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Microsoft Dynamics 365 Sales Module Overview
2. Dynamics 365 For Sales Process Flow
So you now understand the fundamental sales terminologies in Dynamics 650. Let me take you through the process flow that is by default available in Dynamics 55, right? So let's start with the process. So the first step in the process is to create a lead. So as I explained, the lead can be your potential sale or a potential customer, right? So the first step is to create a lead in Dynamics 365. And then once the lead shows interest in your products or services and asks for more information, it means they are interested, right? So when they are interested, you qualify that lead, and that becomes your opportunity. This is referred to as lead qualification.
So as soon as you lead qualification, two things happen. Whatever information you have collected about a lead becomes contact information, and whatever information you have collected about a company becomes the company details that become your account. So it's an automatic process. You do not need to create a contact or account from the lead. And if existing accounts or contacts are available for that particular lead, the system is going to pick them up automatically. So it is not going to create a duplicate. So once you have the opportunity, it means you have shared the details with the customer. So they ask you for more information. So you add all the products to the opportunity, all the prices, all the things, define the opportunity, and create a quotation, right? So when you create a quotation, you might need to create multiple versions because customers might negotiate with you.
So you define the code, you create the code, and you send it to the customer. If they ask for some changes, you negotiate with them, and then you revise the code. So you can create an unlimited number of revisions. And it is not going to delete the previous one; it is going to keep the previous one for history. So the sales quote is created once the prospect says, "Yes, I'm interested in these products and services, and I like the quote, so I want to go ahead with this." What you do is convert that quotation into an order. It means it's a confirmation from customers, and the order is created. So what happens in the background? The system closed the opportunity as one and generated an order. So once you get the confirmation from the customer and they send you the purchase order, that becomes your sales order. And after you receive the purchase order from them, you deliver whatever you have promised.
So it can be training, a product, or any service that you have delivered to the customer. So once you have delivered what you have promised the customer, it's time to send them an invoice. It means the work is finished, and you are sending the invoice so that they can make payments. So this is the standard dynamic process. 65. So in case your company is following a different process or there are additional steps in between these processes, that can be incorporated into Dynamics 365 for Sales. So it starts with lead. And once the lead shows interest, it becomes your opportunity, and you qualify the lead. That is referred to as lead qualification. An account and contact are created. Then you create a sales quotation and send it to the customer. When the customer agrees, you confirm that sales quotation and create it as a sales order. Finally, after you've delivered the products and services, you send the invoice so the customer can pay. And in the next video, I'm going to show you the demonstration of the application and how these are done in Dynamics 650. So that's it for this video. and I will see you in the next tutorial.
3. Dynamics 365 For Sales Application Navigation
Alright, so welcome to this training video. You learned about the process flow in the previous video. So it's time I show you the application and how this process flow is configured in Dynamic 65 for sales. So let's see that. So this is how the application looks like.and let me walk you through the application. Alright, so this is the Dynamic 65 application.
And here you can see the sales module. So by default, you will see the sales module. You have a dashboard. So when you log into the MCSFOR application, you will see the dashboard. So you can see the funnel, you can see the bar charts, and you can see all the information that a person needs to work on. So this is personalised as per the user. It means you can see open leads and open opportunities.
And it says my up activities, which means whatever activities I need to work on, right? So every person who is using Dynamic 65 for Sales will have their own dashboard. All right, so let me show you the accounts. So you go to the menu and select Sales. Under that, you have customers. So under customers, you can see accounts and contacts. When you click on Accounts, you'll see a list of any active accounts I'm working on. When you open any account, it's going to show all the information about the account. So Account is an organization, as I explained earlier. So you can see that you have account information, addresses, recent opportunities that you work with, and who the contact persons involved and who are available in the organisation that you are contracting with in case of any issues. And you can see all the other information here.
So this is all about the company. The next one is contacts, where you capture your customers as an individual. So you can see the information for all the contacts that are available for you to work on. And these can be the contacts that are associated with any account or company, right? So here, you can capture all the details. The next one is leads. So whatever leads you to your current project, you will find it here. So you can open any of the leads. So let me just show you that. and here you can see the process. So this is how the process works. As you can see in the bar, they are qualified, develop, propose, and close.
So this is a business process flow that allows users to follow the step-by-step process so they don't miss anything. And then you capture all the information. So you can either put all of the information here that, yes, these are the processes that the person must complete in order to progress to the next stage, right? So once this is complete, you can click on Next Day, and it will go to the next stage, right? So this is the way you can capture It has all the information that you need to capture a lead to capture.
