Курс "81055 Управление отношениями в Microsoft Dynamics 365 для продаж"
Код: 81055 Специализация: Microsoft Dynamics 365
Продолжительность - 1 день
Производится набор группы
Стоимость:
20 000 руб.
81055 Управление отношениями в Microsoft Dynamics 365 для продаж
Description
The Sales module for Microsoft Dynamics 365 provides a flexible framework for organizations to track, manage, and analyze parts of their sales cycle as well as its overall success. The course describes the components used within the Sales module and explain how they can apply them to various business scenarios. It also details the entities or record types that Microsoft Dynamics CRM uses to track sales from potential to close. It explores the management of, and application of, leads and sales opportunities in the sales process, as well as how to analyze the monitoring of sales-related data utilizing some of the essential built-in tools available through Microsoft Dynamics 365.
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?
Examine common customer scenarios
Review core records and their purpose
Explore the customer organization structure
Review the main entities involved the Sales Process
Explore Microsoft Social Engagement and how it works within the Microsoft Dynamics 365 Sales Module
Recognize how to work with sales literature
Create and associate competitors with records Define the roles of Lead and Opportunity records
Examine the Lead to Opportunity process flow
Describe lead record management
Convert activities to leads Describe of opportunity records
Create, work with, and close opportunities
Connect competitors to an opportunity record
Utilize Document Recommendations with Opportunities
View resolution activities
Manage opportunities from system views Configure Relationship Intelligence
Explore the Relationship Assistant
Utilize Email Engagement
Describe Auto-capture
Visualize the results with Engagement Analytics Explore basic data queries through Advanced Find
Enhance update capabilities with Editable grid
Review potential opportunities, forecast Revenue and analyze sales productivity using built-in reports
Utilize the Export to Excel feature
Use Excel Templates
Basic experience using Windows applications
Basic understanding of Sales in Microsoft Dynamics CRM
Completion of the Microsoft Dynamics CRM Introduction course
Программа курса
Module 01: Introduction to Relationship Management
Customer Scenarios
Customer Organization Structure
Core Records
Microsoft Social Engagement
Module 02: Sales Component Setup
Sales Literature
Sales Literature vs. Microsoft SharePoint
Competitors
Create, Maintain, and Use Competitors
Module 03: Lead Management
The Role of Leads and Opportunities
Lead to Opportunity Process Flow
Disqualifying and Reactivating Leads
Tracking and Converting Leads
Module 04: Working with Opportunity Records
Opportunities
Assigning Opportunities
Closing Opportunities
Quick Create
Connecting with Other Records
Connections
Competitors and Opportunities
Resolution Activities
Opportunity Views
Module 05: Relationship Insights
Overview of Relationship Insights
Configuring Relationship Insights
Relationship Assistant
Email Engagement
Compose and Send Emails
Follow Emails and Attachments
Delay Send View
Email Tracking and Analytics
Email Template Picker
Understanding Auto Capture
Overview of Relationship Analytics
Module 06: Introduction to Sales Analysis Tool
Advanced Find
Editable Grid
Built in Reports
Export to Excel
Export to Excel Templates
Differences between Export to Excel and Excel Templates
Excel Online
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
