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.