Description

Candidates for this exam are Microsoft Dynamics 365 functional consultants with sales expertise. Candidates are responsible for implementing solutions that support a sales life cycle so that it can run efficiently and effectively to meet revenue targets, business strategies, and company objectives.

Candidates are responsible for configuring and expanding the core functionality of leads, contacts, accounts, opportunities, and supporting entities to map to the sales processes in place at the organization. They identify opportunities to use Power Apps to develop unified experiences for all devices, Power Automate for application integration, business process flows, and other automation tools to construct an application that supports and accelerates the “lead to cash” journey.

Candidates must have strong business knowledge and should have first-person experience in one or more sales roles.

Microsoft Dynamics 365 Sales Course Outline

• Module 1:Perform configuration
• Modules 2: Manage core sales tables
• Module 3: Configure additional tools and services

To know more about the detailed course outline, click here.

Skills Gained Through MB-210 Certification

To clear the MB-210 exam successfully, candidates need to prepare in all areas of study covered under the MB-210 (Microsoft Dynamics 365 Sales) certification course. On taking up this course, here is what you learn:

• Perform configuration
• Manage core sales tables
• Configure additional tools and services

Why CloudThat?

Today, professionals skilled in Microsoft (MS) Dynamics 365 or Power Platform are highly in demand. Getting certified in MS Dynamics can help IT professionals set their career path on the right track. To help people get certified in Microsoft Dynamics or Power Platform, we at CloudThat have curated an in-depth training and BootCamp course.

CloudThat has trained over 350K industry professionals from fortune 500 companies in Cloud since 2012. Empowering tech professionals in unleashing the potential of Cloud computing technologies with best-in-class training, CloudThat proved its excellence and is a proud winner of Microsoft 2020 Global Partner of the Year Finalist award.

At CloudThat, we offer world-class teaching experience catered to the diverse needs of technology professionals. From personalized mentoring sessions to self-paced learning modules, we work towards providing a growth-oriented learning experience to nurture their future.

• A Microsoft Gold Partner and a Microsoft Silver Learning Partner.
• Winner of Microsoft 2020 Learning Partner of the Year Finalist award.
• CloudThat CEO is the MCT Regional Lead for India.
• Robust consulting division complements and feeds practical knowledge to trainers.
• Trained 350K+ professionals worldwide in instructor-led classroom and in virtual instructor-led classroom.
• Our trainings are equipped with 50%-60% hands-on labs sessions.
• Highly interactive virtual and classroom teaching.
• Qualified instructor-led Training and mentoring sessions.
• Practice lab and projects aligned to MS Dynamics learning modules.
• Integrated teaching assistance and support.     

Want to join our MB-210 BootCamp? Contact us now!

Course Fee: $495

Objectives

After completing this course, candidates will be able to:

• Perform configuration
• Manage core sales tables
• Configure additional tools and services

Who Should Attend

Candidates for this exam are Microsoft Dynamics 365 functional consultants with sales expertise.
Candidates responsible for implementing solutions that support a sales life cycle so that it can
run efficiently and effectively to meet revenue targets, business strategies, and company
objectives.
Candidates are responsible for configuring and expanding the core functionality of leads,
contacts, accounts, opportunities, and supporting entities to map to the sales processes in place
at the organization. They identify opportunities to use Power Apps to develop unified
experiences for all devices, Power Automate for application integration, business process flows,
and other automation tools to construct an application that supports and accelerates the “lead
to cash” journey.
Candidates must have strong business knowledge and should have first-person experience in
one or more sales roles.

Prerequisites

• Familiarity of business applications and the desire to customize and implement them for your business.
• Candidates must have strong business knowledge and preferably first-person experience in the sales world in one or more sales roles.

Course Outline

Module 1: Perform configuration

Configure sales settings

• configure sales territories and hierarchical sales territories
• configure auto number settings for cases, orders, and quotes
• configure business settings, including business closures, currencies, and fiscal years
• configure sales security roles and access team templates
• create and manage sales collateral

Configure processes

• configure duplicate detection rules
• configure record creation rules
• configure sales business process flows
• create and manage playbooks

Create and configure sales visualizations

• configure template apps for Power BI
• configure sales dashboards
• design and create sales charts
• design sales Advanced Find, Power BI, FetchXML, and Kanban reports, views, and visualizations

Modules 2: Manage core sales tables

Create and manage accounts and contacts

• create and manage accounts
• create and manage contacts
• create and manage activities

Create and manage leads

• create and search for leads
• convert activities to leads
• perform lead qualification

Create and manage opportunities

• manage opportunities
• track stakeholders, sales team members, and competitors
• add product line items to opportunities
• customize the Opportunity Close form

Create and manage sales order processes

• add quotes to opportunities
• edit quotes in various stages
• manage revisions to quotes
• send quotes to customers
• convert quotes to orders
• manage orders
• manage invoices

Create and manage products and product catalogs

• create and manage products, product bundles, and product families
• create and manage pricing lists
• create and manage discount lists
• create and manage unit groups

Module 3: Configure additional tools and services

Configure integration with external sales applications

• implement Relationship Sales
• describe use cases for Customer Insights
• implement Power BI template apps

Create and manage goals and forecasts

• configure and use forecasts
• configure and use goals

Implement Sales Insights

• configure standard Sales Insights features
• configure premium features, including Notes analysis, who knows whom, and Conversation Intelligence
• implement Sales accelerator
• implement premium forecasting
• configure predictive scoring models

About the Trainer

A Microsoft Dynamics Certified Trainer.