805705 -Sales and Marketing in Microsoft Dynamics CRM 2015/2016 (1 Day)

Code: 805705
Course duration: 1 days
Price: $995
Location Period
NYC-23rd Street (Virtual Instructor-Led) 02-09
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 02-09
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 02-09
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 02-09
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 02-09
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 02-09
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 02-09
09:00AM to 05:00PM
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Mid-Town New York City (Instructor-Led) 02-09
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 02-09
09:00AM to 05:00PM
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Attend Online 02-09
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 02-09
09:00AM to 05:00PM
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Washington, D.C. (Virtual Instructor-Led) 02-09
09:00AM to 05:00PM
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Washington, D.C. (Instructor-Led) 03-09
09:00AM to 05:00PM
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NYC-23rd Street (Instructor-Led) 03-09
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 03-09
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 03-09
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 03-09
09:00AM to 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led) 03-09
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 03-09
09:00AM to 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led) 03-09
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 03-09
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 03-09
09:00AM to 05:00PM
enroll
Attend Online 03-09
09:00AM to 05:00PM
enroll
Raleigh, North Carolina (Virtual Instructor-Led) 03-09
09:00AM to 05:00PM
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805705 -Sales and Marketing in Microsoft Dynamics CRM 2015/2016 (1 Day)

Course Description

This class covers both the CRM 2015/2016 on Premise and CRM 2015/2016 Online

Who Should Attend

Individuals that need to implement, use, maintain, or support Microsoft Dynamics CRM 2015/2016 in their organization. • Sales representatives, Marketing managers, administrators, office managers, CEOs, and consultants who want to learn the available sales and marketing features of Microsoft Dynamics CRM 2015/2016.

Course Outline

Module 1: Introduction to Sales Management

Lessons

  • Customer who use Dynamics CRM and scenarios
  • Basic Record Types for Sales Management
  • An overview of the Sales Process

Module 2: Lead Management

Lessons

  • Lead to Opportunity Process Form and Process Ribbon
  • Convert Activity Records to Leads
  • Qualifying and Disqualifying Leads
  • Create, Maintain, and Use Sales Literature
  • Create, Maintain, and Use Competitors

Module 3: Working with Opportunity Records

Lessons

  • Create Opportunities and Work with Opportunity Form
  • Changing Opportunity Status

Module 4: Working with the Product Catalog

Lessons

  • The Microsoft Dynamics CRM Product Catalog
  • Unit Groups
  • Adding and Maintaining Products
  • Creating, Maintaining and Using Price Lists
  • Currency Management
  • Creating a Price List

Module 5: Sales Order Processing

Lessons

  • Adding Line Items (Opportunity Products) to Opportunities
  • Quote Management
  • Working with Orders
  • Working with Invoices

Module 6: Marketing

Lessons

  • The Dynamics Marketing Module
  • Marketing List Management
  • Marketing Campaigns and Activities
  • Campaign Responses
  • Quick Campaigns
  • Marketing Goals and Reports
  • Microsoft Marketing as a Service and Marketing Professional Users
  • Dynamics Marketplace

Module 7: Metrics and Goals

Lessons

  • Configuring Goal Metrics
  • Configuring Fiscal Periods
  • Creating and Assigning Goal Records
  • Creating and Recalculating Parent and Child Goal Records
  • Creating a Rollup Query

Module 8: Sales and Marketing Analysis

Lessons

  • Running Built-in Reports
  • Exporting Sales Information to Excel
  • Working with Charts and Dashboards
  • Working with System Charts from the Opportunity List
  • Working with Dashboards
  • Create a New Dashboard in the Workplace
  • Sharing Dashboards, Charts, and Advanced Find Queries

What You'll Learn

After completing this course, students will be able to:

  • Work with Sales Management and real-life sales scenarios.
  • How the various elements of the Microsoft Dynamics CRM 2015/2016 and Sales Management fit together.
  • Basic terminology used in Dynamics CRM 2015/2016 sales management.
  • How the basic flow of sales activity in Microsoft Dynamics CRM: Lead, Account, Contact, Opportunity, Order, Invoice.
  • Ways to manage leads in Microsoft Dynamics CRM.
  • Role of leads and when they can be used.
  • The lead-to-opportunity process and the roles of these records.
  • Sales literature in Microsoft Dynamics CRM.
  • Steps to create and maintain competitors.
  • Features and benefits of the product catalog.
  • Unit groups for the product catalog.
  • Add products to the product catalog.
  • Kit products and substitute products.
  • Price lists and configure as appropriate for different customers.
  • Marketing campaigns and special offers.
  • Set up different price lists for different types of customers and marketing campaigns.
  • Marketing campaigns responses and quick campaigns.
  • Tools available within Microsoft Dynamics CRM to capture important sales information and identify new business opportunities.
  • How goal management enables organizations to manage and analyze performance.
  • Use the sales and marketing analysis tools that Microsoft Dynamics CRM provides to analyze and report on sales/marketing related information.

Guaranteed to Run

2018-03-07 09:00 to 2018-03-09 17:00
Fort Lauderdale, Florida (Virtual Instructor-Led)
2018-02-12 09:00 to 2018-02-16 17:00
Attend Online
2018-02-12 09:00 to 2018-02-16 17:00
Secaucus, New Jersey (Virtual Instructor-Led)
2018-02-09
09:00 to 17:00
Newark, New Jersey (Virtual Instructor-Led)
2018-01-29 09:00 to 2018-02-02 17:00
Attend Online
2018-01-25 09:00 to 2018-01-26 17:00
Fort Lauderdale, Florida (Virtual Instructor-Led)

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