Sales Management in Microsoft Dynamics CRM 2011

Introduction

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 Catalogue and process sales information. It also introduces some of the tools used to analyse

and report on sales information.

Outcomes

After completing this course, students will be able to:

• Gain a conceptual understanding of the Microsoft Dynamics CRM sales process
• Understand the role of the core record types used in Sales Management
• Discuss when to use leads to qualify or disqualify opportunities
• Use process dialogs to automate lead and opportunity management
• Use the Product Catalogue
• Create Price Lists for campaigns and special offers
• Create orders, quotes and track order fulfilment
• Use Lists, Views and Charts to obtain important sales information
• Work with and create dashboards

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