Once you know that the lead is qualified, you can click on qualify to make it an opportunity. And it will not create any new accounts if you already have a customer. And if you don't have the existing contact, then it is going to create the contact with this name. So you qualify that, it becomesa portion of an accountant. Contacts are created. If you disqualify that, it means the prospect is no longer interested. You have the option of clicking "Lost," "Cannot contact," "No Longer interested," or "Cancel." So you can select anyone, and this will be added to your open list.
So once you qualify, it becomes your opportunity. So let me show you that. So take advantage of opportunities. So here you can see this is the opportunity, and it basically shows that, okay, the qualification is done. It means the next stage has been developed. So developing is also done in this case. The stage is currently proposed. And you can see that flag here. It means that this is the current stage on which the team is working, specifically the sales team. And there you can capture all of the information, such as the current situation and the customer's needs, the proposed solution, the products you are offering them, and whether or not you have sent them a quote. So you can capture and create those kinds of things. And once it is done, you can basically define close as one or close as lost, right? If it's lost, then you go to court.
So you click on sales and then quotations. And here you have my quotes. So you can open the quote that you want to work with. And here you'll see all the information about the quotes. You can make changes and add other information. So you can add new products, change the pricing, and everything. So once you know that the customer is okay with the quotation, you can just activate the code, print it, and send it to the customer. So once they confirm, you can just convert it to an order. So you can just say that the system is going to ask, "Do you want to close the opportunity associated with this?" Then you can just say yes. If you do not want to close the opportunity, there are other options available to you. So I'll just say close the opportunity, calculate the amount from the course, and click okay.
So once the quotation is converted to an order, the opportunity is automatically closed. So here it is: the order is created with the same information, and you can see what the opportunity is. So when you click on the opportunity, you will see that its status is "one," right? So it means that it is being converted to an order, and it is week one. From here, you can fulfil the order. So you click on "Fulfill Order" and enter the description if you want to click "Fulfill."
It means that you have delivered whatever services you promised. And finally, you create the invoice. So you click "Create Invoice," and an invoice is created that you can print and send to the customer. So you might have an internal process. So there will be a review saying, "Okay, this is the price, and do you want to send it?" So once it is done, you can just say "confirm invoice." It means the invoice is confirmed, and you print it and send it to the customer. And once the customer makes payment, you can just say "invoice paid," right? It is a portion of the total payment. You can just say that you can select one and click OK. And here you can see those invoices placed.
So this is how the complete sales process work and make 65.There are a lot of things available in between. There are a lot of configurations that need to be completed before you can actually start working on this. So this is the introduction course. So I'm not going to go into detail about it, but I've shown you the complete cycle. That is how you can create a lead, how you can convert that to an opportunity, and then create quotations.
From there, you create the order, which automatically closes the opportunity, and finally you can convert that quotation into an order. An order can be converted to an invoice, which can be sent to the customer, and the invoice is paid by the customer. You mark the invoice as paid. So this is just a standard procedure, and you can see that the current procedure is available in dynamic 65. If you have a different process that you want to incorporate, that can also be included in the process because it has its own customised module. Alright, so that's it. In this video, I've covered the sales process, and in the next video, I'm going to show you the different modules. So I'll see you later.
Microsoft Dynamics 365 Marketing Module Overview (Not Adobe Marketing Cloud)
1. Dynamics 365 For Marketing Important Terminologies
Alright, so welcome to this new training module. In this module, you will learn about marketing. So in this video, I'm going to explain the different marketing terminologies that you should be aware of so that you can start working in Dynamic 65. Now, this is not the Adobe marketing cloud; it is the base module that comes with dynamic CRM. So I'm going to explain to you the different terminologies, and then I'm going to take you through the process flow and then show you the application. So, the first piece of terminology you should know is about marketing lists. So a marketing list allows you to group your accounts, contacts, and all leads together for marketing.
So, for example, you have two marketing lists. Marketing list one has all the people who are interested in product A, and marketing list two has all the people who are interested in product B, right? So if you want to communicate with the people who are interested in product A, you will send an email or other communication to marketing list one. So a marketing list allows you to group contacts, accounts, and all leads together to differentiate what they are interested in. And you can either choose it from your account, contacts, or leads. You cannot choose multiples from the same marketing list. So if you create one marketing list, it can be either accounts or contacts; it means you can add all the accounts; it can be contacts; it means you can enter only contacts there; and it can be leads; you can enter only leads or select only leads for that marketing list. And there are two types of marketing lists.
