Microsoft Dynamics 365 CRM - Sales
1 Days / Medium

Update
This training has been replaced by a new updated training in the Live Webinar Training format.
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1 - Introduction to Sales Management
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Record types in sales management
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2 - Lead Management
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Creating leads
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Importing leads
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Qualifying and disqualifying leads
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Using business processes to track leads
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3 - Manage the Product Catalog
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Overview of product catalog components
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Products
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Unit Groups
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Prices and Price Lists
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Product Families, Bundles, and Kits
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Product Properties
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Product Relationships to provide cross-selling and up-selling opportunities
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Product mangement: changing status and cloning
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Discount lists
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4 - Working with Opportunities
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Create opportunities and work with the opportunity form
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Use business processes to track opportunities
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Report on opportunities using charts and views
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5 - Sales Order Processing
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Adding quotes to opportunities
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Revising quotes
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Creating and fulfilling orders
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Managing invoices
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System settings related to sales
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6 - Manage targets using Goals
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Records used to manage goals
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Configure goal metrics and goals
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Use fiscal periods with goals
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Microsoft Dynamics 365 CRM - Sales
-
1 - Introduction to Sales Management
-
Record types in sales management
-
-
2 - Lead Management
-
Creating leads
-
Importing leads
-
Qualifying and disqualifying leads
-
Using business processes to track leads
-
-
3 - Manage the Product Catalog
-
Overview of product catalog components
-
Products
-
Unit Groups
-
Prices and Price Lists
-
Product Families, Bundles, and Kits
-
Product Properties
-
Product Relationships to provide cross-selling and up-selling opportunities
-
Product mangement: changing status and cloning
-
Discount lists
-
-
4 - Working with Opportunities
-
Create opportunities and work with the opportunity form
-
Use business processes to track opportunities
-
Report on opportunities using charts and views
-
-
5 - Sales Order Processing
-
Adding quotes to opportunities
-
Revising quotes
-
Creating and fulfilling orders
-
Managing invoices
-
System settings related to sales
-
-
6 - Manage targets using Goals
-
Records used to manage goals
-
Configure goal metrics and goals
-
Use fiscal periods with goals
-
What is covered by this Microsoft Dynamics 365 CRM course?
This 1-day course describes the capabilities of sales management in Microsoft Dynamics 365.
Attending this course will help you to decide how a business can implement their sales process using Microsoft Dynamics 365. You will have a better understanding of how to track and manage sales processes from potential to close.
Who should take this course?
This course is aimed at anyone who wants to work with sales management in Microsoft Dynamics 365, like sales representatives, support employees and consultants.
Basic knowledge of Microsoft Dynamics 365 and the web interface is advised in order to participate in this training.
Similar Microsoft Dynamics 365 CRM courses
400.00 €
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