CONTENUTI:
Module 1: Introduction to Sales Management
- Customer Scenarios
- Basic Record Types
- Keep track of customers
- Sales Literature
- Competitors
- Sales Territories
- Currency Configuration
- Lab 1.1: Manage Account or Contact
- Lab 1.2: Create Sales literature and Sales literature attachments
- Lab 1.3: Create Competitors
Module 2: Lead Management
- Role of Lead and Opportunity Records
- Lead Management
- Assign a record to a user or team
- Share a record to a user or team
- Work with activities
- Lab 2.1: Manage Lead
- Lab 2.2: Qualify a Lead and convert it to an Opportunity
- Lab 2.3: Assign and share record to a user or team
- Lab 2.4: Manage activities
Module 3: Working with Opportunity Records
- Understand Opportunities
- Opportunity Management
- Opportunities and Views
- Quick Create
- Lab 3.1: Manage Opportunities and Competitors
- Lab 3.2: Quick create: create a new record
Module 4: Product Catalog
- Product Catalog Components
- Unit Groups
- Price Lists and tailored Price Lists
- Discount Lists
- Currency Management
- Product Configuration
- Product Families and Properties
- Product Bundles and Relationships
- Products in Hierarchical Charts
- Lab 4.1: Create a unit group
- Lab 4.2: Create a discount list
- Lab 4.3: Create a price list
- Lab 4.4: Create a product and a product family
- 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
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 Management
- Invoices Management
- Lab 5.1: Manage Quote
- Lab 5.2: Manage Order
- Lab 5.3: Manage Invoice
Module 6: Metrics and Goals
- Sales Metrics
- Fiscal Periods
- Goals
- Parent and Child Goals
- Rollup Queries
- Lab 6.1: Create goal metric and rollup fields
- Lab 6.2: Creating a goal
Module 7: Sales Analysis
- Built-In Reports
- Fiscal Periods
- Export Microsoft Dynamics CRM Data
- Charts and Dashboards
- System Charts
- Working with Dashboards
- Advanced Find
- Personal and System views
- Lab 7.1: Export CRM data to Excel
- Lab 7.2: Create a personal dashboard with charts
- Lab 7.3: Create an Advanced Find
- Lab 7.4: Create and edit views
Module 8: Integrate Microsoft Dynamics CRM with other products
- E-mail integration
- Microsoft SharePoint with Dynamics CRM
- Skype and Skype for Business with Dynamics CRM
- Office Groups with Dynamics CRM
- Work with Power BI
- OneNote with Dynamics CRM