Microsoft Dynamics 365 Sales MB210 Overview
Microsoft Dynamics 365 Sales MB210 Course Outline
Module 1: Set up and Configure Dynamics 365 Sales
- Introduction
- Set Up and Configure the Application
- Use Customisation Options
- Set Up Security Roles
Module 2: Manage Leads with Dynamics 365 Sales
- Dynamics 365 Leads Overview
- Create Dynamics 365 Leads
- Lead Management Lifecycle
- Lead Qualification
Lab: Work with Dynamics 365 Leads
Module 3: Manage Opportunities with Dynamics 365 Sales
- Dynamics 365 Opportunity Overview
- Create Dynamics 365 Opportunities
- Account and Team Selling
- Opportunity Management Lifecycle
Lab: Manage Opportunities in Dynamics 365
Module 4: Work with Dynamics 365 Sales Insights
- Sales Insights Configuration Overview
- Create Insight Cards with Assistant Studio
- Work with Assistant Studio
- Configure Productivity Intelligence
- Configure Relationship Insights
- Configure Predictive Models
Module 5: Manage and organise your product catalogue with Dynamics 365 Sales
- Dynamics 365 Product Catalogue Overview
- Currencies and Currency Management
- Define Products
- Product Families
- Price Lists
- Product Catalogue Settings
Lab: Set up the Product Catalogue
Module 6: Process Sales Orders with Dynamics 365 Sales
- Sales Order Processing Overview
- Quotes and Quote Management
- Orders and Invoices
Lab: Sales Order Processing Lifecycle
Module 7: Manage Relationships with Relationship Selling in Dynamics 365 Sales
- Overview
- Sales Accelerator
- Enforce Best Practices with Playbooks
- Manage Relationship Health with Sales Insights
- Sales Navigator
Lab: Manage Relationships with Playbooks and Sales Insights
Module 8: Analyse Dynamics 365 Sales Data
- Analytical Options Overview
- Search Tools
- Out-of-Box Tools
- Power BI
- Use Power BI Templates
Lab: Analyse Data
Module 9: Define and Track Individual Goals in Dynamics 365 Sales and Customer Service
- Overview of Goals
- Defining Individual Goals
- Parent and Child Goals
Lab: Measuring Customer Success Using Goals
Module 10: Use Goal Metrics in Dynamics 365 Sales and Customer Service
- Overview
- Fiscal Year Settings
- Goal Metrics
Lab: Defining Goal Metrics
Who should attend this Microsoft Dynamics 365 Sales MB210 Course?
The Microsoft Dynamics 365 Sales Course is designed to equip professionals with the knowledge and skills required to use the sales management capabilities of the Dynamics 365 Sales application. This course can be beneficial for a variety of professionals, including:
- Sales Managers
- Business Development Managers
- CRM Administrators
- CRM Consultants
- Account Managers
- Sales Operations Analysts
- Consultants
Prerequisites of the Microsoft Dynamics 365 Sales MB210 Course
There are no formal prerequisites for this Microsoft Dynamics 365 Sales MB210 Course. However, a basic understanding of business applications can prove beneficial for delegates.
Microsoft Dynamics 365 Sales MB210 Course Overview
The Microsoft Dynamics 365 Sales MB210 Course offers comprehensive training on leveraging Dynamics 365 for sales management. It covers key concepts, tools, and techniques for driving sales productivity and effectiveness in organisations.
Sales, business development, and marketing professionals must master Dynamics 365 Sales to optimise sales processes and boost revenue generation. Mastery of Dynamics 365 Sales equips them with the tools and strategies needed to streamline workflows, manage leads effectively, and drive sales success in today's competitive business landscape.
This 1-day training by the Knowledge Academy provides delegates with practical skills and knowledge in utilising Dynamics 365 Sales effectively. Through interactive sessions and real-world examples, participants will learn to optimise sales workflows, manage customer relationships, and improve sales performance.
Course Objectives
- To understand the core functionalities and features of Dynamics 365 Sales
- To learn to manage leads, opportunities, and accounts effectively
- To explore sales forecasting and pipeline management in Dynamics 365
- To gain insights into sales analytics and reporting capabilities
- To prepare for the Microsoft Dynamics 365 Sales Certification Exam
Upon completion, participants will be equipped with the necessary skills and knowledge to drive sales success using Dynamics 365 Sales, contributing to enhanced business performance and customer satisfaction.
What’s included in this Microsoft Dynamics 365 Sales MB210 Course?
- World-Class Training Sessions from Experienced Instructors
- Digital Delegate Pack
Why choose us
Ways to take this course
Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Microsoft Dynamics 365 Sales MB210. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.
Live classes
Join a scheduled class with a live instructor and other delegates.
Interactive
Engage in activities, and communicate with your trainer and peers.
Global Pool of the Best Trainers
We handpick from a global pool of expert trainers for our Online Instructor-led courses.
