Microsoft Dynamics 365 Sales (MB-210T01)

Prerequisites:

Students should be familiar with Dynamics 365 model-driven applications and the Power Platform. Students should also be familiar with the sales process and sales organizations. No certifications are required as a pre-requisite for this course, but PL-200T00 (Power Platform Functional Consultant) is recommended as a supplement to this course.

Target Audience:

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, and application and service integrations.

Course Objectives:

Students will learn to:

• Set up and configure Dynamics 365 Sales
• Manage leads with Dynamics 365 Sales
• Manage opportunities with Dynamics 365 Sales
• Work with Dynamics 365 Sales insights
• Manage and organize your product catalog with Dynamics 365 Sales
• Process sales orders with Dynamics 365 Sales
• Manage relationships with relationship selling in Dynamics 365 Sales
• Analyze Dynamics 365 sales data
• Define and track individual goals in Dynamics 365 Sales and Customer Service
• Use goal metrics in Dynamics 365 Sales and Customer Service

Course Outline:

Module 1: Set up and configure Dynamics 365 Sales

• Learn about the key features of Dynamics 365 Sales and how it can help your organization.
• Configure key settings that organizations should customize when setting up the application.
• Set up the included security roles for sales users.

Module 2: Manage leads with Dynamics 365 Sales

• Examine the lead qualification process in Dynamics 365 from beginning to end
• Identify the different options that are available for creating and defining leads
• Use business process flows to manage the lead lifecycle
• Qualify and disqualify leads

Module 3: Manage opportunities with Dynamics 365 Sales

• Identify scenarios where opportunities can be used
• Create and define opportunities
• Work with related opportunity records
• Manage an opportunity throughout its lifecycle

Module 4: Work with Dynamics 365 Sales insights

• Configure and work with Dynamics 365 Sales Insights data to gain insights to your customers. This learning path covers configuration and working with Sales Insights.

Module 5: Manage and organize your product catalog with Dynamics 365 Sales

• Set up unit groups to help control how products are sold
• Create product family hierarchies that include product bundles and individual products
• Set up product pricing data by creating price lists and price list items
• Use discount lists to provide volume discount pricing

Module 6: Process sales orders with Dynamics 365 Sales

• Define quote records for opportunity records
• Work a quote through its entire lifecycle
• Add and revise quote product line items
• Deliver quotes to customers

Module 7: Manage relationships with relationship selling in Dynamics 365 Sales

• Discover best practices
• Work with sales playbooks
• Manage relationship health with Sales Insights
• Recognize features of Sales Navigator

Module 8: Analyze Dynamics 365 sales data

• Review analytical options
• Describe searching tools
• Utilize Power BI to view data
• Analyze data

Module 9: Define and track individual goals in Dynamics 365 Sales and Customer Service

• Create and manage individual goals
• Use Parent and Child Goals
• Monitor goal progress

Module 10: Use goal metrics in Dynamics 365 Sales and Customer Service

• Determine which metrics are needed to build efficient customer service goals
• Modify Fiscal Year settings to align goal progress
• Define Goal Metrics for an Organization
• Create custom Roll-up columns and Queries