Course Description

Course Overview

Microsoft Dynamics 365 Sales Training (MB-210) is a comprehensive training program designed for sales professionals and consultants to gain expertise in using Microsoft Dynamics 365 Sales, a customer relationship management (CRM) application. Participants will learn how to manage sales processes, track leads and opportunities, automate sales workflows, and leverage analytics for sales insights using Dynamics 365 Sales.

Prerequisites

To excel in this course, participants should have a basic understanding of sales principles and concepts. Familiarity with Microsoft Dynamics 365 fundamentals and customer relationship management (CRM) will be helpful. Prior experience in sales processes and CRM systems will be an advantage.

Methodology

The course will be delivered through a combination of instructor-led lectures, practical demonstrations, hands-on labs, and interactive discussions. Participants will have access to dedicated Dynamics 365 Sales environments for hands-on practice, enabling them to apply the concepts learned in real-world scenarios. The course will be led by certified instructors with extensive experience in sales automation and Dynamics 365 Sales, ensuring a high-quality learning experience.

Course Outline

• Introduction to Microsoft Dynamics 365 Sales
• Understanding the role of CRM in sales and customer engagement
• Overview of Microsoft Dynamics 365 Sales features and capabilities
• Identifying sales challenges and solutions with Dynamics 365 Sales
• Managing Sales Leads and Opportunities
• Capturing and managing sales leads in Dynamics 365 Sales
• Qualifying and converting leads to opportunities
• Tracking and managing sales pipelines and opportunities
• Sales Process Automation with Dynamics 365 Sales
• Configuring and using sales automation features
• Implementing sales workflows and business process flows
• Automating sales follow-ups and activities
• Leveraging Sales Insights and Analytics
• Tracking and analyzing sales interactions and customer behaviors
• Utilizing sales analytics and dashboards for performance evaluation
• Integrating Dynamics 365 Sales with Power BI for advanced reporting
• Enhancing Sales Productivity and Customer Engagement
• Implementing relationship and opportunity insights in sales processes
• Utilizing sales playbooks and guided selling for effective sales strategies
• Leveraging mobile capabilities for on-the-go sales management

Outcome

Upon completion of this course, participants will be able to:

• Understand the core functionalities of Microsoft Dynamics 365 Sales.
• Manage sales leads and opportunities using Dynamics 365 Sales.
• Automate sales processes and workflows for increased productivity.
• Analyze sales data and insights for performance evaluation.
• Enhance sales productivity and customer engagement using sales automation.

Labs

• Managing Sales Leads and Opportunities in Dynamics 365 Sales
• Configuring and Using Sales Automation Features
• Implementing Sales Workflows and Business Process Flows
• Tracking and Analyzing Sales Interactions and Customer Behaviors
• Utilizing Sales Analytics and Dashboards for Performance Evaluation