Microsoft Dynamics 365 Sales (MB-210)

By attending Microsoft Dynamics 365 Sales (MB-210) workshop, delegates will learn to:

• Understand the highlights and apparatuses that exist in Microsoft Dynamics 365 for SR's and Sales Managers
• Be acquainted with the phases of the Sales Order Process in Microsoft Dynamics 365
• Understand the basics of Lead and Opportunity Management. Have the option to follow, oversee, qualify Leads and convert to Opportunities and related client records in Microsoft Dynamics 365
• Know how to preclude and drop Leads, and convert Activity records to Leads and Opportunities
• Understand how to work together on Opportunities with other SR's and close Opportunity records as Won and Lost
• Be ready to follow Competitors and Stakeholders
• Understand how to see Resolution Activities
• Add Products and Write-In Products to Opportunities
• Build and keep up a store of Products, Product Bundles and Product Families in the Product Catalog
• Configure Unit Groups, Price Lists and Discount Lists
• Work with Product Properties and view a Product Hierarchy
• Create Quotes and include Products
• Work with the Sales Order Process to change over Quotes to Orders and Invoices
• Fulfil Orders and oversee Invoice installments
• Explore the Sales Reports and make a custom Sales Report utilizing the Reporting Wizard in Microsoft Dynamics 365
• Understand the hugeness of Sales Goal Management and Metrics in Microsoft Dynamics 365
• Explore the Sales Charts and Dashboards and make a custom Sales Dashboard in Microsoft Dynamics 365

• Familiarity of business applications and the desire to customize and implement them for your business.

The Microsoft Dynamics 365 Sales (MB-210) class is ideal for:

• Sales Representatives (SR), Sales Managers and End-clients who have an enthusiasm for the Sales parts of Dynamics 365.