80802 - Sales Management in Microsoft Dynamics CRM 2016

Code: 80802
Course duration: 2 days
Location Period
Newark, New Jersey (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
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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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Attend Online 01-12
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
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
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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
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Greenwich, Connecticut (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
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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
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Attend Online 02-16
09:00AM to 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
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
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
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

80802 - Sales Management in Microsoft Dynamics CRM 2016 (2 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.

This course contains modules and lessons from 80827: Sales Management in Microsoft Dynamics CRM 2016 as well as new modules and lessons covering Microsoft Dynamics CRM 2016.

Module 01: Introduction to Sales Management

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

Module 01: Test Your Knowledge Questions

Module 01: Practices

QUICK CREATE: CREATE A NEW CONTACT

Module 02: Sales Module Setup

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

Module 02: Test Your Knowledge Questions

Module 02: Practices

LAB 2.1:CREATE SALES LITERATURE

LAB 2.2: CREATE A UNIT GROUP

LAB 2.3: CREATE A NEW PRODUCT

LAB 2.4: CREATE A PRICE LIST AND PRICE LIST ITEMS

LAB 2.5: CREATE A DISCOUNT LIST

LAB 2.6: CREATE A PRODUCT BUNDLE WITH ASSOCIATED PRODUCTS

Module 03: Lead Management

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

Module 03: Test Your Knowledge Questions

Module 03: Practices

LAB 3.1: CREATE AND DISQUALIFY A LEAD

Module 04: Opportunity Records

  • Understand Opportunities
  • Opportunity Management
  • Closing Opportunities
  • Connect with Records
  • Demonstration: Associate Competitors with an Opportunity
  • View Resolution Activities
  • Opportunities and Views
  • Quick Create

Module 04: Test Your Knowledge Questions

Module 04: Practices

LAB 4.1: MANAGE OPPORTUNITIES AND COMPETITORS

Module 05: Sales Transactional Records

  • 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

Module 05 Test Your Knowledge Questions

Module 05: Practices

LAB 5.1: END-TO-END SALES ORDER PROCESSING

Module 06: Metric and Goals

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

Module 06: Test Your Knowledge Questions

Module 06: Practices

LAB 6.1: CREATE AND MANAGE GOAL METRICS

LAB 6.2: CREATING A GOAL

Module 07: Fantasy Sales Team

  • What is Gamification and FantasySalesTeam?
  • FantasySalesTeam Portal
  • Player Roles and Account Types
  • Choosing Game Types
  • Demonstration: Set up Game - No Team
  • Demonstration: Set up Game - Fixed Teams
  • Demonstration: Set up Game - Fantasy Teams
  • Sales Metrics
  • Demonstration: Set up Sales Metrics
  • Demonstration: Set up Quotas
  • Player Position and Alignment
  • Scoring Methods
  • Trophies, Badges, and Prizes
  • Kick-Off
  • Managing Outcomes
  • FST TV Feeds
  • Interacting with the Game as a Player or Fan
  • Game Cloning
  • Email Scheduling

Module 07: Test Your Knowledge Questions

Module 07: Practices

LAB 7.1: ENABLE FANTASTY SALES TEAM

LAB 7.2: IMPORT PLAYERS & SET ROLES

LAB 7.3: ADD FANS & FAN GROUPS

LAB 7.4: SET UP A GAME (NO TEAM- ACTUALS)

LAB 7.5: SET UP A GAME (NO TEAM- TARGETS)

LAB 7.6: SET UP A GAME (FIXED TEAM ACTUALS)

LAB 7.7: SET UP A GAME (FANTASY TEAMS TARGETS)

LAB 7.8: SET UP SALES METRICS

LAB 7.9: SET UP QUOTAS

LAB 7.10: POSITION ALIGNMENT

LAB 7.11: MAP SALES METRICS INTO CRM

LAB 7.12: TROPHIES, BADGES, & PRIZES

LAB 7.13: SET UP AND VIEW OUTCOMES

LAB 7.14: SET UP AN FST TV STREAM

LAB 7.15: GAME INTERACTION AS A PLAYER OR FAN

LAB 7.16: GAME ADMINISTRATION

LAB 7.18: EMAIL SCHEDULING

Module 08: Sales Analysis

  • Built-In Reports
  • Export Microsoft Dynamics CRM Data
  • Demonstration: Export to Excel
  • Demonstration: Export to Word Template
  • Charts and Dashboards
  • Types of Charts
  • System Charts
  • Demonstration: Default Charts
  • Work with Dashboards
  • Share Dashboards, Charts, and Queries
  • PowerBI Dashboards

Module 08: Test Your Knowledge Questions

Module 08: Practices

LAB 8.1: EXPORT CRM DATA TO EXCEL

LAB 8.2: CREATE AND SHARE A DASHBOARD

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
2017-11-27 08:00 to 2017-12-01 17:15
Attend Online

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