Dynamics 365 for Sales course


Course Details

Title: MB-210T01 - Dynamics 365 for Customer Engagement for Sales
Duration: 1 day
Price: £750 + VAT

Please note: course content subject to change

About 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.

As the UK's only dedicated Dynamics 365 training provider, our experts 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.

Audience Profile
This course is designed to help sales manager and their teams implement solutions that support a sales life cycle to run efficiently and effectively to meet revenue targets, business strategies, and company objectives.

At Course Completion
After completing this course, you will be able to:
- Install and configure the application
- Identify common sales scenarios
- Complete a sales cycle
- Configure product catalogue
- Manage customer records
- Utilize analytics tools with customer data


Module 1: Sales Overview
In this module you will learn the basics of sales in Dynamics 365. We will install and configure the application as well as learn about security roles, key terms and the data model.
Lessons

Sales Overview
- Overview
- Feature overview
- Sales process overview
- Common terms
- Data model overview

Configuring Sales
- Installing the app
- Installing app upgrades
- Customization options
- Security roles

Module summary
- Module summary
- Questions


After completing this module, you will be able to:
- Install and configure the sales application.
- Identify common sales scenarios.

Module 2: Working with Opportunities
In this module you will learn how to manage customer data records, use built in sales tools and take a lead to an opportunity.
Lessons

Manage customers
- Overview
- Using leads
- Lead qualification
- Accounts and contacts

Working with opportunities
- Overview
- Sales business process flows
- Opportunity lifecycle
- Competitors
- Account teams

Embedded intelligence
- Overview
- Relationship assistant
- Email engagement
- Auto capture
- Playbooks

Playbooks
- Overview
- Creating and managing templates
- Applying playbooks
- Demonstration - Playbooks

Integrated sales tools
- Social sales assistant
- Sales navigator

Module summary
- Module summary
- Questions


After completing this module, you will be able to:
- Create customer records.
- Use sales tooling.

Module 3: Quotes to Orders
Lessons

Order processing overview

Manage product catalogue
- Overview
- Price lists and discounts
- Unit groups
- Product family bundles
- Product life cycle

Create and manage quotes
- Overview
- Quote lifecycle
- Sending Quotes
- Converting quote to orders

Create and manage orders and invoices
- Overview
- Orders
- Invoices

Module summary
- Module summary
- Questions


After completing this module, you will be able to:
- Create and use the product catalogue.
- Add quotes to opportunities
- Complete a sale with an order.

Module 4: Sales Analytics and Insights
Lessons

Overview
- Overview
- DashBoards
- Reports
- Charts
- SLAs and custom KPIs

Power BI
- Overview

AI for Sales
- Overview
- Configuring AI for Sales
- Demonstration - AI for Sales

Module summary
- Module Summary
- Questions


After completing this module, you will be able to:
- Create and use goals.
- Integrate with PowerBI.
- Enable Sales AI functionality.

Before attending this course, students must have:
• Familiarity of business applications and the desire to customize and implement them for your business.