MB-280T02: Empower sellers with Dynamics 365 Sales

Dynamics 365 Sales helps accelerate sales teams’ efforts with relationship-building tools and AI-driven insights. In this course, students will learn how to configure and leverage Dynamics 365 Sales to set sales teams up for success. First, students will set up and configure lead and opportunity management strategies. Then students will organize their product catalog and process sales orders. Finally, students will leverage relationship selling features, the Sales accelerator, and Sales Insights. In this course students will also learn how to set up and deploy Microsoft Copilot for Sales, a productivity tool to help sellers inside and outside Dynamics 365 Sales. This course is part of a four-course series (MB-280T01-T04) aligning to the MB-280 certification exam.

Difficulty Level: Intermediate

Product: Sales

Role: Business Analyst, Functional Consultant

MB-280T02: Empower sellers with Dynamics 365 Sales

Virtual Instructor Led Online Schedule

Duration

2 Days

Price

$1,495.00

Interested in group training?

Course Outline Schedule

Course Outline

This course is designed for IT or sales professionals who want to learn how to leverage Dynamics 365 Sales and Microsoft Copilot for Sales for their organizations. Students should have knowledge in basic sales principles. Students should be familiar with the Dynamics 365 customer experience suite, including Dynamics 365 Sales and Dynamics 365 Customer Insights. They should also have basic model-driven application configuration experience.

Create powerful customer experiences for organizations with Dynamics 365 apps
Get started with Dynamics 365 Sales
Set up and configure Dynamics 365 Sales
Manage leads with Dynamics 365 Sales
Manage opportunities with Dynamics 365 Sales
Manage and organize your product catalog with Dynamics 365 Sales
Process sales orders with Dynamics 365 Sales
Configure forecasts in Dynamics 365 Sales
Manage relationships with relationship selling in Dynamics 365 Sales
Analyze Dynamics 365 sales data

Set up Sales accelerator in Dynamics 365 Sales
Create sales sequences with Sales Insights
Work with segments in Dynamics 365 Sales accelerator
Work with assignment rules in Dynamics 365 Sales accelerator
Engage with customers through text messages in Dynamics 365 Sales

Define and track individual goals in Dynamics 365 Sales and Customer Service
Use goal metrics in Dynamics 365 Sales and Customer Service

Use Microsoft 365 services with model-driven apps and Microsoft Dataverse
Get started with the Dynamics 365 Sales mobile app

Boost sales performance with Microsoft 365 Copilot for Sales
Deploy and configure Microsoft 365 Copilot for Sales

This green checkmark in the Upcoming Schedule below indicates that this session is Guaranteed to Run.

Virtual Instructor Led Online Schedule

Duration

2 Days

Price

$1,495.00