MB-210: Microsoft Dynamics 365 Sales Functional Consultant

MB-210: Microsoft Dynamics 365 Sales Functional Consultant

Welcome to the MB-210: Microsoft Dynamics 365 Sales Functional Consultant course! Microsoft Dynamics 365 Sales is an end-to-end application to manage the handling of customers and potential customers; it assists with tracking data against sales goals, automating best practices, learning from data, and more.

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.

Our team of globally recognized experts take students step by step, from lead, to opportunity, to closed deal. Using the application’s available automation and customization options, students will learn how to enable sales staff to be their most productive selves.

Microsoft Courseware

Instructor-Led Training

Course Duration: 1-Day (8-Hour)

Microsoft Official Lab Exercises

Courseware Life Time Free Upgrade

Cloud Lab Access

Overview

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.


Dynamics 365 Sales enables salespeople to build strong relationships with their customers, take actions based on insights, and close sales faster. Use Dynamics 365 Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. It also lets you create marketing lists and campaigns, and even follow service cases associated with specific accounts or opportunities.

Modules

Module 1: Configure Dynamics 365 Sales

  • Configure organization and management settings

Module 2: Manage leads and opportunities with Dynamics 365 Sales

  • Manage leads with Dynamics 365 Sales
  • Manage opportunities with Dynamics 365 Sales

Module 3: Manage orders and product catalog with Dynamics 365 Sales

  • Manage and organize your product catalog with Dynamics 365 Sales
  • Process sales orders with Dynamics 365 Sales

Module 4: Manage goals with Dynamics 365 Sales

  • Define and track individual goals in Dynamics 365 Sales
  • Use goal metrics in Dynamics 365 Sales

Module 5: Analyze Dynamics 365 Sales data

  • Analyze in Dynamics 365 Sales
  • Analyze data with Power BI

Module 6: Work with Dynamics 365 Sales Insights

  • Configure Sales Insights

Module 7: Create surveys with Dynamics 365 Customer Voice

  • Create a survey project with Dynamics 365 Customer Voice
  • Create surveys with Dynamics 365 Customer Voice
  • Send Dynamics 365 Customer Voice Surveys

Fees And Schedule

Instructor-Led Training

8-Hour of Instructor-Led Training One to one doubt resolution sessions Microsoft Official Lab Access

Learning Objectives

After completing this course, students will be able to:


  • Install and configure the application
  • Identify common sales scenarios
  • Complete a sales cycle
  • Configure the product catalog
  • Manage customers

Reviews

Dipak Agarwal - Business Analyst at Genpact

(5/5)
Excellent professional & comfortable environment to learn

The training was good, I would like to go through some more training.

Gurpreet Marwaha - IAM Analyst at National Australia Bank, Australia

(5/5)
I learned a lot

Excellent Office 365 training provided by Flexmind

Kiranmai Yachareni - Web Developer at Total Quality Logistics, USA

(5/5)
Excellent ability to clarify all the queries I raised

Thank You! I would definitely recommend it to others. The training session was very informative and interactive. Very useful and definitely thought-provoking. All the module sessions were clear and interactive, great, and friendly. Catered to all levels, which was good for those just starting out and those with more experience. I really appreciate the recorded videos and training material, which would be definitely helpful for later references.

Praveen S (Associate at Grant Thornton LLP)

(5/5)
Excellent knowledge of the trainer on the Subject

I attended PowerApps/Flow training from Flexmind. The topics of the course were well organized & knowledge of the trainer on the subject was excellent. It was very helpful and I will apply in my day to day task at the office. I will definitely recommend a friend or colleague to attend courses from Flexmind.