MB-210T01: Microsoft Dynamics 365 Sales Course Overview

MB-210T01: Microsoft Dynamics 365 Sales Course Overview

The MB-210T01: Microsoft Dynamics 365 Sales course is designed to equip learners with the skills and knowledge to configure, manage, and use Dynamics 365 Sales for their sales operations. Through a series of modules, participants will learn to configure organizational settings, manage customer relationships, handle leads and opportunities, process orders, and analyze sales data.

Learners will gain hands-on experience in setting up Dynamics 365 Sales, creating sales visualizations, managing the product catalog, processing sales orders, and employing forecasting techniques. They will also explore how to set and track sales goals, integrate with Dynamics 365 components, leverage sales insights, and utilize Dynamics 365 Customer Voice to create and send surveys.

By the end of the course, participants will have a comprehensive understanding of how to effectively use Dynamics 365 Sales to improve their sales processes, engage with customers more effectively, and make data-driven decisions to drive sales performance. This course is essential for sales professionals and CRM administrators looking to maximize their use of Dynamics 365 Sales to enhance their sales strategies and outcomes.

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  • Live Online Training (Duration : 16 Hours)
  • Per Participant
  • Including Official Coursebook
  • Guaranteed-to-Run (GTR)
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♱ Excluding VAT/GST

Classroom Training price is on request

  • Live Online Training (Duration : 16 Hours)
  • Per Participant
  • Including Official Coursebook

♱ Excluding VAT/GST

Classroom Training price is on request

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Course Prerequisites

To ensure you have a successful learning experience in the MB-210T01: Microsoft Dynamics 365 Sales course, the following prerequisites are recommended:


  • A basic understanding of Microsoft Windows operating systems and its core functionality.
  • Familiarity with basic sales principles and the sales process.
  • Experience with using any CRM software is beneficial, though not mandatory.
  • General knowledge of common business practices related to sales.
  • Basic proficiency with Microsoft Office, particularly Outlook and Excel.
  • An understanding of the concept of relational databases is helpful.
  • Access to a computer with internet connection to complete the lab exercises.

Please note that while these prerequisites are intended to provide a foundation for the course content, the course is designed to accommodate participants with a range of skills and experiences. Therefore, individuals with a strong desire to learn and a commitment to engage with the course materials are also encouraged to enroll.


Target Audience for MB-210T01: Microsoft Dynamics 365 Sales

The MB-210T01 course equips professionals with skills to configure and use Microsoft Dynamics 365 Sales for optimized customer relations.


Target Audience for MB-210T01: Microsoft Dynamics 365 Sales:


  • Sales Managers and Executives
  • CRM System Administrators
  • IT Professionals responsible for configuring and managing sales systems
  • Sales Operations Specialists
  • Business Analysts focusing on sales processes
  • Marketing Professionals seeking integration with sales efforts
  • Customer Service Managers integrating service with sales processes
  • Dynamics 365 Consultants and Functional Consultants
  • Professionals looking to learn about Dynamics 365 Sales for career advancement


Learning Objectives - What you will Learn in this MB-210T01: Microsoft Dynamics 365 Sales?

Introduction to the Course's Learning Outcomes and Concepts Covered:

The MB-210T01: Microsoft Dynamics 365 Sales course equips learners with the skills to configure, manage, and analyze sales data within Dynamics 365, enhancing sales performance and insights.

Learning Objectives and Outcomes:

  • Understand how to configure organization and management settings to align with business processes within Dynamics 365 Sales.
  • Develop the ability to create and customize sales visualizations to monitor performance and drive sales strategies.
  • Gain proficiency in managing leads through Dynamics 365 Sales, from capture to conversion.
  • Learn to manage opportunities effectively, including tracking and nurturing through the sales pipeline.
  • Master the skills required to manage customer relationships using accounts, contacts, leads, and opportunity entities.
  • Understand the processes involved in managing and organizing the product catalog and processing sales orders within Dynamics 365 Sales.
  • Learn to configure and utilize forecasting tools and playbooks to anticipate sales trends and plan accordingly.
  • Acquire the ability to define, set up, and track individual and team sales goals using Dynamics 365 Sales metrics.
  • Gain insights into leveraging Embedded Intelligence and social selling to optimize sales activities and relationships.
  • Analyze Dynamics 365 Sales data effectively using the platform’s native tools and Power BI to make informed business decisions.
  • Configure and leverage Dynamics 365 Sales Insights to enhance sales performance through actionable insights.
  • Create, manage, and send surveys using Dynamics 365 Customer Voice to gather customer feedback and integrate it into the sales process for improved customer engagement.