MB-210T01 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 more.

This course may earn a Credly Badge.

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Price: $1390.00
Duration: 1 Day
Delivery Methods: Virtual
DIR Discount: 55.0%







    For questions call: (469) 721-6100
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    Course Outline

    1 – Sales Overview
    • Sales overview
    • Configuring Sales
    • Module summary
    2 – Working with Opportunities
    • Manage customers
    • Working with opportunities
    • Embedded intelligence
    • Playbooks
    • Integrated sales tools
    • Module summary
    3 – Quotes to Orders
    • Order processing overview
    • Manage product catalog
    • Create and manage quotes
    • Create and manage orders and invoices
    • Module summary
    4 – Sales Analytics and Insights
    • Overview
    • Power BI
    • AI for Sales
    • Modules summary

    Actual course outline may vary depending on offering center. Contact your sales representative for more information.

     

    Learning Objectives

    After completing this course, you will be able to:

    • Install and configure the application
    • Identify common sales scenarios
    • Complete a sales cycle
    • Configure product catalog
    • Manage customer records
    • Utilize analytics tools with customer data
    No special instructions regarding this course's target audience provided. Please contact us to discuss if you are unsure whether this course is for you!
    No special prerequisites for this course provided. If you are unsure whether you might need to take another course first, please contact us to discuss.

    Ten (10) business days’ notice is required to reschedule a class with no additional fees. Notify TOPTALENT LEARNING as soon as possible at 469-721-6100 or by written notification to info@toptalentlearning.com to avoid rescheduling penalties.

    Please contact our team at 469-721-6100; we will gladly guide you through the online purchasing process.

    You will receive a receipt and an enrollment confirmation sent to the email you submitted at purchase. Your enrollment email will have instructions on how to access the class. Any additional questions our team is here to support you. Please call us at 469-721-6100.

    If a student is 15 minutes late, they risk losing their seat to a standby student. If a student is 30 minutes late or more, they will need to reschedule. A no-show fee will apply. Retakes are enrolled on a stand-by basis. The student must supply previously issued courseware. Additional fees may apply.

    You will receive a ‘Certificate of Completion’ once you complete the class. If you purchased an exam voucher for the class, a team member from TOPTALENT LEARNING will reach out to discuss your readiness for the voucher and make arrangements to send it.