MB-280T02: Empower sellers with Dynamics 365 Sales

Course MB-280T02: Empower sellers with Dynamics 365 Sales

Dynamics 365 Sales helps accelerate sales team efforts with relationship-building tools and AI-powered insights. In this course, students will learn how to set up and leverage Dynamics 365 Sales to equip sales teams for success. First, students will configure and set up opportunity and lead management strategies. Next, students will organize their product catalog and process sales orders. Finally, students will leverage relationship selling features, the Sales Accelerator, and Sales Insights . In this course, students will also learn how to set up and implement Microsoft Copilot for Sales , a productivity tool to support salespeople both within and outside of Dynamics 365 Sales.

This course is part of a series of four courses (MB-280T01-T04) that aligns with the MB-280 certification exam.

Online course with a free certification exam included. Don't miss this opportunity! The exam is valued at €126 + VAT and is included at no extra cost.

Promotion valid until December 31, 2025. One-opportunity exam available only in Virtual - E-learning format. Not applicable to Self-Learning format.

Level: Intermediate - Product: Sales - Role: Business Analyst, Functional Consultant

Dynamics 365 Sales - Digital Sales - Sales Automation - Dynamics 365 CRM - Sales Management - Dynamics 365 for Sales Teams - Sales Process Optimization - Microsoft Copilot for Sales

Course aimed at

This course is designed for IT or sales professionals who want to learn how to leverage Dynamics 365 Sales and Microsoft Copilot for Sales for their organizations. Participants should have a basic understanding of sales principles. They should be familiar with the Dynamics 365 customer experience suite, including Dynamics 365 Sales and Dynamics 365 Customer Insights. Basic experience configuring model-driven applications is also required.

Elements of the MB-280T02 collection

• Working with Dynamics 365 Sales

• Configure and use the capabilities of the Sales Accelerator in Dynamics 365 Sales

• Implement goal management in Dynamics 365 Sales and Customer Service

• Improve Dynamics 365 Sales with tools and applications

MB-280T02 Course Content: Training Salespeople with Dynamics 365 Sales

Module 1: Getting Started with Dynamics 365 Sales

• Introduction to Dynamics 365 Sales and Microsoft 365 Copilot for Sales
  
• Organizational configuration and administration
  
• Configure compatible applications
  
• Lab 0: Setting up a Dynamics 365 Sales test
  
• Lab 1.1: Configuring Compatible Applications
  

After completing this module, you will be able to:

• Navigating the Dynamics 365 Sales application
  
• Identify key offerings in Dynamics 365 Sales products
  
• Configure compatible functionality for Dynamics 365 Sales
  

Module 2: Managing leads and opportunities in Dynamics 365 Sales

• Tracking customer interactions with activities
  
• Lead management in Dynamics 365 Sales
  
• Opportunity Management in Dynamics 365 Sales
  
• Lab 2.1: Lead and Opportunity Management
  

After completing this module, you will be able to:

• Use activities to track interactions and touchpoints with a customer
  
• Set up a lead to track a customer's sales potential
  
• Configure an opportunity row to reflect important details about the client and their goals.
  

Module 3: Order Management and the Product Catalog in Dynamics 365 Sales

• Managing and organizing the product catalog with Dynamics 365 Sales
  
• Lab 3.1: Configure the product catalog
  
• Process sales orders with Dynamics 365 Sales
  
• Laboratory 3.2: : Prepare offers
  

After completing this module, you will be able to:

• Create products and create a product catalog to reflect your organization's offerings.
  
• Create price lists and discount lists
  
• Create customized quotes and invoices with customer information to efficiently process sales orders
  

Module 4: Managing Goals and Forecasts in Dynamics 365 Sales

• Define and monitor goals with Dynamics 365 for Sales
  
• Managing forecasts in Dynamics 365 Sales
  

After completing this module, you will be able to:

• Understanding individual goals and primary or secondary objectives
  
• Configure the options associated with the objectives, such as the fiscal year.
  
• Configure forecasts, including predictive forecasts, from scratch or using templates
  

Module 5: Working with business process flows, Dynamics 365 Sales Insights and sales accelerator

• Working with business process flows
  
• Lab 5.1: Configuring a Business Process Flow
  
• Improve productivity with Dynamics 365 Sales Insights
  
• Configure the Sales Accelerator
  
• Creating sales sequences and allocation rules
  
• Use of segments
  
• Interact with customers via text messages
  
• Lab 5.2: Sequence Configuration
  

After completing this module, you will be able to:

• Create and modify business process flows to meet business needs.
  
• Enable various Sales Insights features in the Sales Insights settings area.
  
• Configure productivity intelligence features and manage relationship status.
  
• Configure the Sales Accelerator, including work areas, work list, and sequences, to improve salesperson productivity.
  

Module 6: Analysis of Dynamics 365 Sales Data

• Data analysis in Dynamics 365 for Sales
  
• Data analysis with Power BI
  
• Lab 6.1: Setting up a panel
  

After completing this module, you will be able to:

• Identify the analytical options for displaying sales data and choose the option that best suits your requirements.
• Configure a dashboard to display sales data in different formats on a single screen.
  
• Describe the advantages of using Power BI with integrated tools for data analysis and visualization.
  

Module 7: Improving salesperson productivity with the mobile app and Microsoft 365 Copilot for Sales

• Introduction to the Dynamics 365 Sales mobile app
  
• Boost sales performance with Microsoft 365 Copilot for Sales
  
• Install and deploy Microsoft 365 Copilot for Sales
  

After completing this module, you will be able to:

• Navigate the Dynamics 365 Sales mobile app
  
• Use Microsoft 365 Copilot for Sales to get insights and actions from sales meetings in Teams
  
• Install and deploy Microsoft 365 Copilot for Sales
  

Prerequisites

It is recommended to be familiar with the basic features of Dynamics 365 Sales and Dynamics 365 Customer Insights, and know how to configure them.

Language

• Course: English / Spanish
• Labs: English / Spanish

Related Microsoft Certification: Dynamics 365 Customer Experience Analyst Associate

Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate

As a Microsoft Dynamics 365 Customer Experience Analyst, you are responsible for configuring, customizing, and extending the functionality of Dynamics 365 Sales to create business solutions that support, automate, and accelerate the company's sales process.

Level: Intermediate
Role: Business Analyst, Functional Consultant
Product: Dynamics, Dynamics 365, Customer Engagement apps
Subject: Business applications