AB-6004: Introduction to service in Dynamics 365
Course Price: Original price was: $500.00.$400.00Current price is: $400.00.
Course Price
Original price was: $1,200.00.$1,000.00Current price is: $1,000.00.
17% OFF. Expires in
MB-280T02: Empower sellers with Dynamics 365 Sales
The MB-280T02: Empower Sellers with Dynamics 365 Sales course focuses on enabling sales professionals and customer experience analysts to maximize seller productivity using Dynamics 365 Sales, Sales Accelerator, goal management, integrated productivity tools, and Copilot for Sales. This course explores how Dynamics 365 Sales supports complete seller journey, from lead and opportunity management to forecasting, goal tracking, and AI-assisted selling. Learners gain hands-on exposure to core sales capabilities that help sellers prioritize the right activities, follow guided sales sequences, and maintain consistent engagement with prospects and customers. Sales Accelerator helps sellers focus on high-value actions, automate follow-ups, and stay aligned with proven sales processes.
By the end of this course, learners will be able to:
- Enable sellers to manage leads, opportunities, and activities efficiently using Dynamics 365 Sales.
- Drive seller focus and consistency with Sales Accelerator and guided sales workflows.
- Apply goal management and performance tracking to improve sales accountability.
- Enhance seller productivity through Microsoft 365 integration and in-context selling tools.
- Leverage Copilot for Sales to deliver AI-assisted insights and smarter customer engagement.
Who should attend MB-280T02: Empower sellers with Dynamics 365 Sales course ?
For Professionals
This course is ideal for professionals who use Dynamics 365 Sales daily or configure it to support sellers, including Sales Executives & Account Managers, Sales Managers & Team Leads, CRM / Dynamics 365 Functional Consultants, Sales Operations & Revenue Operations (RevOps) Professionals, Business Analysts (Sales Domain), Pre-Sales & Customer Success Professionals
For Businesses
Organizations should nominate employees who directly influence sales execution, productivity, and revenue outcomes, including Sales teams using Dynamics 365 Sales, Sales Managers and Regional Heads, CRM / Dynamics 365 Administrators and Functional Consultants, Sales Operations & Analytics Teams, Organizations adopting Microsoft 365 Copilot for Sales.
Prerequisites for the "MB-280T02: Empower sellers with Dynamics 365 Sales" Certification Course
Before attending this course, students should have familiarity of business applications and the desire to customize and implement them for your business.
Key Features of Flexmind MB-280T02: Empower sellers with Dynamics 365 Sales Training
This training is delivered by Flexmind through flexible online and offline formats and is designed to align with the most current certification exam requirements. The key features of this training are as follows:
Course Duration
The course has a total duration of 16 hours and is completed over 2 days.
Instructor-Led Training
Delivered by a senior Microsoft Certified Trainer with real-world, enterprise-scale experience in Dynamics 365 Sales implementations.
Microsoft Official Courseware
Delivered by Flexmind using official Microsoft courseware, this program blends study material, hands-on labs, and applied workshops with instructor-led guidance throughout.
Applied Workshop
The final-day applied workshop allows learners to practice their skills by selecting a scenario and building a complete solution, including any required automation.
Course Completion Certificate
Course completion includes certification, formally validating the skills gained and reinforcing professional credibility.
Course Outline
Module 1: Introduction to Dynamics 365 Sales and Microsoft 365 Copilot for Sales
- Dynamics 365 Sales overview and navigation
- Sales product offerings and licensing options
- Sales data model and sales lifecycle (lead to invoice)
- Business process flows and Sales Accelerator
- Sales Insights, LinkedIn integration, and AI agents
- Microsoft 365 Copilot for Sales capabilities
Module 2: Configure organization and management settings
- Dataverse data model, relationships, and security
- Sales territories, fiscal years, currencies, and goals
- Auto‑numbering and organizational settings
- App customization options and security roles
Module 3: Set up and configure supporting applications
- Exchange and email integration with Dynamics 365 Sales
- Server‑side synchronization and email tracking
- Copilot configuration inside Dynamics 365 Sales
- Microsoft Teams and Outlook app integration
- SharePoint‑based document management
- Lab – Set up a Dynamics 365 Sales trial
- Lab – Configure supporting applications
Module 4: Track customer interactions with activities
- Tracking customer interactions using activities
- Managing emails, calls, tasks, and appointments
- Viewing activities in lists and timelines
Module 5: Manage leads in Dynamics 365 Sales
- Creating and managing leads from multiple sources
- Lead qualification and disqualification processes
- Duplicate detection, business card scanning, and email validation
- Predictive lead scoring and lead prioritization
- Sales Qualification Agent concepts and configuration
Module 6: Manage opportunities with Dynamics 365 Sales
- Creating and managing opportunities and sales pipeline
- Opportunity lifecycle, competitors, and ownership
- Working with opportunity views and pipeline dashboards
- Predictive opportunity scoring and prioritization
- Opportunity Research Agent insights and risk analysis
- Lab – Manage leads and opportunities
Module 7: Manage and organize your product catalog with Dynamics 365 Sales
- Product catalog concepts and sales lifecycle usage
- Managing currencies and transaction pricing
- Defining products and product lifecycle
- Unit groups, product families, and hierarchies
- Product bundles and product properties
- Price lists, discount lists, and pricing methods
- Custom pricing options and extensibility
- Lab – Configure the product catalog
