MB-230: Microsoft Dynamics 365 Customer Service Functional Consultant

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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

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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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Hands-on Customer Projects

Our Customer Training course is designed to provide a strong foundation in key concepts with a hands-on learning approach. By working on real-world projects and industry-relevant scenarios, learners gain practical experience and build the confidence to apply best practices in live environments.

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  • Course ID & Course Name
  • Certificate with Date of Issuance
  • Name and Digital Signature of the Awardee
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