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MB-210: Microsoft Dynamics 365 Sales Functional Consultant

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      $700.00
      • Level
        All Levels
      • Duration
        16 hours

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      SC

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      Why Join this Course?

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      Master Sales Automation Tools

      Gain expertise in Microsoft Dynamics 365's sales automation tools to streamline processes and boost efficiency.

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      Develop Advanced CRM Skills

      Learn to manage leads, opportunities, and accounts seamlessly with Dynamics 365 CRM functionalities.

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      Optimize Sales Pipelines

      Enhance your ability to forecast sales outcomes and optimize sales pipelines using predictive analytics.

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      Real-World Scenarios and Solutions

      Apply course concepts to real-world sales scenarios for practical, hands-on experience in solving complex challenges.

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      Customize Sales Dashboards

      Learn to create tailored dashboards and reports to monitor and improve sales performance effectively.

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      Master Integration with Microsoft 365

      Understand seamless integrations between Dynamics 365 and tools like Outlook, Teams, and SharePoint for a unified sales approach.

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      Prepare for MB-210 Certification

      Comprehensive preparation to clear the MB-210 certification exam and earn industry recognition.

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      Leverage AI-Powered Insights

      Explore AI-driven sales insights to make data-backed decisions that improve customer engagement and outcomes.

      Course Overview

      The MB-210: Microsoft Dynamics 365 Sales Functional Consultant course is a comprehensive training program designed for professionals seeking to enhance their expertise in managing the sales process using Microsoft Dynamics 365. This course provides a deep dive into the essential features and functionalities of Dynamics 365 Sales, enabling you to drive greater sales performance and customer satisfaction.

      By enrolling in this course, you will gain practical knowledge and hands-on experience in implementing and customizing sales solutions within the Dynamics 365 environment. The course covers everything from lead management and opportunity tracking to sales forecasting and pipeline management. You’ll also learn how to optimize the sales process through automation, configure sales settings, and integrate Dynamics 365 Sales with other Microsoft products.

      Upon completion, you’ll be prepared for the MB-210 certification exam, which validates your ability to design, implement, and manage Microsoft Dynamics 365 Sales solutions. Whether you’re looking to expand your career prospects or gain a competitive edge in the industry, this certification will showcase your proficiency in a critical business function, setting you apart in the dynamic world of sales management.

      Course Objectives

      • Gain a comprehensive understanding of Microsoft Dynamics 365 Sales, including key features, functions, and configuration.
      • Learn how to manage sales processes using Dynamics 365, from lead generation to closing deals and analyzing sales data.
      • Master the management of sales territories, product catalogs, and sales forecasting to enhance decision-making and performance.
      • Acquire practical skills to configure and optimize sales pipelines, automate workflows, and streamline the sales cycle for improved efficiency.
      • Learn how to integrate Dynamics 365 Sales with other Microsoft business applications for a seamless, collaborative business environment.
      • Understand how to apply security and data privacy settings to ensure compliance and safeguard sensitive sales information.
      • Gain expertise in configuring and deploying Dynamics 365 Sales solutions to meet specific organizational needs, enhancing overall sales productivity.
      • Develop the ability to implement business rules, customizations, and advanced features to tailor the platform to unique sales strategies.

      Prerequisites

      • Basic Understanding of Sales Processes
        A solid foundation in sales concepts, including lead generation, opportunity management, and pipeline development, will be beneficial to grasp course content effectively.
      • Experience with Microsoft Dynamics 365
        While prior hands-on experience with Dynamics 365 is not mandatory, familiarity with its basic features and functionalities, particularly in sales and customer relationship management (CRM), will aid in a smoother learning process.
      • Knowledge of CRM Systems
        Familiarity with CRM systems, especially those that manage customer interactions, sales forecasting, and customer data analysis, will help in understanding the core concepts of the course.
      • Fundamentals of Business Applications
        A basic understanding of business applications and software solutions used to manage and automate sales processes will provide a good foundation for the course.
      • Basic Microsoft Excel Skills
        Basic proficiency in Microsoft Excel for data handling and reporting will be useful as Dynamics 365 integrates with Excel for reporting and analytics purposes.
      • Willingness to Learn
        Given the advanced nature of the course, an eagerness to learn and adapt to new tools and techniques is essential for success.

      Training Outcomes

      Master Microsoft Dynamics 365 Sales Functionalities

      Gain expertise in key sales modules for enhanced productivity and performance.

      Implement Sales Strategies Effectively

      Learn how to configure and manage Dynamics 365 to drive sales excellence.

      Leverage Automation for Streamlined Sales Processes

      Understand how to automate key workflows and improve sales cycle efficiency.

      Optimize Customer Relationship Management

      Develop skills to manage leads, opportunities, and accounts more effectively.

      Integrate Sales Data for Actionable Insights

      Acquire the ability to analyze and visualize sales data for better decision-making.

      Customize Sales Solutions to Meet Business Needs

      Learn to tailor Microsoft Dynamics 365 sales processes to align with business objectives.

      Boost Collaboration Across Teams

      Master collaborative tools within Dynamics 365 to enhance cross-functional teamwork.

      Achieve Microsoft Dynamics 365 Sales Certification

      Successfully complete the course to earn a globally recognized Microsoft certification.

