MB-210: Microsoft Dynamics 365 Sales Functional Consultant

MB-210: Microsoft Dynamics 365 Sales Functional Consultant

Offered by Linux Training

The MB-210: Microsoft Dynamics 365 Sales Functional Consultant course at Linux Training is designed for professionals, consultants, and business users who want to implement and manage sales solutions using Microsoft Dynamics 365.

This course focuses on customer relationship management (CRM), sales processes, and business automation, enabling learners to optimize sales operations, improve customer engagement, and drive business growth.

Course Overview

This program provides a comprehensive understanding of Dynamics 365 Sales, helping learners configure and manage sales workflows, track customer interactions, and support data-driven decision-making.

What You Will Learn

  • Introduction to Microsoft Dynamics 365 Sales
  • Managing Leads, Opportunities, and Accounts
  • Sales Process Automation
  • Customer Relationship Management (CRM) Concepts
  • Forecasting and Reporting
  • Integration with Microsoft 365 Tools
  • Customization and Configuration Basics

Why Choose This Course?

  • Industry-recognized certification (MB-210)
  • High-demand CRM and sales automation skills
  • Hands-on practical training
  • Real-world business scenarios
  • Guidance from experienced trainers

Career Opportunities

After completing this course, you can explore roles such as:

  • Dynamics 365 Sales Consultant
  • CRM Functional Consultant
  • Sales Operations Analyst
  • Business Analyst (CRM-focused)
  • Customer Success Specialist

Who Can Join?

  • Business professionals and consultants
  • Sales and marketing professionals
  • IT professionals working with CRM systems
  • Anyone interested in business applications and automation

Drive Sales Success with Dynamics 365

Join Linux Training and gain the skills needed to implement and manage powerful sales solutions using Microsoft Dynamics 365.

MB-210: Microsoft Dynamics 365 Sales Functional Consultant

Modules

Configure Dynamics 365 Sales (35–40%)

Configure user interfaces

  • Configure model-driven apps
  • Create and configure forms
  • Create and configure views
  • Create email, Excel, and Word templates
  • Configure the timeline control
  • Describe Microsoft Dataverse security concepts
  • Configure column mappings on table relationships

    • Configure sales settings

  • Configure sales territories and hierarchical sales territories
  • Configure auto number settings for quotes, orders, and invoices
  • Configure currencies and fiscal years
  • Describe sales security roles
  • Manage sales literature
  • Configure hierarchy security
  • Configure and utilize the assistant
  • Configure the business card scanner control
  • Enable the Kanban control
  • Describe goal management

    • Configure processes

  • Configure duplicate detection rules
  • Configure sales business process flows
  • Import data by using the Data Import wizard and export data to Excel

    • Configure sales visualizations

  • Implement Power BI apps for Sales
  • Configure sales dashboards
  • Describe options for sales reports
  • Configure the opportunity pipeline view

    • Configure sales engagement

  • Configure and utilize the Sales accelerator
  • Configure the workspace
  • Create and manage sequences
  • Create and manage segments
  • Configure lead and opportunity assignment rules for routing
  • Configure the Up Next widget

    • Evaluate Sales licensing

  • Compare and contrast Sales Professional and Enterprise configuration
  • Describe use cases for Team member licensing
  • Describe the upgrade pathway from Sales Professional to Enterprise

    • Manage core sales features (30–35%)

    Create and manage accounts and contacts

  • Create and manage accounts
  • Create and manage contacts
  • Describe use cases for auto capture
  • Describe use cases for email engagement
  • Describe relationship intelligence
  • Describe use cases for notes analysis
  • Describe SMS message engagement with customers

    • Create and manage leads and opportunities

  • Create and manage leads
  • Perform lead qualification and disqualification
  • Configure lead qualification
  • Manage opportunities
  • Track stakeholders, sales team members, and competitors
  • Manage product line items on opportunities
  • Customize the Opportunity Close form
  • Configure and utilize predictive lead and opportunity scoring
  • Manage the sales pipeline by using the work list
  • Configure duplicate lead detection

    • Create and manage quotes, orders, and invoices

  • Add quotes to opportunities
  • Edit quotes in various stages
  • Send quotes and invoices to customers
  • Convert quotes to orders
  • Manage orders and invoices

    • Create and manage the product catalog

  • Create and manage products, product bundles, and product families
  • Describe the product lifecycle
  • Create and manage price lists
  • Create and manage unit groups

    • Create and manage forecasts

  • Configure and utilize forecasts
  • Describe the forecast templates
  • Configure and utilize premium forecasting

    • Manage in-app campaigns

  • Create and manage marketing lists
  • Create quick campaigns

    • Configure additional tools and services (25–30%)

    Integrate sales applications

  • Integrate with LinkedIn Sales Navigator and Insights
  • Describe Dynamics 365 Sales mobile app capabilities
  • Create push notifications for the Dynamics 365 Sales mobile app

    • Integrate with Microsoft 365 services

  • Configure mailboxes
  • Describe Server-Side Synchronization
  • Configure document management
  • Deploy the Dynamics 365 App for Outlook
  • Configure the Dynamics 365 App for Outlook
  • Configure auto capture and email engagement
  • Configure SharePoint integration
  • Describe Microsoft Teams calling and conversation intelligence
  • Describe Microsoft Teams collaboration

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