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Microsoft
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MB-210T01: Microsoft Dynamics 365 Sales
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.
2.00 Day (16 hours)
Intermediate Level
Choose your learning method
Overview Course Detail Target Audience Prerequisites Course Outline FAQs

As a candidate for this exam, you’re a Microsoft Dynamics 365 functional consultant with sales expertise. You’re responsible for implementing solutions that meet the business requirements of an organization, large or small. You’re also responsible for identifying potential process efficiencies and improvements that could be achieved by using Dynamics 365 Sales and wider Microsoft Power Platform features. This may include supporting a sales lifecycle to run effectively and assisting the sales team to:

  • Achieve revenue targets.
  • Execute business strategies.
  • Meet an organization's objectives.

You’re responsible for configuring and expanding the core sales application functionality to create scalable customer solutions which support, automate, and accelerate the company's sales process. You’ll use your knowledge of Microsoft Power Platform and the common customer engagement capabilities in Dynamics 365 to inform the solution design where the following are required:

  • Integrations
  • Business process flows
  • Visualizations
  • Custom applications

As a candidate, you should:

  • Have strong business knowledge of sales processes for business-to-customer and business-to-business scenarios.
  • Understand the sales process of the customer as well as the core functionality of Dynamics 365 Sales to identify where the two align and differ.
  • Be proficient in configuring Microsoft Power Platform, primarily model-driven apps.
  • Have knowledge of Microsoft 365 services and their interactions with Microsoft Dataverse.

This exam certification is scheduled to retire on November 30, 2024, at 11:59 PM Central Standard Time.

What's in it for you?
  • Configure Dynamics 365 Sales
  • Manage core sales features
  • Configure additional tools and services
Who should attend?
  • Sales Representatives
  • Sales Managers
  • Sales Consultants
  • Customer Service Representatives
  • Business Analysts
  • CRM Administrators
  • Functional Consultants
  • Solution Architects
  • Small Business Owners
  • Professionals Seeking Certification
Prerequisites

While there are no strict prerequisites for MB-210, having a foundational understanding of sales processes, general IT concepts, and some familiarity with Microsoft Dynamics 365 can be beneficial. Microsoft often recommends hands-on experience with the Dynamics 365 Sales application to better prepare for the certification exam.

The MB-210 certification is ideal for those looking to enhance their skills in leveraging Dynamics 365 Sales to drive business success and improve customer relationships. It is a valuable credential for anyone involved in the sales domain within the Microsoft Dynamics ecosystem.

Microsoft Dynamics 365 Sales Training Outline
Get started with Dynamics 365 Sales
  • Lesson: Introduction to Dynamics 365 Sales
  • Lesson: Configure organization and management settings
  • Lab 1: Validate lab environment
Manage leads and opportunities in Dynamics 365 Sales
  • Lesson: Manage leads with Dynamics 365 Sales
  • Lesson: Manage opportunities with Dynamics 365 Sales
  • Lesson: Track customer interactions with activities
  • Lab 2: Manage customers
Manage orders and the product catalog with Dynamics 365 Sales
  • Lesson: Manage and organize your product catalog with Dynamics 365 Sales
  • Lesson: Process sales orders with Dynamics 365 Sales
  • Lab 3.1: Manage product catalog
  • Lab 3.2: Build quotes
  • Lab 3.3: Orders and invoices

Manage goals and forecasts with Dynamics 365 Sales
  • Lesson: Define and track goals in Dynamics 365 Sales
  • Lesson: Manage forecasting in Dynamics 365 Sale
Analyze Dynamics 365 Sales data
  • Lesson: Analyze data in Dynamics 365 Sales
  • Lesson: Analyze data with Power BI
  • Lab 5.1: Configure a Dashboard
Work with Dynamics 365 Sales Insights and the Sales accelerator
  • Lesson: Get started with Dynamics 365 Sales Insights
  • Lesson: Get started with the Sales accelerator
  • Lab 6.2: Create a Sequence
Create surveys with Dynamics 365 Customer Voice
  • Lesson: Create a survey project
  • Lesson: Create surveys with Dynamics 365 Customer Voice
  • Lesson: Send Dynamics 365 Customer Voice surveys
Enhance seller productivity by extending Dynamics 365 Sales
  • Lesson: Boost sales performance with Microsoft Sales Copilot
  • Lesson: Get started with the Dynamics 365 Sales mobile app
  • Lesson: Use Microsoft 365 services with Dynamics 365 Sales
Course FAQs
Is this course part of a certification path?

Yes, this course helps prepare you for the “Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate” certification

What is a Dynamics 365 Functional Consultant?

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.

How do I access my Microsoft Exam Voucher?

Please reach out to info@industechservices.com after your course to obtain your exam voucher.

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