Show all

MB-210 - Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales is an end-to-end application to manage the handling of customers and potential customers. Using Dynamics 365 Sales, organizations can track data against sales goals, automate best practices, learn from data, and more.

Join our team of globally recognized experts as they 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.
Level
Designed for participants with basic knowledge and experience
intermediate
Course length
1 day
Language
 cz  eu
Course code
KT21010178
Dynamics
Category:
Do you want this tailor-made course to your company? Contact us

Courses on a specific date with a live lecturer

Term
Language
Place
Form
?
How and where the course takes place.
Price without VAT
21. 6. 2024 09:00 - 17:00
Language
Place
online
Form
virtual classroom
?
Online training with a lecturer at a specific time.
Code of the course: KT21010178-0020
Price without VAT
12 000 Kč
27. 6. 2024 09:00 - 17:00
Language
Place
online
Form
virtual classroom
?
Online training with a lecturer at a specific time.
Code of the course: KT21010178-0023
Price without VAT
12 000 Kč
24. 10. 2024 09:00 - 17:00
Language
Place
online
Form
virtual classroom
?
Online training with a lecturer at a specific time.
Code of the course: KT21010178-0021
Price without VAT
12 000 Kč
25. 10. 2024 09:00 - 17:00
Language
Place
online
Form
virtual classroom
?
Online training with a lecturer at a specific time.
Code of the course: KT21010178-0024
Price without VAT
12 000 Kč
Open term
?
We will agree on a specific date together. This is a non-binding order.
Language
Place
online
Form
virtual classroom
?
Online training with a lecturer at a specific time.
Code of the course: KT21010178-0003
Price without VAT
12 000 Kč
Open term
?
We will agree on a specific date together. This is a non-binding order.
Language
Place
online
Form
virtual classroom
?
Online training with a lecturer at a specific time.
Code of the course: KT21010178-0004
Price without VAT
12 000 Kč

Target audience

A Dynamics 365 Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

Course content

Module 1: Configure Dynamics 365 Sales
In this module, we will learn about configuring the sales application to fit an organization's unique requirements.
Lessons
  • Configure organization and management settings
  • Create and configure sales visualizations
Module 2: Manage customers, leads, and opportunities
In this module, you will learn how to manage customer data records, use built-in sales tools, and take a lead through the lead lifecycle.
Lessons
  • Manage customers using accounts and contacts
  • Manage leads
  • Manage opportunities
Module 3: Process sales orders
In this module, we will learn how to use quotes and orders to further use Dynamics 365 Sales to manage your sales opportunities and turn them into closed deals.
Lessons
  • Manage quotes, orders, and invoices
  • Manage and organize the product catalog
  • Manage forecasting
  • Configure playbooks
Module 4: Integrate components with Dynamics 365 Sales
In this module, we will learn how to use sales analytics tools to empower the sales team.
Lessons
  • Leverage Embedded Intelligence in Dynamics 365 Sales
  • Manage relationships with social selling

Materials

Materials are in electronic form.

Objectives

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

Do you want this tailor-made course for your company?

Contact us

News with the course

Náhledový obrázek novinky
Microsoft 21. 12. 2023
The Microsoft systems are interconnected and form an integrated platform

It's important for administrators to understand the interconnectedness and the strength of the entire platform. A conversation with lecturer Matyáš Koc, a certified Microsoft solutions trainer.

Náhledový obrázek novinky
Microsoft 21. 7. 2021
Learn the basics of Microsoft Azure

Azure offers an ever-expanding set of cloud services that can help companies meet business challenges. It offers the freedom to build, manage, and deploy applications on a massive global network using an organization’s favorite tools and frameworks. This opens up many opportunities for IT professionals, depending on their talents and interests.

Náhledový obrázek novinky
Microsoft 11. 5. 2021
10 reasons to earn a Microsoft Certification

There is a high demand for Microsoft experts, and globally recognized Microsoft certifications are used to validate and validate the required knowledge. What else do you get if you decide to become a certified IT professional?

Previous courses

Do you want this tailor-made course for your company?

Contact us

News with the course

Náhledový obrázek novinky
Microsoft 21. 12. 2023
The Microsoft systems are interconnected and form an integrated platform

It's important for administrators to understand the interconnectedness and the strength of the entire platform. A conversation with lecturer Matyáš Koc, a certified Microsoft solutions trainer.

Náhledový obrázek novinky
Microsoft 21. 7. 2021
Learn the basics of Microsoft Azure

Azure offers an ever-expanding set of cloud services that can help companies meet business challenges. It offers the freedom to build, manage, and deploy applications on a massive global network using an organization’s favorite tools and frameworks. This opens up many opportunities for IT professionals, depending on their talents and interests.

Náhledový obrázek novinky
Microsoft 11. 5. 2021
10 reasons to earn a Microsoft Certification

There is a high demand for Microsoft experts, and globally recognized Microsoft certifications are used to validate and validate the required knowledge. What else do you get if you decide to become a certified IT professional?

Why with us