80546 Sales Management in microsoft Dynamics CRM 2013 (adaptado a 2016)




This course presents the management capabilities of microsoft Dynamics CRM sales 2013 allowing track and manage the sales process to close potential. This course provides insight into the sales process information and presents the tools available to analyze and report on information sales.

This course will guide you through the tools that help make simpler and easier for your sales force internal processes can concentrate on what's important - creating a differentiated experience for their customers.


This course is designed for individuals who plan to deploy, use, maintain, or support microsoft Dynamics CRM 2013 in your organization. The training is intended for sales representatives, administrators, office managers, executives and consultants who want to learn sales functions available in microsoft Dynamics CRM 2013.


Module 1: Introduction to Sales Management
The sales module in microsoft Dynamics CRM provides a flexible framework for organizations to track, manage and analyze the parts of your sales cycle and their overall success.
• Customer Scenarios
• Basic Types of registration

Module 2: Lead Management

This module presents the characteristics of management and sales tracking module in microsoft Dynamics CRM. It is rare that two organizations follow the same sales process, even if organizations are within the same industry. For this reason, microsoft Dynamics CRM does not dictate a rigid process.Instead of providing a frame around which an organization might build a personalized sales process.
• Form lead to process timing and process tape
• Convert records of activity leads
• Qualification and Disqualification leads
• Create, maintain and use sales literature
• Create, maintain and use competitors

Module 3: Working with records of opportunity

In microsoft Dynamics CRM, qualified drivers, such as those estimated revenues associated with them, become opportunities. When a customer or prospect expressly qualified in buying products or services business, customer or prospect interest is considered a opportunity.

This is an important part of the sales process because that's where the sales team spends most of his time and effort. The process of working on one occasion may include multiple customer interactions. So the sales team handles this step can mean the difference between a win and a loss.
• Create opportunities and job opportunity shaped
• Change the status of opportunity

Module 4: Working with product catalog

This course describes the role of the product catalog in microsoft Dynamics CRM and the benefits of its use. It shows the tasks required to configure a catalog of products, including configuring and maintaining unit groups, products and price lists. It also describes and demonstrates the important role of price lists and product catalog in the sales process.
• The product catalog of microsoft Dynamics CRM
• Unitary groups
• Add and keep products
• Create, maintain and use price lists
• Cash management
• Create a price list

Module 5: Sales Order Processing

Microsoft Dynamics CRM provides tools that capture important sales information and discover new business opportunities. Although quotations, orders and invoices are important to the sales process and offer a complete view of the customer, implementing a sales process allows users initiate, track and realize sales consistently and efficiently.
• Adding Line Items (opportunity products) opportunities
• Budget management
• Working with orders
• Working with bills

Module 6: Metrics and objectives

Microsoft Dynamics CRM uses two types of known registration as a metric goal and objectives. These types of records combine to provide a powerful and flexible set of management features goal. Goal Management enables organizations to team and organizational individual track progress toward specific goals.
• Target configuration Metrics
• Configuration fiscal years
• Create and assign meta Records
• Creating and recalculating the parent and child meta Records
• Create a query Rollup

Module 7: Sales Analysis

This module explains the tools provided by microsoft Dynamics CRM to analyze and report information related to sales.
• Reports incorporated current
• Information export sales to Excel
• Working with graphics and dashboards
• Working with system tables list opportunity
• Working with Dashboards
• Create a new console in the workplace
• Share dashboards, charts and advanced search queries

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