Sales Management in Microsoft Dynamics CRM 2013

This course introduces the capabilities of Sales Management in Microsoft Dynamics CRM 2013 that allow you to track and manage the sales process from potential to close. This course provides insight on sales process information and introduces the tools available to analyse and report on sales information.

This course guides you through the tools that help make the internal processes simpler and easier so your sales force can focus on what is important—creating a differentiated experience for your customers.

This course also helps candidates prepare for exam MB2-700: Microsoft Dynamics CRM 2013 Application.

After completing this course, students will be able to:

  • Understand the context of Sales Management and review real-life sales scenarios
  • Identify how the various elements of the Microsoft Dynamics CRM 2013 Sales fit together
  • Review the basic terminology used throughout the application
  • Review how the basic flow of sales activity in Microsoft Dynamics CRM begins with the entry of leads and review ways to manage leads in Microsoft Dynamics CRM
  • Identify the role of leads and when they can be used
  • Know the Lead to Opportunity process and the roles of these records
  • Work with Sales Literature in Microsoft Dynamics CRM
  • Explore the steps to create and maintain Competitors
  • Identify the features and benefits of the product catalog
  • Create and maintain unit groups for the product catalog
  • Add products to the product catalog and describe the use of kit products and substitute products
  • Create price lists and configure as appropriate for different customers, marketing campaigns and special offers
  • Set up different price lists for different types of customers and marketing campaigns
  • Utilise the tools to available within Microsoft Dynamics CRM to capture important sales information and uncover new business opportunities
  • Identify how Goal Management enables organisations to manage and analyse performance
  • Use the Sales Analysis tools that Microsoft Dynamics CRM provides analyse and report on sales-related information

This course is intended for individuals that plan to implement, use, maintain, or support Microsoft Dynamics CRM 2013 in their organisation. The training is intended for Sales Representatives, Administrators, Office Managers, CEOs and Consultants who want to learn the available sales features within Microsoft Dynamics CRM 2013.

Before attending this course, students must have:

  • General knowledge of Microsoft Windows
  • General knowledge of Microsoft Office
  • An understanding of Customer Relationship Management solution processes and practices

All our public scheduled training courses offer delegates the following facilities which are all included at no extra cost: 

  • Mini Continental Breakfast, with a choice of Croissants, Pastries, Cereals, Juices, and of course Tea and Coffee
  • Buffet Lunch
  • A Selection of Soft Beverages are available throughout the Training Day
  • Full Course Manual (Official Curriculum Courseware for Technical Courses where Designated)
  • Course Exercise Files on CD\DVD or Online
  • Course Stationery Pack (Pen, Pencil and Paper)
  • Course Certificate (Vendor Accredited where Designated)
  • FREE Internet Access during your visit (Wi-Fi as Available)

There are no records to display

Email This Page to a Friend
module by Spiral

Course Details:

Duration: 1 Day
Delivery: Instructor led
Type: Course
Setting: Classroom
Language: English
Audience: Information Workers
Code: MS80546
Exam: MB2-700
Level: 200

Don't be Left Disappointed

The earlier you book the cheaper it is! That's our policy. The earlier you book a course online, the more likely the course is to run! We don't offer discounts for last minute bookings in fact quite the opposite. Book late and you'll end up paying the FULL price!!!

Late bookings mean we have to order extra manuals, which we have to pay express delivery charges for, additional food, that means our purchasing power is reduced, and reconfiguring rooms, which means extra time. Unfortunately all these unforeseen changes cost money which you end-up paying.

Just look how much you can save on our online listed prices the earlier you book!

  • 45 working days or more attracts an 8% reduction
  • Less than 45 working days = Full Price

Secure your place early and get a great reduction!

Early booking discounts apply to our publicly scheduled Microsoft Technical IT training courses held at our own premises. This discount will be applied to online booking(s) registrations only. Not to be used in conjunction with any other offer.
 

Get instructor-led, technical classroom training from Microsoft certified training partners.

With Software Assurance Training Vouchers you get authorised instructor-led technical training by our very own Microsoft qualified certified trainers. Using only courseware developed by Microsoft experts, these in-depth courses are designed to help your IT staff deploy, manage and support new software.

Your SA Training Vouchers are reserved for technical courses only. Examples of courses include:

  • MS10174 - Configuring and Managing Microsoft SharePoint 2010
  • MS10774 - Querying Microsoft SQL Server 2012
  • MS10135 - Configuring, Managing and Troubleshooting Microsoft Exchange Server 2010

After you complete your course, we will processes your voucher and are reimbursed by Microsoft. Unless the length of your training exceeds the training days available to you through SA, you will not be asked for payment

Need to know more about SATV’s visit: http://www.microsoft.com/licensing/software-assurance/training-vouchers.aspx Or give us a call on 0845 600 6061

Associate Microsoft Trainer

Associate with Nexgenn

As a Microsoft Certified Learning Partner we have a commitment to our customers to provide the highest level of training standards possible. To this end we continue to seek out talented individuals with a natural flair for communicating technical subject matter to a wide variety of audiences.

With customers both here in the UK and Europe, we deliver classess in native english covering a wide spectrum of products.

We are always looking to add to our existing portfolio of trainers. You must already have achieved your MCT qualification and have some commercial training delivery experience. Perhaps you may have already chosen a specialist subject to focus on such as Microsoft SharePoint Server, SQL Server, System Center, Exchange Server or generalise in Windows Server – We’d like to hear from you.

In the first instance please send us your CV to our Human Resources department. Please also include a link to your online transcript.

Need to know more about our associate program, give us a call on 0845 600 6061