Продолжительность курса 1 день /8 академических часов

Время проведения — с 10:00 до 17:00

Ближайшие даты проведения тренинга Microsoft CRM.

* Описание курса 80727 Управление продажами в Microsoft Dynamics CRM 2016 представлено на английском языке. Курс читается на русском языке.

Описание курса

About this Course

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.

After completing this course, students will be able to:

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

Course Outline

Module 01: Introduction to Sales Management

Examine common customer scenarios
Review core records and their purpose
Understand how to work with sales literature
Examine the steps to create and maintain competitors
Understand the use of Sales Territories
Learn about currency configuration settings
Explore Microsoft Social Engagement and how it works within Microsoft Dynamics CRM

Module 02: Lead Management

Learn the roles of Lead and Opportunity records
Examine the Lead to Opportunity process flow
Understand lead record management
Learn how to convert activities to leads
Create leads from social media applications

Module 03: Working with Opportunity Records

Gain a conceptual understanding of opportunity records
Create, work with, and close opportunities
Connect competitors to an opportunity record
Learn how to view resolution activities
Manage opportunities from system views
Add a contact to an opportunity using Quick Create

Module 04: Product Catalog

Identify the features and benefits of the product catalog
Create and maintain unit groups for the product catalog
Create and maintain products in the product catalog
Create different types of price lists and configure as appropriate for each specific situation
Learn how to manage currency in Microsoft Dynamics CRM
Create product families and edit properties
Create and maintain product bundles
View products in easy-to-read hierarchical charts

Module 05: Sales Order Process

Add line items and select alternate price lists to opportunities
Learn how to create and add write-in products
See how different currencies impact price calculations and lists
Understand the process of the quotes life cycle
Learn about how to successfully manage quotes
Utilize and work with orders and invoices
Understand the process of converting a quote to an order, then an order to an invoice

Module 06: Metrics and Goals

Understand the basic components of goal management
Learn how to configure goal metrics
Define fiscal periods
Configure fiscal year settings
Create and assign goals
Define parent and child goal records
Create and recalculate parent and child goal records
Understand how rollup queries work

Module 07: Sales Analysis

Review potential opportunities, forecast revenue, and analyze sales productivity using built-in reports
Utilize the Export to Excel feature
Understand the convenience that charts and dashboards provide
Work with system charts and discover basic chart types
Create new dashboards for different work scenarios
Learn how to share dashboards, charts, and advanced find queries
Work with and configure interactive PowerBI dashboards

Module 08: Course Review

Before attending this course, students must have:

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

В начало

Ближайшие даты

Ближайшие тренинги Microsoft Dynamics CRM 2016

Для уточнения расписания или записи на обучение напишите сообщение на E-mail info@giustoconsulting.com или позвоните по телефону в Москве: +7 495 642 44 05