80669 - Sales and Marketing in Microsoft Dynamics CRM Online MB2-704 (2 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