Module 8: Process sales orders with Dynamics 365 Sales
- Sales order process from quote to invoice
- Creating, revising, and activating quotes
- Generating orders from accepted quotes
- Managing order fulfillment and tracking
- Creating and managing invoices
- Lab – Build quotes
- Lab – Orders and invoices
Module 9: Define and track goals in Dynamics 365 Sales
- Configuring fiscal year and fiscal period settings
- Understanding goals, targets, and progress tracking
- Creating individual, parent, and child goals
- Defining goal metrics and rollup calculations
- Configuring rollup columns for actual and in‑progress values
Module 10: Manage forecasting in Dynamics 365 Sales
- Forecasting concepts and business use cases
- Configuring forecasts using rollups and hierarchies
- Creating forecasts using built‑in templates
- Managing forecast access, sharing, and drill‑down views
- Working with predictive and premium forecasting features
Module 11: Work with business process flows
- Business process flow concepts, stages, and steps
- Creating and configuring business process flows
- Conditional branching, stage gating, and multi‑entity flows
- Securing and ordering business process flows
- Lab – Configure a business process flow
Module 12: Enhance productivity with Dynamics 365 Sales Insights
- Sales Insights features and configuration overview
- Assistant Studio and insight card customization
- Productivity intelligence and email engagement
- Relationship analytics and health scoring
- Predictive lead and opportunity scoring models
Module 13: Set up Sales accelerator
- Sales accelerator concepts and workspace setup
- Configuring work lists and prioritizing sales activities
- Customizing the Sales accelerator workspace
- Using Up Next widget and work list actions
Module 14: Create sales sequences and assignment rules
- Creating and managing sales sequences
- Using the sequence designer and sequence steps
- Connecting sequences to leads and opportunities
- Configuring assignment rules and lead distribution
Module 15: Work with segments
- Creating and managing segments in Sales accelerator
- Segment conditions, priorities, and simulation
- Associating segments with sequences
- Using segments for automated record assignment
Module 16: Engage with customers through text messages
- Sending and receiving customer text messages
- Configuring SMS providers and phone numbers
- Text messaging from sales and custom forms
- Managing conversations, routing, and delivery reports
- Lab – Configure sequences
Module 17: Analyze data in Dynamics 365 Sales
- Analytical options for sales data insights
- Using Advanced Find for data filtering and analysis
- Excel integration and inline Excel analysis
- Exporting Dynamics 365 data to Excel
- Out‑of‑the‑box analytics tools, charts, and dashboards
- Creating and using charts and dashboards
Module 18: Analyze data with Power BI
- Power BI capabilities for sales data analysis
- Embedding Power BI dashboards in Dynamics 365
- Creating visualizations using Power BI within Dynamics 365
- Lab – Configure a dashboard
Module 19: Get started with the Dynamics 365 Sales mobile app
- Overview of the Dynamics 365 Sales mobile app
- Deploying and signing in to the mobile app
- Using the homepage and meeting insights
- Searching and managing records on the go
- Customizing mobile forms and quick view layouts
Module 20: Boost sales performance with Microsoft 365 Copilot for Sales
- Copilot for Sales capabilities and integrations
- AI‑powered email, meeting, and content generation
- Sales meeting summaries and conversation intelligence
- Using CRM data in Outlook, Teams, and Word
Module 21: Install and deploy Microsoft 365 Copilot for Sales
- Copilot for Sales architecture and core components
- Managing the app in Microsoft 365 admin center
- Configuring user roles and security privileges
- Installing Copilot for Sales in Outlook and Teams
- Customizing CRM forms, editing, and extensibility
Class Schedule
Instructor‑Led Training
- 16 Hours of Instructor‑Led Training
- One‑to‑one doubt‑resolution sessions
- Microsoft Official Lab Access
Learning Objectives
After completing the MB-280T02: Empower sellers with Dynamics 365 Sales course, learners will be able to:
- Manage the complete sales lifecycle by effectively using Dynamics 365 Sales to track leads, opportunities, activities, products, quotes, and orders.
- Improve seller productivity and engagement by configuring Sales Accelerator, business process flows, and AI‑driven Sales Insights features.
- Enable data‑driven sales decisions by analyzing pipelines, goals, forecasts, and performance dashboards using Dynamics 365 analytics and Power BI.
- Enhance selling efficiency with AI by leveraging Microsoft 365 Copilot for Sales for email insights, meeting summaries, action items, and CRM updates.
- Support mobile and modern selling scenarios by using the Dynamics 365 Sales mobile app and Microsoft 365 integrations to work effectively from anywhere.
About MB-280 Certification Exam
To help you understand the assessment better, here are a few important details about the exam.
| Exam Name | MB-280: Microsoft Dynamics 365 Customer Experience Analyst |
|---|---|
| Who should Apply | Administrator |
| Duration of Exam | 100 Minutes |
| Fees | Rs. 4,865 (India), $165 USD (United States) |
| Level of Difficulty | Intermediate |
| Type of Credential | Microsoft Certification |
| Languages | English, Japanese, Chinese (Simplified), German, French, Spanish, Portuguese (Brazil), Arabic (Saudi Arabia) |
| Exam Retake | Exam retake allowed after 24 hours |
| Quality Check during Assessment | The online exam is proctored |
The table below represents the weightage of each study area in the exam. Areas with higher percentages are expected to have more questions.
| Study Area | Percentage |
|---|---|
| Implement Dynamics 365 Sales | 30-35% |
| Configure and customize Dataverse and model-driven apps | 35-40% |
| Demonstrate Dynamics 365 Customer Insights capabilities | 10-15% |
| Extend and enhance Dynamics 365 Sales capabilities | 10-15% |
