MB-280: Empower sellers with Dynamics 365 Sales

MB-280T02-A: Empower Sellers with Dynamics 365 Sales

Course Description

Drive sales success and accelerate revenue growth with MB-280T02-A: Empower Sellers with Dynamics 365 Sales. This instructor-led course equips sales professionals, managers, and Dynamics 365 consultants with the knowledge to leverage Dynamics 365 Sales capabilities for managing customer relationships, streamlining sales processes, and gaining actionable insights.

Explore how to optimize lead and opportunity management, automate sales workflows, and utilize AI-driven insights to improve pipeline visibility and forecasting accuracy. Learn to configure the Dynamics 365 Sales environment to empower sellers with tools that enhance productivity and customer engagement across all touchpoints.

Audience Profile

This course is ideal for:

• Sales professionals and account managers seeking to improve customer engagement using Dynamics 365 Sales

• Sales managers and directors who want to drive team performance through CRM insights

• Dynamics 365 consultants, administrators, and functional specialists implementing sales solutions

• Business analysts and CRM strategists focused on sales process optimization

Basic familiarity with Microsoft Dynamics 365 and CRM concepts is recommended.

Course Outline

Module 1: Introduction to Dynamics 365 Sales

• Overview of Dynamics 365 Sales and its role in the sales lifecycle

• Navigating the Sales Hub and user interface essentials

• Understanding core sales entities: leads, contacts, accounts, and opportunities

Module 2: Managing Leads and Opportunities

• Capturing and qualifying leads to optimize pipeline management

• Tracking opportunity stages and sales process automation

• Utilizing relationships and connections to deepen customer insights

Module 3: Sales Activity Management and Collaboration

• Scheduling and tracking sales activities and communications

• Using Microsoft Teams and Outlook integration for enhanced collaboration

• Leveraging notes, tasks, and appointments to maintain customer engagement

Module 4: Sales Forecasting and Performance Analytics

• Configuring and using sales forecasting tools

• Analyzing pipeline health with built-in dashboards and reports

• Utilizing AI-driven insights for predictive sales analytics

Module 5: Product Catalog and Price Management

• Managing products, price lists, and discount structures

• Creating quotes, orders, and invoices within Dynamics 365 Sales

• Streamlining the sales cycle with accurate pricing and approvals

Module 6: Sales Automation and Power Platform Integration

• Automating repetitive tasks with Power Automate workflows

• Enhancing sales processes with Power Apps and Power BI dashboards

• Customizing Dynamics 365 Sales to align with business needs

Hands-on Experience

This course includes 40% to 50% hands-on activities, allowing participants to practice configuring sales processes, managing leads and opportunities, and leveraging analytics within a live Dynamics 365 Sales environment.