This course, in common with its companion courses, uses structured Walkthroughs throughout each module to put into practice what has just been introduced by the trainer. There's also a Lab at the end of each module with 'high-level' requirements as well as detailed, step-by-step instructions.
A number of the modules in the Fast Track set of courses incorporate a 'Stretch Yourself' lab for more advanced delegates or for those who simply work at a faster rate than other delegates.
After each module's lab(s), a set of questions are posed to test delegates' understanding of the material introduced in the module.
There are no prerequisites for this course.
Please note: Before attending this class delegates must have a Microsoft account (signing up one is free). The instructions on how to set up a Microsoft account can be found here.
On completion, delegates will learn how to:
Analytics will be supported by a specific module covering Views, Reports, and Charts. Goal Management will be addressed in a module covering Metrics, individual, team and organisation Goals.
Module One: Introduction to Sales Management
The first module introduces the rolling scenario used through this course. (This scenario is extended in the companion Service Management course. These two courses, taken together, make up the set of CRM 'Applications' courses that can be packaged with the CRM 2 Customisation and Configuration course into a five-day 'Fast Track' experience
In this module, delegates will learn how to:
Lab: Create and Qualify a Lead.
Module Two: Opportunity Management
The second module examines the different ways in which Opportunities can be created and how they're related to Customers, the Product Catalog, and Crm Users. Activities are introduced in the context of an ongoing series of customer interactions using various channels. The Competitor created in module one is attached to an Opportunity. The consequences of closing an Opportunity are discussed and the sequence of new activities, attached to an Opportunity can be examined.
Lab: Quick-Create a new Opportunity
Module Three: Establishing the Product Catalog
The third module examines the central role the Product Catalog occupies in successful Sales Management using Dynamics CRM. Products can be grouped and arranged into Product Families. They can be classified by Product Properties allowing precision when describing particular items to a Customer and they can be related, each to the other(s) giving the salesperson the ability to cross-sell related products; to up-sell to a 'premium' version of a product; to suggest a substitute, or an accessory product.
There are Walkthroughs throughout the module, designed to step delegates through important topics:
Lab One: Create and visualise a Product Family.
Lab Two: Override Product Properties.
Lab Three: Complete a set of Product Relationships
Module Four: Order Processing
This module looks into the ease with which multiple price lists can be established and maintained by CRM. As a number of organisations work across different currency zones, we examine the impact of other currencies on price calculations across price lists.
Walkthroughs in this module include:
Module Five: Establishing Goals
Walkthroughs in module five include:
Lab: Create a Parent/Child Goal.
Module Six: Analysing Sales
Walkthroughs in the final module include:
Lab: Create a new Sales Dashboard.