MB-210T01 Dynamics 365 for Customer Engagement for Sales

$1,190.00 USD

2 Days


Delivery Methods
Virtual Instructor Led
Private Group

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Course Overview

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.

Who Should Attend?

A 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.

  • Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
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  • Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
  • Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
  • Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
  • Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.

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Course Prerequisites

Students should be familiar with Dynamics 365 model-driven applications and the Power Platform. Students should also be familiar with the sales process and sales organizations. No certifications are required as a pre-requisite for this course, but PL-200T00 Microsoft Power Platform Functional Consultant is recommended as a supplement to this course.


1 - Set up and configure Dynamics 365 Sales

  • Set up and configure the application
  • Use customization options
  • Document management
  • Set up security roles

2 - Manage leads with Dynamics 365 Sales

  • Dynamics 365 leads overview
  • Create Dynamics 365 leads
  • Lead management lifecycle
  • Lead qualification
  • Lead data management tools

3 - Manage opportunities with Dynamics 365 Sales

  • Dynamics 365 opportunity overview
  • Create Dynamics 365 opportunities
  • Account and team selling
  • Opportunity management lifecycle

4 - Configure Sales Insights

  • Sales Insights configuration overview
  • Create insight cards with Assistant studio
  • Work with Assistant studio
  • Configure productivity intelligence
  • Configure Relationship insights
  • Configure predictive models

5 - Work with Dynamics 365 Sales Insights

  • Assistant cards
  • Auto capture
  • Email engagement
  • Manage relationship health
  • Work with artificial intelligence features

6 - Assistant studio tutorials for Dynamics 365 Sales Insights

  • Tutorial 1 Hello World - Building custom insights for Dynamics 365 Sales
  • Tutorial 2 - Sample insight for each user in the org
  • Tutorial 3 - Weekly insight on revenue target achieved
  • Tutorial 4 - Create a reminder for opportunities closing soon
  • Tutorial 5 - Add a custom action button to insight card to invoke REST
  • Tutorial 6 - Adding a custom action button to insight card to invoke custom action (CRM Process)
  • Tutorial 7 - Adding a custom action button to insight card to launch playbook
  • Tutorial 8 - Create an insight card with two actions/buttons
  • Tutorial 9 – Create an insight card with no action/button

7 - Create sales sequences with Sales Insights

  • Get started with the work list
  • Tutorial 1 - Build a sales sequence
  • Tutorial 2 - Connect sequence to a record
  • Tutorial 3 - Disconnect sequence from record
  • Tutorial 4 - Editing sales sequence

8 - Manage and organize your product catalog with Dynamics 365 Sales

  • Dynamics 365 product catalog overview
  • Currencies and currency management
  • Define products
  • Product families
  • Price lists
  • Product catalog settings

9 - Process sales orders with Dynamics 365 Sales

  • Sales order processing overview
  • Quotes and quote management
  • Orders and invoices

10 - Manage relationships with relationship selling in Dynamics 365 Sales

  • Overview
  • Sales accelerator
  • Enforce best practices with playbooks
  • Manage relationship health with Sales Insights
  • Sales Navigator

11 - Analyze Dynamics 365 sales data

  • Analytical options overview
  • Search tools
  • Out-of-box tools
  • Power BI
  • Use Power BI templates

12 - Define and track individual goals in Dynamics 365 Sales and Customer Service

  • Overview of goals
  • Defining individual goals
  • Parent and child goals

13 - Use goal metrics in Dynamics 365 Sales and Customer Service

  • Overview
  • Fiscal year settings
  • Goal metrics

Get in touch to schedule training for your team
We can enroll multiple students in an upcoming class or schedule a dedicated private training event designed to meet your organization’s needs.


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