MB-210T01 Dynamics 365 for Customer Engagement for Sales

Price
$595.00
SATV Eligible
Duration
 1 Day
Delivery Methods
 VILT    Private Group

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

Jun 02, 2021
8:00AM - 4:00PM Central
1 Day
Virtual Instructor Led
 GTR
Sep 07, 2021
8:00AM - 4:00PM Central
1 Day
Virtual Instructor Led
 GTR

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 - 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
 

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