MB-230: Microsoft Dynamics 365 Customer Service Functional Consultant

4.9
Learners

Instructor-Led Training Parameters

Course Highlights

  • Instructor-led Online Training
  • Project Based Learning
  • Certified & Experienced Trainers
  • Course Completion Certificate
  • Lifetime e-Learning Access
  • 24x7 After Training Support

MB-230: Microsoft Dynamics 365 Customer Service Functional Consultant Course Overview

Microsoft Dynamics 365 for Customer is an end-to-end application which is used in tracking data against sales goals, handling the potential customers, practice automation, and learning from your data. It prepares the sales professionals to implement the solutions using high capabilities, codeless extensibility, application, and service integrations.

Depending on a team of efficient trainers, we, Multisoft Solutions, have been providing the MB-210: Dynamics 365 For Customer Engagement For Sales Associate course. Our faculty team believes in providing practical-based learning. On completion, a professional will be able to configure product catalog, complete a sales cycle, manage customer records, identify common sales scenarios, install and configure the Microsoft Dynamics 365 for Sales application, and utilize analytics tools with customer data.

MB-230: Microsoft Dynamics 365 Customer Service Functional Objectives:
  • Install and configure the sales application
  • Identify common sales scenarios
  • Create customer records
  • Use sales tooling
  • Create and use the product catalog
  • Add quotes to opportunities
  • Complete a sale with an order
  • Create and use goals
  • Integrate with PowerBI
  • Enable Sales AI functionality
Target Audience:
  • The professionals who want to become Dynamics 365 for Sales Functional Consultant Associates.
MB-230: Microsoft Dynamics 365 Customer Service Functional Course Prerequisites
  • A professional having a familiarity with business applications
  • A professional with the desire to customize and implement Microsoft Dynamics 365 for Sales application

Instructor-led Training Live Online Classes

Suitable batches for you

Apr, 2026 Weekdays Mon-Fri Enquire Now
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May, 2026 Weekdays Mon-Fri Enquire Now
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MB-230: Microsoft Dynamics 365 Customer Service Functional Consultant Course Content

Module 1: Perform discovery, planning, and analysis

  • Create and validate documentation
  • Perform continuous collaboration with the customer

Module 2: Working with Opportunities

  • Manage customers
  • Working with opportunities
  • Embedded intelligence
  • Playbooks
  • Integrated sales tools
  • Module summary

Module 3:Quotes to Orders

  • Order processing overview
  • Manage product catalog
  • Create and manage quotes
  • Create and manage orders and invoices
  • Module summary

Module 4: Sales Analytics and Insights

  • Overview
  • Power BI
  • AI for Sales
  • Module summary

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Customer Training (MCQ) Assessment

This assessment tests understanding of course content through MCQ and short answers, analytical thinking, problem-solving abilities, and effective communication of ideas. Some Multisoft Assessment Features :

  • User-friendly interface for easy navigation
  • Secure login and authentication measures to protect data
  • Automated scoring and grading to save time
  • Time limits and countdown timers to manage duration.
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360º Learning Solution

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Learning Assessment

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Certification Training Achievements: Recognizing Professional Expertise

Multisoft Systems is the “one-top learning platform” for everyone. Get trained with certified industry experts and receive a globally-recognized training certificate. Some Multisoft Training Certificate Features :

  • Globally recognized certificate
  • Course ID & Course Name
  • Certificate with Date of Issuance
  • Name and Digital Signature of the Awardee
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MB-230: Microsoft Dynamics 365 Customer Service Functional Consultant Trainer Profile

19+ Years Experienced

Our Customer Corporate & Certification Program trainers bring 13+ years of proven industry expertise, delivering practical insights aligned with real project environments.

Trained 3950+ Professionals

Our expert trainers have successfully trained 3350+ professionals through structured, real-time training programs designed for industry readiness and career growth.

Certified Experts & Real-Time Project Learning

Build strong practical skills through live project-based training sessions led by certified industry experts with real-world experience.

Hands-on Learning Approach

Gain practical exposure through real-time scenarios, industry case studies, and hands-on assignments that simulate actual project challenges.

Certification Training Guidance

Receive expert support to prepare effectively, practice strategically, and confidently achieve globally recognized certification success.

Customized Training Delivery

Flexible training approach tailored to individual learning goals, skill levels, and evolving industry requirements for maximum effectiveness.

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