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Sales Management in Microsoft Dynamics CRM 2011

  • All levels
  • 18 and older
  • $595
  • Earn 10% Rewards
  • Price Lock
  • 33 Wood Avenue S, Iselin, NJ

Start Dates (0)

  • $595
  • All classes are live, hands-on training via remote instructor.
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Class Description

Description

What you'll learn in this microsoft dynamics crm training:

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. It provides insight on using the Product Catalog and process sales information. It also introduces some of the tools used to analyze and report on sales information.

Audience Profile: 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.

After completing this course, students will be able to:
  • Gain a conceptual understanding of the Microsoft Dynamics CRM sales process
  • Understand the role of the core record types used in Sales Management
  • Discuss when to use leads to qualify or disqualify opportunities
  • Use process dialogs to automate lead and opportunity management
  • Use the Product Catalog
  • Create Price Lists for campaigns and special offers
  • Create orders, quotes and track order fulfillment
  • Use Lists, Views and Charts to obtain important sales information
  • Work with and create dashboards

Prerequisites - Before attending this course, students must have:
  • General working knowledge of customer relationship management
  • General understanding of business processes
  • General working knowledge of Microsoft Windows.

Course Outline

Module 1: Introduction
This module introduces the capabilities of Microsoft Dynamics CRM that allow you to track and manage the sales process from potential to close.

Lessons
  • 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
Module 2: Working with the Product Catalog
This module describes the role of the product catalog in Microsoft Dynamics CRM and the benefits of using it. It shows the tasks that are required to configure a product catalog, including setting up and maintaining unit groups, products, and price lists. It also describes and demonstrates the important role of the product catalog and price lists in the sales process.

Lessons
  • 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
Module 3: Sales Order Processing
This module discusses the tools used to capture important sales information and uncover new business opportunities. Although, quotes, orders, and invoices are an important part of the sales processes and provide a complete view of the customer, implementing a sales process allows users to initiate, track, and close sales consistently and efficiently.

Lessons
  • 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
Module 4: Analysis, Reporting and Goals
This course discusses a number of tools you can use to analyze and report on sales-related information in Microsoft Dynamics CRM.

Lessons
  • 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

Refund Policy

Cancellation / Reschedule by Student

Because we must schedule rooms, ship course materials, assign instructors and provision computer resources well in advance, it is important students alert us ASAP with any cancel/reschedule requests.

Please note the following policies:

  • If requested 16 or more calendar days before the class
    • Cancellation requests made in this timeframe are eligible for refund less 5% cancellation fee.
    • Reschedule requests made in this timeframe will be accommodated if availability exists and will be processed at no additional charge.
  • If requested 15 calendar days or less before the class
    • Cancellation or Reschedule requests made by the student 15 calendar days or less before the class starts will be charged 100% the course fee and are not entitled to a refund.

Substitutions

  • If you are unable to attend your class, a substitute who meets the course prerequisites may attend in your place at no additional charge for the original class title, date and location. If you cannot find a substitute, you will be subject to the class cancellation policy.

Make-up Policy

Students are permitted one (1) Make-Up opportunity to attend an instructor-led class that was paid for but not previously attended for no additional charge.

  • Make-Up class registrations are subject to availability and are not entitled to refund.
  • Students may not reschedule a Make-up class registration.
  • Any no shows or cancellations forfeit their one Make-up opportunity.

Additionally, ONLC reserves the right to retire courses due to lack of demand. Retired classes are not available for Make-Up.

In the event that an instructor or the school needs to cancel at the last minute, students will receive a refund less a 5% non-refundable registration fee.

In any event where a customer wants to cancel their enrollment and is eligible for a full refund, a 5% processing fee will be deducted from the refund amount.

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ONLC Training Centers

ONLC Training Centers was founded in 1983 when Jim Palic and Andy Williamson left their positions as mainframe programmers with the Dupont Company to start one of the industry's first computer training companies.

Over thirty years and still growing, ONLC Training Centers is one of the the largest privately...

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