Lead to Opportunity Process Form and Process Ribbon
Convert Activity Records to Leads
Qualifying and Disqualifying Leads
Create, Maintain, and Use Sales Literature
Create, Maintain, and Use Competitors
Working with Opportunity Records
Create Opportunities and Work with Opportunity Form
Changing Opportunity Status
Working with the Product Catalog
The Microsoft Dynamics CRM Product Catalog
Adding and Maintaining Products
Creating, Maintaining and Using Price Lists
Creating a Price List
Sales Order Processing
Adding Line Items (Opportunity Products) to Opportunities
Working with Orders
Working with Invoices
The Dynamics Marketing Module
Marketing List Management
Marketing Campaigns and Activities
Marketing Goals and Reports
Microsoft Marketing as a Service and Marketing Professional Users
Metrics and Goals
Configuring Goal Metrics
Configuring Fiscal Periods
Creating and Assigning Goal Records
Creating and Recalculating Parent and Child Goal Records
Creating a Rollup Query
Sales and Marketing Analysis
Running Built-in Reports
Exporting Sales Information to Excel
Working with Charts and Dashboards
Working with System Charts from the Opportunity List
Working with Dashboards
Create a New Dashboard in the Workplace
Sharing Dashboards, Charts, and Advanced Find Queries
Individuals that need to implement, use, maintain, or support Microsoft Dynamics CRM in their organization. Sales representatives, Marketing managers, administrators, office managers, CEOs, and consultants who want to learn the available sales and marketing features of Microsoft Dynamics CRM.
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