MB-210 Microsoft Dynamics
for Sales

About MB-210 Microsoft Dynamics

Microsoft Dynamics 365 for Sales Functional Consultants implement solutions that anticipate and plan customer connections, manage deals through processing and closing, and accelerate sales team performance using data analytics.

Exam MB 210: The Course is Called Microsoft Dynamics 365 for Sales. Part of the requirements for: Microsoft Certified: Dynamics 365 for Sales Functional Consultant Associate

Related exam: Exam PL-200


Instructor-led classroom or online training. Classroom training is hosted at The CRM Team training suite, Allandale Offices, Waterfall Drive, 23 Magwa Cres, Midrand.

Course Content
1. Perform configuration

Configure sales settings

  • configure sales territories
  • configure default revenue type
  • configure auto number settings
  • configure business closures
  • configure fiscal year
  • configure currencies
  • configure sales team roles
  • configure sales security roles
  • configure goal management components
  • create and manage sales collateral
  • configure relationship cards

Configure processes

  • configure record creation rules
  • configure out of the box sales business process flows

Create and configure sales visualizations

  • configure sales content pack for Power BI
  • configure sales dashboards
  • design and create sales charts
  • execute and analyze sales reports

Configure integration with external sales applications

  • implement Sales Insights
  • implement social selling assistant
  • implement LinkedIn Sales Navigator
2. Manage core sales entities

Create and manage leads

  • create and search for leads
  • convert activities to leads
  • perform lead qualification
  • configure status reasons

Create and manage opportunities

  • create and search for opportunities
  • close opportunity as won or lost
  • track stakeholders and sales team
  • add product line items to opportunity
  • configure status reasons
3. Manage sales entities

Create and manage quotes

  • add quotes to opportunities
  • edit quotes in various stages
  • send quotes to customers
  • convert quotes to orders
  • create a template from a quote

Create and manage sales order processing

  • create and manage orders
  • create and manage invoices
  • create and manage competitors

Create and manage product and product catalog

  • configure product families, bundles, and products
  • configure price lists
  • configure discount lists
  • configure unit groups
  • configure product lifecycle

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