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Sales Management in Microsoft Dynamics CRM 2016 (cours 80291)

Cours disponible en français ou en anglais - Training available in French or in English

 

Durée: 1 jour

 

Objectifs du cours :

 

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.

 

Compétences acquises :

 

Les stagiaires seront à même d'effectuer les tâches suivantes :

  • Gain a conceptual understanding of the Microsoft Dynamics CRM sales process.
  • Understand the role of the core record types used in Microsoft Dynamics CRM Sales Management.
  • Identify when and how to use the Competitors and Sales Literature record types.
  • Identify when to use leads to qualify or disqualify opportunities.
  • Create, work with and close opportunities.
  • Reopen opportunities.
  • Use process dialogs to automate lead and opportunity management
  • 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 for different customers, marketing campaigns and special offers.
  • Set up different price lists for different types of customers and marketing campaigns
  • Identify what constitutes a complete sales transaction.
  • Understand how opportunities and quotes are related to each other, and how they can be used together in the sales process.
  • Create a new order, create an order from a quote, and track order fulfillment.
  • Create an invoice from an order and close or cancel an invoice
  • Use Lists, Views, and Charts to obtain important sales information.
  • Use sales reports to review potential opportunities, forecast revenue, and analyze sales productivity.
  • Create custom reports with the Report Wizard.
  • Export the results of an Advanced Find or view a Microsoft Excel spreadsheet using the Export to Excel feature.
  • Create and manage sales goals for individuals, teams, and your organization.
  • Create and share personal charts and system charts.
  • Work with and create dashboards.

 

Connaissances requises :

 

Pour suivre ce cours, les stagiaires doivent disposer des connaissances suivantes :

