MB-210T01-A - Dynamics 365 for customer engagement for Sales (1 Day)

Code: MB-210T01-A
Course duration: 1 days
Price:
Location Period
Greenwich, Connecticut (Virtual Instructor-Led) 12-20
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 12-20
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Instructor-Led) 12-20
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 12-20
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 12-20
09:00AM to 05:00PM
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Attend Online 12-20
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 12-20
09:00AM to 05:00PM
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Washington, D.C. (Virtual Instructor-Led) 12-20
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 12-20
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 12-20
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 12-20
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 12-20
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 01-03
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 01-03
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 01-03
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 01-03
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 01-03
09:00AM to 05:00PM
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Mid-Town New York City (Instructor-Led) 01-03
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 01-03
09:00AM to 05:00PM
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Attend Online 01-03
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 01-03
09:00AM to 05:00PM
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Washington, D.C. (Virtual Instructor-Led) 01-03
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 01-03
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 01-03
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 01-17
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 01-17
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 01-17
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 01-17
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 01-17
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 01-17
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 01-17
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 01-17
09:00AM to 05:00PM
enroll
Attend Online 01-17
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 01-17
09:00AM to 05:00PM
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Washington, D.C. (Instructor-Led) 01-17
09:00AM to 05:00PM
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NYC-23rd Street (Instructor-Led) 01-17
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 01-31
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 01-31
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 01-31
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 01-31
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 01-31
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 01-31
09:00AM to 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led) 01-31
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 01-31
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 01-31
09:00AM to 05:00PM
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Attend Online 01-31
09:00AM to 05:00PM
enroll
Raleigh, North Carolina (Virtual Instructor-Led) 01-31
09:00AM to 05:00PM
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Washington, D.C. (Virtual Instructor-Led) 01-31
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 02-14
09:00AM to 05:00PM
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Washington, D.C. (Virtual Instructor-Led) 02-14
09:00AM to 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led) 02-14
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 02-14
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 02-14
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 02-14
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 02-14
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 02-14
09:00AM to 05:00PM
enroll
Fort Lauderdale, Florida (Instructor-Led) 02-14
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 02-14
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 02-14
09:00AM to 05:00PM
enroll
Attend Online 02-14
09:00AM to 05:00PM
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Attend Online 02-28
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 02-28
09:00AM to 05:00PM
enroll
Washington, D.C. (Virtual Instructor-Led) 02-28
09:00AM to 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led) 02-28
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 02-28
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 02-28
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Instructor-Led) 02-28
09:00AM to 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led) 02-28
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 02-28
09:00AM to 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led) 02-28
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 02-28
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 02-28
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 03-13
09:00AM to 05:00PM
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Attend Online 03-13
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 03-13
09:00AM to 05:00PM
enroll
Washington, D.C. (Virtual Instructor-Led) 03-13
09:00AM to 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led) 03-13
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 03-13
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 03-13
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 03-13
09:00AM to 05:00PM
enroll
Greenwich, Connecticut (Instructor-Led) 03-13
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 03-13
09:00AM to 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led) 03-13
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 03-13
09:00AM to 05:00PM
enroll
Fort Lauderdale, Florida (Instructor-Led) 03-27
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 03-27
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 03-27
09:00AM to 05:00PM
enroll
Attend Online 03-27
09:00AM to 05:00PM
enroll
Raleigh, North Carolina (Virtual Instructor-Led) 03-27
09:00AM to 05:00PM
enroll
Washington, D.C. (Virtual Instructor-Led) 03-27
09:00AM to 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led) 03-27
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 03-27
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 03-27
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 03-27
09:00AM to 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led) 03-27
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 03-27
09:00AM to 05:00PM
enroll

MB-210T01-A - Dynamics 365 for customer engagement for Sales (1 Day)

About This Course

Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.
Join our team of globally recognized experts as they take you step by step from lead to opportunity to closed deal.  Using the application’s available automation and customization options you will learn how to enable sales staff to be their most productive selves.

Audience Profile

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.

At Course Completion

After completing this course, you will be able to:

  • Install and configure the application
  • Identify common sales scenarios
  • Complete a sales cycle
  • Configure product catalog
  • Manage customer records
  • Utilize analytics tools with customer data

Course Outline

Module 1: Sales Overview

In this module you will learn the basics of sales in Dynamics 365. We 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, you will be able to: 

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

Module 2: Working with Opportunities

In this module you 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, you will be able to:

  • Create customer records.
  • Use sales tooling.  

Module 3: Quotes to Orders

In this module you will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage your 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, you 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 you 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, you will be able to: 

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

 

Guaranteed to Run

2020-01-15 09:00 to 2020-01-17 17:00
Fort Lauderdale, Florida (Virtual Instructor-Led)
2020-01-08 09:00 to 2020-01-10 17:00
Attend Online
2020-01-06 09:00 to 2020-01-10 17:00
Attend Online
2019-12-30 09:00 to 2020-01-03 17:00
Attend Online
2019-12-27
09:00 to 17:00
Secaucus, New Jersey (Virtual Instructor-Led)
2019-12-26 09:00 to 2019-12-27 17:00
Attend Online
2019-12-23 09:00 to 2020-01-10 17:00
Attend Online
2019-12-20
09:00 to 17:00
Fort Lauderdale, Florida (Instructor-Led)
2019-12-19 09:00 to 2019-12-20 17:00
Secaucus, New Jersey (Virtual Instructor-Led)
2019-12-19 09:00 to 2019-12-20 17:00
Palm Beach County Florida (Instructor-Led)
2019-12-19 09:00 to 2019-12-20 17:00
Attend Online
2019-12-18 09:00 to 2019-12-20 17:00
Secaucus, New Jersey (Virtual Instructor-Led)
2019-12-16 09:00 to 2019-12-20 17:00
Attend Online
2019-12-16 09:00 to 2019-12-20 17:00
Secaucus, New Jersey (Virtual Instructor-Led)
2019-12-16 09:00 to 2019-12-20 17:00
Attend Online

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