One is dynamic, and one is static. So, in static lists, you manually enter all the members into the list, whereas in dynamic lists, you define a criteria and anyone who meets those criteria or parameters is automatically added to your list, correct? So this is all about the marketing list. The next one is campaigns. So campaigns allow you to plan and execute your marketing projects. So whenever you have any new things coming up, maybe an advertisement, a roadshow, or an event, then that becomes your campaign, and you can manage your entire campaign in Dynamics 365 in this marketing module. So you can define the campaign details: what is this campaign all about, what is the type of campaign, and what are the details? The start and end dates Then you choose the marketing list. So you decide which marketing list I should target with this campaign? So the marketing list has contacts, accounts, and leads, and when you include the list in your campaign, you interact with those people.
So you can choose multiple marketing lists in a campaign, and then you create and run marketing activities for the execution of the campaign. And finally, you derive the campaign performance, which says how many leads were generated from this campaign. All right, so these are the two important things you should know before you start working in Dynamics 365 marketing. This is not the Adobe marketing but the base marketing, which is in CRM. Also, you will see different types of accounts, contacts, and lead product sales literature. So these are the same as in Dynamics 365 for Sales. The only thing is, these are the links available in the marketing module as well. All right, so that's it for this video. And in the next video, I'll explain how the marketing process works in Dynamic 365.
2. Dynamics 365 For Marketing Process Flow
Alright, so welcome to the training video. In the previous video, you learned about marketing terminologies. Now in this video, I'm going to explain how the marketing process works in Dynamics 365. So let's jump in. So the first step in marketing is planning the campaign. So what exactly do you want to market? So you might want to market your product, the new launches you have, or any special offers that you are running. so that you need to create a campaign. So you need to plan a campaign in Dynamics 6.5. So once you have that information ready, the next thing you need to do is attach the marketing list. So the marketing list will have people who are interested in that kind of promotion. So you can enter multiple marketing lists in your campaign.
So attaching the marketing list is the second step. Once you do that, you define your marketing activities, i.e., what activities you are going to perform in the campaign. For example, if you are running a promotion, you may need to send an email informing people about it, or you may need to send a reminder email. You call individuals and tell them about your marketing campaign. You can send them an email with the coupon code if you are offering any discount, right? So you can define those types of activities in the marketing activities that you must perform. So, once you've defined the marketing activities themselves, you'll need to determine the budget for each one. So you can define budget at two levels. The budget can be defined at both the campaign and marketing activity levels.
So it ensures that how much you have planned for the particular activity And when you start executing this campaign, you will have actual costs that you enter into the system, which is going to sum up all the actuals and show you in the marketing campaign what the budget is that you have planned and how much you have already consumed. So you define the budget, and then you execute the campaign. So whatever activities you have, the step-by-step activities you have are in activity 1234. So those activities begin executing data based on the dates you specify, correct? So when you execute, there are certain things to consider. So, for example, the campaign activity could be making a phone call to the customers.
So when you execute this campaign activity, it is going to create activities for all the customers, and it will be assigned to an individual who is going to make calls. When someone responds to your calls, emails, or follow-ups, that is considered a campaign response, which you can convert into a lead and begin following the sales process from there. So as you can see, marketing is the first step in any business where you have a plan for marketing.
You define all the activities, you define the budget, and you execute the campaign. You generate leads from there. And once you generate the leads, you follow the sales process that I've explained to you in the previous training module. So the sales process begins with you, the lead. Then you create an opportunity, a quotation, an order, and an invoice. So the complete sales process followed once this process was complete. So this is how the standard marketing process works in Dynamic 65. And in the next video, I'm going to show you exactly how it works in Dynamic 65. Application.
3. Dynamics 365 For Marketing Application Navigation
Alright, so welcome to streaming video. You learned about the marketing process flow in the previous video, and now I'm going to explain how marketing works in Dynamics 365. So I'll give you an overview of the Dynamics 55 marketing module. This is how it looks in the application.
So let me walk you through the application. So here we are in Dynamics, and as you can see, we are in marketing. And in marketing, you have a dashboard. So similar to sales, you also have a dashboard in marketing. So you can select the different dashboards available for marketing, social media, and other things. Then this shows everything about what is in the campaign mix and what kind of campaigns you are running. So advertising is like the 13 campaigns; you're running ten campaigns that are for co-branding. There are about nine campaigns for that marketing, and there are nine events which are nine. So you can see the entire campaign mix as well as the budget and actuals month by month. So, how much do you expect to spend on the particular campaign, and how much do you actually spend on it? So those kinds of things are available in the complete dashboard. You are not required to go into detail and view that information. So let me just show you the application.
