MB-210T01 - Dynamics 365 for Customer Engagement for Sales

In this Dynamics 365 for Customer Engagement for Sales training class, students will learn to manage the handling of customers and potential customers, track data against sales goals, automate best practices, learn from data, and learn how to enable sales staff to be their most productive selves.

Location

Public Classes: Delivered live online via WebEx and guaranteed to run . Join from anywhere!

Private Classes: Delivered at your offices , or any other location of your choice.

Goals
  1. Learn to install and configure the application.
  2. Learn to identify common sales scenarios.
  3. Learn to complete a sales cycle.
  4. Learn to configure product catalog.
  5. Learn to manage customer records.
  6. Learn to utilize analytics tools with customer data.
Outline
  1. Sales Overview
    1. Sales overview
    2. Configuring Sales
    3. Module summary
  2. Working with Opportunities
    1. Manage customers
    2. Working with opportunities
    3. Embedded intelligence
    4. Playbooks
    5. Integrated sales tools
    6. Module summary
  3. Quotes to Orders
    1. Order processing overview
    2. Manage product catalog
    3. Create and manage quotes
    4. Create and manage orders and invoices
    5. Module summary
  4. Sales Analytics and Insights
    1. Overview
    2. Power BI
    3. AI for Sales
    4. Modules summary
Class Materials

Each student in our Live Online and our Onsite classes receives a comprehensive set of materials, including course notes and all the class examples.

Class Prerequisites

Experience in the following is required for this Dynamics class:

  • Familiarity of business applications and the desire to customize and implement them for your business.

Training for your Team

Length: 1 Day
  • Private Class for your Team
  • Online or On-location
  • Customizable
  • Expert Instructors

What people say about our training

Instructor is very good at explaining the material in an easy to understand manner.
Preston Frazier
AFWA/A8P
I needed formal training in Access to help run our company's custom database. This course helped explain a lot of procedures and greatly enhanced my understanding of setting up a database.
Douglas Norwood
Custom Storefronts, inc.
By far the best web training I have experienced to date.
David Milstead
United States Air Force (USAF)
The instructor is great. She is very patient. She goes above and beyond to answer questions from students and she provided links to reference materials and tutorials.
Gaosheng Her
Kaiser Permanente

No cancelation for low enrollment

Certified Microsoft Partner

Registered Education Provider (R.E.P.)

GSA schedule pricing

63,902

Students who have taken Instructor-led Training

11,926

Organizations who trust Webucator for their Instructor-led training needs

100%

Satisfaction guarantee and retake option

9.29

Students rated our trainers 9.29 out of 10 based on 29,986 reviews

Contact Us or call 1-877-932-8228