80802 Sales Management in Microsoft Dynamics CRM 2016 Update 1
Training for Your Group
- Private class for your team
- Online or on-location
- Fully customizable course material
- Onsite testing available
Training for Individuals
$595
- Live, Instructor-led training
- Expert instructors
- Hands-on instruction
Course Overview
This course describes the components used in Microsoft Dynamics CRM Sales Management and explains how they can apply to various business scenarios.
Course Length: 1 day
Audience: Sales Managers, Lead Generators
Prerequisites: None
What You're Going To Learn
- Flexible framework for organizations to track, manage, and analyze parts of their sales cycle as well as its overall success.
- Components used in Microsoft Dynamics CRM Sales Management and how they can apply to various business scenarios
- Details the entities or record types that Microsoft Dynamics CRM uses to track sales from potential to close.
- Provides information on the full functionality of the Sales functionality of Microsoft Dynamics CRM 2016.
- Provides information about various customer scenarios, lead through opportunity management, product catalog management, sales transaction processing, goal management, and sales analysis.
Register for an Upcoming Date
Date | Location | Price | Register |
---|
Course Outline
Lesson 1: Introduction to Sales Management
- Module Overview
- Customer Scenarios
- Basic Record Types
- Business and Branching Process Flows
- Sales Literature
- Competitors
- Sales Territories
- Currency Configuration
- Microsoft Social Engagement
- Module Review
- Module 01: Test Your Knowledge Questions
- Module 01: Practices
Lesson 2: Sales Module Setup
- Module Overview
- Add Line Items to Opportunities
- Write-In Products
- Different Currencies
- Exchange Rates
- Quotes from Opportunities
- Quote Management
- Orders
- Invoices
- Goal Management
- Module Review
- Module 02: Test Your Knowledge Questions
- Module 02: Practices
Lesson 3: Lead Management
- Module Overview
- Role of Lead and Opportunity Records
- Lead Opportunity Process Form and Ribbon
- Track and Convert Leads
- Module Review
- Module 03: Test Your Knowledge Questions
- Explanation Lesson 2: Upon qualifying or disqualifying a lead, that record becomes locked and is no longer editable.
- Practices
- LAB: CREATE AND DISQUALIFY A LEAD
What to Expect at LeapFox
Knowledgeable Instructors
Our Microsoft Office instructors are certified professionals. They are trained on the latest Office features and how to get the most out of Microsoft Office.
Hands on Labs
No boring lectures! Our courses are designed to give students lots of time to practice what they are learning with hands on excercises and projects
Bounce Back Pass
Retake any public course as many times as you like for up to one year for classroom live classes and six months for remote live courses.
Certificate of Completion
Receive a certificate of completion at the end of every course.
Up to Date Curriculum
Each course comes with a helpful and up to date ebook which will contain instruction and practice excercises.
Time Saving Tips N Tricks
In each course your instructor will show you tips and tricks that will save you time and make you more efficient.
Friendly and Helpful Staff
Our staff is dedicated to your success. Each team member is trained to provide the absolute best customer service possible.
Satisfaction Guarantee
If you aren't 100% satisfied wtih your experience with LeapFox, simply let us know and we will give you a full refund.
Tamara Leavitt
Storm Finders
Doug M.
IT Professional
Greg D.
Office Specialist