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Course Summary

This course provides in-depth training on configuring, implementing, and managing Dynamics 365 Sales solutions to meet various business needs.

Participants will learn how to utilize Dynamics 365 Sales functionalities to optimize sales processes, manage customer relationships, and drive business growth.

The curriculum covers key topics such as lead and opportunity management, sales forecasting, configuring sales automation, and integrating Dynamics 365 with other Microsoft tools.

Through hands-on exercises and real-world scenarios, participants will gain practical skills and insights to effectively use Dynamics 365 Sales in their organizations.

This comprehensive training ensures that learners are well-equipped to leverage Dynamics 365 Sales to enhance their sales strategies and operations.

Configure Dynamics 365 Sales (35–40%)
• Configure user interfaces
• Configure model-driven apps
• Create and configure forms
• Create and configure views
• Create email, Excel, and Word templates
• Configure the timeline control
• Describe Microsoft Dataverse security concepts
• Configure column mappings on table relationships
• Configure sales settings
• Configure sales territories and hierarchical sales territories
• Configure auto number settings for quotes, orders, and invoices
• Configure currencies and fiscal years
• Describe sales security roles
• Manage sales literature
• Configure hierarchy security
• Configure and utilize the assistant
• Configure the business card scanner control
• Enable the Kanban control
• Describe goal management
• Configure processes
• Configure duplicate detection rules
• Configure sales business process flows
• Create and manage playbooks
• Import data by using the Data Import wizard and export data to Excel
• Configure sales visualizations
• Implement Power BI apps for Sales
• Configure sales dashboards
• Describe options for sales reports
• Configure the opportunity pipeline view
• Work with the sales accelerator
• Configure and utilize the sales accelerator
• Configure the workspace
• Create and manage sequences
• Create and manage segments
• Configure lead and opportunity assignment rules for routing
• Configure the Up Next widget
• Evaluate Sales licensing
• Compare and contrast Sales Professional and Enterprise configuration
• Describe use cases for Team member licensing
• Describe the upgrade pathway from Sales Professional to Enterprise

Manage core sales features (30–35%)
• Create and manage accounts and contacts
• Create and manage accounts
• Create and manage contacts
• Describe use cases for auto capture
• Describe use cases for email engagement
• Describe relationship intelligence
• Describe use cases for notes analysis
• Describe SMS message engagement with customers
• Create and manage leads and opportunities
• Create and manage leads
• Perform lead qualification and disqualification
• Configure lead qualification
• Manage opportunities
• Track stakeholders, sales team members, and competitors
• Manage product line items on opportunities
• Customize the Opportunity Close form
• Configure and utilize predictive lead and opportunity scoring
• Manage the sales pipeline by using the work list
• Configure duplicate lead detection
• Create and manage quotes, orders, and invoices
• Add quotes to opportunities
• Edit quotes in various stages
• Send quotes and invoices to customers
• Convert quotes to orders
• Manage orders and invoices
• Create and manage the product catalog
• Create and manage products, product bundles, and product families
• Describe the product lifecycle
• Create and manage price lists
• Create and manage unit groups
• Create and manage forecasts
• Configure and utilize forecasts
• Describe the forecast templates
• Configure and utilize premium forecasting
• Manage in-app campaigns
• Create and manage marketing lists
• Create quick campaigns

Configure additional tools and services (25–30%)
Integrate sales applications
• Integrate with LinkedIn Sales Navigator and Insights
• Describe Dynamics 365 Sales mobile app capabilities
• Create push notifications for the Dynamics 365 Sales mobile app
• Integrate with Microsoft 365 services
Configure mailboxes
• Describe Server-Side Synchronization
• Configure document management
• Deploy the Dynamics 365 App for Outlook
• Configure the Dynamics 365 App for Outlook
• Configure auto capture and email engagement
• Configure SharePoint integration
• Describe Microsoft Teams calling and conversation intelligence
• Describe Microsoft Teams collaboration

Participants should be familiar with Dynamics 365 model-driven applications and the Power Platform. Participants should also be familiar with the sales process and sales organizations. No certifications are required as a pre-requisite for this course.

Exam: MB-210 Exam areas: • Configure Dynamics 365 Sales (35–40%) • Manage core sales features (30–35%) • Configure additional tools and services (25–30%)

Following your booking, a confirmation message will be sent to all participants, ensuring you're well-informed of your successful enrollment. Calendar placeholders will also be dispatched to assist you in scheduling your commitments around the course. Rest assured, all course materials and access to necessary labs or platforms will be provided no later than one week before the course begins, allowing you ample time to prepare and engage fully with the learning experience ahead.

Our comprehensive training package includes all the necessary materials and resources to facilitate a full learning experience. Enrollees will be provided with detailed course content, encompassing a wide array of topics to ensure a thorough understanding of the subject matter. Additionally, participants will receive a certificate of completion to recognize their dedication and hard work. It's important to note that while the course fee covers all training materials and experiences, the examination fee for certification is not included but can be purchased separately.
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