MB-230: Microsoft Dynamics 365 Customer Service Functional Consultant

3896 Learners

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

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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

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

Module 1: Sales Overview
Module 2: Working with Opportunities
Module 3: Quotes to Orders
Module 4: Sales Analytics and Insights

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

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MB-230: Microsoft Dynamics 365 Customer Service Functional Corporate Training

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