80727AE: Sales Management in Microsoft Dynamics CRM 2016 Training

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  • Project Based Learning
  • Certified & Experienced Trainers
  • Course Completion Certificate
  • Lifetime e-Learning Access
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80727AE: Sales Management in Microsoft Dynamics CRM 2016 Training Course Overview

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

Prerequisites

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.

Instructor-led Training Live Online Classes

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80727AE: Sales Management in Microsoft Dynamics CRM 2016 Training Course Content

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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Sales Management in Microsoft Dynamics CRM Training (MCQ) Assessment

This assessment tests understanding of course content through MCQ and short answers, analytical thinking, problem-solving abilities, and effective communication of ideas. Some Multisoft Assessment Features :

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Sales Management in Microsoft Dynamics CRM Corporate Training

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80727AE: Sales Management in Microsoft Dynamics CRM 2016 Training Trainer Profile

12+ Years Experienced

Our Sales Management in Microsoft Dynamics CRM Corporate & Certification Program trainers bring 13+ years of proven industry expertise, delivering practical insights aligned with real project environments.

Trained 3380+ Professionals

Our expert trainers have successfully trained 3350+ professionals through structured, real-time training programs designed for industry readiness and career growth.

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Build strong practical skills through live project-based training sessions led by certified industry experts with real-world experience.

Hands-on Learning Approach

Gain practical exposure through real-time scenarios, industry case studies, and hands-on assignments that simulate actual project challenges.

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Receive expert support to prepare effectively, practice strategically, and confidently achieve globally recognized certification success.

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