Core Dynamics 365 Sales Specialist
Knowing how Dynamics 365 Sales works in theory is one thing. Being able to configure it, run a full sales cycle, and analyse performance in a real project context is another.
This practical, self-paced booster is the functional specialist track for Dynamics 365 Sales, replacing the retired MB-210 course with a more hands-on, assignment-driven learning experience. Built around the Botelo case company, you work through every stage of the sales process, from initial configuration and product catalogue setup through lead management, opportunities, quotes, orders, and invoices, to sales goals and forecasting. Every module includes guided assignments with detailed solutions and debriefing sessions that reinforce what you have learned and connect it to real consulting practice.
A team of certified instructors is available throughout to support your progress.
If you are building a career as a Dynamics 365 Sales consultant or specialist, this booster gives you the structured, practical training that exam prep alone cannot provide.
1. Welcome
2. The case story
3. Environment setup
4. Configuration for Dynamics 365 Sales
5. Working with leads, opportunities, quotes, orders, and invoices
6. Analysis & forecasting in Dynamics 365 Sales
7. Closing
This course is part of the Customer Engagement Learning Journey
Get a subscription
Unlimited access to all courses, Learning Journeys and ongoing instructor support
Why switch to a subscription?
- More training for less budget
- Stay relevant in a fast-changing industry
- Courses created by MCTs and MVPs
- Faster onboarding for new hires
- Guidance for all certifications
Who is this course for?
This booster is designed for functional sales consultants, specialists, and end users who want to build deep, practical expertise in Dynamics 365 Sales. Completing the Core Dynamics 365 Sales Foundation booster is recommended before starting this course.
What will you learn?
- How to configure the organisational foundations of Dynamics 365 Sales, including organisation structure, currencies, fiscal year settings, and the full product catalogue.
- How to set up discount lists, price lists, product families, and products, and how segments and sequences support a structured sales approach.
- How to manage the complete sales cycle in Dynamics 365 Sales, from lead generation and qualification through opportunity management, quoting, ordering, and invoicing.
- What multi-currency sales scenarios look like in practice and how to handle leads, opportunities, and quotes across different currencies.
- How to set and track sales goals in Dynamics 365 Sales and use goal metrics to monitor individual and team performance.
- How to use sales forecasting tools in Dynamics 365 Sales to analyse pipeline performance and support data-driven sales decisions.