Course MB-210T01: Microsoft Dynamics 365 Sales

• Learn about the key features of Dynamics 365 Sales & how it can help your organization.
• Configure key settings that organizations should customize when setting up the application.
• Set up the included security roles for sales users.

• Examine the lead qualification process in Dynamics 365 from beginning to end
• Identify the different options that are available for creating & defining leads
• Use business process flows to manage the lead lifecycle
• Qualify & disqualify leads

• Identify scenarios where options can be used
• Create & define opportunities
• Work with related opportunity records
• Manage an opportunity throughout its lifecycle

• Deploy & set up advanced relationship cards
• Use the Auto Capture feature to identify potentially relevant communications
• Set up & consume email tracking

• Set up unit groups to help control how products are sold
• Create product family hierarchies that include product bundles & individual products
• Set up product pricing data by creating price lists & price list items
• Use discount lists to provide volume discount pricing

• Define quote records for opportunity records
• Work a quote through its entire lifecycle
• Add & revise quote product line items
• Deliver quotes to customers

• Discover best practices
• Work with sales playbooks
• Manage relationship health with Sales Insights
• Recognize features of Sales Navigator

• Review analytical options
• Describe searching tools
• Utilize Power BI to view data
• Analyze data.

• Create & manage personal goals
• Use Parent & Child Goals
• Monitor goal progress

• Determine which metrics are needed to build efficient customer service goals
• Modify Fiscal Year settings to align goal progress
• Define Goal Metrics for an Organization
• Create custom Roll-up columns & Queries

Microsoft Dynamic is one of the leading CRM software, which is generally competing with the other available software in the market, namely Salesforce, SAP, Oracle, etc. It's easy to learn, & application nature separates it from its contemporaries.

While Dynamics 365 & Dynamics AX are pretty similar, Dynamics 365 is a web- & cloud-based system, whereas AX is mainly a desktop-based application with some web & mobile add-ons.

New Features of Microsoft Dynamics 365 are: 

App Modules. 

Site Map Designer. 

Relationship Insights

Relevance Search

Mobile Capabilities

Dynamics 365 for Outlook

Visual Process Designer

Editable Grids.

Click Start, click Administrative Tools, & then click Computer Management. Expand System Tools generally used to expand Local Users & Groups, & then expand Groups. Right-click Administrators, & then click Properties. To add the user account of the user who is installing Microsoft Dynamics CRM user has to click Add, & after that, click OK.

To attend the training session, you should have operational Desktops or Laptops with the required specification and a good internet connection to access the labs. 

We would always recommend you attend the live session to practice & clarify the doubts instantly & get more value from your investment. However, if, due to some contingency, you have to skip the class, Radiant Techlearning will help you with the recorded session of that particular day. However, those recorded sessions are not meant only for personal consumption & NOT for distribution or commercial use.

Radiant Techlearning has a data center containing a Virtual Training environment for participant hand-on-practice. 

Participants can easily access these labs over Cloud with the help of a remote desktop connection. 

Radiant virtual labs allow you to learn from anywhere in the world & in any time zone. 

The learners will be enthralled as we engage them the real-world & industry Oriented projects during the training program. These projects will improve your skills & knowledge & you will gain a better experience. These real-time projects will help you a lot in your future tasks & assignments.