Login     Signup
   info@zetlantechnologies.com        +91-8680961847

Microsoft Dynamics 365 Sales Functional Consultant

MB-210: Microsoft Dynamics 365 Sales Functional Consultant, with sales expertise. You’re responsible for implementing solutions that meet the business requirements of an organization, large or small. You’re also responsible for identifying potential process efficiencies and improvements that could be achieved by using Dynamics 365 Sales and wider Microsoft Power Platform features. This may include supporting a sales lifecycle to run effectively and assisting the sales team to: Achieve revenue targets, Execute business strategies, Meet an organization's objectives.

You’re responsible for configuring and expanding the core sales application functionality to create scalable customer solutions which support, automate, and accelerate the company's sales process. You’ll use your knowledge of Microsoft Power Platform and the common customer engagement capabilities in Dynamics 365 to inform the solution design where the following are required: Integrations, Business process flows, Visualizations, Custom Applications.

1. Introduction to Dynamics 365 Sales

  • Overview of Microsoft Dynamics 365 ecosystem
  • Understanding the role of Dynamics 365 Sales in customer relationship management (CRM)

  • User interface and navigation within the Dynamics 365 Sales application
  • Accessing and managing records, views, and dashboards

  • Creating and managing leads
  • Qualifying and converting leads into opportunities

  • Creating and managing opportunities
  • Sales process customization and stages

  • Managing customer accounts and contacts
  • Relationship management and customer engagement

  • Managing products and services
  • Setting up price lists and discount structures

  • Creating and managing quotes
  • Order processing and fulfillment

  • Generating reports and dashboards
  • Analyzing sales performance metrics

  • Workflow automation
  • Business process flows and automation rules

  • Connecting Dynamics 365 Sales with Microsoft Office 365 tools
  • Email integration and communication tracking

  • Using mobile apps for sales on-the-go
  • Mobile access to customer data and insights

  • AI-driven insights and predictive analytics
  • Using AI for lead scoring and forecasting

  • Customizing forms, views, and fields
  • Configuring business rules and processes

  • Managing user roles and permissions
  • Securing sensitive data within Dynamics 365 Sales

  • Leveraging the Power Platform for additional customization
  • App development


Fees Structure : 4900 INR / 60 USD
Total No of Class : 30 Video Class
Class Duration : 21:30 Working Hours
Download Feature : Download Avalable
Technical Support : Call / Whatsapp : +91 8680961847
Working Hours : Monday to Firday 9 AM to 6 PM
Payment Mode : Credit Card / Debit Card / NetBanking / Wallet (Gpay/Phonepay/Paytm/WhatsApp Pay)

Brochure       Buy Now       Sample Demo

Fees Structure : 7000 INR / 85 USD
Class Duration : 15 Days
Class Recording : Live Class Recording available
Class Time : Monday to Firday 1.5 hours per day / Weekend 3 Hours per day
Technical Support : Call / Whatsapp : +91 8680961847
Working Hours : Monday to Firday 9 AM to 6 PM
Payment Mode : Credit Card / Debit Card / NetBanking / Wallet (Gpay/Phonepay/Paytm/WhatsApp Pay)

Download Brochure       Pay Online