Managed Business & IT Training Solutions

MBIT Training Ltd

Sales Management in Microsoft Dynamics CRM 2016 (80727)

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.
SKU: 80727
GTIN: 80727
Manufacturer: Microsoft
£500.00 (GBP)

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 helps prepare you for exam MB2-713.

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?

  • 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

WHAT ARE THE PREREQUISITES TO CONSUME THIS COURSE?

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