Sales Management in Microsoft Dynamics CRM 2011 Training Course
Course 80291
|
|
Course Overview
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 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.
Course Outline
Module 1: Introduction This module introduces the capabilities of Microsoft Dynamics CRM that allow you to track and manage the sales process from potential to close. Lessons
Lab : Running a Dialog Process After completing this module, students will be able to:
Module 2: Working with the Product Catalog 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. Lessons
Lab : Use a Special Offer Price List for an Opportunity After completing this module, students will be able to:
Module 3: Sales Order Processing 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. Lessons
Lab : Convert a Quote to an Order After completing this module, students will be able to:
Module 4: Analysis, Reporting and Goals This course discusses a number of tools you can use to analyze and report on sales-related information in Microsoft Dynamics CRM. Lessons
After completing this module, students will be able to:
|
Have a Microsoft Voucher? |
Alexandria | Atlanta | Austin | Baltimore | Birmingham | Boise | Boston | Boulder | Buffalo | Charleston | Charlotte | Chicago | Cincinnati | Cleveland | Columbus | Dallas | Denver | Des Moines | Detroit | Hartford | Houston | Indianapolis | Jacksonville | Kalamazoo | Las Vegas | Los Angeles | Melville | Nashville | New Orleans | New York | Orlando | Overland Park | Palm Beach Gardens | Philadelphia | Phoenix | Pittsburgh | Princeton | Providence | Raleigh | Reno | Salt Lake City | San Antonio | San Diego | San Francisco | Savannah | Scottsdale | Seattle | St. Louis | Tallahassee | Tampa | Toronto | Washington DC | Wichita