MB-210: Microsoft Dynamics 365 for Sales

Get ready for your exam by enrolling in our comprehensive training course. This course includes a full set of instructional videos designed to equip you with in-depth knowledge essential for passing the certification exam with flying colors.

$14.99 / $24.99

Welcome

1. Welcome
14m
2. How to Prepare For The MB-210 Exam
3m

Microsoft Dynamics 365 Sales Basics

1. Learn About Microsoft Dynamics 365 Sales
3m
2. Microsoft Changed The Sign Up Process
14m
3. Dynamics 365 Sales Important Terms
12m

Configure Sales Settings

1. Configure Sales Territories
12m
2. Configure Default Revenue Type
8m
3. Configure Auto-Number Settings
6m
4. Configure Business Closures
5m
5. Configure Fiscal Year
7m
6. Configure Currencies
15m
7. Configure Sales Teams
24m
8. Configure Sales Security Roles
4m
9. Configure Goal Management Components
32m
10. Create and Manage Sales Collateral
5m
11. Configure Relationship Cards (Insight Cards)
17m
12. Configure Softphone Dialer
7m
13. Configure Playbook Management
10m

Configure Sales Processes

1. Configure Record Creation Rules
12m
2. Configure Out of the Box Sales Business Process Flows
6m

Create and Configure Sales Visualizations

1. Configure Sales Content Pack for Power BI
11m
2. Configure Sales Dashboards
27m
3. Design and Create Sales Charts
19m
4. Execute and Analyse Sales Reports
19m

Configure Integration With External Sales Applications

1. Configure and Enable Embedded Intelligence
2m
2. Implement Dynamics 365 AI for Sales
32m
3. Implement Social Selling Assistant
3m
4. Implement LinkedIn Sales Navigator
7m

Create and Manage Leads

1. Understand Standard Sales Process
4m
2. Create and Search For Leads
19m
3. Perform Lead Qualification
14m
4. Configure Lead Status Reasons
4m

Create and Manage Opportunities

1. Dynamics 365 Sales Opportunities
17m
2. Track Stakeholders and Sales Team
8m
3. Create and Manage Competitors
5m
4. Add Product Line Items to Opportunity
6m
5. Close Opportunity as Won or Lost
8m
6. Customize the Opportunity Close Form
7m
7. Configure Status Reasons
3m

Create and Manage Product and Product Catalog

1. Product Catalog Overview
3m
2. Product Catalog - Configure Unit Groups
9m
3. Configure Products
9m
4. Configure Price Lists
9m
5. Understand Pricing Methods
15m
6. Configure Discount Lists
11m
7. Configure Families and Bundles
19m

Create and Manage Quotes

1. Dynamics 365 Quotes
8m
2. Activate Quote and Send to Customer
5m
3. Revise and Close a Quote
7m
4. Convert Quotes to Orders
4m
5. Configure Quotes Status Reasons
2m
6. Create a Template from a Quote
8m

Create and Manage Sales Order Processing

1. Dynamics 365 Orders
5m
2. Dynamics 365 Invoices
6m