Microsoft Dynamics CRM 2011: Sales Management in Microsoft Dynamics CRM 2011

Course Overview

This course introduces the abilities of Sales Management in Microsoft Dynamics CRM that allow you to track and manage the sales process from potential to close. It provides insight on using the Product Catalog and process sales information. It also introduces some of the tools used to analyze and report on sales information.

For those Microsoft students looking to improve their skills with Dynamics, this Microsoft training course would be a good start.

Related Courses

• Microsoft Dynamics CRM 2011: Learn Microsoft Dynamics CRM 2011 CRM: Fastrack
• Microsoft Dynamics CRM 2011: What is New in Microsoft Dynamics CRM 2011 (80289)
• Microsoft Dynamics CRM 2011: Installation and Deployment
• Microsoft Dynamics CRM 2011: Marketing Automation in Microsoft Dynamics CRM 2011
• Microsoft Dynamics CRM 2011: Service Management in Microsoft Dynamics CRM 2011
• Microsoft Dynamics CRM 2011: Service Scheduling in Microsoft Dynamics CRM 2011
• Microsoft Dynamics CRM 2011: Customization and Configuration
• Microsoft Dynamics CRM 2011: Fast Track: Applications in Microsoft Dynamics CRM 2011/CRM Online
• Microsoft Dynamics CRM 2011: Extending Microsoft Dynamics CRM 2011
• Microsoft Dynamics CRM 2011: Introduction to Microsoft Dynamics CRM 2011

Audience

This course is designed for new partners and customers of Microsoft Dynamics CRM that want to learn about the available sales features in the Microsoft Dynamics CRM product.

Skills Gained

After completing this course, students will be able to:

• Gain a conceptual understanding of the Microsoft Dynamics CRM sales process
• Understand the role of the core record types used in Sales Management
• Discuss when to use leads to qualify or disqualify opportunities
• Use process dialogs to automate lead and opportunity management
• Use the Product Catalog
• Create Price Lists for campaigns and special offers
• Create orders, quotes and track order fulfillment
• Use Lists, Views and Charts to obtain important sales information
• Work with and create dashboards

Examinations

Related Brands

• Microsoft® >>

Related Paths

• MCTS Microsoft Certified Technology Specialist >>

Related Tracks

• Microsoft Dynamics CRM 2011 certifications >>

Related Exams

• Exam MB2-868 Microsoft Dynamics CRM 2011 Applications >>

Prerequisites

Before attending this course, students must have:

• General working knowledge of customer relationship management
• General understanding of business processes
• General working knowledge of Microsoft Windows

Course Outline

Module 1: Introduction

This module introduces the capabilities of Microsoft Dynamics CRM that allow you to track and manage the sales process from potential to close.

Module 2: Working with the Product Catalog

This module describes the role of the product catalog in Microsoft Dynamics CRM and the benefits of using it. It shows the tasks that are required to configure a product catalog, including setting up and maintaining unit groups, products, and price lists. It also describes and demonstrates the important role of the product catalog and price lists in the sales process.

Module 3: Sales Order Processing

This module discusses the tools used to capture important sales information and uncover new business opportunities. Although, quotes, orders, and invoices are an important part of the sales processes and provide a complete view of the customer, implementing a sales process allows users to initiate, track, and close sales consistently and efficiently.

Module 4: Analysis, Reporting and Goals

This course discusses a number of tools you can use to analyze and report on sales-related information in Microsoft Dynamics CRM

 

Microsoft Dynamics CRM 2011: Sales Management in Microsoft Dynamics CRM 2011 / M80291

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