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