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Sales Management in Microsoft Dynamics CRM 2016 - 80802 Course Outline

 (3 days)
Version 365
Special Note to New Hampshire Residents
This course has not yet been approved by the New Hampshire Department of Education. Please contact us for an update on when the class will be available in New Hampshire.

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.

This course contains modules and lessons from 80827: Sales Management in Microsoft Dynamics CRM 2016 as well as new modules and lessons covering Microsoft Dynamics CRM 2016.

What are the goals for this course?
Explore the default sales management functionality within Microsoft Dynamics CRM
Guidance on the opportunity process flow
Maintain lead record management
Configure the product catalog
Explain the sales ordering process
Walk through the creation of metrics and goals within sales management
Provide an overview of sales analysis and its business impact on an organization

Course Outline

Module 1: Introduction to Sales management

Module 2: Sales Setup

Module 3: Lead Management

Module 4: Opportunity Records

Module 5: Product Catalog

Module 5: Metrics and Goals

Module 6: Fantasy Sales Team

Module 8: Sales Analysis
View outline in Word


Attend hands-on, instructor-led Sales Management in Microsoft Dynamics CRM 2016 - 80802 training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of CRM Courses and select the one that's right for you.

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