MB-280T02: Empower sellers with Dynamics 365 Sales

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

Dynamics 365 Sales helps accelerate sales teams ’ 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 set up sales teams for success. First, students will set up and configure lead and opportunity 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 deploy Microsoft Copilot for Sales , a productivity tool to support sellers inside and outside of Dynamics 365 Sales.

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

The course includes the certification exam as a gift opportunity! *Promotion valid until February 28th only for clients from Spain

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. Learners should have knowledge of core sales principles. Learners should be familiar with the Dynamics 365 customer experience suite, including Dynamics 365 Sales and Dynamics 365 Customer Insights. They should also have basic experience configuring model-driven apps.

Elements of the MB-280T02 collection

• Working with Dynamics 365 Sales

• Set up and use Sales Accelerator capabilities in Dynamics 365 Sales

• Implement goal management in Dynamics 365 Sales and Customer Service

• Enhance Dynamics 365 Sales with tools and apps

Course content MB-280T02

Module 1: Create powerful customer experiences for organizations with Dynamics 365 apps

• Dynamics 365 Customer Experience Apps in an Organization's Journey
• Work with the other Dynamics 365 applications as part of a customer engagement solution
• Working with Copilot in Dynamics 365 Customer Engagement Apps

Module 2: Introduction to Dynamics 365 Sales

• Summary of products for sale
• Navigating in Dynamics 365 Sales
• Managing clients
• Copilot in Dynamics 365 Sales
• In-App Marketing

Module 3: Install and configure Dynamics 365 Sales

• Installing and configuring the application
• Using customization options
• Document management
• Configure security roles
• Setting up Copilot in Sales

Module 4: Managing leads with Dynamics 365 Sales

• Overview of Dynamics 365 Leads
• Create Dynamics 365 Leads
• Lead Management Life Cycle
• Qualifying Leads
• Using Copilot with cables
• Lab: Working with Dynamics 365 Leads
• Lead management tools

Module 5: Managing Opportunities with Dynamics 365 Sales

• Overview of Dynamics 365 Opportunities
• Create Dynamics 365 opportunities
• Sale of accounts and equipment
• Opportunity Management Life Cycle
• Using Copilot with Opportunities
• Lab: Managing Opportunities in Dynamics 365

Module 6: Manage and organize your product catalog with Dynamics 365 Sales

• Overview of the Dynamics 365 Product Catalog
• Currencies and currency management
• Define products
• Product families
• Price lists
• Setting up the product catalog
• Exercise – Setting up the product catalog

Module 7: Process sales orders with Dynamics 365 Sales

• Sales Order Processing Overview
• Quotations and quotation management
• Orders and invoices
• Exercise – Sales Order Processing Life Cycle

Module 8: Setting up forecasts in Dynamics 365 Sales

• Create forecasts
• Managing forecasts
• Configure advanced features
• Premium Features

Module 9: Managing Relationships with Relational Selling in Dynamics 365 Sales

• Overview
• Sales Accelerator
• Manage relationship health with Sales Insights
• Sales Navigator

Module 10: Analyze Dynamics 365 Sales Data

• Overview of analytical options
• Search tools
• Ready-to-use tools
• Power BI
• Using Power BI templates

Module 11: Setting up Sales Accelerator in Dynamics 365 Sales

• Setting up the sales accelerator
• Managing record types and forms
• Customize the Sales Accelerator Workspace
• Manage filter options
• Manage sorting options
• Add the Below widget to forms
• Sales acceleration reports

Module 12: Create sales sequences with Sales Insights

• Introduction to the work list
• Tutorial 1 – Create a sales sequence
• Tutorial 2 – Connecting a sequence to a record
• Tutorial 3 – Disconnecting the log sequence
• Tutorial 4 – Editing the sales sequence

Module 13: Working with segments in the Dynamics 365 Sales Accelerator

• Create and activate a segment
• Connect a segment to a sequence
• View details of a segment
• Manage segments

Module 14: Working with Assignment Rules in Dynamics 365 Sales Accelerator

• Task Summary
• Define users
• Managing seller attributes in assignment rules
• Managing Seller Availability
• Create and activate assignment rules
• Manage assignment rules
• View and manage unassigned records

Module 15: Engage with customers via text messages in Dynamics 365 Sales

• Setting up your text message provider
• Edit phone numbers
• Add a text message option to custom forms
• Manage text message conversations

Module 16: Define and track individual goals in Dynamics 365 Sales and Customer Service

• Summary of objectives
• Definition of individual objectives
• Parent and child goals
• Exercise – Measuring Customer Success Through Goals

Module 17: Using goal metrics in Dynamics 365 Sales and Customer Service

• Overview
• Exercise Setup
• Goal Metrics
• Exercise – Defining Goal Metrics

Module 18: Using Microsoft 365 services with model-driven apps and Microsoft Dataverse

• Setting up mailboxes
• Server-side synchronization
• Document management options
• Document management
• Deploying the application for Outlook
• Set up the Dynamics 365 app for Outlook
• Integration with Microsoft Teams

Module 19: Introduction to the Dynamics 365 Sales mobile app

• Implementation of the mobile application
• Using the mobile app
• Manage records
• Customize form views
• Setting up push notifications

Prerequisites

It is recommended that you 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

Microsoft Certification Related

Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate

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

Level: Intermediate
Role: Business Analyst, Functional Consultant
Product: Dynamics, Dynamics 365, Customer Engagement apps
Subject: Business applications, Customer relationship management, Marketing and sales, Solution design