MB-280T02: Empower sellers with Dynamics 365 Sales and Microsoft 365 Copilot for Sales
MB-280T02: Empower Sellers with Dynamics 365 Sales is designed to help IT and sales professionals effectively leverage Dynamics 365 Sales to improve their organization's sales performance. This course provides a comprehensive overview of the Dynamics 365 Sales application, guiding participants through its core features, including customer engagement apps, lead and opportunity management, product catalog setup, sales orders processing, and advanced tools like sales forecasting and relationship selling. They will also explore the sales accelerator, goal management, and the integration of Microsoft 365 services to enhance sales productivity and streamline workflows.
Course Objectives
- Understand and navigate the Dynamics 365 Sales application.
- Customize settings and configure security roles in Dynamics 365 Sales.
- Manage leads and opportunities using business process flows.
- Organize product catalogs and set up pricing and discount lists.
- Process sales orders from quote creation to delivery.
- Set up and customize sales forecasts using advanced options.
- Utilize the sales accelerator and manage sales sequences and segments.
- Integrate Microsoft 365 services and deploy the Dynamics 365 Sales mobile app.
Audience Profile
- Dynamics Functional Consultant
- Sales Professionals
Prerequisites
Required
- Learner should have knowledge in basic sales principles.
- They should be familiar with the Dynamics 365 customer experience suite, particularly Dynamics 365 Sales and Customer Insights.
- They should also have basic model-driven application configuration experience.
Course outline:
Module 1:
- 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 Sale
- 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
Module 2:
Certification
Exam MB-280T02 leads to the certification: Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate - Certifications | Microsoft Learn