  • General working knowledge of customer relationship management
  • General understanding of business processes
  • General working knowledge of Microsoft Windows.
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  • Home
  • Training
    • Microsoft >
      • Windows Server 2019 >
        • Windows Server 2019 Administration
        • Windows Server 2019 Hybrid and Azure IaaS
      • Windows Server 2016 >
        • Installation, Storage, and Compute with Windows Server 2016 (20740)
        • Networking with Windows Server 2016 (20741)
        • Identity with Windows Server 2016 (20742)
        • Upgrading Your Skills to Windows Server 2016 (20743)
        • Securing Windows Server 2016 (20744)
      • Windows 10 >
        • Implementing and Managing Windows 10 (20697-1)
        • Deploying and Managing Windows 10 Using Enterprise Services (20697-2)
        • Supporting and Troubleshooting Windows 10 (10982)
      • SQL Server 2016/2014 >
        • Updating Your Skills to SQL Server 2016 (10986)
        • Querying Data with Transact-SQL (20761)
        • Developing SQL Databases (20762)
        • Administering a SQL Database Infrastructure (20764)
        • Provisioning SQL 2016 Databases (20765)
        • Implementing a SQL Data Warehouse (20767)
        • Developing SQL Data Models (20768)
        • Analyzing Data with SQL Server Reporting Services (10990)
        • Querying Microsoft SQL Server 2014 (20461)
        • Administering SQL Server 2014 Databases (20462)
        • Implementing a Data Warehouse with Microsoft SQL Server 2014 (20463)
        • Developing Microsoft SQL Server 2014 Databases (20464)
        • Designing Solutions for Microsoft SQL Server 2014 (20465)
        • Implementing Data Models and Reports with SQL Server 2014 (20466)
        • Designing Business Intelligence Solutions with Microsoft SQL Server 2014 (20467)
        • SQL Server 2014 Performance Tuning and Optimization (55144)
        • Quick Microsoft SQL Server 2012-2014 Integration Services (55120)
        • Analyzing Data with Power BI (20778)
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        • Deploying Voice Workloads for Skype for Business Online and Server 2015 (40409)
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        • Microsoft SharePoint Server 2016 for the Site Owner/Power User (55197)
        • SharePoint 2016 End User Training (55199)
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        • Planning and Administering SharePoint 2016 (20339-1)
        • Advanced Technologies of SharePoint 2016 (20339-2)
        • No-Code SharePoint 2013-2016 Workflows With SharePoint Designer 2013 (55048)
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        • Developing Windows Communication Foundation Solutions with Microsoft Visual Studio 2010 (cours 10263)
        • Developing Web Applications with Microsoft Visual Studio 2010 (cours 10264)
        • Developing Data Access Solutions with Microsoft Visual Studio 2010 (cours 10265)
        • Programming in C# with Microsoft Visual Studio 2010 (cours 10266)
        • Introduction to Web Development with Microsoft Visual Studio 2010 (cours 10267)
        • Programming in Visual Basic with Microsoft Visual Studio 2010 (cours 10550)
        • Windows Azure Solutions with Microsoft Visual Studio 2010 (cours 50466)
        • Administering Team Foundation Server 2010 (cours 50430)
        • Creating Object-Oriented Solutions Using C# (cours 50211)
        • Introduction to HTML5 (cours 50564)
        • HTML5 Programming (cours 10953)
        • Fundamentals of XAML and Microsoft Expression Blend (cours 10553)
      • Cloud Development with Azure >
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        • Advanced SQL Azure (course 50592)
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      • CRM 2016 >
        • Introduction to Microsoft Dynamics CRM 2016 (cours 80442)
        • Extending Microsoft Dynamics CRM 2016 (cours 80295)
        • Microsoft Dynamics CRM 2016 Installation and Deployment (cours 80296)
        • Reporting in Microsoft Dynamics CRM 2016 (cours 80445)
        • Workflow and Dialog Processes in Microsoft Dynamics CRM 2016 (cours 80444)
        • Marketing Automation in Microsoft Dynamics CRM 2016 (cours 80290)
        • Sales Management in Microsoft Dynamics CRM 2016 (cours 80291)
        • Service Management in Microsoft Dynamics CRM 2016 (cours 80292)
        • Service Scheduling in Microsoft Dynamics CRM 2016 (cours 80293)
      • System Center 2016 >
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          • Amazing Macros (50476)
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        • Photoshop détourage et montage complexe (cours PHO5505)
        • Photoshop pour les photographes (cours PHO5506)
        • Photoshop retouche, photomontage & chromie (cours PHO5507)
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      • Building Cisco Service Provider Next-Generation Networks, Part 1 (SPNGN1)
      • Building Cisco Service Provider Next-Generation Networks, Part 2 (SPNGN2)
      • Introducing Cisco Voice and Unified Communications Administration (ICOMM)
      • Implementing Cisco Unified Wireless Networking Essentials (IUWNE)
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      • Oracle 11g: RAC and Grid Infrastructure Administration Accelerated (ORA005)
      • Oracle Grid Infrastructure 11g : Gestion des clusters et ASM (ORA006)
      • Oracle Database 11g: Backup and Recovery Workshop (ORA007)
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    • Training in management, sales and customer orientation >
      • Team spirit for efficiency (course MOT0001)
      • Company Leader Seminar (course MOT0002)
      • Progress through insights discovery (course MOT0003)
      • Men and women management (course MOT0004)
      • Positive Inner Attitude (course MOT0005)
      • Management of yourself and your time (course MOT0006)
      • Customer orientation (course MOT0007)
      • Sales of goods and services (course MOT0008)
    • Photography >
      • Photoshop pour les photographes (cours PHO5506)
      • Photoshop Lightroom 4 (cours LIG4001)
      • Automatiser son flux de travail (cours PHO001)
      • Comprendre l'imagerie numérique (cours PHO002)
      • Capture NX2 (cours PHO003)
      • Autodesk Stitcher Unlimited - Introduction à la création de Panoramas (cours PHO004)
      • PhaseOne Media Pro 1 photo manager (cours PHO005)
      • Using ArcSoft Products (cours PHO007)
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    • Withholding tax agreements : Rubik
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