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

Much easier than traveling, structure was great and well taught! What more can you ask for?
Erich Markee
VendScreen
The Webucator class for DDL was extremely helpful and the instructor did an excellent job with explaining key concepts.
Tarun Reddy
NA
The place to take future courses.
Eid El-Debes
CGI
I found the class to be very informative. The instuctor was amazing. I will go back to Webucator with out a doubt the next time I require any software training.
Tammy Haines
Creo Marketing Inc.

No cancelation for low enrollment

Certified Microsoft Partner

Registered Education Provider (R.E.P.)

GSA schedule pricing

63,451

Students who have taken Instructor-led Training

11,895

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 29,923 reviews

Contact Us or call 1-877-932-8228