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80291A Sales Management in Microsoft Dynamics CRM 2011 On-Site Training

presented by New Horizons Computer Learning Center
View the New Horizons Computer Learning Center Profile and Available Training

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Summary

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

Workshop Description/Agenda

Duration
Classroom Learning - 1 Day(s)
Online LIVE - 1 Sessions

Overview
This course introduces the capabilities of Sales Management in Microsoft Dynamics CRM that allow you to track and manage the sales process from potential to close.

Who Should Attend
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.

Outline
Lesson 1: Introduction
Overview of the Sales Process in Microsoft Dynamics CRM
Core Records in the Sales Process
Tracking Competitors and Managing Sales Literature
Working with Leads
Working with Opportunities
Sales Processes, Workflows and Dialogs
Lab : Qualify and Convert Leads
Lab : Running a Dialog Process
Lesson 2: Working with the Product Catalog
The Product Catalog and the Sales Process
Unit Groups
Adding and Maintaining Products
Creating, Maintaining and Using Price Lists
Lab : Create a Special Offer Price List
Lab : Use a Special Offer Price List for an Opportunity
Lesson 3: Sales Order Processing
The Microsoft Dynamics CRM Sales Order Process
Opportunities, Quotes, and the Sales Process
Working with Orders
Working with Invoices
Lab : Create Multiple Quotes from an Opportunity
Lab : Convert a Quote to an Order
Lesson 4: Analysis, Reporting and Goals
Analyzing Sales Information with Lists, Views and Charts
Working with Reports
Exporting Sales Information to Microsoft Office Excel
Creating and Managing Sales Goals
Creating Charts
Dashboards
Lab : Create a Sales Goal for Opportunities

Who Should Attend

Dynamics Users

Additional Information

Training Provider: New Horizons Computer Learning Center

Course Topics: Accounting Training > Accounting Miscellaneous

Training Course Summary: This course introduces the capabilities of Sales Management in Microsoft Dynamics CRM that allow you to track and manage the sales process from potential to close.

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