MB-210T01 Dynamics 365 for Customer Engagement for Sales
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Course Overview
Microsoft Dynamics 365 Sales is an end-to-end application to manage the handling of customers and potential customers. Using 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 as they take you step by step from lead to opportunity to closed deal. Using the application’s available automation and customization options you will learn how to enable sales staff to be their most productive selves.
Who Should Attend
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, codeless extensibility, application and service integrations.
Course Outline
1 - Set up and configure Dynamics 365 Sales
- Set up and configure the application
- Use customization options
- Document management
- Set up security roles
2 - Manage leads with Dynamics 365 Sales
- Dynamics 365 leads overview
- Create Dynamics 365 leads
- Lead management lifecycle
- Lead qualification
- Lead data management tools
3 - Manage opportunities with Dynamics 365 Sales
- Dynamics 365 opportunity overview
- Create Dynamics 365 opportunities
- Account and team selling
- Opportunity management lifecycle
4 - Configure Sales Insights
- Sales Insights configuration overview
- Create insight cards with Assistant studio
- Work with Assistant studio
- Configure productivity intelligence
- Configure Relationship insights
- Configure predictive models
5 - Work with Dynamics 365 Sales Insights
- Assistant cards
- Auto capture
- Email engagement
- Manage relationship health
- Work with artificial intelligence features
6 - Assistant studio tutorials for Dynamics 365 Sales Insights
- Tutorial 1 Hello World - Building custom insights for Dynamics 365 Sales
- Tutorial 2 - Sample insight for each user in the org
- Tutorial 3 - Weekly insight on revenue target achieved
- Tutorial 4 - Create a reminder for opportunities closing soon
- Tutorial 5 - Add a custom action button to insight card to invoke REST
- Tutorial 6 - Adding a custom action button to insight card to invoke custom action (CRM Process)
- Tutorial 7 - Adding a custom action button to insight card to launch playbook
- Tutorial 8 - Create an insight card with two actions/buttons
- Tutorial 9 – Create an insight card with no action/button
7 - Create sales sequences with Sales Insights
- Get started with the work list
- Tutorial 1 - Build a sales sequence
- Tutorial 2 - Connect sequence to a record
- Tutorial 3 - Disconnect sequence from record
- Tutorial 4 - Editing sales sequence
8 - Manage and organize your product catalog with Dynamics 365 Sales
- Dynamics 365 product catalog overview
- Currencies and currency management
- Define products
- Product families
- Price lists
- Product catalog settings
9 - Process sales orders with Dynamics 365 Sales
- Sales order processing overview
- Quotes and quote management
- Orders and invoices
10 - Manage relationships with relationship selling in Dynamics 365 Sales
- Overview
- Sales accelerator
- Enforce best practices with playbooks
- Manage relationship health with Sales Insights
- Sales Navigator
11 - Analyze Dynamics 365 sales data
- Analytical options overview
- Search tools
- Out-of-box tools
- Power BI
- Use Power BI templates
12 - Define and track individual goals in Dynamics 365 Sales and Customer Service
- Overview of goals
- Defining individual goals
- Parent and child goals
13 - Use goal metrics in Dynamics 365 Sales and Customer Service
- Overview
- Fiscal year settings
- Goal metrics
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Class times are listed Eastern time
‘GTR’ = Guaranteed to Run
This is a 2-day class
Price: $1,295.00
Class dates not listed.
Please contact us for available dates and times.