The Sales Management in Microsoft Dynamics CRM training course provides a flexible framework for organizations to track, manage, and analyze parts of their sales cycle as well as its overall success. This course describes the components used in Microsoft Dynamics CRM Sales Management or Microsoft Dynamics 365 for Sales, explains how they can apply to various business scenarios. It also details the entities or record types that Microsoft Dynamics CRM uses to track sales from potential to close. With this information, organizations can determine which aspects of the Sales module framework are appropriate for their organization. The Sales Management in Microsoft Dynamics CRM training course provides information on the full functionality of the Sales functionality of Microsoft Dynamics CRM Sales Management or Microsoft Dynamics 365 for Sale. It provides information about various customer scenarios, lead through opportunity management, product catalog management, sales transaction processing, goal management, and sales analysis.
Sales Management in Microsoft Dynamics CRM training
- Explore the default sales management functionality within Microsoft Dynamics CRM
- Guidance on the opportunity process flow
- Maintain lead record management
- Configure the product catalog
- Explain the sales ordering process
- Walk through the creation of metrics and goals within sales management
- Provide an overview of sales analysis and its business impact on an organization
MS CRM Architect & Senior Developer
11+ years of vast experience in planning, designing, implementing and supporting services on the Microsoft Dynamics CRM Platform, mainly in: building customized portals, integration with accounting systems and applications development. Successfully delivered and implemented more than 50+ complex software projects in different subject areas: from hotels and recreation industry to construction and development.
MS CRM Project Manager & Senior Consultant
5+ years of professional experience in the field of Microsoft Dynamics implementation and integration. Coaching newcomers as Consultants of MS Dynamics CRM. Coordinating projects activities such as project planning, executing project plans within pre-set budgets and deadlines. Participation in designing of Microsoft Dynamic CRM project architecture and environments scheme.
- This package contains:
- Training videos
Advanced Package (Webinar)
- This package contains:
- Live webinar
- Project review with your tutor: 3 hours
- Consulting : 2 hours