MB-210T01: Microsoft Dynamics 365 Sales Training

Course Prerequisites

• Basic understanding of customer relationship management (CRM) systems and sales processes.
• Familiarity with Microsoft Dynamics 365 or any other CRM solution will be helpful but not required.
• No prior experience with Dynamics 365 Sales is necessary, but a general knowledge of sales functions will benefit learners.

Learning Objectives

By the end of this course, you will be able to:

1. Navigate and configure Dynamics 365 Sales to manage leads, opportunities, and customer relationships.
2. Optimize the sales process by customizing views, workflows, and dashboards in Dynamics 365 Sales.
3. Track customer interactions, manage opportunities, and automate key sales tasks to improve efficiency.
4. Utilize sales analytics and data-driven insights to track performance, measure KPIs, and adjust strategies.
5. Leverage AI-driven tools and sales forecasting features to predict sales trends and make informed decisions.
6. Integrate Dynamics 365 Sales with other Microsoft applications like Outlook, Teams, and Excel to enhance collaboration and data sharing.
7. Prepare for the MB-210 certification exam with hands-on exercises and reviews of core sales functionality in Dynamics 365.

Target Audience

This course is ideal for:

• Sales Managers and Sales Representatives looking to leverage Dynamics 365 Sales to manage and optimize their sales processes.
• CRM Consultants and Business Analysts who want to deepen their knowledge of sales pipeline management, lead nurturing, and performance tracking within Dynamics 365.
• Marketing Professionals interested in integrating sales processes with customer relationship management to enhance customer engagement.
• Salesforce Administrators and IT professionals working with Dynamics 365 Sales who need a deeper understanding of system configuration and customization.
• Individuals preparing for the MB-210 certification exam to gain proficiency and certification in Dynamics 365 Sales.