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Microsoft Certified: Dynamics 365 Sales (MB210)

This two-day Microsoft certified course is responsible for implementing solutions that meet the business requirements of an organization, large or small, If you’re a functional consultant, a professional working with Microsoft Dynamics 365 Sales, or a developer looking to hone your consulting skills, this certification could help give your career a boost. 

As a candidate for this certification, you have experience configuring Microsoft Power Platform and you know Dynamics 365 model–driven applications and data-modeling principles. You work with an organization’s stakeholders to gather requirements and implement Dynamics 365 Sales solutions. You manage leads, opportunities, quotes, and orders, and you configure product catalogs and price lists. Additionally, you configure Dynamics 365 Sales to match your organization's unique business process, and you model Dynamics 365 Sales data. You even extend Dynamics 365 solutions using Power Platform components, such as Power Automate and Power Apps.

This training is a comprehensive preparation for the MB-210: Microsoft Dynamics 365 Sales Functional Consultant exam for obtaining the Dynamics 365 Sales Functional Consultant Associate certification.

Microsoft

Applicable solutions

Public class

Duration: 
2 days / 14 hours

Private class

Virtual classroom
Minimum no. of participants: 4
2 days / 14 hours
Price on request
English or French
Training plan: 

Microsoft Dynamics 365 Sales Functional Consultant (MB-210T01)

Module 1: Set up and configure Dynamics 365 Sales

  • Set up and configure the application
  • Use customization 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

Module 3: Manage opportunities with Dynamics 365 Sales

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

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 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

Module 6: Process sales orders with Dynamics 365 Sales

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

Module 7: Manage relationships with relationship selling in Dynamics 365 Sales

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

Module 8: Analyze Dynamics 365 sales data

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

Module 9: Define and track individual goals in Dynamics 365 Sales and Customer Service

  • Defining individual goals
  • Parent and child goals

Module 10: Use goal metrics in Dynamics 365 Sales and Customer Service

  • Fiscal year settings
  • Goal metrics
Exclusives: 
  • One FREE attendance to the Microsoft Certified: Power Platform Fundamentals (PL900) training - $695 value!
  • One voucher to take the exam - $225 value!
  • One year access to the class recording
  • 180 days access to the lab environment after class
  • Up to date courseware with Microsoft Learn
  • Microsoft course achievement badge
Prerequisites: 

Familiarity of business applications and the desire to customize and implement them for your business.

Certification information: 
  • Exam code: MB-210
  • Cost: $0 (included in your training)
  • Skills measured
    • Configure Dynamics 365 Sales
    • Manage core sales tables
    • Configure additional tools and services
  • All details... 

Contact us for more information on pricing::

Eccentrix
Office: 1-888-718-9732
E-mail: info@eccentrix.ca

130, King Street West, Suite 1800
Toronto, Ontario M5X 1E3
www.eccentrix.ca