80727 - Sales Management in Microsoft Dynamics CRM 2016 MB2-713

Code: 80727
Course duration: 1 days
Location Period
Attend Online 12-15
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 12-15
09:00AM to 05:00PM
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Greenwich, Connecticut (Instructor-Led) 12-15
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 01-12
09:00AM to 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
enroll
Fort Lauderdale, Florida (Instructor-Led) 01-12
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
enroll
Attend Online 01-12
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Mid-Town New York City (Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Attend Online 02-16
09:00AM to 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Attend Online 03-16
09:00AM to 05:00PM
enroll
NYC-23rd Street (Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll

80727 - Sales Management in Microsoft Dynamics CRM 2016 MB2-713 (1 Day)

Description

The Sales Management course within Microsoft Dynamics CRM provides a flexible framework for organizations to track, manage, and analyze parts of their sales cycle as well as its overall success. This course describes the components used in Microsoft Dynamics CRM Sales Management and explains how they can apply to various business scenarios. It also details the entities or record types that Microsoft Dynamics CRM uses to track sales from potential to close. With this information, organizations can determine which aspects of the Sales module framework are appropriate for their organization.

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

Module 1: Introduction to Sales Management

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

Module 1 Key Take Away

Practice Module 1

LAB 1.1: CREATE SALES LITERATURE AND SALES LITERATURE ATTACHMENTS

Test Your Knowledge Module 1 

Test Your Knowledge Answers Module 1

Module 2: Lead Management    

  • Role of Lead and Opportunity Records
  • Track and Convert Leads

Module 2 Key Take Away

Practice Module 2

LAB 2.1: CREATE AND DISQUALIFY A LEAD

Test Your Knowledge Module 2 

Test Your Knowledge Answers Module 2

Module 3: Working with Opportunity Records

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

Module 3 Key Take Away

Practice Module 3

LAB 3.1: MANAGE OPPORTUNITIES AND COMPETITORS

LAB 3.2: QUICK CREATE: CREATE A NEW CONTACT

Test Your Knowledge Module 3 

Test Your Knowledge Answers Module 3 

Module 4: Product Catalog

  • Product Catalog Components
  • Unit Groups
  • Product Configuration
  • Price Lists
  • Tailored Price Lists
  • Discount Lists
  • Currency Management
  • Product Families and Properties
  • Product Bundles and Relationships
  • Products in Hierarchical Charts

Module 4 Key Take Away

Practice Module 4

LAB 4.1: CREATE A UNIT GROUP FOR SERVICE

LAB 4.2: ADD A PRODUCT

LAB 4.3 CREATE A SPECIAL OFFER PRICE LIST

LAB 4.4 CREATING A DISCOUNT LIST

LAB 4.5 CREATE A PRODUCT BUNDLE WITH ASSOCIATED PRODUCTS

LAB 4.6 SETUP A NEW CURRENCY AND CREATE A NEW PRICE LIST AND PRICE LIST ITEMS

Test Your Knowledge Module 4 

Test Your Knowledge Answers Module 4 

Module 5: Sales Order Processing

  • Add Line Items to Opportunities
  • Write-In Products
  • Impact of Difference Currencies
  • Exchange Rates
  • Quotes from Opportunities
  • Quote Management
  • Orders
  • Invoices

Module 5 Key Take Away

Practice Module 5

LAB 5.1: END-TO-END SALES ORDER PROCESSING

Test Your Knowledge Module 5

Test Your Knowledge Answers Module 5

Module 6: Metrics and Goals

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

Module 6 Key Take Away 

Practice Module 6

LAB 6.1: CREATE GOAL METRIC AND ROLLUP FIELDS

LAB 6.2 CREATING A GOAL

Test Your Knowledge Module 6

Test Your Knowledge Answers Module 6

Module 7: Sales Analysis

  • Built-In Reports
  • Fiscal Periods
  • Export Microsoft Dynamics CRM Data
  • Charts and Dashboards
  • System Charts
  • Working with Dashboards
  • Share Dashboards, Charts, and Queries
  • PowerBI Dashboards

Module 7 Key Take Away

Practice Module 7

LAB 7.1: EXPORT CRM DATA TO EXCEL

LAB 7.2 CREATE AND SHARE A PERSONAL DASHBOARD WITH CHARTS

Test Your Knowledge Module 7

Test Your Knowledge Answers Module 7

 

 

Guaranteed to Run

2018-03-07 09:00 to 2018-03-09 17:00
Fort Lauderdale, Florida (Virtual Instructor-Led)
2017-12-11 09:00 to 2017-12-15 17:00
Attend Online
2017-12-04 09:00 to 2017-12-08 17:00
Attend Online
2017-12-04 09:00 to 2017-12-08 17:00
Attend Online
2017-11-27 09:00 to 2017-12-01 17:00
Attend Online

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