Microsoft retirará el material MB-210: Microsoft Dynamics 365 Sales Functional Consultant el día 29 de Noviembre de 2024. Su remplazo será el curso el curso MB-280: Dynamics 365 Customer Experience Analyst

Descripción del curso: MB-210: Microsoft Dynamics 365 Sales Functional Consultant

Microsoft Dynamics 365 for Sales es una aplicación integral de administración del trato con clientes y posibles clientes. Con Dynamics 365 Sales, las organizaciones pueden realizar un seguimiento de los datos según los objetivos de ventas, automatizar procedimientos recomendados, aprender de los datos y mucho más. Únase a nuestro equipo de expertos reconocidos en todo el mundo para conocer paso a paso cómo convertir un posible cliente en una oportunidad real de cerrar un trato.  Gracias a las opciones de automatización y personalización disponibles en la aplicación, sabrá cómo mejorar la productividad de su personal de ventas.

Perfil del público

Un consultor funcional de Dynamics 365 es responsable de realizar el descubrimiento, capturar requisitos, involucrar a expertos en la materia y partes interesadas, traducir los requisitos y configurar la solución y las aplicaciones. El Consultor Funcional implementa una solución usando capacidades listas para usar, extensibilidad sin código, aplicaciones e integraciones de servicios.

Elementos de esta colección

• Configurar Dynamics 365 Sales
• Administrar clientes potenciales con Dynamics 365 Sales
• Administrar oportunidades con Dynamics 365 Sales
• Aprovechar la inteligencia integrada en Dynamics 365 Sales
• Administrar y organizar su catálogo de productos con Dynamics 365 Sales
• Procesar pedidos de ventas con Dynamics 365 Sales
• Administrar relaciones con venta de relaciones en Dynamics 365 Sales
• Analizar datos de ventas de Dynamics 365
• Definir y realizar un seguimiento de objetivos individuales en Dynamics 365 Sales y Customer Service
• Utilizar las métricas de objetivos en Dynamics 365 Sales y Customer Service

Esquema del curso

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
• Configure 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

Requisitos Previos

Estar familiarizado con las aplicaciones empresariales y tener la intención de personalizarlas e implementarlas en su empresa

Idioma

• Curso: Inglés
• Labs: Inglés