MB-210T01-A: Microsoft Dynamics 365 Sales

Prepare to pass the MB-210: Microsoft Dynamics 365 Sales Functional Consultant Certification Exam

MB-210T01-A: Microsoft Dynamics 365 Sales​
Instructor-led Training

Course Description

Microsoft Dynamics 365 Sales is an end-to-end application to manage the handling of customers and potential customers. Using Dynamics 365 Sales, organizations can track data against sales goals, automate best practices, learn from data, and more. Join our team of globally recognized experts as they take you step by step from lead to opportunity to closed deal.  Using the application’s available automation and customization options you will learn how to enable sales staff to be their most productive selves.

Audience Profile

A Dynamics 365 Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

About this Course

Skills at a glance

  • Configure Dynamics 365 Sales (35–40%)

  • Manage core sales features (30–35%)

  • Configure additional tools and services (25–30%)

Configure Dynamics 365 Sales (35–40%)

Configure user interfaces

  • Configure model-driven apps

  • Create and configure forms

  • Create and configure views

  • Create email, Excel, and Word templates

  • Configure the timeline control

  • Describe Microsoft Dataverse security concepts

  • Configure column mappings on table relationships

Configure sales settings

  • Configure sales territories and hierarchical sales territories

  • Configure auto number settings for quotes, orders, and invoices

  • Configure currencies and fiscal years

  • Describe sales security roles

  • Manage sales literature

  • Configure hierarchy security

  • Configure and utilize the assistant

  • Configure the business card scanner control

  • Enable the Kanban control

  • Describe goal management

Configure processes

  • Configure duplicate detection rules

  • Configure sales business process flows

  • Import data by using the Data Import wizard and export data to Excel

Configure sales visualizations

  • Implement Power BI apps for Sales

  • Configure sales dashboards

  • Describe options for sales reports

  • Configure the opportunity pipeline view

Configure sales engagement

  • Configure and utilize the Sales accelerator

  • Configure the workspace

  • Create and manage sequences

  • Create and manage segments

  • Configure lead and opportunity assignment rules for routing

  • Configure the Up Next widget

Evaluate Sales licensing

  • Compare and contrast Sales Professional and Enterprise configuration

  • Describe use cases for Team member licensing

  • Describe the upgrade pathway from Sales Professional to Enterprise

Manage core sales features (30–35%)

Create and manage accounts and contacts

  • Create and manage accounts

  • Create and manage contacts

  • Describe use cases for auto capture

  • Describe use cases for email engagement

  • Describe relationship intelligence

  • Describe use cases for notes analysis

  • Describe SMS message engagement with customers

Create and manage leads and opportunities

  • Create and manage leads

  • Perform lead qualification and disqualification

  • Configure lead qualification

  • Manage opportunities

  • Track stakeholders, sales team members, and competitors

  • Manage product line items on opportunities

  • Customize the Opportunity Close form

  • Configure and utilize predictive lead and opportunity scoring

  • Manage the sales pipeline by using the work list

  • Configure duplicate lead detection

Create and manage quotes, orders, and invoices

  • Add quotes to opportunities

  • Edit quotes in various stages

  • Send quotes and invoices to customers

  • Convert quotes to orders

  • Manage orders and invoices

Create and manage the product catalog

  • Create and manage products, product bundles, and product families

  • Describe the product lifecycle

  • Create and manage price lists

  • Create and manage unit groups

Create and manage forecasts

  • Configure and utilize forecasts

  • Describe the forecast templates

  • Configure and utilize premium forecasting

Manage in-app campaigns

  • Create and manage marketing lists

  • Create quick campaigns

Configure additional tools and services (25–30%)

Integrate sales applications

  • Integrate with LinkedIn Sales Navigator and Insights

  • Describe Dynamics 365 Sales mobile app capabilities

  • Create push notifications for the Dynamics 365 Sales mobile app

Integrate with Microsoft 365 services

  • Configure mailboxes

  • Describe Server-Side Synchronization

  • Configure document management

  • Deploy the Dynamics 365 App for Outlook

  • Configure the Dynamics 365 App for Outlook

  • Configure auto capture and email engagement

  • Configure SharePoint integration

  • Describe Microsoft Teams calling and conversation intelligence

  • Describe Microsoft Teams collaboration

 

2 Days

Intermediate

Dynamics 365

Functional Consultant

Need to Train a Team?

Contact us to schedule a dedicated class for your team.