80802 Sales Management in Microsoft Dynamics CRM 2016 Update 1
This course describes the components used in Microsoft Dynamics CRM Sales Management and explains how they can apply to various business scenarios.
TARGET AUDIENCE
It provides information about various customer scenarios, lead through opportunity management, product catalog management, sales transaction processing, goal management, and sales analysis.
COURSE OBJECTIVES
The Sales Management course within Microsoft Dynamics CRM provides a flexible framework for organizations to track, manage, and analyze parts of their sales cycle as well as its overall success. This course describes the components used in Microsoft Dynamics CRM Sales Management and explains how they can apply to various business scenarios. It also details the entities or record types that Microsoft Dynamics CRM uses to track sales from potential to close. With this information, organizations can determine which aspects of the Sales module framework are appropriate for their organization. The Sales Management course provides information on the full functionality of the Sales functionality of Microsoft Dynamics CRM 2016. It provides information about various customer scenarios, lead through opportunity management, product catalog management, sales transaction processing, goal management, and sales analysis.
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COURSE OUTLINE
1 - INTRODUCTION TO SALES MANAGEMENT
a. Module Overview
b. Customer Scenarios
c. Basic Record Types
d. Business and Branching Process Flows
e. Sales Literature
f. Competitors
g. Sales Territories
h. Currency Configuration
i. Microsoft Social Engagement
j. Module Review
k. Module 01: Test Your Knowledge Questions
l. Module 01: Practices
2 - SALES MODULE SETUP
a. Module Overview
b. Add Line Items to Opportunities
c. Write-In Products
d. Different Currencies
e. Exchange Rates
f. Quotes from Opportunities
g. Quote Management
h. Orders
i. Invoices
j. Goal Management
k. Module Review
l. Module 02: Test Your Knowledge Questions
m. Module 02: Practices
3 - LEAD MANAGEMENT
a. Module Overview
b. Role of Lead and Opportunity Records
c. Lead Opportunity Process Form and Ribbon
d. Track and Convert Leads
e. Module Review
f. Module 03: Test Your Knowledge Questions
g. Explanation Lesson 2: Upon qualifying or disqualifying a lead, that record becomes locked and is no longer editable.
h. Practices
i. LAB: CREATE AND DISQUALIFY A LEAD
Actual course outline may vary depending on offering center. Contact your sales representative for more information.
