MB-230: Microsoft Dynamics 365 Customer Service Functional Consultant

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  • Instructor-led Online Training
  • Project Based Learning
  • Certified & Experienced Trainers
  • Course Completion Certificate
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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

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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