• Sales Managers and Executives
• CRM System Administrators
• IT Professionals responsible for configuring and managing sales systems
• Sales Operations Specialists
• Business Analysts focusing on sales processes
• Marketing Professionals seeking integration with sales efforts
• Customer Service Managers integrating service with sales processes
• Dynamics 365 Consultants and Functional Consultants
• Professionals looking to learn about Dynamics 365 Sales for career advancement

Learning Objectives - What you will Learn in this MB-210T01: Microsoft Dynamics 365 Sales?

Introduction to the Course's Learning Outcomes and Concepts Covered:

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.

Learning Objectives and Outcomes:

• Understand how to configure organization and management settings to align with business processes within Dynamics 365 Sales.
• Develop the ability to create and customize sales visualizations to monitor performance and drive sales strategies.
• Gain proficiency in managing leads through Dynamics 365 Sales, from capture to conversion.
• Learn to manage opportunities effectively, including tracking and nurturing through the sales pipeline.
• Master the skills required to manage customer relationships using accounts, contacts, leads, and opportunity entities.
• Understand the processes involved in managing and organizing the product catalog and processing sales orders within Dynamics 365 Sales.
• Learn to configure and utilize forecasting tools and playbooks to anticipate sales trends and plan accordingly.
• Acquire the ability to define, set up, and track individual and team sales goals using Dynamics 365 Sales metrics.
• Gain insights into leveraging Embedded Intelligence and social selling to optimize sales activities and relationships.
• Analyze Dynamics 365 Sales data effectively using the platform’s native tools and Power BI to make informed business decisions.
• Configure and leverage Dynamics 365 Sales Insights to enhance sales performance through actionable insights.
• Create, manage, and send surveys using Dynamics 365 Customer Voice to gather customer feedback and integrate it into the sales process for improved customer engagement.