80727AE: Sales Management in Microsoft Dynamics CRM 2016 Training

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80727AE: Sales Management in Microsoft Dynamics CRM 2016 training aims to insight the candidates on analyzing the parts of the sales cycle as well as its overall success. Through Sales Management in Microsoft Dynamics CRM 2016 training the candidates will learn how to use the components used in Microsoft Dynamics CRM Sales Management and explains how they can apply to various business scenarios.

The Sales Management course provides information on the full functionality of the Sales functionality of the Microsoft Dynamics CRM 2016. The training offers the information about various customer scenarios, lead through opportunity management, product catalog management, sales transaction processing, goal management, and sales analysis.

Following are some of the objectives of the Sales Management in Microsoft Dynamics CRM 2016 training:

  • Exploring the default sales management functionality within Microsoft Dynamics CRM
  • Guidance on the opportunity process flow
  • Maintaining lead record management
  • Configure the product catalog
  • Explaining the sales ordering process
  • Walking through the creation of metrics and goals within sales management
  • Providing an overview of sales analysis and its business impact on an organization
Target audience

Candidates from Marketing and Sales background should opt Sales Management in Microsoft Dynamics online course


The prerequisites for this training:

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

1. Introduction to Sales Management

  • Customer Scenarios
  • Basic Record Types
  • Business and Branching Process Flows
  • Sales Literature
  • Competitors
  • Sales Territories
  • Currency Configuration
  • Social Engagement

2. Lead Management

  • Role of Lead and Opportunity Records
  • Lead Opportunity Process Form and Ribbon
  • Track and Convert Leads

3. Working with Opportunity Records

  • Understand Opportunities
  • Opportunity Management
  • Closing Opportunities
  • Connect with Records
  • View Resolution Activities
  • Opportunities and Views
  • Quick Create

4. 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

5. Sales and Order Process

  • Add Line Items to Opportunities
  • Write-In Products
  • Different Currencies
  • Exchange Rate
  • Quotes from Opportunities
  • Quote Management
  • Orders
  • Invoices
  • Goal Management

6. Metrics and Goals

  • Sales Metrics
  • Fiscal Periods
  • Goals
  • Parent and Child Goals
  • Rollup Queries

7. Sales Analysis

  • Built-In Reports
  • Export Microsoft Dynamics CRM Data
  • Charts and Dashboards
  • Types of Charts
  • System Charts
  • Work with Dashboards
  • Share Dashboards, Charts, and Queries
  • PowerBI Dashboards


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