Dynamics 365 for Sales MB210 - Training 4 Dynamics 365

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.

*This course has been enhanced with additional content by our trainers with combined expertise of 70+ years

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.

*This course has been enhanced with additional content by our trainers with combined expertise of 70+ years

Prerequisites

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

Module 1: Sales Overview

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

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

Manage customers

Using leads

Lead qualification

Accounts and contacts

Working with opportunities

Sales business process flows

Opportunity lifecycle

Competitors

Account teams

Embedded intelligence

Relationship assistant

Email engagement

Auto capture

Playbooks

Creating and managing templates

Applying playbooks

Demonstration - Playbooks

Integrated sales tools

Social sales assistant

Sales navigator

Module summary

Questions

After completing this module, you will be able to:

Create customer records.

Use sales tooling.

Module 3: Quotes to Orders

Order processing overview

Manage product catalogue

Price lists and discounts

Unit groups

Product family bundles

Product life cycle

Create and manage quotes

Quote lifecycle

Sending Quotes

Converting quote to orders

Create and manage orders and invoices

Orders

Invoices

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

Overview

DashBoards

Reports

Charts

SLAs and custom KPIs

Power BI

AI for Sales

Configuring AI for Sales

Demonstration - AI for Sales

Module Summary

Questions

After completing this module, you will be able to:

Create and use goals.

Integrate with PowerBI.

Enable Sales AI functionality.

Scheduled Course Dates

Contact us on 01225 311056 for group bookings

Contact us on 01225 311056 for course dates and group bookings

Dedicated, qualified and professional instructors

Our dedication to Dynamics 365 and the Power Platform ensures you with training from the leading experts in their field. All of our instructors are MCT qualified and have a sole focus to Microsoft technologies.

Small class sizes

You will receive a far more personalised learning experience with our guaranteed maximum of 6 delegates per class (compared to 15+ students on other training providers' courses). Our small class size gives you the opportunity to ask questions about your own Dynamics 365 configuration and explore best practice options for improving your Dynamics 365 system.

Official Microsoft courses

Microsoft Official Curriculum (MOC) courses enable you to develop your knowledge and expertise aligned to Microsoft's role-based learning pathways.

Certification Bootcamps

Our Certification Bootcamps include everything required to pass Microsoft's role-based exams and certifications. Including the exam itself (with a free replay), exam coaching, official practise tests, free resits and more.

Interactive, hands-on Labs

All of our courses include hands-on experience with the latest Microsoft technologies through interactive, step-by-step Labs. You will learn to take full advantage of the ever increasing feature set of each release of Dynamics 365.

Custom tailored courseware

We have our own dedicated team of technical course developers working hard to give you courses to cover every aspect of the Dynamics 365 and Power Platform stack. Your team can pick and choose the desired content tuned for your own organisation's requirements.

One-stop Mobile Vue Test Centre

We offer a one-stop Mobile Vue Test Centre service so that you can complement your on-site training with our new Mobile Exam testing service. It comes complete with all the kit you need to conduct multiple exams on your own site. For more details see here.

Looking to get certified?

See our Sales Certification Bootcamp option for this course which includes everything required to pass the associated Microsoft exam. Including the exam itself (with a free replay), exam coaching, official practise tests, free resits and more.

Benefits of Microsoft Certifications

Certifications give you a professional edge with evidence of industry recognized role-based skills.

23% of Microsoft certified technologists reported receiving up to a 20% salary increase*.
36.9% of IT professionals claimed certification helped them perform complex tasks more confidently*.
38% of IT positions will be cloud related by 2021**.
35% of IT professionals say they are more influential during cloud deployments than counterparts during deployments of other technologies**.

*Download 2017 Pearson VUE Value of Certification White Paper

**Download 2017 IDC/Microsoft, Cloud Skills and Organizational Influence: How Cloud Skills Are Accelerating the Careers of IT Professional