Realdolmen Education

Details

The sales and marketing to its full potential in Microsoft Dynamics CRM

This course is currently not scheduled on the open calendar, but can be organized on request.

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Duration

2 day(s)

Audience

End users (sales, presales, customer service people, ...), key users, Application and technology consultants, developers, solution architects.

Prerequisites

Some basic experience using Windows applications; Knowledge of basic sales, customer service and marketing roles in a business; Attended the course "Introduction to Microsoft Dynamics Online and On Premise" .

Objectives

Explore a number of possible business scenarios that could leverage the default Sales and Marketing functionality within Microsoft Dynamics CRM.

Methods

Class training with individual guidance and the possibility to ask questions. The student can immediately put the possibilities of the program into practice by means of exercises. Each student disposes of a workstation.

Description

This course focuses on how Microsoft Dynamics CRM 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 and 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 This course provides information on the full functionality of the Sales Management functionality of Microsoft Dynamics CRM Online. It provides information about various customer scenarios, lead through opportunity management, product catalog management, sales transaction processing, goal management, and sales analysis. It gives an overview of how you can measure and analyze overall CRM success by using 7 analysis tools. This module will be treated from the perspective of the web browser as well as the Outlook CRM client.

Contents

  • The CRM interface
  • Core records of the sales module
  • Lead management
  • Account and contact management
  • Activity management
  • Opportunity management
  • Competitors
  • Sales terittories
  • Product catalog
  • Sales literature
  • From opportunity to quote
  • Orders
  • Invoices
  • The marketing module
    • Marketing lists
    • Quick campaigns
    • Campaigns
    • Campaign responses
    • Email templates and mail merge templates
    • Sending emails
  • Measuring and analyzing overall CRM success
    • Lists and views
    • Searching data
    • Reports
    • Export to Excel
    • Charts
    • Dashboards
    • Introduction to goal management