Курс "81056 Управление продажами в Microsoft Dynamics 365"
Код: 81056 Специализация: Microsoft Dynamics 365
Продолжительность - 2 дня
Производится набор группы
Стоимость:
40 000 руб.
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
