MBIT Training Ltd

Sales Management in Microsoft Dynamics CRM 2016 Update 1 (80802)

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.
SKU: 80802
GTIN: 80802
Manufacturer: Microsoft
£500.00 (GBP)

Delivery: Blended learning
OR On-site (Private delivery)
Minimum number of delegates: 1:1
Maximum class size: 20
Delivery date: (as requested by customer)
Offers: contact for details however 20% consecutive discount on all group bookings.
Next availability: Immediate
Applicable for: Application Developer, Data Analyst, Programmer
Offers: contact for details

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.

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?

  • Introduce the basic records types and business processes that are involved in the service module
  • Analyze how to use features such as queues and the knowledge base for case management and quicker resolution times
  • Explore the Interactive Service Hub to show how it can improve and speed up customer service
  • Engage in the customer portal to increase customer satisfaction
  • Evaluate the schedule board and proper resources assigned to field service tasks for an enhanced service scheduling process

WHAT ARE THE PREREQUISITES TO CONSUME THIS COURSE?

  • Some basic experience using Windows applications
  • Knowledge of basic sales, marketing, and customer service roles in a business
  • Some knowledge of common Microsoft Dynamics CRM record types is preferred