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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.

Outline

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: Leverage Embedded Intelligence in Dynamics 365 Sales

  • Embedded Intelligence overview
  • Relationship assistant cards
  • Auto Capture
  • Email tracking

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
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Since 2011, Eccentrix has been providing technology skills enhancement solutions for businesses. Our mission is to promote the importance of continuing education to computer users and professionals through many programs that we have implemented and improved over the years.

Our goal is to offer quality and up-to-date training courses, while following the latest trends in technology and applications. These are courses that target the real and concrete needs of our customers, ensuring that the knowledge acquired is put into practice. Additionally, many prepare our participants for certification exams with the brands we are accredited with - Microsoft, EC-Council, CompTIA, and PeopleCert.

Microsoft

Eccentrix has the most comprehensive offer in terms of Microsoft accredited trainings. In addition, a complete set of benefits comes with each enrollment to our trainings. Since the very beginning of our operations, Eccentrix has been a Microsoft Partner in learning following the numerous changes in the learning paths and programs, notably for certification-based courses.

EC-Council

Eccentrix has the highest level of EC-Council partnership, delivering the complete portfolio of EC-Council cybersecurity courses since 2017. With an EC-Council course comes a set of benefits that greatly help our participants get certified. EC-Council is a key vendor for Eccentrix, since we have a strong focus on cybersecurity courses and that relationships just gets better over the years. ...

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