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Course MB-210T01-A: Dynamics 365 for customer engagement for sales

Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and mo... Show More
Course Prerequisites:
Familiarity of business applications and the desire to customize and implement them for your business.
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Instructor-Led Training (ILT)

Attend training in a classroom environment at a campus near you. Instructor-led training is still the number one delivery method of choice because it allows you to interact and discuss the training material, either individually or in a group setting, and you gain access to expert knowledge from certified instructors. This form of guided learning is impactful and produces positive learning outcomes. Day, evening and Saturday classes are offered.

Exam
Included

Duration
1 Day

Course Schedule

Upcoming dates for Course MB-210T01-A: Dynamics 365 for customer engagement for sales

Module 1: Sales Overview

In this module you will learn the basics of sales in Dynamics 365. We will install and configure the application as well as learn about security roles, key terms and the data model.
Lessons

  • Sales overview
  • Configuring Sales
  • Module summary

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Module 2: Working with Opportunities

In this module you will learn how to manage customer data records, use built in sales tools and take a lead to an opportunity.
Lessons

  • Manage customers
  • Working with opportunities
  • Embedded intelligence
  • Playbooks
  • Integrated sales tools
  • Module summary

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Module 3: Quotes to Orders

In this module you will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage your sales opportunities to closed deals.
Lessons

  • Order processing overview
  • Manage product catalog
  • Create and manage quotes
  • Create and manage orders and invoices
  • Module summary

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Module 4: Sales Analytics and Insights

In this module you will learn how to create and use goals; integrate with PowerBI and enable Sales AI.
Lessons

  • Overview
  • Power BI
  • AI for Sales
  • Modules summary

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CTU Training Solutions , Updated: May 28th, 2019

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The course information above is subject to change without notification due to market trends in the industry, legislation and/or programme version updates. Terms and Conditions

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