Microsoft Dynamics 365 Sales MB210 - United Kingdom

Microsoft Dynamics 365 Sales MB210 Course Outline

Module 1: Set up and Configure Dynamics 365 Sales

• Introduction
• Set Up and Configure the Application
• Use Customisation Options
• Set Up Security Roles

Module 2: Manage Leads with Dynamics 365 Sales

• Dynamics 365 Leads Overview
• Create Dynamics 365 Leads
• Lead Management Lifecycle
• Lead Qualification

Lab: Work with Dynamics 365 Leads

Module 3: Manage Opportunities with Dynamics 365 Sales

• Dynamics 365 Opportunity Overview
• Create Dynamics 365 Opportunities
• Account and Team Selling
• Opportunity Management Lifecycle

Lab: Manage Opportunities in Dynamics 365

Module 4: Work with Dynamics 365 Sales Insights

• Sales Insights Configuration Overview
• Create Insight Cards with Assistant Studio
• Work with Assistant Studio
• Configure Productivity Intelligence
• Configure Relationship Insights
• Configure Predictive Models

Module 5: Manage and organise your product catalogue with Dynamics 365 Sales

• Dynamics 365 Product Catalogue Overview
• Currencies and Currency Management
• Define Products
• Product Families
• Price Lists
• Product Catalogue Settings

Lab: Set up the Product Catalogue

Module 6: Process Sales Orders with Dynamics 365 Sales

• Sales Order Processing Overview
• Quotes and Quote Management
• Orders and Invoices

Lab: Sales Order Processing Lifecycle

Module 7: Manage Relationships with Relationship Selling in Dynamics 365 Sales

• Overview
• Sales Accelerator
• Enforce Best Practices with Playbooks
• Manage Relationship Health with Sales Insights
• Sales Navigator

Lab: Manage Relationships with Playbooks and Sales Insights

Module 8: Analyse Dynamics 365 Sales Data

• Analytical Options Overview
• Search Tools
• Out-of-Box Tools
• Power BI
• Use Power BI Templates

Lab: Analyse Data

Module 9: Define and Track Individual Goals in Dynamics 365 Sales and Customer Service

• Overview of Goals
• Defining Individual Goals
• Parent and Child Goals

Lab: Measuring Customer Success Using Goals

Module 10: Use Goal Metrics in Dynamics 365 Sales and Customer Service

• Overview
• Fiscal Year Settings
• Goal Metrics

Lab: Defining Goal Metrics