Sales Management In Microsoft Dynamics CRM 2016

In this Microsoft Dynamics CRM 2016 Sales course, you'll learn to utilise the full capabilities of the Sales CRM solution within Microsoft Dynamics CRM 2016.

You'll learn the skills to track, manage and analyse each step in the sales cycle, and how to relate this analysis and its outcomes to your business and sales scenarios. You'll also learn how to track sales from potential to close

Course Outline

Manage Microsoft Dynamics CRM components and the product catalog

  • Manage Dynamics CRM sales management components

  • Manage the product catalog


Manage leads, opportunities, and sales

  • Manage leads

  • Manage opportunities

  • Manage the sales order process


Manage metrics and perform sales analysis

  • Manage metrics and goals

  • Perform sales analysis


Integrate Microsoft Dynamics CRM with other products

  • Configure email integration

  • Configure collaboration

  • Configure Office productivity

Audience


  • Some basic experience using Windows applications

  • Some basic understanding of Sales in Microsoft Dynamics CRM

  • Completion of the Microsoft Dynamics CRM Introduction course