80669 - Sales and Marketing in Microsoft Dynamics CRM Online MB2-704

Code: 80669
Course duration: 1 days
Location Period
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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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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Newark, New Jersey (Virtual Instructor-Led) 01-12
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
enroll
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
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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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Attend Online 02-16
09:00AM to 05:00PM
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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

80669 - Sales and Marketing in Microsoft Dynamics CRM Online MB2-704 (1 Day)

Description

The Sales module 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

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

This course helps prepare you for exam MB2-704.

Course Content

Module 1: Introduction to Sales Management             

Module 1: Introduction to Sales Management Video Transcript 

Lesson 1: Customer Scenarios   

Lesson 2: Record Types

Lesson 3: Business Process Flow

Lesson 4: Sales Literature            

Lesson 6: Microsoft SharePoint vs. Sales Literature           

Lesson 7: Competitors  

Lesson 8: Sales Territories           

Lesson 9: Currency         

Lesson 10: Social Listening          

Lesson and Module Summary    

Module 1 Key Take Away             

Module 1: Things to think about:              

Module 2: Lead Management   

Lesson 1: Role of Leads and Opportunities           

Lesson 2: Converting Leads from Email   

Lesson 3: Tracking and Converting Leads               

Lesson 4: Show Me: Leads           

Lesson and Module Summary    

Module 2 Key Take Away             

Module 2: Things to think about:    

Module 3: Working with Opportunity Records  

Lesson 1: Review Native Opportunity Form Fields             

Lesson 2: User Provided and System Calculated Pricing   

Lesson 3: Connecting Competitors to Opportunities        

Lesson 4: Closing vs. Deleting Opportunities        

Lesson 5: Opportunity Views     

Lesson 6: Connecting with Other Records             

Lesson 7: Assigning Opportunities           

Lesson and Module Summary    

Module 3 Key Take Away             

Module 3: Things to think about:     

Module 4: Working with the Product Catalog      

Lesson 1: Product Catalog in the Sales Process   

Lesson 2: Product Catalog Components

Lesson 3: Price List and the Sales Process             

Lesson 4: Unit Groups   

Lesson 5: Adding and Maintaining Products         

Lesson 6: Managing Price Lists   

Lesson 7: Price List          

Lesson 8: Price List Items             

Lesson 9: Deactivating Price Lists              

Lesson 10: Discount Lists              

Lesson 11: Currency Management          

Lesson 12: Product Bundles        

Lesson and Module Summary    

 Module 4 Key Take Away            

Module 3: Things to think about:          

Module 5: Sales Order Processing             

Lesson 1: Adding Line Items to Opportunities     

Lesson 2: Show Me: Create a Quote from an Opportunity             

Lesson 3: Working with Quotes Life Cycle             

Lesson 4: Working with Orders  

Lesson 5: Working with Invoices

Lesson and Module Summary    

 Module 5 Key Take Away            

Module 5: Things to think about:          

Module 6: Sales and Marketing            

Lesson 1: Marketing Lists             

Lesson 2: Show Me: Dynamic Marketing List        

Lesson 3: Working with a Quick Campaign            

Lesson 4: Working with Campaign Resources      

Lesson and Module Summary    

Module 6 Key Take Away    

Module 6: Things to think about:     

Module 7: Goal Management    

Module 7: Goal Management Video Transcript 

Lesson 1: Sales Goal Management          

Lesson 2: Goal Metrics  

Lesson 3: Goals

Lesson 4: Rollup Queries              

Module 7 Key Take Away            

Module 7: Things to think about:          

Module 8: Sales Analysis              

Lesson 1: Default Sales Reports 

Lesson 2: Report Wizard               

Lesson 3: Different Methods of Creating Reports              

Lesson 4: Export to Excel              

Lesson 5: Working with Charts and Dashboards 

Lesson 6: Working with Views and Charts             

Lesson 7: Working with Dashboards        

Lesson and Module Summary    

Module 8 Key Take Away            

Module 8: Things to think about:       

Additional Exercises   

Practice: Create and Disqualify a Lead    

Practice: Managing Opportunities           

Practice: Create a Special Offer Price List and Use it on an Opportunity   

Practice: Opportunity, Quote, Order to Invoice  

Practice: Create a new Personal, Sales 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

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