MB-210: Microsoft Dynamics 365 Sales

Systems engineer that takes cloud expertise further

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Summary

  • intermediate
  • dynamics-365
  • dynamics
  • dynamics-sales
  • Candidates for this exam are Dynamics 365 functional consultants with sales expertise. Candidates are responsible for implementing solutions that support a sales life cycle to run efficiently and effectively to meet revenue targets, business strategies, and company objectives.Candidates are responsible for configuring and expanding the core functionality of Leads, Contacts, Accounts, Opportunities and supporting entities to map to the sales processes in place at the company. They identify opportunities to use Power Apps to develop unified experiences for all devices, Power Automate for application integration, business process flows, and other automation tools to construct an application that supports and accelerates the “lead to cash journey.”Candidates must have strong business knowledge and preferably first-person experience in the sales world in one or more sales roles.

Learning paths

6 hr 22 min
This learning path introduces you to Power BI, and teaches you to use and build business intelligence reports.

Modules in this learning path

  • Get data with Power BI Desktop
    9 Units
    1 hr 15 min

    How can you find, collect, and clean data from different sources? Power BI is a tool for making sense of your data. You will learn tricks to make data-gathering easier.

  • Get started building with Power BI
    6 Units
    47 min

    Learn what Power BI is, including its building blocks and how they work together.

  • Model data in Power BI
    9 Units
    1 hr 7 min

    Connect Power BI to multiple data sources to create reports. Define the relationship between your data sources.

  • Use visuals in Power BI
    10 Units
    1 hr 16 min

    Create and customize visuals to present data in compelling and insightful ways.

  • Explore data in Power BI
    11 Units
    53 min

    Turn your business intelligence data into data insights by creating and configuring Power BI dashboards.

  • Publish and share in Power BI
    11 Units
    1 hr 4 min

    Publish and share your Power BI reports and dashboards to teammates in your organization or to everyone on the web.

6 hr 42 min
Generate leads, create opportunities, and utilize embedded intelligence with Microsoft Dynamics 365 Sales. This learning path covers the key elements of the Sales app.

Modules in this learning path

  • Leverage Embedded Intelligence in Dynamics 365 Sales
    7 Units
    1 hr 2 min

    Important
    Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

    It takes time and effort to building a strong, lasting relationship with customers. Account executives must communicate with customers on a regular basis, and they must maintain a complete understanding of who those customers are and what they need. This module focuses on the Embedded Intelligence suite of features in Microsoft Dynamics 365 and how it can help build those relationships.

  • Manage and organize your product catalog with Dynamics 365 Sales
    8 Units
    1 hr 10 min

    Important
    Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

    Microsoft Dynamics 365 helps organize and manage even the most complex product catalog to support your customers in customer engagement scenarios (for example, sales and field service). In this module, you’ll learn how to define products, families, and bundles, take advantage of product properties, and define price lists. You’ll also learn about pricing options for increased consistency and efficiency.

  • Manage relationships with social selling in Dynamics 365 Sales
    8 Units
    1 hr 0 min

    Important
    Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

    Selling today is about building long standing relationships with customers. Customers should see you as a trusted advisor who can they can turn too when they need guidance. Building relationships is about knowing who your customers are, what they need, and when to engage with them. Dynamics 365 integration with applications such as Microsoft Social Engagement, and LinkedIn Sales Navigator are just two of the tools that can be integrated to build these relationships. Additionally, knowing what sales play to execute based on specific situations, and understanding the overall health of a customer’s relationship with your organization can help to increase the volume and quantity of sales an organization has.

  • Analyze Dynamics 365 sales data
    7 Units
    55 min

    Important
    Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

    Microsoft Dynamics 365 provides multiple analytical options to help organizations drive business decisions that are based on past sales numbers and trends. For example, organizations can define custom views that show specific types of data, use charts to drill into additional details about different sales-related records, or even analyze data by using external tools like Microsoft Excel and Microsoft Power BI. Sales staff should know how to extract the data that they need, and how to present it inside Dynamics 365 in a way that lets them use the information to drive sales-related actions.

  • Manage leads with Dynamics 365 Sales
    7 Units
    1 hr 5 min

    Important
    Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

    The lead management capabilities in Microsoft Dynamics 365 let you connect with your customers in a whole new way. This module provides an overview of what leads are, and describes the different options for creating leads, managing them, and working with them throughout their lifecycle. It also provides information about qualifying and disqualifying leads. The more leads you have, the greater your chances of getting opportunities and successfully closing deals.

  • Manage opportunities with Dynamics 365 Sales
    7 Units
    1 hr 0 min

    Important
    Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

    The opportunity management capabilities in Microsoft Dynamics 365 make it easy to manage opportunities and convert more leads. In this module, you’ll learn how and when opportunities are used and managed in Dynamics 365. You’ll also learn about the options for creating opportunities, their relationships with other records, and how to manage them throughout their lifecycle. By providing a complete view of the customer, Dynamics 365 helps you win more deals.

  • Process sales orders with Dynamics 365 Sales
    6 Units
    30 min

    Important
    Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

    You might sell different items using different processes. However, you must set up at least one sales process in Microsoft Dynamics 365 Sales. But you can set up additional processes to match how your business works. Use sales order processing to automate your organization. Create and manage orders and support different sales processes such as creating and managing quotes, and working with orders, and invoices.

1 hr 20 min
Apply goal management to track your individual, parent, and child goals. Analyze the results of your goal management to make better business decisions.

Modules in this learning path

  • Define and track individual goals in Dynamics 365 Customer Engagement apps
    6 Units
    40 min

    Important
    Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

    Define and track your customer service related goals including identifying metrics.

  • Use goal metrics in Dynamics 365 Customer Engagement apps
    6 Units
    40 min

    Important
    Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

    Identify customer service metrics, creating goal metrics, and work with roll-up fields and queries.

Additional courses

The learning paths above prepare you for the knowledge and skills needed to pass the exam and become certified. Enrolling in this track also enrolls you in the Microsoft Official Classroom course below. You can use this course as an extra reference to prepare for the exam.

Dynamics 365 for customer engagement for sales

Summary

Length
1 day
Level
Intermediate
Language
English

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.

What you’ll learn

  • 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

Prerequisites

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

Audience

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.