MB-280T02 Empower sellers with Dynamics 365 Sales
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Course Code:
MB-280T02
Duration:
2 Days
Delivery Mode:
Instructor-led training (ILT)/Online Learning (OLL)
Start Date:
To be updated
End Date:
To be updated
Fees:
To be updated

Dynamics 365 Sales helps accelerate sales teams’ efforts with relationship-building
tools and AI-driven insights. In this course, students will learn how to configure and
leverage Dynamics 365 Sales to set sales teams up for success. First, students will set
up and configure lead and opportunity management strategies. Then students will
organize their product catalog and process sales orders. Finally, students will leverage
relationship selling features, the Sales accelerator, and Sales Insights. In this course
students will also learn how to set up and deploy Microsoft Copilot for Sales, a
productivity tool to help sellers inside and outside Dynamics 365 Sales. This course is
part of a four-course series (MB-280T01-T04) aligning to the MB-280 certification exam.

Course Outline

Lesson 1: Create powerful customer experiences for organizations with Dynamics 365 apps
  • Introduction
  • Dynamics 365 customer experience apps in an organization’s journey
  • Work with the other Dynamics 365 apps as part of a customer engagement solution
  • Work with Copilot in the Dynamics 365 customer engagement apps
  • Check your knowledge
  • Summary
Lesson 2: Get started with Dynamics 365 Sales
  • Introduction
  • Overview of Sales products
  • Navigate in Dynamics 365 Sales
  • Manage customers
  • Copilot in Dynamics 365 Sales
  • In-app marketing
  • Check your knowledge
  • Summary
Lesson 3: Set up and configure Dynamics 365 Sales
  • Introduction
  • Set up and configure the application
  • Use customization options
  • Document management
  • Set up security roles
  • Configure Copilot in Sales
  • Check your knowledge
  • Summary
Lesson 4: Manage leads with Dynamics 365 Sales
  • Dynamics 365 leads overview
  • Create Dynamics 365 leads
  • Lead management lifecycle
  • Lead qualification
  • Use Copilot with leads
  • Lab – Work with Dynamics 365 leads
  • Lead data management tools
  • Check your knowledge
  • Summary
Lesson 5: Manage opportunities with Dynamics 365 Sales
  • Dynamics 365 opportunity overview
  • Create Dynamics 365 opportunities
  • Account and team selling
  • Opportunity management lifecycle
  • Use Copilot with opportunities
  • Lab – Manage opportunities in Dynamics 365
  • Check your knowledge
  • Summary
Lesson 6: Manage and organize your product catalog with Dynamics 365 Sales
  • Dynamics 365 product catalog overview
  • Currencies and currency management
  • Define products
  • Product families
  • Price lists
  • Product catalog settings
  • Exercise – Set up the product catalog
  • Check your knowledge
  • Summary
Lesson 7: Connect to other data in a Power Apps canvas app
  • Overview of the different data sources
  • Work with action data
  • Power Automate is a companion to Power Apps
  • Check your knowledge
  • Summary
Lesson 8: Process sales orders with Dynamics 365 Sales
  • Sales order processing overview
  • Quotes and quote management
  • Orders and invoices
  • Exercise – Sales order processing lifecycle
  • Check your knowledge
  • Summary
Lesson 9: Configure forecasts in Dynamics 365 Sales
  • Introduction
  • Build forecasts
  • Manage forecasts
  • Configure advanced features
  • Premium features
  • Check your knowledge
  • Summary
Lesson 10: Manage relationships with relationship selling in Dynamics 365 Sales
  • Overview
  • Sales accelerator
  • Manage relationship health with Sales Insights
  • Sales Navigator
  • Check your knowledge
  • Summary
Lesson 11: Analyze Dynamics 365 sales data
  • Analytical options overview
  • Search tools
  • Out-of-box tools
  • Power BI
  • Use Power BI templates
  • Lab – Analyze data
  • Check your knowledge
  • Summary
Lesson 12: Set up Sales accelerator in Dynamics 365 Sales
  • Introduction
  • Set up Sales accelerator
  • Manage record types and forms
  • Customize the Sales accelerator workspace
  • Manage filter options
  • Manage sorting options
  • Add the Up next widget to forms
  • Sales acceleration reporting
  • Check your knowledge
  • Summary
Lesson 13: Create sales sequences with Sales Insights
  • Introduction
  • Get started with the work list
  • Tutorial 1 – Build a sales sequence
  • Tutorial 2 – Connect sequence to a record
  • Tutorial 3 – Disconnect sequence from record
  • Tutorial 4 – Editing sales sequence
  • Check your knowledge
  • Summary
Lesson 14: Work with segments in Dynamics 365 Sales accelerator
  • Introduction
  • Create and activate a segment
  • Connect a segment to a sequence
  • View details of a segment
  • Manage segments
  • Check your knowledge
  • Summary
Lesson 15: Work with assignment rules in Dynamics 365 Sales accelerator
  • Introduction
  • Assignment overview
  • Define users
  • Manage seller attributes in assignment rules
  • Manage seller availability
  • Create and activate assignment rules
  • Manage assignment rules
  • View and manage unassigned records
  • Check your knowledge
  • Summary
Lesson 16: Engage with customers through text messages in Dynamics 365 Sales
  • Introduction
  • Set up the text messaging provider
  • Edit phone numbers
  • Add a text message option to custom forms
  • Manage text message conversations
  • Check your knowledge
  • Summary
Lesson 17: Define and track individual goals in Dynamics 365 Sales and Customer Service
  • Overview of goals
  • Defining individual goals
  • Parent and child goals
  • Exercise – Measuring customer success using goals
  • Check your knowledge
  • Summary
Lesson 18: Use goal metrics in Dynamics 365 Sales and Customer Service
  • Overview
  • Fiscal year settings
  • Goal metrics
  • Exercise – Defining goal metrics
  • Check your knowledge
  • Summary
Lesson 19: Use Microsoft 365 services with model-driven apps and Microsoft Dataverse
  • Introduction
  • Set up mailboxes
  • Server-side sync
  • Document management options
  • Document management
  • Deploy the app for Outlook
  • Set up Dynamics 365 App for Outlook
  • Integrate with Microsoft Teams
  • Check your knowledge
  • Summary
Lesson 20: Get started with the Dynamics 365 Sales mobile app
  • Introduction
  • Deploy the mobile app
  • Use the mobile app
  • Manage records
  • Customize form views
  • Set up push notifications
  • Check your knowledge
  • Summary

Course Fee (inclusive of 9% GST)

To be updated *Funding not available
Course Prerequisite
To be updated
Important Notes
To be updated
Who Should Attend?
This course is designed for IT or sales professionals who want to learn how to leverage Dynamics 365 Sales and Microsoft Copilot for Sales for their organizations. Students should have knowledge in basic sales principles. Students should be familiar with the Dynamics 365 customer experience suite, including Dynamics 365 Sales and Dynamics 365 Customer Insights. They should also have basic model-driven application configuration experience.

Why ITEL?

  • Diverse Range of IT Courses

    We offer a diverse range of IT courses tailored to student needs. Our curriculum covers foundational to advanced topics, ensuring comprehensive learning. We stay updated with industry trends to deliver relevant courses.

  • Skilled & Experienced Instructors

    We are proud to have a team of highly skilled and experienced instructors. Our instructors are industry professionals with in-depth knowledge and expertise across various IT domains.

  • Practical & Hands-on Exercises

    Our courses feature hands-on exercises, projects, and simulations to build practical skills. Students gain confidence by applying knowledge to real-world scenarios.

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Validity Period: 24 Apr 2024 to 23 Apr 2026

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