Description
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.
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
- Basic experience using Windows applications
- Basic understanding of Sales in Microsoft Dynamics CRM
- Completion of the Microsoft Dynamics CRM Introduction course
WHAT ARE THE PREREQUISITES TO CONSUME THIS COURSE?
Outline
Module 01: Introduction to Sales Management
- Customer Scenarios
- Basic Record Types
- Business and Branching Process Flows
- Sales Literature
- Competitors
- Sales Territories
- Currency Configuration
- Microsoft Social Engagement
Module 02: Sales Setup
- Add Line Items to Opportunities
- Write-In Products
- Different Currencies
- Exchange Rates
- Quotes from Opportunities
- Quote Management
- Orders
- Invoices
- Goal Management
Module 03: Lead Management
- Role of Lead and Opportunity Records
- Lead Opportunity Process Form and Ribbon
- Track and Convert Leads
Module 04: Opportunity Records
- Understand Opportunities
- Opportunity Management
- Closing Opportunities
- Connect with Records
- Demonstration: Associate Competitors with an Opportunity
- View Resolution Activities
- Opportunities and Views
- Quick Create
Module 05: Product Catalog
- Product Catalog Components
- Unit Groups
- Product Configuration
- Price Lists
- Tailored Price Lists
- Discount Lists
- Currency Management
- Product Relationships
- Product Families and Properties
- Product Bundles and Relationships
- Products in Hierarchical Charts
Module 06: Metrics and Goals
- Sales Metrics
- Fiscal Periods
- Goals
- Parent and Child Goals
- Rollup Queries
Module 07: Fantasy Sales Team
- What is Gamification and FantasySalesTeam?
- FantasySalesTeam Portal
- Player Roles and Account Types
- Choosing Game Types
- Demonstration: Set up Game — No Team
- Demonstration: Set up Game — Fixed Teams
- Demonstration: Set up Game — Fantasy Teams
- Sales Metrics
- Demonstration: Set up Sales Metrics
- Demonstration: Set up Quotas
- Player Position and Alignment
- Scoring Methods
- Trophies, Badges, and Prizes
- Kick-Off
- Managing Outcomes
- FST TV Feeds
- Interacting with the Game as a Player or Fan
- Game Administration
- Game Cloning
- Email Scheduling
Module 08: Sales Analysis
- Built-In Reports
- Export Microsoft Dynamics CRM Data
- Demonstration: Export to Excel
- Practice: Export CRM Data to Excel
- Demonstration: Export to Word Template
- Charts and Dashboards
- Types of Charts
- System Charts
- Demonstration: Default Charts
- Work with Dashboards
- Share Dashboards, Charts, and Queries
- PowerBI Dashboards
- CRM