Курс "81056 Управление продажами в Microsoft Dynamics 365"

Код: 81056
Специализация: Microsoft Dynamics 365

Продолжительность - 2 дня

81056 Управление продажами в Microsoft Dynamics 365

Description

This learning course explores Business Processes Flows and using Branching to standardize how a sale moves through the system. It also describes additional components, such as Sales Territories, the Product Catalog, Metrics, and Goals, how they are used within the Sales module and how they can apply to various business scenarios. It also details the process of converting an Opportunity to a Quote, Order, and even an Invoice to fully track sales from potential through to invoicing. In addition, it provides information about gamification, and additional tools that can be used for sales analysis.

This course helps prepare you for assessment Microsoft Dynamics 365 for Sales.

This course helps prepare you for exam MB2-717

What are the goals for this course?

• Explore Business Processes and Branching Process Flows
• Configure the Product Catalog
• Explain the Sales Ordering Process and its related records
• Walk through the creation of metrics and goals within Sales Management
• Provide an overview of some of the additional sales analysis tools and how they are used
• Some basic experience using Windows applications
• Knowledge of basic sales, marketing, and customer service roles in a business
• Some knowledge of common Microsoft Dynamics CRM record types is preferred

Программа курса

Module 01: Sales Administration Setup

• Business Process Flows
• Sales Territories
• Currency Configuration

Module 02: Product Catalog

• Benefits of the Product Catalog
• Create and Maintain Products
• Product Relationships
• Price Lists
• Discount Lists
• Product Currency Configuration
• Product Families
• Product Bundles
• Product Hierarchical Chart

Module 03: Sales Transactional Records

• Pricing/Revenue
• Impact of Different Currencies and Exchange Rates
• Quotes
• Quotes: Life Cycle
• Working with Orders and Invoices

Module 04: Metrics and Goals

• Goal Management Components
• Goal Examples: Sales Management
• Goal Metrics
• Sales Metrics
• Fiscal Periods and Settings
• Defining Goals
• Goal and Goal Metric Records
• Goals Hierarchy
• Rollup Queries
• How Rollup Queries Work

Module 05: Gamification

• What is Gamification
• Enable Gamification
• Gamification Portal
• The Basics
• Account Types
• Game Types
• Draft Schedules
• KPIs
• Player Positions and Alignment
• Scoring Methods
• Trophies, Badges, and Prizes
• Kick Off
• Managing Outcomes
• Gamification TV Feeds
• Interacting with Games as Player
• Game Cloning
• Game Administration
• Email Scheduling

Module 06: Sales Analysis Tools Extended

• Export to Word Templates
• Charts and Dashboards
• Working with Dashboards
• Share Dashboards, Charts, and Queries
• Power BI Dashboards

Облачный сервис Microsoft Dynamics 365 объединил в себе самые последние CRM- и ERP-решения компании для комплексного и более продуктивного управления бизнесом, включая контроль рабочего процесса, распределение ресурсов, формирование различных видов финансовой отчетности, а также повышение качества предоставляемых организацией услуг, анализ клиентской активности или планирование продаж.

Пользователи сервиса Microsoft Dynamics 365 могут использовать широкие возможности интегрированных аналитических инструментов Power BI и сервисов продвинутой аналитики из «облака» Microsoft Azure Cortana Intelligence Suite для оптимизации производства, получения детализированных рыночных прогнозов и создания актуальных, учитывающих множество экономических факторов, маркетинговых планов.

По окончании авторизованного курса Microsoft выдаётся международный сертификат Microsoft