Microsoft Certified: Dynamics 365 Sales (MB210)

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