Microsoft Dynamics CRM: Sales Module (CRM101)

Microsoft Dynamics CRM


Description

[Estimated Time: 2 hours] The Sales module within 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.

Content
  • Introduction
  • Welcome
  • Course Outline
  • Working with Customers and Sales Overview
  • Sales Module
  • Lead Management
  • Account Management
  • Contact Management
  • Opportunity Management
  • Other Functionality
  • Creating a Task Workflow
  • Email Template Tutorial in Dynamics CRM
  • Test
  • CRM Sales Module Test
  • Give us your Feedback
  • Documentation
  • Lead Management
  • Opportunity Management
  • Click here to get the Microsoft Dynamics CRM 2015 User Guide
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever