This course introduces the capabilities of Sales Management in Microsoft Dynamics CRM that allow you to track and manage the sales process from potential to close. It provides insight on using the Product Catalog and process sales information. It also introduces some of the tools used to analyze and report on sales information.
This course is designed for new partners and customers of Microsoft Dynamics CRM that want to learn about the available sales features in the Microsoft Dynamics CRM product.
This module introduces the capabilities of Microsoft Dynamics CRM that allow you to track and manage the sales process from potential to close.
This module describes the role of the product catalog in Microsoft Dynamics CRM and the benefits of using it. It shows the tasks that are required to configure a product catalog, including setting up and maintaining unit groups, products, and price lists. It also describes and demonstrates the important role of the product catalog and price lists in the sales process.
This module discusses the tools used to capture important sales information and uncover new business opportunities. Although, quotes, orders, and invoices are an important part of the sales processes and provide a complete view of the customer, implementing a sales process allows users to initiate, track, and close sales consistently and efficiently.
This course discusses a number of tools you can use to analyze and report on sales-related information in Microsoft Dynamics CRM.
Lab: Qualify and Convert Leads
Lab: Running a Dialog Process
Lab: Create a Special Offer Price List
Lab: Use a Special Offer Price List for an Opportunity
Lab: Create Multiple Quotes from an Opportunity
Lab: Convert a Quote to an Order
Lab: Create a Sales Goal for Opportunities
After completing this course, students will be able to: