Sales Automation in Microsoft Dynamics CRM 2013 Overview/Description Target Audience Prerequisites Expected Duration Lesson Objectives Course Number Expertise Level Overview/Description
Microsoft Dynamics CRM 2013 is a Customer Relationship Management application that makes it possible to automate much of the sales process. In this course, you will learn how to configure and use the sales module including sales pipeline management, sales order processing, managing the product catalog, measuring performance through metrics and goals, and various ways to create reports.
Target Audience
Individuals who plan to use, implement, or support the Microsoft Dynamics CRM 2013 sales module in their organization
Prerequisites
None
Expected Duration (hours)
2.5
Lesson Objectives Sales Automation in Microsoft Dynamics CRM 2013
start the course
recognize the terminology in sales management
recognize the sales process and its entities
create leads and convert them to opportunities
set up opportunity records
resolve opportunity records
work with multiple currencies on sales records
track sales lost to competitors
describe the product catalog and configure unit groups
offer a product or service at different sales prices
distinguish between different pricing methods
specify rounding rules and group products
configure discount lists
create a central repository for sales literature and attach it to relevant records
create quotes against an opportunity using the product catalog
produce a quote document and make revisions to your quote
follow the sales process from quoting to ordering to invoicing
configure goal metrics in CRM
set up goals to measure the performance of teams and individuals
create a rollup query to apply a filter to a goal
use parent goals to roll up goal values
describe the built-in CRM sales reports
create an Excel workbook as a CRM report
use Excel pivots, slicers, and timelines to analyze your CRM data
develop various types of charts to graphically display your data
build basic reports using the native CRM Report Builder
create a lead and follow it through the sales cycle to completion
Course Number: er_dcrm_a02_it_enus
Expertise Level
Intermediate