MB-210T01: Microsoft Dynamics 365 Sales

Course Description

This SkillDynamo course develops practical, role-relevant capability in configuring Dynamics 365 Sales for customer relationships, leads, opportunities, products, orders, forecasting, insights, and integration. The learning path progresses from essential concepts and planning to implementation, validation, troubleshooting, and operational use.

Learners work through realistic scenarios, guided demonstrations, applied exercises, and evidence-based reviews. Every topic is connected to workplace responsibilities, common risks, quality controls, and measurable outcomes.

The course helps professionals make informed decisions, identify failure points, communicate results, and create an actionable improvement plan for future projects.

What You Will Learn

• Configure organizational settings, users, teams, security, accounts, contacts, activities, timelines, and relationship processes
• Apply data quality, duplicate controls, ownership, views, forms, business rules, and seller productivity settings
• Manage lead qualification, opportunities, competitors, stakeholders, products, price lists, quotes, orders, and invoices
• Use business process flows, activities, playbooks, collaboration, approvals, and exception handling
• Configure forecasts, quotas, goals, territories, hierarchies, scoring, sales insights, visualizations, and dashboards
• Interpret pipeline, conversion, activity, revenue, risk, and seller-performance evidence
• Integrate Outlook, Teams, Power Platform, Customer Voice, Customer Insights, reporting, and approved services
• Apply security, audit, privacy, testing, adoption, support, monitoring, and continuous improvement

SkillDynamo Training Approach

SkillDynamo delivers this course through demonstrations, hands-on exercises, scenario analysis, validation checklists, structured troubleshooting, solution reviews, and a final improvement plan. Learners repeatedly practice planning, implementation, evidence collection, testing, correction, and communication so the skills transfer confidently into real workplace situations.