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Microsoft MB-280T02 - Empower Sellers with Dynamics 365 Sales and Microsoft 365 Copilot for Sales

Length 2 days
Price NZD 1800 exc GST

Course overview

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Why study this course

Dynamics 365 Sales helps accelerate sales teams’ efforts with relationship-building tools and AI-driven insights. In this two-day 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 organise 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.

Aligns to certification

Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate

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What you’ll learn

After completing this course, students will be able to:

Implement Dynamics 365 Sales
Set up and deploy Microsoft Copilot for Sales

Microsoft Dynamics 365 at Lumify Work

Lumify Work has been delivering effective training across all Microsoft products for over 30 years. We are proud to be both Australia's and New Zealand’s first Microsoft Gold Learning Solutions Partner and the winner of the Microsoft MCT Superstars Award for FY24, which formally recognises us as having the highest quality Microsoft Certified Trainers (MCTs) in ANZ. All Lumify Work Microsoft Dynamics 365 courses follow Microsoft Official Curriculum (MOC) and are led by MCTs.

View all Microsoft Dynamics 365 courses

Who is the course for?

This course is designed for IT or sales professionals who want to learn how to leverage Dynamics 365 Sales and Microsoft Copilot for Sales for their organisations.

Course subjects

Work with Dynamics 365 Sales

Create powerful customer experiences for organisations with Dynamics 365 apps
Get started with Dynamics 365 Sales
Set up and configure Dynamics 365 Sales
Manage leads with Dynamics 365 Sales
Manage opportunities with Dynamics 365 Sales
Manage and organise your product catalog with Dynamics 365 Sales
Process sales orders with Dynamics 365 Sales
Configure forecasts in Dynamics 365 Sales
Manage relationships with relationship selling in Dynamics 365 Sales
Analyse Dynamics 365 sales data

Set up and use the sales accelerator capabilities in Dynamics 365 Sales

Set up Sales accelerator in Dynamics 365 Sales
Create sales sequences with Sales Insights
Work with segments in Dynamics 365 Sales Accelerator
Work with assignment rules in Dynamics 365 Sales Accelerator
Engage with customers through text messages in Dynamics 365 Sales

Implement goal management in Dynamics 365 Sales and Customer Service

Define and track individual goals in Dynamics 365 Sales and Customer Service
Use goal metrics in Dynamics 365 Sales and Customer Service

Enhance Dynamics 365 Sales with tools and apps

Use Microsoft 365 services with model-driven apps and Microsoft Dataverse
Get started with the Dynamics 365 Sales mobile app

Prerequisites

Students should have knowledge in basic sales principles. Students should be familiar with the Dynamics 365 customer experience suite, including Dynamics 365 Sales and Dynamics 365 Customer Insights. They should also have basic model-driven application configuration experience.

Terms & Conditions

The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.