Sales Management in Microsoft Dynamics CRM 2016 - 80802 Course Outline
Special Note to New Hampshire Residents
This course has not yet been approved by the State's Department of Education. Please contact us to get an update as to when the class should 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
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
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