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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...

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$1,195 USD
Duration 2 days
Course Code MB-280T02
Available Formats Classroom, Virtual

Upcoming Course Dates

  • Jun 17, 2025 - Jun 17, 2025 (1 day)
    Live Virtual | 9:00AM – 5:00PM EDT
    Language English
    Select from 1 options below
    Live Virtual |9:00AM – 5:00PM EDT
    Live Virtual | 9:00AM – 5:00PM EDT
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  • Sep 16, 2025 - Sep 17, 2025 (2 days)
    Live Virtual | 9:00AM – 5:00PM EDT
    Language English
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    Live Virtual |9:00AM – 5:00PM EDT
    Live Virtual | 9:00AM – 5:00PM EDT
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  • Dec 16, 2025 - Dec 17, 2025 (2 days)
    Live Virtual | 9:00AM – 5:00PM EST
    Language English
    Select from 1 options below
    Live Virtual |9:00AM – 5:00PM EST
    Live Virtual | 9:00AM – 5:00PM EST
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    Enroll Add to quote
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Overview

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.

Audience Profile

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 organizations.   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.

Course Details

Outline

  • Create powerful customer experiences for organizations with Dynamics 365 apps
    • Dynamics 365 customer experience apps in an organization’s journey
    • Work with the other Dynamics 365 apps as part of a customer engagement solution
    • Work with Copilot in the Dynamics 365 customer engagement apps
    • Check your knowledge
  • Get started with Dynamics 365 Sales
    • Overview of Sales products
    • Navigate in Dynamics 365 Sales
    • Manage customers
    • Copilot in Dynamics 365 Sales
    • In-app marketing
    • Check your knowledge
  • Set up and configure Dynamics 365 Sales
    • Set up and configure the application
    • Use customization options
    • Document management
    • Set up security roles
    • Configure Copilot in Sales
    • Check your knowledge
  • Manage leads with Dynamics 365 Sales
    • Dynamics 365 leads overview
    • Create Dynamics 365 leads
    • Lead management lifecycle
    • Lead qualification
    • Use Copilot with leads
    • Lab - Work with Dynamics 365 leads
    • Lead data management tools
    • Module assessment
  • Manage opportunities with Dynamics 365 Sales
    • Dynamics 365 opportunity overview
    • Create Dynamics 365 opportunities
    • Account and team selling
    • Opportunity management lifecycle
    • Use Copilot with opportunities
    • Lab - Manage opportunities in Dynamics 365
    • Module assessment
  • Manage and organize your product catalog with Dynamics 365 Sales
    • Dynamics 365 product catalog overview
    • Currencies and currency management
    • Define products
    • Product families
    • Price lists
    • Product catalog settings
    • Exercise - Set up the product catalog
    • Module assessment
  • Process sales orders with Dynamics 365 Sales
    • Sales order processing overview
    • Quotes and quote management
    • Orders and invoices
    • Exercise - Sales order processing lifecycle
    • Module assessment
  • Configure forecasts in Dynamics 365 Sales
    • Build forecasts
    • Manage forecasts
    • Configure advanced features
    • Premium features
    • Check your knowledge
  • Manage relationships with relationship selling in Dynamics 365 Sales
    • Overview
    • Sales accelerator
    • Manage relationship health with Sales Insights
    • Sales Navigator
    • Module assessment
  • Analyze Dynamics 365 sales data
    • Analytical options overview
    • Search tools
    • Out-of-box tools
    • Power BI
    • Lab - Analyze data
    • Module assessment
  • Set up Sales accelerator in Dynamics 365 Sales
    • Set up Sales accelerator
    • Manage record types and forms
    • Customize the Sales accelerator workspace
    • Manage filter options
    • Manage sorting options
    • Add the Up next widget to forms
    • Sales acceleration reporting
    • Check your knowledge
  • Create sales sequences with Sales Insights
    • Get started with the work list
    • Tutorial 1 - Build a sales sequence
    • Tutorial 2 - Connect sequence to a record
    • Tutorial 3 - Disconnect sequence from record
    • Tutorial 4 - Editing sales sequence
    • Check your knowledge
  • Work with segments in Dynamics 365 Sales accelerator
    • Create and activate a segment
    • Connect a segment to a sequence
    • View details of a segment
    • Manage segments
    • Check your knowledge
  • Work with assignment rules in Dynamics 365 Sales accelerator
    • Assignment overview
    • Define users
    • Manage seller attributes in assignment rules
    • Create and activate assignment rules
    • Manage assignment rules
    • View and manage unassigned records
    • Check your knowledge
  • Engage with customers through text messages in Dynamics 365 Sales
    • Set up the text messaging provider
    • Edit phone numbers
    • Add a text message option to custom forms
    • Manage text message conversations
    • Check your knowledge
  • Define and track individual goals in Dynamics 365 Sales and Customer Service
    • Overview of goals
    • Defining individual goals
    • Parent and child goals
    • Exercise - Measuring customer success using goals
    • Module assessment
  • Use goal metrics in Dynamics 365 Sales and Customer Service
    • Overview
    • Fiscal year settings
    • Goal metrics
    • Exercise - Defining goal metrics
    • Module assessment
  • Use Microsoft 365 services with model-driven apps and Microsoft Dataverse
    • Set up mailboxes
    • Server-side sync
    • Document management options
    • Document management
    • Deploy the app for Outlook
    • Set up Dynamics 365 App for Outlook
    • Integrate with Microsoft Teams
    • Check your knowledge
  • Get started with the Dynamics 365 Sales mobile app
    • Deploy the mobile app
    • Use the mobile app
    • Manage records
    • Customize form views
    • Set up push notifications
    • Check your knowledge
  • Boost sales performance with Microsoft 365 Copilot for Sales
    • View and update CRM data in the flow of work
    • Use AI to supercharge sales communication
    • Drive AI-powered sales meetings
    • Use collaboration spaces for sales teams
    • Customize Microsoft Copilot for Sales
    • Check your knowledge
  • Deploy and configure Microsoft 365 Copilot for Sales
    • Copilot for Sales architecture
    • Install Copilot for Sales in Outlook
    • Customize forms and fields
    • Turn on Copilot AI features
    • Configure for Microsoft 365 Apps
    • Extend Copilot for Sales
    • Check your knowledge

