MB-280T02: Empower sellers with Dynamics 365 Sales

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 a working 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 applications.

• 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

• Improve Dynamics 365 Sales with tools and apps

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

• Dynamics 365 Customer Experience Apps Across an Organization's Journey
• Working with 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 sales products
• Navigate Dynamics 365 Sales
• Manage clients
• Copilot in Dynamics 365 Sales
• In-app marketing

Module 3: Install and configure Dynamics 365 Sales

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

Module 4: Managing leads with Dynamics 365 Sales

• Overview of Dynamics 365 leads
• Create Dynamics 365 leads
• Lead Management Lifecycle
• Lead Qualification
• 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
• Product catalog setup
• Exercise – Setting up the product catalog

Module 7: Processing sales orders with Dynamics 365 Sales

• Sales Order Processing Summary
• Quotes and quote management
• Orders and invoices
• Exercise – Sales Order Processing Lifecycle

Module 8: Setting up forecasts in Dynamics 365 Sales

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

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

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

Module 10: Analyzing 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
• Manage record types and forms
• Customize the Sales Accelerator Workspace
• Manage filter options
• Manage sorting options
• Add the Up Next widget to forms
• Sales Acceleration Reports

Module 12: Create Sales Sequences with Sales Insights

• Introduction to the work list
• Tutorial 1 – Creating a sales sequence
• Tutorial 2 – Connecting a sequence to a record
• Tutorial 3 – Disconnecting the log stream
• 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 the Dynamics 365 Sales Accelerator

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

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

• Set up your text messaging 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
• Defining individual goals
• Parent-child goals
• Exercise – Measuring Customer Success Through Objectives

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

• Configure mailboxes
• Server-side synchronization
• Document management options
• Document management
• Deploying the application for Outlook
• Configure 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
• Configure push notifications

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.

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

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