Pass MB-210 - Microsoft Dynamics 365 Sales On Your First Try

Why take this course?
It seems like you've provided a comprehensive outline for a course on Microsoft Dynamics 365 Sales, including various configurations, processes, and functionalities that need to be covered. Here's a brief overview of the key points you've mentioned:
-
Configure Sales Settings: This includes setting up sales territories, default revenue types, auto-numbering, business closures, fiscal year settings, currencies, sales teams, and security roles. It also involves configuring goal management components, creating and managing sales collateral, and setting up relationship cards (Sales Insights Cards).
-
Configure Sales Processes: This encompasses record creation rules and out-of-the-box business process flows specific to sales.
-
Create and Configure Sales Visualizations: Utilize the Sales Content Pack for Power BI, configure sales dashboards, design and create sales charts, and execute and analyze sales reports.
-
Configure Integration With External Sales Applications: Implement embedded intelligence, Dynamics 365 AI for Sales, and integrate with tools like LinkedIn Sales Navigator.
-
Create and Manage Leads: Understand the standard sales process, create and search for leads, perform lead qualification, configure lead status reasons, and more.
-
Create and Manage Opportunities: Track stakeholders, manage competitors, add product line items, close opportunities, customize the close form, and configure status reasons.
-
Create and Manage Product and Product Catalog: Configure unit groups, products, price lists, pricing methods, discount lists, and families.
-
Create and Manage Quotes: Activate, send, revise, close quotes, convert quotes to orders, and configure quote status reasons.
-
Create and Manage Sales Order Processing: Handle sales orders and invoices within Dynamics 365.
-
Course Review & Exam Preparation: Offers a quick review, access to an exam preparation book, and encourages students to watch preview videos and enroll in the course for comprehensive learning and MB-210 exam preparation.
Remember, this course is designed to help individuals understand and master Microsoft Dynamics 365 Sales, and while it's not an official Microsoft course, it aims to cover all the necessary aspects of the platform to prepare for the MB-210 certification exam.
If you have any specific questions about any of these topics or need further clarification, feel free to ask!
Course Gallery




Loading charts...