816705 - Dynamics 365 (CRM 2016) Sales & Sales App for Exam MB2-717 (1day)

Code: 816705
Course duration: 1 days
Price: $895
Location Period
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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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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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
enroll
Washington, D.C. (Instructor-Led) 03-09
09:00AM to 05:00PM
enroll
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

Course 816705
816705 - Dynamics 365 (CRM 2016) Sales & Sales App  for Exam MB2-717(1 day)

Course Description

This one-day training course provides you with the skills to manage the Sales and Sales App modules in Microsoft Dynamics 365. This course also covers CRM 2016 and earlier versions of Dynamics CRM

We'll work with Dynamics 365 to establish a Sales Process with Lead Qualification, Account Creation, Contact Management, Opportunity, to Product, Quote, Order and Invoice. Often Dynamics 365 is connected to an accounting system and we'll look at some of the choices for connection to financial systems. 
In addition, the class will discuss Sales Force Automation tools: Relationship Assistant, Sales App, Relationship Insights, and Email Engagement.

 

This class uses the case study method of sales management and focuses on the Dynamics 365 for Sales Exam MB2-717
 

This course helps prepare you for the MB2-717 exam with a review of:

  • Creating a Customer Organizational Structure
  • Managing Leads and Opportunities
  • Managing Relationship and Sales Analysis
  • Managing the Sale Process
  • Improving Sales Performance
  • Managing Customer Information

 

The Dynamics 365 (CRM) Sales Force Course Outline:

Module 01: Dynamics 365 CRM Overview • The concept and Sales Force Automation
• Navigation and using the feature of CRM for sales
• The Apps that compose Dynamics 365
 

Module 02: Navigating Dynamics 365 Sales, Customer Service, and Marketing • Working with the modules of CRM • Example of how companies are using CRM

Module 03: Working with CRM for Sales Management • Sales and aligning CRM and your sales organization
• Features and functions to support a sales organization

Module 04: Customer Service after the Sale • In overview of the post-sales modules
• Customer Service and product warranty claims

Module 05: Setting up Sale Management for your organization
• Matching your sales style to Dynamics 365
• Features you can use to track sales • Focusing your organization on sales activities

Module 06: The Sales Component Setup 
• Sales Associations
• Sales Literature
• Tracking Competitors

Module 07: Starting with Lead Management • The default sales process (3 step)
• Optional 4 and 5 step sales processes
• Your sales qualification process

Module 08: Working with Opportunities 
• Qualified Leads • Creating Customer Quotes
• Closing Opportunities

Module 09: Sales Administration

  • Mapping Sales Processes to Business Flows
  • Tracking your sales efforts

Module 10: Product Catalog

  • Products
  • Price List
  • Unit of Sales
  • Discount Price List

Module 11: Sales Records 
• Quote to Cash
• Quotes, Order, Invoice

Module 12: Metrics and Goals 
• Establishing Sales Goals
• Sales Metrics
• Tracking Sales Progress 
Module 13: Conduct to Sales Analysis • Creating Charts
• Creating Dashboards • Standard Templates

Module 14: Gamification 
• Lecture
• Establishing contest
• Aligning Sales Objectives
• Track performance

Module 15: Salesforce Automation • Relationship Assistant
• SalesApp, Email Engagement
• Relationship Insights

Module 16: How CRM and ERP work together for Operations 
• Sales process to orders • Customers in CRM and Orders in ERP
• Your business process and when to link to ERP

Course and Dynamics 365 for Sale Exam Review
This course covers the material offered in courses: • 81066: Introduction to Microsoft Dynamics 365
• 81056: Sales Management in Microsoft Dynamics 365
• 81055: Relationship Management in Microsoft Dynamics 365 for Sales
• Plus, Certification Exam Review

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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