MB-210T01 Dynamics 365 for Customer Engagement for Sales

Price
$595.00
KNOWvember
$297.50
Duration
 1 Day
Delivery Methods
 VILT    Private Group
Eligible UT Programs: Learning Credits, Coupons, Technical Training Pass, Training Passport
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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. 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.

 

Upcoming Class Dates and Times

This class is not currently scheduled.
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Who Should Attend

A Dynamics 365 Customer Engagement 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.

Course Objectives

  • 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

Agenda

1 - Configure Dynamics 365 Sales
  • Configure organization and management settings
2 - Manage leads and opportunities with Dynamics 365 Sales
  • Manage leads with Dynamics 365 Sales
  • Manage opportunities with Dynamics 365 Sales
3 - Manage orders and the product catalog with Dynamics 365 Sales
  • Manage and organize your product catalog with Dynamics 365 Sales
  • Process sales orders with Dynamics 365 Sales
4 - Manage goals with Dynamics 365 Sales
  • Define and track individual goals with Dynamics 365 Sales
  • Use goal metrics in Dynamics 365 Sales
5 - Analyze Dynamics 365 Sales data
  • Analyze data in Dynamics 365 Sales
  • Analyze data with Power BI
6 - Work with Dynamics 365 Sales Insights
  • Configure Sales Insights
7 - Create surveys with Dynamics 365 Customer Voice
  • Create a survey project with Dynamics 365 Customer Voice
  • Create surveys with Dynamics 365 Customer Voice
  • Send Dynamics 365 Customer Voice surveys
 

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