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