Get started with Dynamics 365 Sales

  • Overview of Sales products
  • Navigate in Dynamics 365 Sales
  • Manage customers
  • Copilot in Dynamics 365 Sales
  • In-app marketing

Set up and configure Dynamics 365 Sales

  • Set up and configure the application
  • Use customization options
  • Document management
  • Set up security roles
  • Configure Copilot in Sales

Manage leads with Dynamics 365 Sales

  • Dynamics 365 leads overview
  • Create Dynamics 365 leads
  • Lead management lifecycle
  • Lead qualification
  • Use Copilot with leads
  • Lead data management tools

Manage opportunities with Dynamics 365 Sales

  • Dynamics 365 opportunity overview
  • Create Dynamics 365 opportunities
  • Account and team selling
  • Opportunity management lifecycle
  • Use Copilot with opportunities

Manage and organize your product catalog with Dynamics 365 Sales

  • Dynamics 365 product catalog overview
  • Currencies and currency management
  • Define products
  • Product families
  • Price lists
  • Product catalog settings

Process sales orders with Dynamics 365 Sales

  • Sales order processing overview
  • Quotes and quote management
  • Orders and invoices

Configure forecasts in Dynamics 365 Sales

  • Build forecasts
  • Manage forecasts
  • Configure advanced features
  • Premium features

Manage relationships with relationship selling in Dynamics 365 Sales

  • Overview
  • Sales accelerator
  • Manage relationship health with Sales Insights
  • Sales Navigator

Analyze Dynamics 365 sales data

  • Analytical options overview
  • Search tools
  • Out-of-box tools
  • Power BI
  • Use Power BI templates

