80727AE: Sales Management in Microsoft Dynamics CRM 2016 Training

3896 Learners

80727AE: Sales Management in Microsoft Dynamics CRM 2016 training aims to insight the candidates on analyzing the parts of the sales cycle as well as its overall success. Through Sales Management in Microsoft Dynamics CRM 2016 training the candidates will learn how to use the components used in Microsoft Dynamics CRM Sales Management and explains how they can apply to various business scenarios.

The Sales Management course provides information on the full functionality of the Sales functionality of the Microsoft Dynamics CRM 2016. The training offers the information about various customer scenarios, lead through opportunity management, product catalog management, sales transaction processing, goal management, and sales analysis.

Following are some of the objectives of the Sales Management in Microsoft Dynamics CRM 2016 training:

Exploring the default sales management functionality within Microsoft Dynamics CRM
Guidance on the opportunity process flow
Maintaining lead record management
Configure the product catalog
Explaining the sales ordering process
Walking through the creation of metrics and goals within sales management
Providing an overview of sales analysis and its business impact on an organization

Target audience

Candidates from Marketing and Sales background should opt Sales Management in Microsoft Dynamics online course

Prerequisites

The prerequisites for this training:

Basic experience using Windows applications.
Basic understanding of Sales in Microsoft Dynamics CRM.
Completion of the Microsoft Dynamics CRM Introduction course.

Following are some of the objectives of the Sales Management in Microsoft Dynamics CRM 2016 training:

Exploring the default sales management functionality within Microsoft Dynamics CRM
Guidance on the opportunity process flow
Maintaining lead record management
Configure the product catalog
Explaining the sales ordering process
Walking through the creation of metrics and goals within sales management
Providing an overview of sales analysis and its business impact on an organization

Target audience

Candidates from Marketing and Sales background should opt Sales Management in Microsoft Dynamics online course

Prerequisites

The prerequisites for this training:

Basic experience using Windows applications.
Basic understanding of Sales in Microsoft Dynamics CRM.
Completion of the Microsoft Dynamics CRM Introduction course.

80727AE: Sales Management in Microsoft Dynamics CRM 2016 Training Course Content

Introduction to Sales Management
Lead Management
Working with Opportunity Records
Product Catalog
Sales and Order Process
Metrics and Goals
Sales Analysis

1. Introduction to Sales Management

Customer Scenarios
Basic Record Types
Business and Branching Process Flows
Sales Literature
Competitors
Sales Territories
Currency Configuration
Social Engagement

2. Lead Management

Role of Lead and Opportunity Records
Lead Opportunity Process Form and Ribbon
Track and Convert Leads

3. Working with Opportunity Records

Understand Opportunities
Opportunity Management
Closing Opportunities
Connect with Records
View Resolution Activities
Opportunities and Views
Quick Create

4. Product Catalog

Product Catalog Components
Unit Groups
Product Configuration
Price Lists
Tailored Price Lists
Discount Lists
Currency Management
Product Relationships
Product Families and Properties
Product Bundles and Relationships
Products in Hierarchical Charts

5. Sales and Order Process

Add Line Items to Opportunities
Write-In Products
Different Currencies
Exchange Rate
Quotes from Opportunities
Quote Management
Orders
Invoices
Goal Management

6. Metrics and Goals

Sales Metrics
Fiscal Periods
Goals
Parent and Child Goals
Rollup Queries

7. Sales Analysis

Built-In Reports
Export Microsoft Dynamics CRM Data
Charts and Dashboards
Types of Charts
System Charts
Work with Dashboards
Share Dashboards, Charts, and Queries
PowerBI Dashboards

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