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.

Course Outline

  • Introduction
  • Working with the Product Catalog
  • Sales Order Processing
  • Analysis, Reporting and Goals

Course Objectives: 

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 Catalog
  • Create Price Lists for campaigns and special offers
  • Create orders, quotes and track order fulfillment
  • Use Lists, Views and Charts to obtain important sales information
  • Work with and create dashboards

Target Audience: 

This course is designed for new partners and customers of Microsoft Dynamics CRM that want to learn about the available sales features in the Microsoft Dynamics CRM product.

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