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