MB-280T02 : Empower sellers with Dynamics 365 Sales

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.

Learning Path 1: Get started with Dynamics 365 Sales

• Introduction to Dynamics 365 Sales and Microsoft 365 Copilot for Sales

• Configure organization and management settings

• Set up and configure supporting applications

Learning Path 2: Manage leads and opportunities in Dynamics 365 Sales

• Track customer interactions with activities

• Manage leads in Dynamics 365 Sales

• Manage opportunities in Dynamics 365 Sales

Learning Path 3: Manage orders and the product catalog in Dynamics 365 Sales

• Manage and organize your product catalog with Dynamics 365 Sales

• Process sales orders with Dynamics 365 Sales 

Learning Path 4: Manage goals and forecasts in Dynamics 365 Sales

• Define and track goals in Dynamics 365 Sales

• Manage forecasting in Dynamics 365 Sales 

   

Learning Path 5: Work with business process flows, Dynamics 365 Sales Insights, and Sales accelerator

• Work with business process flows

• Enhance productivity with Dynamics 365 Sales Insights 

• Set up Sales accelerator

• Create sales sequences and assignment rules

• Work with segments

• Engage with customers through text messages

Learning Path 6: Analyze Dynamics 365 Sales data

• Analyze data in Dynamics 365 Sales

• Analyze data with Power BI

Learning Path 7: Enhance seller productivity with the mobile app and Microsoft 365 Copilot for Sales

• Get started with the Dynamics 365 Sales mobile app

• Boost sales performance with Microsoft 365 Copilot for Sales

• Install and deploy Microsoft 365 Copilot for Sales