As a result, the customers you see here are the same as the sales modules. So, as you can see in the sales module, we have account and contact, and here in marketing we also have account and contact. So these are the same account and contact links that are available in sales. The lead is also the same, which is in the Sales module. So if you go here and you can see leads, this is also the same lead link. The next thing is marketing. So let's click "Marketing List," and here you can create all the marketing lists. Let me just quickly show you how you can create a marketing list. So when you click new here, you can create a marketing list. You can enter the name in the marketing template. Here, you can choose whether that's static or dynamic.
So when you say static, you need to manually enter the members, and if it's dynamic, you need to specify the condition. Then, whenever the condition is met and you open the marketing list, the system is automatically going to add or remove those people. So I'll just choose "static," and it's targeted towards an account, contact, or lead. So you need to specify either one of them. So when you say "account," you will be able to add only accounts. If you choose contact, then you will be able to choose only contacts, and if you choose lead here, then you will only be able to add leads from the system. So I'm going to choose contact, and I'll just save it. You can click on this or press Control S. So I'll just save this marketing list, and here you can add the members. You can add the members manually or you can use find that one is fine.
So once you have added this to the marketing list, similarly, you can create multiple marketing lists, which basically show the categorization of your contacts, accounts, or leads. This way, you can create marketing lists. The next thing is campaigns. So now that you have campaigns, you can create campaigns. I'll just show you all the campaigns available, so you have different campaigns that are already available. I'll just open this campaign template, and here you can see the campaign details: the campaign code is automatically generated, the currency, the campaign, what is the campaign type—whether it's advertisement, at, marketing, event co-branding, or other—so you can choose that and you can specify the information, and here you add the marketing list. So when you run this campaign, you should have people whom you are going to market to, right? So you can add the marketing list here, so the current one that we have done is the marketing demo, which you can select and add. So either you can add it to the campaign or to the activities.
So currently we don't have activities; we'll just choose "campaign only," and the marketing list is added. So currently we don't have any members, but if you have any, it's going to show you here. Similarly, you can add multiple marketing lists to the campaign, which it is going to show you here. Then, whatever leads are generated from the campaign will show here what activities you perform in the particular marketing campaign you define here.
Then, you define the budget you've set aside for this campaign, and the total cost actuals come from activity costs. So you define the actual cost that has been uncovered for the activities, and it is going to be summed up and shown to you here. Right? And whatever responses you receive from that particular campaign will be captured here. So once you receive the campaign response, you can convert that campaign response into a lead, and you can start following up with them and completely follow the sales process. So this is how the campaign works. The next thing is quick campaigns. So quick campaigns are associated with only one activity, so you can't create them from here; you must convert them from activities so that each campaign is associated with only one activity.
So this is a quick campaign; it's specific in that when you want to do things quickly, you can use it. The next category is products. So products basically allow you to see all the products that you have in the system and allow you to create new products as well. So if you open any product, you can see here the product details, the primary group and unit group for the price list, and if there are any properties involved, what the price list of the particular item is.
So when you say retail customers, you are going to sell this particular product at $382.95. Similarly, you can create multiple price lists for different kinds of customers. Is there a connection between the products? It means you can upsell, downsell, or cross-sell any products with this. So this is basically what the product is, and you can define those things here. Let us proceed to the next one. The next is sales literature.
So sales literature allows you to upload the documents that you have. So, for example, if I open the computer product line, you can see that it's a product; it's a product sheet, and this is what exactly it is. And you can attach the sales documents. So when you click attach, it is going to open that document. You give the name; you give the keyword. So it's easy to search, and then you can choose the file to attach, and it will be stored in CRM.
Later, you can search the particular sales literature and use it for your business. And then you have reports, alerts, and calendars. So this is all about marketing. It's a very simple process. So there are a lot of things to learn in Dynamics 55 marketing, the fundamental marketing. So when the Adobe marketing release comes out, I'm going to include that as a bonus here to give you the basic overview. So this is what is said about marketing in Dynamics 650. And if you have any questions, please feel free to get back to me. And that's it for this video, and I'll see you later in the next video explaining the new module.
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