Course information

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

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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.

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What’s included in this Microsoft Dynamics 365 Sales MB210 Course?

  • World-Class Training Sessions from Experienced Instructors 
  • Digital Delegate Pack

Why choose us

Our Santiago venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Santiago, a conurbation of Chile, has an average population of roughly 5,145, 600 spread across 247.6 square miles of land.  At The Knowledge Academy, we offer 50,000 classroom based training courses throughout the different areas of Santiago, in order to enhance people’s learning in an array of subject areas.  Education in Chile is divided into preschool, primary school, secondary school and then technical or higher education - meaning university.  Since the year 2014, Chile has been undergoing an extensive reform on their publicly funded education system.  This reform process includes the abolition of mandatory co-payments (where a parent pays a tuition fee to have their child enrolled at a school), the removal of current selection processes, conversion of for-profit schools into non-profit organisations and establishments and to provide free tertiary education to the poorest 60% of the country’s population – meaning traditional universities and accredited non-profit technical schools.  

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Address

Avenida Vitacura 2670,
Piso 15,
Las Condes,
Santiago,
C.P. 7550698

T: + 1-866 272 8822

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Microsoft Dynamics 365 Sales Training | Dynamics 365 Customer Engagement in Santiago. 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.

Unlock your potential with The Knowledge Academy's Microsoft Dynamics 365 Sales Training | Dynamics 365 Customer Engagement in Santiago, 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 Training | Dynamics 365 Customer Engagement in Santiago. 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 Training | Dynamics 365 Customer Engagement in Santiago sessions.

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Highly experienced trainers

Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience

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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

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Small class sizes

Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment

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Great value for money

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 at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

Our offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

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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

Microsoft Dynamics 365 Sales Training | Dynamics 365 Customer Engagement in Santiago 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 Santiago 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.
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.
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 Santiago 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 Santiago starts from $1795
The Knowledge Academy is the Leading global training provider for Microsoft Dynamics 365 Sales MB210.
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Microsoft Dynamics 365 Training

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"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

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