Leelajay Technologies

MB-210T01 Dynamics 365 for customer engagement for Sales

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.

Target 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.

1 - SALES OVERVIEW
Sales overview
Configuring Sales
Module summary
2 - WORKING WITH OPPORTUNITIES
Manage customers
Working with opportunities
Embedded intelligence
Playbooks
Integrated sales tools
Module summary
3 - QUOTES TO ORDERS
Order processing overview
Manage product catalog
Create and manage quotes
Create and manage orders and invoices
Module summary
4 - SALES ANALYTICS AND INSIGHTS
Overview
Power BI
AI for Sales
Modules summary

COURSE OBJECTIVES

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

Key Highlights and USPs Enumerates Why to Choose Us.

•  Committed professionals with global experience
•  Pan India reach, strong in Northern Region of India and expanding
•  Strong Eco-System with industry connect and linkages with all stake holders
•  Collaborative Model to offer the best solutions
•   Value based organization with high integrity and transparency
•   All our Competence Offering are world wide based
•  Practical, field exposure and on-the-Job-Training
•   Innovative solution offerings for Corporate Training.