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Professional IT Training Australia | Technisaur
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MB-280T02: Empower sellers with Dynamics 365 Sales

MB-280T02: Empower sellers with Dynamics 365 Sales

$1,460.00

Empower sellers with Dynamics 365 Sales

This 2-day course provides learners with the skills and knowledge to configure and optimise Dynamics 365 Sales,Empower sellers with Dynamics 365 Sales  enabling them to boost sales team performance. With a focus on relationship-building tools and AI-driven insights, participants will learn how to manage leads and opportunities, structure product catalogues, and process sales orders effectively. The course also covers advanced features such as relationship selling, Sales Accelerator, and Sales Insights.

Audience Profile

This course is designed for:

  • Sales professionals seeking to increase productivity, streamline processes, and leverage AI-powered insights.
  • IT professionals responsible for configuring or supporting Dynamics 365 Sales within their organisation.

Learners are expected to have a sound understanding of basic sales principles, familiarity with the Dynamics 365 Customer Experience suite (particularly Sales and Customer Insights), and experience with basic model-driven application configuration.

Course Outcomes

On successful completion of this course, participants will be able to:

  1. Configure and manage leads, opportunities, and sales strategies in Dynamics 365 Sales.
  2. Organise and maintain a product catalogue and process sales orders efficiently.
  3. Apply advanced features such as relationship selling, Sales Accelerator, and Sales Insights to improve outcomes.
  4. Implement and integrate Microsoft Copilot for Sales to enhance seller productivity.
  5. Develop knowledge and skills in alignment with the MB-280 certification exam requirements.

Prerequisites

Participants should have:

  • A basic understanding of sales principles and processes.
  • Familiarity with the Dynamics 365 Customer Experience suite, particularly Sales and Customer Insights.
  • Experience with model-driven application configuration at a foundational level.

Onsite Training?

If you need training for three or more people, ask us about training at your site. You can enjoy the convenience of reduced travel cost and time, as well as a familiar environment for your staff. Additionally, we can customise the course for your business needs.

Cancellation Policy

To cancel or, reschedule please contact us 10 days before the course

Contact Details

  • 0410077106
  • fusman@technisaur.com.au.au
  • Melbourne VIC, Australia

Modules

Module 1: Working with Dynamics 365 Sales

  • Create impactful customer experiences using Dynamics 365 applications.
  • Introduction to Dynamics 365 Sales.
  • Set up and configure Dynamics 365 Sales.
  • Manage leads effectively within Dynamics 365 Sales.
  • Handle opportunities using Dynamics 365 Sales.
  • Organise and manage your product catalogue.
  • Process and complete sales orders.
  • Configure and monitor sales forecasts.
  • Strengthen relationships with relationship selling features.
  • Analyse sales data for insights and performance tracking.

Module 2: Configuring and Using the Sales Accelerator in Dynamics 365 Sales

  • Set up the Sales Accelerator.
  • Build sales sequences with Sales Insights.
  • Manage customer segments through the Sales Accelerator.
  • Define and apply assignment rules.
  • Engage with customers via text messaging.

Module 3: Goal Management in Dynamics 365 Sales and Customer Service

  • Define and track personal and team goals.
  • Use goal metrics for monitoring progress in Sales and Customer Service.

Module 4: Extending Dynamics 365 Sales with Tools and Applications

  • Integrate Microsoft 365 services with model-driven apps and Dataverse.
  • Get started with the Dynamics 365 Sales mobile application.

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This 2-day course equips learners to configure and optimise Dynamics 365 Sales for stronger sales performance. Participants will gain practical skills in managing leads, opportunities, product catalogues, and sales orders, while also exploring advanced features such as relationship selling, Sales Accelerator, and Sales Insights.

  • From 9 AM - 5 PM

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