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

This course can be delivered live online, at your offices, or at any other location.

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.

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

I'm completely sold on having 100% online courses. With virtual servers you can host any class as well as the student working with online labs to enrich our learning process. My instructor is an invaluable resource, and I look forward to my SQL Reporting class! Thank you!
Deborah Dunbar
Georgia State University
I went in with no Visual Basic experience and I now feel like I am able to perform basic functions using Visual Basic. The teacher was great and I look forward to taking more Webucator courses in the future.
Alexander Bitzer
General Dynamics IT
It was a great experience taking the web based class and I would recommend this for people who can't travel. You get to remote into your own computer and all the scenarios are set up for you in advance.
Hang Voong
Direct Energy
The experience was excellent and I would highly recommend it to others. Looking forward to taking another course in the near future.
Scott Braun
Tangible Solutions, Inc.

No cancelation for low enrollment

Certified Microsoft Partner

Registered Education Provider (R.E.P.)

GSA schedule pricing

62,563

Students who have taken Instructor-led Training

11,831

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 29,429 reviews

Contact Us or call 1-877-932-8228