NEW COURSE
MB-210 Microsoft Dynamics 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 MB-200
Delivery
Instructor-led classroom or online training. Classroom training is hosted at The CRM Team training suite, Allandale Offices, Waterfall Drive, 23 Magwa Cres, Midrand.
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
Microsoft Official Courseware
- MB-240 Microsoft Dynamics 365 for Field Service
- MB – 200: Microsoft Dynamics 365 Customer Engagement Core
The CRM Team Official Courseware