Microsoft will retire MB-210: Microsoft Dynamics 365 Sales Functional Consultant on November 29, 2024. It will be replaced by MB-280: Dynamics 365 Customer Experience Analyst (currently in beta).

Course Description: MB-210: Microsoft Dynamics 365 Sales Functional Consultant

Microsoft Dynamics 365 for Sales is a comprehensive customer and prospect management application. With 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 to learn step-by-step how to turn a prospect into a real deal opportunity. With automation and customization options available in the application, you'll learn how to improve the productivity of your sales staff.

Audience profile

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, no-code extensibility, apps, and service integrations.

Items in this collection

• Setting up Dynamics 365 Sales
• Managing leads with Dynamics 365 Sales
• Managing opportunities with Dynamics 365 Sales
• Leverage intelligence built into Dynamics 365 Sales
• Manage and organize your product catalog with Dynamics 365 Sales
• Process sales orders with Dynamics 365 Sales
• Manage relationships with relationship selling in Dynamics 365 Sales
• Analyze Dynamics 365 Sales Data
• Define and track individual goals in Dynamics 365 Sales and Customer Service
• Using goal metrics in Dynamics 365 Sales and Customer Service

Course outline

Module 1: Configure Dynamics 365 Sales
In this module, we will learn about configuring the sales application to fit an organization's unique requirements.
Lesson

• Configure organization and management settings

Lab: Lab 1.1: Validate lab environment
After completing this module, you will be able to:

• Install and configure the sales application.
• Identify common sales scenarios.

Module 2: Manage leads and opportunities with Dynamics 365 Sales
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.
Lesson

• Manage leads with Dynamics 365 Sales
• Manage opportunities with Dynamics 365 Sales

Lab: Lab 2.1: Manage customers
After completing this module, you will be able to:

• Create customer records.
• Use sales tooling.
• Create leads and opportunities.

Module 3: Manage orders and the product catalog with Dynamics 365 Sales
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.
Lesson

• Manage and organize your product catalog with Dynamics 365 Sales
• Process sales orders with Dynamics 365 Sales

After completing this module, you will be able to:

• Create and use the product catalog.
• Add quotes to opportunities.
• Complete a sale with an order.

Module 4: Manage goals with Dynamics 365 Sales
In this module, we will learn how to manage goals to track the success of your sales organization and gather key metrics about sales performance.
Lesson

• Define and track individual goals with Dynamics 365 Sales
• Use goal metrics in Dynamics 365 Sales

After completing this module, you will be able to:

• Use rollup columns to define sales metrics.
• Track individual goals for sales and teams.

Module 5: Analyze Dynamics 365 Sales data
In this module, we will review analytical options, describe search tools, and use Power BI to view and analyze sales data.
Lesson

• Analyze data in Dynamics 365 Sales
• Analyze data with Power BI

After completing this module, you will be able to:

• Analyze sales data using out-of-the-box Dynamics 365 tools
• Configure charts and dashboards to view sales data
• Use Power BI and Power BI template apps to analyze data

Module 6: Work with Dynamics 365 Sales Insights
In this module, you will learn about the free and premium features of Dynamics 365 Sales Insights, and how it can empower salespeople to form closer relationships with their customers and close sales faster.
Lesson

• Configure Sales Insights

After completing this module, you will be able to:

• Set up and configure Sales Insights
• Work with Assistant studio
• Set up productivity intelligence
• Configure Connection insights
• Configure predictive models

Module 7: Create surveys with Dynamics 365 Customer Voice
In this module, students will learn about Dynamics 365 Customer Voice, a powerful tool for gathering and analyzing customer sentiment.
Lesson

• Create a survey project with Dynamics 365 Customer Voice
• Create surveys with Dynamics 365 Customer Voice
• Send Dynamics 365 Customer Voice surveys

After completing this module, students will be able to:

• Set up survey projects to organize and create surveys
• Create a survey with variables and entities
• Send Dynamics 365 Customer Voice surveys using multiple modalities

Prerequisites

Be familiar with enterprise applications and intend to customize and implement them in your company

Language

• Course: English
• Labs: English