      Course Modules

      • Overview of Dynamics 365 Sales: Understand the platform’s core functionalities and its integration within the Microsoft ecosystem.
      • Navigating the interface: Learn how to use the interface effectively to manage sales processes.
      • Sales process configuration: Introduction to sales process settings and customization.
      • Sales Organization Setup: Learn to configure the sales team, territories, and other organizational structures within Dynamics 365.
      • Entity Configuration: Customize and set up key entities like Accounts, Contacts, Leads, and Opportunities to match your sales needs.
      • Business Unit Configuration: Organize your sales processes by defining roles, teams, and business units.
      • Sales Pipeline Configuration: Understand how to set up and customize the sales pipeline to track opportunities.
      • Lead and Opportunity Management: Learn the processes for managing leads, qualifying opportunities, and closing deals.
      • Sales Stages Setup: Customize sales stages to reflect your organization’s sales flow and ensure smooth progression from lead to deal.
      • Dashboard Configuration: Learn how to create and customize dashboards for a comprehensive view of sales performance.
      • Sales Metrics and KPIs: Set up and manage Key Performance Indicators (KPIs) to monitor sales success.
      • Reports and Views: Create and customize views to highlight critical sales data and improve decision-making.
      • Automating Sales Processes: Set up automated workflows to streamline sales tasks such as follow-ups and lead assignments.
      • Business Process Flows: Learn how to configure and implement business process flows to automate key sales actions.
      • Task and Activity Automation: Use automation to assign tasks and track customer interactions seamlessly.
      • Activity Management: Set up activities to track sales calls, meetings, and follow-ups.
      • Customer Engagement: Learn how to engage and nurture leads using built-in communication tools.
      • Segmentation and Personalization: Create customer segments and tailor engagement strategies to specific groups for more effective sales outreach.
      • Product Catalog Setup: Learn how to manage product catalogs, including adding, editing, and organizing products.
      • Price List Configuration: Set up price lists for different customer groups and regions.
      • Discounts and Pricing Strategies: Customize and configure discounting rules and pricing structures to match business goals.
      • Marketing Integration: Learn how to integrate sales processes with marketing campaigns for better lead management.
      • Customer Service Integration: Understand how sales and customer service modules work together for seamless customer engagement.
      • Data Sharing: Utilize shared data from marketing and service modules to improve sales performance and decision-making.
      • Advanced Reporting: Learn how to create detailed sales reports that track progress, performance, and sales metrics.
      • Power BI Integration: Utilize Power BI for advanced sales data visualization and insights.
      • Data Analysis for Sales Decisions: Leverage data analysis tools to make informed decisions about sales strategies and pipeline management.
      • Review of Key Concepts: Recap all essential knowledge and skills required for the MB-210 exam.
      • Mock Exams and Practice: Complete mock exams and exercises to assess readiness for certification.
      • Industry Best Practices: Learn tips and tricks from experts to ensure successful Dynamics 365 Sales implementation in real-world settings.

      Frequently Asked Questions

      The MB-210 course focuses on the Microsoft Dynamics 365 Sales module, teaching professionals how to manage sales processes, configure sales automation, and improve customer engagement with Dynamics 365.

      The course is ideal for professionals aiming to become Sales Functional Consultants or those in CRM, sales operations, or business analysis looking to enhance their expertise in Microsoft Dynamics 365 Sales.

      No formal prerequisites are required, but a basic understanding of CRM software and sales processes will be helpful.

      You will learn to configure Dynamics 365 Sales, automate sales processes, manage pipelines, create reports, and enhance customer engagement through the platform.

      The course can be completed in 4-6 weeks for self-paced learning or 3-5 days for instructor-led sessions.

      No, the MB-210 exam is separate. You need to schedule it through the Microsoft certification portal after completing the course.

      Certification demonstrates your expertise in Dynamics 365 Sales, increasing your career opportunities and marketability as a Sales Functional Consultant.

      The course is offered in self-paced online format, instructor-led sessions, and blended learning options.

      Pricing varies depending on the learning format. For more information on pricing and available discounts, visit the Skill-Curve website.

      Yes, customized corporate training is available to help teams improve their skills in Dynamics 365 Sales with tailored content.

      What Our Learners Say

      John S.
      John S.Senior Sales Manager
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      "The MB-210: Microsoft Dynamics 365 Sales Functional Consultant course was an eye-opener for me. It helped me streamline our sales operations, and the practical, hands-on approach was invaluable. Highly recommend it for any professional aiming to advance their career."
      Linda M.
      Linda M.Business Analyst
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      "I gained deep insights into Dynamics 365 Sales, which significantly improved my understanding of sales automation. The Skill-Curve team delivered a top-notch learning experience that was both engaging and informative."
      Mark T.
      Mark T. Sales Operations Lead
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      "This certification helped me enhance our sales pipeline management skills and leverage Dynamics 365 more effectively. The course content was relevant, and the instructors were experts in their field."
      Emma R.
      Emma R.CRM Specialist
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      "As someone working with sales teams, this course provided essential tools for optimizing customer relationships. The MB-210 course from Skill-Curve has made me more confident in managing sales processes within Dynamics 365."
      David B.
      David B.Sales Consultant
      Read More
      "The practical, real-world scenarios presented in the MB-210: Microsoft Dynamics 365 Sales Functional Consultant certification course helped me improve the efficiency of our sales strategies. It's an investment that paid off immediately."

      Are You Ready to Upskill Your Career?

      Gain in-demand expertise with industry-relevant courses. Learn at your own pace and achieve recognized certifications for career growth.

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      Are You Ready to Upskill Your Career?

      Gain in-demand expertise with industry-relevant courses. Learn at your own pace and achieve recognized certifications for career growth.

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      • support@skill-curve.com

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