Set up Sales accelerator in Dynamics 365 Sales

  • Set up Sales accelerator
  • Manage record types and forms
  • Customize the Sales accelerator workspace
  • Manage filter options
  • Manage sorting options
  • Add the Up next widget to forms
  • Sales acceleration reporting

Create sales sequences with Sales Insights

  • Get started with the work list
  • Tutorial 1 - Build a sales sequence
  • Tutorial 2 - Connect sequence to a record
  • Tutorial 3 - Disconnect sequence from record
  • Tutorial 4 - Editing sales sequence

Work with segments in Dynamics 365 Sales accelerator

  • Create and activate a segment
  • Connect a segment to a sequence
  • View details of a segment
  • Manage segments

Work with assignment rules in Dynamics 365 Sales accelerator

  • Assignment overview
  • Define users
  • Manage seller attributes in assignment rules
  • Manage seller availability
  • Create and activate assignment rules
  • Manage assignment rules
  • View and manage unassigned records

Engage with customers through text messages in Dynamics 365 Sales

  • Set up the text messaging provider
  • Edit phone numbers
  • Add a text message option to custom forms
  • Manage text message conversations

Define and track individual goals in Dynamics 365 Sales and Customer Service

  • Overview of goals
  • Defining individual goals
  • Parent and child goals

Use goal metrics in Dynamics 365 Sales and Customer Service

  • Overview
  • Fiscal year settings
  • Goal metrics

Use Microsoft 365 services with model-driven apps and Microsoft Dataverse

  • Set up mailboxes
  • Server-side sync
  • Document management options
  • Document management
  • Deploy the app for Outlook
  • Set up Dynamics 365 App for Outlook
  • Integrate with Microsoft Teams

Get started with the Dynamics 365 Sales mobile app

  • Deploy the mobile app
  • Use the mobile app
  • Manage records
  • Customize form views
  • Set up push notifications
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View Full Schedule

Schedule

3 options available

  • Jun 17, 2025 - Jun 17, 2025 (1 day)
    Live Virtual | 9:00AM – 5:00PM EDT
    Language English
    Select from 1 options below
    Live Virtual |9:00AM – 5:00PM EDT
    Live Virtual | 9:00AM – 5:00PM EDT
    Enroll
    Enroll Add to quote
  • Sep 16, 2025 - Sep 17, 2025 (2 days)
    Live Virtual | 9:00AM – 5:00PM EDT
    Language English
    Select from 1 options below
    Live Virtual |9:00AM – 5:00PM EDT
    Live Virtual | 9:00AM – 5:00PM EDT
    Enroll
    Enroll Add to quote
  • Dec 16, 2025 - Dec 17, 2025 (2 days)
    Live Virtual | 9:00AM – 5:00PM EST
    Language English
    Select from 1 options below
    Live Virtual |9:00AM – 5:00PM EST
    Live Virtual | 9:00AM – 5:00PM EST
    Enroll
    Enroll Add to quote

FAQ

How do I get a Microsoft exam voucher?

Pearson Vue Exam vouchers can be requested and ordered with your course purchase or can be ordered separately by clicking here.

  • Vouchers are non-refundable and non-returnable. Vouchers expire 12 months from the date they are issued unless otherwise specified in the terms and conditions.
  • Voucher expiration dates cannot be extended. The exam must be taken by the expiration date printed on the voucher.

Do Microsoft courses come with post lab access?

Most Microsoft official courses will include post-lab access ranging from 30 to 180 calendar days after instructor led course delivery. A lab training key in class will be provided that can be leveraged to continue connecting to a remote lab environment for the individual course attendee.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour-long after 3-3.5 hours of the class day.

What languages are used to deliver training?

Microsoft courses are conducted in English unless otherwise specified.

Reviews

The format of the class was concise. I learned new skills to use at my workplace.

This was effective way to provide a ton of information in a short time period.

Labs and the study materials provided for Architecting on AWS course are very easy to understand and explains all the topics required to pass the Associate certification.

Thank Tech Data for sponsoring this course you really take care of your partners.

Easy to work with. Learning material pdfs were able to be printed out in color which was very nice to write on.