MB-210: Microsoft Dynamics 365 for Sales

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.

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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