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

This is a great class for the beginner as well as the intermediate since one of the benefits of using Webucator is the ability to take the class again and cover something you might not have understood. Thanks!
Karen Cornell
Diocese of Greensburg
Great course. The instructor was great at taking the complex and making it understandable. I recommend the course.
Frank Sims
Lincoln Financial Group
This course isn't just fun....it's Excelerating!
Dylan Newsome
Homestar FInancial Corp.
The instructor did a great job taking the time to make sure all my questions were answered and was patient with me when I had him repeat things and guide me along the way.
Thomas Haney
Advanced Insurance

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Registered Education Provider (R.E.P.)

GSA schedule pricing

64,153

Students who have taken Instructor-led Training

11,949

Organizations who trust Webucator for their Instructor-led training needs

100%

Satisfaction guarantee and retake option

9.30

Students rated our trainers 9.30 out of 10 based on 30,178 reviews

Contact Us or call 1-877-932-8228