Microsoft - Dynamics CRM 2016 Sales

Lehrplan

Im Microsoft Dynamics CRM 2016 Sales Kurs behandeln Sie folgende Inhalte:

• Manage Dynamics CRM sales management components
• Understand different record types; create, maintain, and use sales literature; create, maintain, and use competitors; understand sales territories; manage currency configurations; understand social engagement
• Manage the product catalog
• Understand the role of the product catalog and price lists; manage unit groups; manage products; manage price lists; manage discount lists; manage currencies; create product families and properties; manage product bundles; view products in hierarchical charts

• Manage leads
• Understand the role of lead and opportunity records; understand the lead to the opportunity process flow; use the lead to the opportunity process form and the process ribbon; track leads; convert activity records to leads
• Manage opportunities
• Create and manage opportunities; manage opportunity records; connect competitors to opportunities; view resolution activities; work with opportunities from views; add a contact to an opportunity
• Manage the sales order process
• Add line items to opportunities; create and add write-in products and opportunities; select alternate price lists for opportunities; understand the process of the quotes life cycle; manage quotes; work with orders; work with invoices; convert quotes to orders and convert orders to invoices

• Manage metrics and goals
• Configure sales metrics; configure fiscal periods; create and assign goal records; define parent and child records; create and recalculate parent and child goal records; create rollup queries
• Perform sales analysis
• Use built-in reports; export sales information to Microsoft Excel; work with charts and dashboards; work with system charts from an opportunity list; create dashboards; share dashboards and charts; perform advanced find queries; work with Microsoft Power BI dashboards

• Configure email integration
• Configure email server synchronization; configure server settings, server profiles, and mailbox configurations; migrate to server-side synchronization; configure synchronization options; configure email client integration; use folder tracking; use the Dynamics CRM app for Outlook
• Configure collaboration
• Configure Microsoft SharePoint integration; set up SharePoint documents; use SharePoint documents; use Skype and Skype for Business with Dynamics CRM; use Microsoft Yammer with Dynamics CRM; use Office Groups with Dynamics CRM
• Configure Office productivity
• Work with Excel; export to Excel; work with Power BI; analyze data with Power BI; visualize data with Excel and Power BI to create an immersive experience; configure OneNote integration; use OneNote with Dynamics CRM