MB-210T01 Dynamics 365 for Customer Engagement for Sales

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1 Days

This course is intended for

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.


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


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.

Sales Overview
  • Sales overview
  • Configuring Sales
  • Module summary
Working with Opportunities
  • Manage customers
  • Working with opportunities
  • Embedded intelligence
  • Playbooks
  • Integrated sales tools
  • Module summary
Quotes to Orders
  • Order processing overview
  • Manage product catalog
  • Create and manage quotes
  • Create and manage orders and invoices
  • Module summary
Sales Analytics and Insights
  • Overview
  • Power BI
  • AI for Sales
  • Modules summary

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Global Schedule

GTR = Guarenteed to Run

21 Mar 24Book Now
14:00 - 22:00Live Online990
17 Jun 24Book Now
15:00 - 23:00Live Online990

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