D365 Sales Functional Consultant
Master Microsoft Dynamics 365 Sales with this comprehensive training focused on functional configuration and CRM optimization.
Course Guaranteed to Run
Course guaranteed to run. If only one participant registers, the course is converted into private flexible 1-to-1 training and consulting.
Why This Course Matters
The Business Problem We Solve
Most Dynamics 365 Sales deployments underperform because the system is configured by IT generalists rather than sales operations specialists. The result is predictable and costly: adoption resistance from sellers who find the CRM more burdensome than helpful, data quality decay from inconsistent entry, and complete loss of pipeline visibility for management. This course trains the CRM administrators, sales ops managers, and functional consultants who build and maintain the system to do so with genuine functional sales expertise — not just technical access.
Who This Course Is Built For
CRM Administrator The configuration depth to build a system that sales reps actually adopt and use daily, from forms and views to sequences and AI scoring. Sales Operations Manager Automated pipeline visibility, forecast configuration accuracy, and the ability to drive quota management from within D365 — without manual spreadsheets. Functional Consultant Full MB-210-aligned configuration skills across the complete D365 Sales functional surface, from data model to Copilot integration. IT Project Manager Delivery risk reduction through a structured understanding of functional dependencies, user adoption levers, and integration decision points.
What You Will Be Able to Do
• Configure the complete opportunity lifecycle — from lead qualification through forecast category to closed-won — aligned to your organisation's sales methodology. • Build multi-step Sales Sequences in the Sequence Designer that automate outreach cadences and activity follow-ups across email, phone, and LinkedIn. • Set up AI-powered predictive lead scoring and opportunity scoring, including threshold configuration and score reasons surfaced to sellers. • Deploy forecasting with multi-level territory rollup, rollup field configuration, and quota import — replacing Excel-based forecast processes. • Integrate D365 Copilot for opportunity summaries, lead summaries, account news, and AI-assisted email drafting from live CRM context. • Automate sales follow-up actions using Power Automate flows triggered by opportunity stage changes, close date proximity, and score thresholds.
Who Should Attend
What You Will Be Able to Do
- Identify the core entities, relationships, and data model components of Dynamics 365 Sales and articulate their impact on CRM adoption.
- Configure the lead and opportunity lifecycle including qualification workflows, business process flows, pipeline stages, and forecast categories.
- Customise forms, views, charts, and system settings to align D365 Sales with the organisation's sales methodology and reporting requirements.
- Analyse pipeline health using forecast configurations, rollup fields, goal management, and territory hierarchy structures.
- Implement Sales Sequences using the Sequence Designer to automate cadences, activity templates, and multi-step follow-up workflows.
- Optimise seller productivity by configuring AI-powered predictive lead scoring, opportunity scoring, and relationship analytics dashboards.
Programme
Practical Exercises & Labs
- Configure custom opportunity forms. Create a business process flow from lead to opportunity closure. Build a sales cadence sequence using the Sales Sequence designer. Configure forecast models.
Practical Deliverables
Teaching Methods
Certification & Exam Alignment
Certification alignment: MB-210: Microsoft Dynamics 365 Sales Functional Consultant Associate examination preparation.
This course constitutes direct preparation for the MB-210: Microsoft Dynamics 365 Sales Functional Consultant Associate examination. The MB-210 exam is administered independently at Pearson VUE testing centres and is not included in the course fee. DanAf Consulting provides participants with an MB-210 exam readiness self-assessment at course conclusion.
The exam is not automatically included unless explicitly stated. The exam may be administered independently by the relevant certification body or testing provider.
Prerequisites
Assessment
Delivery Options
Upcoming Sessions
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