Description
This learning course explores Business Processes Flows and using Branching to standardize how a sale moves through the system. It also describes additional components, such as Sales Territories, the Product Catalog, Metrics, and Goals, how they are used within the Sales module and how they can apply to various business scenarios. It also details the process of converting an Opportunity to a Quote, Order, and even an Invoice to fully track sales from potential through to invoicing. In addition, it provides information about gamification, and additional tools that can be used for sales analysis.
This course helps prepare you for assessment Microsoft Dynamics 365 for Sales.
What are the goals for this course?
- Explore Business Processes and Branching Process Flows
- Configure the Product Catalog
- Explain the Sales Ordering Process and its related records
- Walk through the creation of metrics and goals within Sales Management
- Provide an overview of some of the additional sales analysis tools and how they are used
- 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
What are the prerequisites to consume this course?
Module 01: Sales Administration Setup
- Business Process Flows
- Sales Territories
- Currency Configuration
Module 02: Product Catalog
- Benefits of the Product Catalog
- Create and Maintain Products
- Product Relationships
- Price Lists
- Discount Lists
- Product Currency Configuration
- Product Families
- Product Bundles
- Product Hierarchical Chart
Module 03: Sales Transactional Records
- Pricing/Revenue
- Impact of Different Currencies and Exchange Rates
- Quotes
- Quotes: Life Cycle
- Working with Orders and Invoices
Module 04: Metrics and Goals
- Goal Management Components
- Goal Examples: Sales Management
- Goal Metrics
- Sales Metrics
- Fiscal Periods and Settings
- Defining Goals
- Goal and Goal Metric Records
- Goals Hierarchy
- Rollup Queries
- How Rollup Queries Work
Module 05: Gamification
- What is Gamification
- Enable Gamification
- Gamification Portal
- The Basics
- Account Types
- Game Types
- Draft Schedules
- KPIs
- Player Positions and Alignment
- Scoring Methods
- Trophies, Badges, and Prizes
- Kick Off
- Managing Outcomes
- Gamification TV Feeds
- Interacting with Games as Player
- Game Cloning
- Game Administration
- Email Scheduling
Module 06: Sales Analysis Tools Extended
- Export to Word Templates
- Charts and Dashboards
- Working with Dashboards
- Share Dashboards, Charts, and Queries
- Power BI Dashboards
- Dynamics 365