Microsoft Dynamics 365 Sales (MB-210)

De Microsoft Dynamics 365 Sales (MB-210) training leert je hoe je klantrelaties versterkt, verkoopprocessen stroomlijnt en resultaten inzichtelijk maakt. Je ontdekt hoe je leads omzet in kansen en deals afrondt met behulp van de ingebouwde tools, automatisering en AI-functionaliteiten. Deze training biedt een praktische aanpak waarmee je het volledige verkooptraject kunt beheren — van eerste contact tot factuur.

Tijdens de training komen onder andere de volgende onderwerpen aan bod:

• Installeren en configureren van Dynamics 365 Sales
• Beheren van klantgegevens en verkoopkansen
• Opzetten en gebruiken van het productcatalogus
• Aanmaken van offertes, orders en facturen
• Gebruik van embedded intelligence en Playbooks
• Integreren van Power BI en AI voor salesinzichten

De training wordt gegeven door een Nederlandstalige trainer en maakt gebruik van Engelstalig lesmateriaal. Je leert praktijkgericht werken met Dynamics 365 Sales om je verkooporganisatie efficiënter en succesvoller te maken.A Dynamics 365 Customer Engagement 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.Module 1: Sales Overview

In this module students will learn the basics of sales in Dynamics 365. They will install and configure the application, as well as learn about security roles, key terms, and the data model.

Lessons

• Sales overview
• Configuring Sales
• Module summary

After completing this module, students will be able to:

• Install and configure the sales application
• Identify common sales scenarios

Module 2: Working with Opportunities

In this module students will learn how to manage customer data records, use built-in sales tools, and take a lead to an opportunity.

Lessons

• Manage customers
• Working with opportunities
• Embedded intelligence
• Playbooks
• Integrated sales tools
• Module summary

After completing this module, students will be able to:

• Create customer records
• Use sales tooling

Module 3: Quotes to Orders

In this module students will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage sales opportunities to closed deals.

Lessons

• Order processing overview
• Manage product catalog
• Create and manage quotes
• Create and manage orders and invoices
• Module summary

After completing this module, students will be able to:

• Create and use the product catalog
• Add quotes to opportunities
• Complete a sale with an order

Module 4: Sales Analytics and Insights

In this module students will learn how to create and use goals, integrate with PowerBI, and enable Sales AI.

Lessons

• Overview
• Power BI
• AI for Sales
• Modules summary

After completing this module, students will be able to:

• Create and use goals
• Integrate with PowerBI
• Enable Sales AI functionality

MICROSOFT MB-210