MB-280T02: Empower sellers with Dynamics 365 Sales

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

Dynamics 365 Sales helps accelerate the efforts of sales teams 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 configure and set up lead and opportunity management strategies. Next, students will organize their product catalog and process sales orders. Finally, students will leverage relational 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 help sellers inside and outside Dynamics 365 Sales.

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

Virtual course with certification exam included as a gift. Don't miss this opportunity! The exam is valued at €126 + VAT and is included at no additional cost.

Promotion valid until December 31, 2026. One-opportunity exam available only in Virtual - Tele-training mode. Not applicable to Self-Learning mode.

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

Dynamics 365 Sales - Digital Sales - Sales Automation - CRM Dynamics 365 - Commercial 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. Students should have knowledge of basic sales principles. Students 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

• Configure 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 applications

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

Module 1: Getting Started with Dynamics 365 Sales

• Introduction to Dynamics 365 Sales and Microsoft 365 Copilot for Sales
  
• Organization and administration setup
  
• Configuring supported applications
  
• Lab 0: Setting up a Dynamics 365 Sales trial
  
• Lab 1.1: Configuring supported applications
  

Upon completing this module, you will be able to:

• Navigate the Dynamics 365 Sales application
  
• Identify key offerings in Dynamics 365 Sales products
  
• Configure supported functionality for Dynamics 365 Sales
  

Module 2: Managing Leads and Opportunities in Dynamics 365 Sales

• Tracking customer interactions with activities
  
• Managing leads in Dynamics 365 Sales
  
• Managing opportunities in Dynamics 365 Sales
  
• Lab 2.1: Managing leads and opportunities
  

Upon completing this module, you will be able to:

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

Module 3: Managing Orders and the Product Catalog in Dynamics 365 Sales

• Managing and organizing the product catalog with Dynamics 365 Sales
  
• Lab 3.1: Configuring the product catalog
  
• Processing sales orders with Dynamics 365 Sales
  
• Lab 3.2: Preparing quotes
  

Upon completing this module, you will be able to:

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

Module 4: Managing Goals and Forecasts in Dynamics 365 Sales

• Defining and monitoring goals with Dynamics 365 for Sales
  
• Managing forecasts in Dynamics 365 Sales
  

Upon completing this module, you will be able to:

• Understand individual goals and primary or secondary goals
  
• Configure options associated with goals, such as the fiscal year
  
• Set up 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
  
• Configuring the Sales Accelerator
  
• Creating sales sequences and assignment rules
  
• Using segments
  
• Interacting with customers via text messages
  
• Lab 5.2: Configuring sequences
  

Upon 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 health.
  
• Configure the Sales Accelerator, including workspaces, worklist, and sequences, to improve salesperson productivity.
  

Module 6: Analyzing Dynamics 365 Sales Data

• Analyzing data in Dynamics 365 for Sales
  
• Analyzing data with Power BI
  
• Lab 6.1: Configuring a dashboard
  

Upon completing this module, you will be able to:

• Identify 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
  
• Increasing sales performance with Microsoft 365 Copilot for Sales
  
• Install and deploy Microsoft 365 Copilot for Sales
  

Upon completing this module, you will be able to:

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

Prerequisites

Familiarity with the basic features of Dynamics 365 Sales and Dynamics 365 Customer Insights, and knowledge of how to configure them, is recommended.

Language

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

Related Microsoft Certification: Dynamics 365 Customer Experience Analyst Associate

Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate

Microsoft is retiring the Dynamics 365 Customer Experience Analyst Associate MB-280 certification on July 31, 2026. Its replacement will be the certification: AB-210; Build AI-Powered Sales Solutions. Beta launch April 2026.

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 the company's sales process.

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