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 course provides an excellent introduction to ColdFusion.
Eric Sprague
O'Brien & Gere
The instructor was highly knowledgeable. She made the class both entertaining and educational.
John Murphy
United Technologies Research Center
The pace of the Intro to SQL class was great and the course covered many very useful topics that I will be able to immediately put into practice at my job.
Janine OSullivan
AGCO Corporation
One of the best introductory courses I've ever had.
Bill Conklin
Hellermanntyton

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Satisfaction guarantee and retake option

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