Expertise
With 10+ years of quality, instructor-led training, we equip professionals with lasting skills for success.
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With classes running in all timezones, access any of our courses and course material from anywhere, anytime.
Unlock your potential with The Knowledge Academy's Microsoft Dynamics 365 Sales MB210, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.
Experience the most sought-after learning style with The Knowledge Academy's Microsoft Dynamics 365 Sales MB210. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led Microsoft Dynamics 365 Sales MB210 sessions.
Highly experienced trainers
Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience
State of the art training venues
We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible
Small class sizes
Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment
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Achieve certification without breaking the bank. Find a lower price elsewhere? We'll match it to guarantee you the best value
Streamline large-scale training requirements with The Knowledge Academy’s In-house/Onsite Microsoft Dynamics 365 Sales MB210 at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.
Tailored learning experience
Leverage benefits offered from a certification that fits your unique business or project needs
Maximise your training budget
Cut unnecessary costs and focus your entire budget on what really matters, the training.
Team building opportunity
Our Microsoft Dynamics 365 Sales MB210 offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings
Monitor employees progress
The course know-how will help you track and evaluate your employees' progression and performance with relative ease
What our customers are saying
Fantastic trainer, went to the effort to understand our specific needs and addressed all our questions
Brian Clark
Microsoft Dynamics 365 Sales MB210 FAQs
Microsoft Dynamics 365 Sales MB210 is a certification that focuses on the skills needed to manage and use Dynamics 365 Sales applications.
The course covers lead management, opportunity management, sales forecasting, and integrating Dynamics 365 Sales with other applications.
Yes, this certification enhances your skills in managing sales processes, boosting your career prospects in CRM and sales management.
Basic coding knowledge is helpful but not required; the course focuses more on configuration and customisation.
Yes, Microsoft Dynamics professionals are in high demand across various industries for their CRM and ERP solutions expertise.
Sales professionals, CRM administrators, and IT professionals interested in enhancing their sales management skills can learn Dynamics 365 Sales MB210.
Industries like finance, retail, manufacturing, healthcare, and professional services commonly use Microsoft Dynamics 365 Sales.
Salaries typically range from £40,000 to £70,000 in Chile per year, depending on location, industry, experience and specific roles.
The course is moderately challenging; prior experience in sales or CRM systems can ease the learning process.
Learning Dynamics 365 Sales MB210 typically takes 2-3 months, depending on the learning pace and prior knowledge.
To become a Dynamics 365 Developer, attend The Knowledge Academy’s Microsoft Dynamics 365 Sales MB210 Course, gain other relevant certifications, hands-on experience, and proficiency in customisation and coding.
Start by obtaining certifications, gaining practical experience, and networking with professionals in the Dynamics community.
Benefits include enhanced sales process management skills, improved job prospects, and the ability to streamline sales operations.
Upon completing this course, career opportunities include roles like Dynamics 365 Consultant, Sales Manager, and CRM Administrator.
Sales professionals, CRM administrators, and IT professionals aiming to enhance their sales management skills should attend this course.
Are there any prerequisites for taking this Microsoft Dynamics 365 Sales MB210 Certification Course?
There are no formal prerequisites for this Microsoft Dynamics 365 Sales MB210 Course. However, a basic understanding of business applications can prove beneficial for delegates.
Necessary skills include understanding sales processes, CRM concepts, and basic familiarity with Dynamics 365 applications.
The course enhances your sales management skills, increasing your employability and career advancement potential in CRM and sales roles.
To register for this course, please visit The Knowledge Academy’s Microsoft Dynamics 365 Sales MB210 Course page, select your preferred dates from the Dates and Prices section, make the payment and avail the course materials.
You'll learn about lead management, opportunity management, sales forecasting, and integrating Dynamics 365 Sales with other applications.
This course comes with a 1-day training session from experienced trainers, a digital delegate pack, and a certificate upon completion of the course.
The duration of this course spans 1 day.
Should you encounter any difficulties accessing the course materials, our customer support team is available to assist and promptly resolve any issues you may encounter.
Yes, our MS Dynamics 365 Sales MB210 Course is accredited by Microsoft
The Knowledge Academy in Chile is a prestigious training provider known for its extensive course offerings, expert instructors, adaptable learning formats, and industry recognition. It's a dependable option for those seeking these courses.
The training fees for Microsoft Dynamics 365 Sales MB210in Chile starts from $1795
The Knowledge Academy is the Leading global training provider for Microsoft Dynamics 365 Sales MB210.
Please see our Microsoft Dynamics 365 Training courses available in Chile
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Microsoft Dynamics 365 Training
Many delivery methods
Flexible delivery methods are available depending on your learning style.
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Resources are included for a comprehensive learning experience.
"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"
Joshua Davies, Thames Water
Microsoft Dynamics 365 Sales MB210 in Chile
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Microsoft Dynamics 365 Sales Functional Consultant Associate
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