Managed Business & IT Training Solutions

MBIT Training Ltd

Sales and Marketing in Microsoft Dynamics CRM Online (80669)

The Sales module 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.
SKU: 80669
GTIN: 80669
Manufacturer: Microsoft
£500.00 (GBP)

The Sales module 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

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

Format: Blended learning for on-site, private delivery. A combination of e-learning with trainer input from a Microsoft Certified Trainer.

WHAT ARE THE GOALS FOR THIS COURSE?

  • Create price lists and configure as appropriate for different customers, marketing campaigns and special offers.
  • Set up different price lists for different types of customers and marketing campaigns.
  • Create Tailored Price Lists
  • Create Product Bundles
  • Viewing Products in Hierarchical charts
  • Demonstrate how to add line items to an opportunity.
  • Describe how to generate quotes from an opportunity. 
  • Explain and demonstrate how to work with different currencies. 
  • Create and edit quotes, orders, and invoices in Microsoft Dynamics CRM. 
  • General understanding of Marketing Lists
  • Identify when to use a Quick Campaign
  • Capture and manage campaign responses
  • Create and manage sales goals for individuals, teams, and the organization.
  • Configure Fiscal Periods.
  • Define Parent and Child Goal Records.
  • Create Rollup Queries.
  • Use Lists, Views and Charts to obtain important sales information.
  • Use sales reports to review potential opportunities, forecast revenue, and analyze sales productivity.
  • Export the results of an Advanced Find or view a Microsoft® Office Excel® spreadsheet using the Export to Excel feature.
  • Create and manage sales goals for individuals, teams, and the organization.
  • Create and share personal charts and system charts.
  • Work with and create dashboards.

WHAT ARE THE PREREQUISITES TO CONSUME THIS COURSE?

Before attending this course, students must have:

  • Some basic experience using Windows applications.
  • Knowledge of basic sales and marketing roles in a business.
  • Completion of the Microsoft Dynamics CRM Introduction course.