Microsoft Dynamics 365 CRM - Sales
1 Dagen / 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This training has been replaced by a new updated training in the Live Webinar Training format.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
-
Wat omvat deze Microsoft Dynamics 365 CRM training?
Deze eendaagse training behandelt sales management in Microsoft Dynamics 365.
Het volgen van deze training zal je helpen beslissen hoe bedrijven hun verkoopsprocessen kunnen structureren en implementeren door gebruik te maken van Microsoft Dynamics 365. Je gaat een beter zicht hebben op hoe verkoopsprocessen beheerd moeten worden, van de allereerste stap to het closen van de deal.
Voor wie is deze cursus bestemd?
Deze cursus richt zich tot iedereen wil werken met sales management in Microsoft Dynamics 365, zoals verkopers, supportmedewerkers en consultants.
Basiskennis van Microsoft Dynamics 365 en de web interface is aangewezen om aan deze cursus deel te nemen.
Gelijkaardige Microsoft Dynamics 365 CRM trainingen
400,00 €
Tags
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