MB-210T01 Dynamics 365 for customer engagement for Sales

Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.

After completing this course, you will be able to:

Install and configure the application
Identify common sales scenarios
Complete a sales cycle
Configure product catalog
Manage customer records
Utilize analytics tools with customer data

Course Outline

1 - SALES OVERVIEW

Sales overview
Configuring Sales
Module summary

2 - WORKING WITH OPPORTUNITIES

Manage customers
Working with opportunities
Embedded intelligence
Playbooks
Integrated sales tools
Module summary

3 - QUOTES TO ORDERS

Order processing overview
Manage product catalog
Create and manage quotes
Create and manage orders and invoices
Module summary

4 - SALES ANALYTICS AND INSIGHTS

Overview
Power BI
AI for Sales
Modules summary

Actual course outline may vary depending on offering center. Contact your sales representative for more information.

This course is SATV-Eligible.

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Course Length: 2 Days

1. Choose a Date | 2. Click Enroll Now

Mar 01

Online LIVE, 8:00 am - 4:00 pm
NHCLC G2R

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