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805705: Sales and Marketing in Microsoft Dynamics CRM 2015/2016

Module 1: Introduction to Sales Management


  • Customer who use Dynamics CRM and scenarios
  • Basic Record Types for Sales Management
  • An overview of the Sales Process

Module 2: Lead Management


  • 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

Module 3: Working with Opportunity Records


  • Create Opportunities and Work with Opportunity Form
  • Changing Opportunity Status

Module 4: Working with the Product Catalog


  • The Microsoft Dynamics CRM Product Catalog
  • Unit Groups
  • Adding and Maintaining Products
  • Creating, Maintaining and Using Price Lists
  • Currency Management
  • Creating a Price List

Module 5: Sales Order Processing


  • Adding Line Items (Opportunity Products) to Opportunities
  • Quote Management
  • Working with Orders
  • Working with Invoices

Module 6: Marketing


  • The Dynamics Marketing Module
  • Marketing List Management
  • Marketing Campaigns and Activities
  • Campaign Responses
  • Quick Campaigns
  • Marketing Goals and Reports
  • Microsoft Marketing as a Service and Marketing Professional Users
  • Dynamics Marketplace

Module 7: 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

Module 8: 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

Course Registration


1 day


Course Outline