Microsoft Dynamics 365 MB-210 Customer Service Functional Consultant certification training course for professionals ability to 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.
• Integrations
• Business process flows
• Visualizations
• Custom applications

About the Trainer

Introduction

• Name: John Smith
• Professional Title: Lead Developer D365 in top MNC
• Education: Master’s in Computer Science, XYZ University
• Certifications:
  • Microsoft dynamics 365 Customisation and Configuration M55242
  • Microsoft Power Platform Developer PL400
• Expertise:
  • Over 15 years of experience in software development and architecture
  • Proficient in full-stack development with expertise in D365 CE and web application development
• Industry Experience:
  • Worked with leading tech companies, contributing to the development of scalable and secure applications solutions built on D365 CE with other 3rd party applications
  • Extensive experience in designing and implementing cloud-based solutions for diverse industries
• Training Experience:
  • Conducted numerous training sessions on cloud architecture, software development best practices, and agile methodologies
  • Received positive feedback for clear communication and hands-on, practical training approach
• Skills:
  • Strong communication and presentation skills
  • Ability to convey complex technical concepts in an understandable manner
  • Passionate about fostering a collaborative and engaging learning environment

Checklist

Offer

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About this course

The Microsoft Dynamics 365 Sales Functional Consultants design and deploy systems that anticipate and plan client relationships, manage transactions from inception to completion, and accelerate sales team effectiveness by gathering and analyzing data. To qualify for the Exam MB-210, candidates must be capable of establishing and expanding the fundamental functionality of leads and contacts and accounts, opportunities, and supporting entities to map them to the sales processes in place at the firm.

Syllabus

Module 1: Set up and Configure Dynamics 365 Sales

• Introduction
• Set Up and Configure the Application
• Use Customisation Options
• Set Up Security Roles

Module 2: Manage Leads with Dynamics 365 Sales

• Dynamics 365 Leads Overview
• Create Dynamics 365 Leads
• Lead Management Lifecycle
• Lead Qualification

Lab: Work with Dynamics 365 Leads

Module 3: Manage Opportunities with Dynamics 365 Sales

• Dynamics 365 Opportunity Overview
• Create Dynamics 365 Opportunities
• Account and Team Selling
• Opportunity Management Lifecycle

Lab: Manage Opportunities in Dynamics 365

Module 4: Work with Dynamics 365 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

Module 5: Manage and organise your product catalogue with Dynamics 365 Sales

• Dynamics 365 Product Catalogue Overview
• Currencies and Currency Management
• Define Products
• Product Families
• Price Lists
• Product Catalogue Settings

Lab: Set up the Product Catalogue

Module 6: Process Sales Orders with Dynamics 365 Sales

• Sales Order Processing Overview
• Quotes and Quote Management
• Orders and Invoices

Lab: Sales Order Processing Lifecycle

Module 7: 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

Lab: Manage Relationships with Playbooks and Sales Insights

Module 8: Analyse Dynamics 365 Sales Data

• Analytical Options Overview
• Search Tools
• Out-of-Box Tools
• Power BI
• Use Power BI Templates

Lab: Analyse Data

Module 9: Define and Track Individual Goals in Dynamics 365 Sales and Customer Service

• Overview of Goals
• Defining Individual Goals
• Parent and Child Goals

Lab: Measuring Customer Success Using Goals

Module 10: Use Goal Metrics in Dynamics 365 Sales and Customer Service

• Overview
• Fiscal Year Settings
• Goal Metrics

Lab: Defining Goal Metrics

Sounds Intresting?