MB-210: Microsoft Dynamics 365 Sales Functional Consultant

所在平台: Udemy

课程主页: https://www.udemy.com/course/mb-210-microsoft-dynamics-365-sales-functional-consultant-e/

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课程名称:MB-210:Microsoft Dynamics 365 销售功能顾问 概述:MB-210 认证课程旨在展示学生在配置和自定义 Microsoft Dynamics 365 销售方面的专业技能,以实现最佳销售绩效。本课程是一个实践测试,帮助学生评估自己的知识水平和应考准备情况。测试包含三个主要部分:配置 Dynamics 365 销售、管理核心销售表格,以及配置其他工具和服务。每个部分的问题数量不同,学生需在限定时间内完成测试,并在测试结束后即时获得答案反馈及表现总结。 在配置 Dynamics 365 销售部分,学生将接受关于设计和配置销售领域、团队和安全角色的考核。此外,还需管理产品目录、价格表和折扣,并创建和管理报价、订单和发票等销售文件。 在管理核心销售表格部分,学生需展现对客户管理、销售流程和基本系统管理的知识,包括如何将潜在客户转化为商机、管理销售管道,以及使用标准报告和图表。另外,学生需熟悉核心销售实体,如账户、联系人、潜在客户和商机。 在配置其他工具和服务部分,学生将测试其对 Dynamics 365 销售集成和扩展的熟悉程度,需了解如何设置 Power BI 仪表板、配置 Microsoft Exchange 集成和使用 LinkedIn Sales Navigator,同时要熟悉 Dynamics 365 销售移动应用和 Outlook 插件。 通过参加本课程的实践测试,学生可以评估自己参加正式考试的准备情况,识别需要改善的领域。本测试涵盖 MB-210 认证所需的所有主题和技能,为学生提供了有效的备考支持。成功通过实践测试的学生将对成为 Dynamics 365 销售功能顾问充满信心并具备必要知识。

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Microsoft Dynamics 365 Sales Functional Consultant is a certification that demonstrates expertise in configuring and customizing Dynamics 365 Sales for optimal sales performance. This practice test will help students determine their level of knowledge and readiness for the official exam.The test will consist of three main sections: Configure Dynamics 365 Sales, Manage Core Sales Tables, and Configure Additional Tools and Services. Each section will have a different number of questions, and students will have a limited time to complete them. They will receive instant feedback on their answers and a summary of their performance at the end of the test.In the Configure Dynamics 365 Sales section, students will be tested on their ability to design and configure sales territories, teams, and security roles. They will also need to know how to manage product catalogs, price lists, and discounts. Additionally, they will be evaluated on their proficiency in creating and managing sales documents, such as quotes, orders, and invoices.In the Manage Core Sales Tables section, students will be tested on their knowledge of customer management, sales processes, and basic system administration. They will need to know how to convert leads into opportunities, manage the sales pipeline, and use standard reports and charts. They will also need to be familiar with core sales entities, such as accounts, contacts, leads, and opportunities.In the Configure Additional Tools and Services section, students will be tested on their familiarity with Dynamics 365 Sales integrations and extensions. They will need to know how to set up Power BI dashboards, configure Microsoft Exchange integration, and use LinkedIn Sales Navigator. They will also need to be familiar with Dynamics 365 Sales mobile app and Outlook add-in.Configure Dynamics 365 Sales (35-40%)Configure user interfacesConfigure model-driven appsCreate and configure formsCreate and configure viewsCreate email, Excel, and Word templatesConfigure the timeline controlDescribe Microsoft Dataverse security conceptsConfigure column mappings on table relationshipsConfigure sales settingsConfigure sales territories and hierarchical sales territoriesConfigure auto number settings for quotes, orders, and invoicesConfigure currencies and fiscal yearsDescribe sales security rolesManage sales literatureConfigure hierarchy securityConfigure and utilize the AssistantConfigure the business card scanner controlEnable the Kanban controlDescribe goal managementConfigure processesConfigure duplicate detection rulesConfigure sales business process flowsCreate and manage playbooksImport data by using the Data Import wizard and export data to ExcelConfigure sales visualizationsImplement Power BI apps for SalesConfigure sales dashboardsDescribe options for sales reportsConfigure the opportunity pipeline viewWork with the sales acceleratorConfigure and utilize the sales acceleratorConfigure the workspaceCreate and manage sequencesCreate and manage segmentsConfigure lead and opportunity assignment rules for routingConfigure the Up Next widgetEvaluate Sales licensingCompare and contrast Sales Professional and Enterprise configurationDescribe use cases for Team member licensingDescribe the upgrade pathway from Sales Professional to EnterpriseManage core sales features (30-35%)Create and manage accounts and contactsCreate and manage accountsCreate and manage contactsDescribe use cases for auto captureDescribe use cases for email engagementDescribe relationship intelligenceDescribe use cases for notes analysisDescribe SMS message engagement with customersCreate and manage leads and opportunitiesCreate and manage leadsPerform lead qualification and disqualificationConfigure lead qualificationManage opportunitiesTrack stakeholders, sales team members, and competitorsManage product line items on opportunitiesCustomize the Opportunity Close formConfigure and utilize predictive lead and opportunity scoringManage the sales pipeline by using the work listConfigure duplicate lead detectionCreate and manage quotes, orders, and invoicesAdd quotes to opportunitiesEdit quotes in various stagesSend quotes and invoices to customersConvert quotes to ordersManage orders and invoicesCreate and manage the product catalogCreate and manage products, product bundles, and product familiesDescribe the product lifecycleCreate and manage price listsCreate and manage unit groupsCreate and manage forecastsConfigure and utilize forecastsDescribe the forecast templatesConfigure and utilize premium forecastingManage in-app campaignsCreate and manage marketing listsCreate quick campaignsConfigure additional tools and services (25-30%)Integrate sales applicationsIntegrate with LinkedIn Sales Navigator and InsightsDescribe Dynamics 365 Sales mobile app capabilitiesCreate push notifications for the Dynamics 365 Sales mobile appIntegrate with Microsoft 365 servicesConfigure mailboxesDescribe Server-Side SynchronizationConfigure document managementDeploy the Dynamics 365 App for OutlookConfigure the Dynamics 365 App for OutlookConfigure auto capture and email engagementConfigure SharePoint integrationDescribe Microsoft Teams calling and conversation intelligenceDescribe Microsoft Teams CollaborationBy taking this practice test, students will be able to assess their readiness for the exam and identify areas where they need to improve. This test covers all the topics and skills required for the MB-210 certification, and it is a great way to prepare for the real exam. Students who pass the practice test will have the confidence and knowledge to succeed in their Dynamics 365 sales functional consultant career.Who this course is f

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