MB-210 Microsoft Dynamics 365 Sales (MB-210T01)

Seminarinformationen

Seminar - Ziel

Microsoft Dynamics 365 Sales is an end-to-end application to manage the handling of customers and potential customers. Using Dynamics 365 Sales, organizations can track data against sales goals, automate best practices, learn from data, and more.

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

Teilnehmer - Zielgruppe

A Dynamics 365 Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requiremA 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.

Kurs - Voraussetzungen

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

Seminardauer

  • 1 Tag
  • 09:00 Uhr bis 17:00 Uhr

Schulungsunterlagen

  • nach Absprache

Seminar-Inhalt / Agenda

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 the 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 with Dynamics 365 Sales

  • Use goal metrics in Dynamics 365 Sales

Module 5: Analyze Dynamics 365 Sales data

  • Analyze data 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

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