MB-210 Microsoft Dynamics 365 Sales

Doelgroep

A Dynamics 365 Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

Trainingsdoelstellingen

• None

Inhoud training

Set up and configure Dynamics 365 Sales

Microsoft Dynamics 365 Sales enables salespeople to build strong relationships with their customers, act based on insights, and close sales faster. Use Dynamics 365 Sales to track your accounts and contacts, nurture your sales from lead to order, and create sales collateral. This module focuses on introducing the Dynamics 365 Sales application and the first steps that an organization should take in setting up the application.

In this module, you will:

• Learn about the key features of Dynamics 365 Sales and how it can help your organization.
• Configure key settings that organizations should customize when setting up the application.
• Set up the included security roles for sales users.

Manage leads with Dynamics 365 Sales

The lead management capabilities in Microsoft Dynamics 365 let you connect with your customers in a whole new way. This module provides an overview of what leads are, and describes the different options for creating leads, managing them, and working with them throughout their lifecycle. It also provides information about qualifying and disqualifying leads. The more leads you have, the greater your chances of getting opportunities and successfully closing deals.

In this module, you will:

• Examine the lead qualification process in Dynamics 365 from beginning to end
• Identify the different options that are available for creating and defining leads
• Use business process flows to manage the lead lifecycle
• Qualify and disqualify leads

Manage opportunities with Dynamics 365 Sales

The opportunity management capabilities in Microsoft Dynamics 365 make it easy to manage opportunities and convert more leads. In this module, you'll learn how and when opportunities are used and managed in Dynamics 365. You'll also learn about the options for creating opportunities, their relationships with other records, and how to manage them throughout their lifecycle. By providing a complete view of the customer, Dynamics 365 helps you win more deals.

In this module, you will:

• Identify scenarios where opportunities can be used.
• Create and define opportunities.
• Work with related opportunity records
• Manage an opportunity throughout its lifecycle.

Manage and organize your product catalog with Dynamics 365 Sales

Microsoft Dynamics 365 helps organize and manage even the most complex product catalog to support your customers in customer engagement scenarios (for example, sales and column service). In this module, you'll learn how to define products, families, and bundles, take advantage of product properties, and define price lists. You'll also learn about pricing options for increased consistency and efficiency.

In this module, you will:

• Set up unit groups to help control how products are sold
• Create product family hierarchies that include product bundles and individual products
• Set up product pricing data by creating price lists and price list items
• Use discount lists to provide volume discount pricing

Process sales orders with Dynamics 365 Sales

You might sell different items using different processes. However, you must set up at least one sales process in Microsoft Dynamics 365 Sales. But you can set up other processes to match how your business works. Use sales order processing to automate your organization. Create and manage orders and support different sales processes such as creating and managing quotes, and working with orders, and invoices.

In this module, you will:

• Define quote records for opportunity records
• Work a quote through its entire lifecycle
• Add and revise quote product line items
• Deliver quotes to customers

Manage relationships with relationship selling in Dynamics 365 Sales

Learn how to manage relationships with Dynamics 365 Sales.

In this module, you will:

• Discover best practices
• Work with sales playbooks
• Manage relationship health with Sales Insights
• Recognize features of Sales Navigator

Analyze Dynamics 365 sales data

Microsoft Dynamics 365 has multiple analytical options to help organizations drive business decisions that are based on past sales numbers and trends. For example, organizations can define custom views that show specific types of data, use charts to drill into more details about different sales-related records, or even analyze data by using external tools like Microsoft Excel and Microsoft Power BI.

In this module, you will:

• Review analytical options
• Describe searching tools
• Utilize Power BI to view data
• Analyze data

Define and track individual goals in Dynamics 365 Sales and Customer Service

Define and track your customer service-related goals including identifying metrics.

In this module, you will:

• Create and manage individual goals
• Use Parent and Child goals
• Monitor goal progress

Use goal metrics in Dynamics 365 Sales and Customer Service

Identify customer service metrics, creating goal metrics, and work with roll-up columns and queries.

In this module, you will:

• Determine with metrics are needed to build efficient customer service goals
• Modify Fiscal Year settings to align goal progress
• Define Goal Metrics for an Organization
• Create custom Roll-up columns and Queries

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