What’s Included?
High-Quality Video, E-book & Audiobook
Modules Quizzes
AI Mentor
Access for Tablet & Phone
Prerequisites
- Basic understanding of sales principles (required)
- Familiarity with Dynamics 365 Sales and Customer Insights (required)
- Experience configuring model-driven apps (required)
- MB-910T00: Microsoft Dynamics 365 Fundamentals (CRM)
Skills You’ll Gain
- Interface Customization
- Sales Automation
- Quote Processing
- Forecast Configuration
- App Integration
Self Study Materials Included
Videos
Engaging visual content to enhance understanding and learning experience.
Podcasts
Insightful audio sessions featuring expert discussions and real-world cases.
Audiobooks
Listen and learn anytime with convenient audio-based knowledge sharing.
E-Books
Comprehensive digital guides offering in-depth knowledge and learning support.
Module Wise Quizzes
Interactive assessments to reinforce learning and test conceptual clarity.
Additional Resources
Supplementary references and list of tools to deepen knowledge and practical application.
Tools You’ll Master
Dataverse
Dynamics 365 Sales MobiIe App
Microsoft Copilot for Sales
Microsoft Dynamics 365 Sales
Outlook
Power Automate
Power Bl
SharePoint
Teams
What You’ll Learn
Navigate and Customize Sales Workspaces
Tailor Dynamics 365 Sales to fit your business processes.
Configure Core Sales Entities
Set up leads, opportunities, and product catalog for streamlined selling.
Automate Sales Workflows
Use business process flows to guide and optimize sales activities.
Manage Sales Transactions
Process quotes and sales orders from creation to completion.
Course Modules
Lesson 1: Work with Dynamics 365 Sales
Module 1.1: Create powerful customer experiences for organizations with Dynamics 365 apps
Module 1.2: Get started with Dynamics 365 Sales
Module 1.3: Set up and configure Dynamics 365 Sales
Module 1.4: Manage leads with Dynamics 365 Sales
Module 1.5: Manage opportunities with Dynamics 365 Sales
Module 1.6: Manage and organize your product catalog with Dynamics 365 Sales
Module 1.7: Process sales orders with Dynamics 365 Sales
Module 1.8: Configure forecasts in Dynamics 365 Sales
Module 1.9: Manage relationships with relationship selling in Dynamics 365 Sales
Module 1.10: Analyze Dynamics 365 Sales data
Lesson 2: Set Up and Use the Sales Accelerator Capabilities in Dynamics 365 Sales
Module 2.1: Set up Sales accelerator in Dynamics 365 Sales
Module 2.2: Create sales sequences with Sales Insights
Module 2.3: Work with segments in Dynamics 365 Sales accelerator
Module 2.4: Work with assignment rules in Dynamics 365 Sales accelerator
Module 2.5: Engage with customers through text messages in Dynamics 365 Sales
Lesson 3: Implement Goal Management in Dynamics 365 Sales and Customer Service
Module 3.1: Define and track individual goals in Dynamics 365 Sales and Customer Service
Module 3.2: Use goal metrics in Dynamics 365 Sales and Customer Service
Lesson 4: Enhance Dynamics 365 Sales with Tools and Apps
Module 4.1: Use Microsoft 365 services with model-driven apps and Microsoft Dataverse
Module 4.2: Get started with the Dynamics 365 Sales mobile app
Lesson 5: Use Dynamics 365 Copilot for Sales
Module 5.1: Boost sales performance with Microsoft 365 Copilot for Sales
Module 5.2: Deploy and configure Microsoft 365 Copilot for Sales
Frequently Asked Questions
Sales professionals, functional consultants, or IT staff responsible for implementing or managing Dynamics 365 Sales solutions.
No coding is required. A basic understanding of sales operations and familiarity with Dynamics 365 is enough.
Yes. It is part of a 4-course series aligned to the MB-280 certification exam.
You can take this course via instructor-led training or self-paced learning.
Yes, it includes deployment and use of Microsoft Copilot for Sales, which enhances productivity with AI.