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MB2-717/81056: Sales Management in Microsoft Dynamics 365

Module 01: Sales Administration Setup

  • Module Overview
  • Business Process Flows
  • Sales Territories
  • Practice: Create a Sales Territory
  • Currency Configuration
  • Module Review

Module 02: Product Catalog

  • Module Overview
  • Benefits of the Product Catalog
  • Practice: Creating a Unit Group
  • Create and Maintain Products
  • Practice: Create a New Product
  • Product Relationships
  • Price Lists
  • Discount Lists
  • Practice: Create a Discount List
  • Product Currency Configuration
  • Product Families
  • Product Bundles
  • Practice: Create a Product Bundle with Associated Products
  • Product Hierarchical Chart
  • Practice: Create a New Product Assign it to a Price List, and Assign it to a Discount List
  • Module Review

Module 03: Sales Transactional

  • Module Overview
  • Pricing/Revenue
  • Demonstration: Add Write-In Products
  • Practice: Add Product Line Items to Opportunities
  • Impact of Different Currencies and Exchange Rates
  • Quotes
  • Quotes: Life Cycle
  • Demonstration: Converting an Opportunity to a Quote
  • Practice: Convert an Opportunity to a Quote
  • Working with Orders and Invoices
  • Demonstration: Manage an Order
  • Practice: End to End Sales Order Processing
  • Module Review
  • Quiz: Test Your Knowledge

Module 04: Metrics and Goals

  • Module Overview
  • Goal Management Components
  • Goal Examples: Sales Management
  • Goal Metrics
  • Sales Metrics
  • Fiscal Periods and Settings
  • Demonstration: Configure Fiscal Year Settings
  • Defining Goals
  • Goal and Goal Metric Records
  • Demonstration: Create and Assign a Goal
  • Practice: Creating a Goal
  • Goals Hierarchy
  • Demonstration: Create a Parent Goal
  • Rollup Queries
  • How Rollup Queries Work
  • Demonstration: Create a Rollup Query
  • Practice: Create and Manage Goal Metrics
  • Module Review 

Module 05: Gamification

  • Module Overview
  • What is Gamification
  • Enable Gamification
  • Demonstration: Enable Gamification
  • Gamification Portal
  • The Basics
  • Account Types
  • Demonstration: Settings Roles
  • Game Types
  • Draft Schedules
  • KPIs
  • Player Positions and Alignment
  • Scoring Methods
  • Trophies, Badges, and Prizes
  • Kick Off
  • Demonstration: Setup a Game - Fantasy Teams with Actuals
  • Practice: Setup a Game No Teams
  • Managing Outcomes
  • Gamification TV Feeds
  • Practice: Setup a Gamification TV Stream
  • Demonstration: Game Interaction as Player
  • Game Cloning
  • Game Administration
  • Email Scheduling
  • Practice: Game Administration
  • Module Review

Module 06: Sales Analysis Tools Extended

  • Module Overview
  • Export to Word Templates
  • Demonstration: Creating a Word Template for a Quote
  • Charts and Dashboards
  • Demonstration: Default Charts
  • Practice: Create a New Chart
  • Working with Dashboards
  • Demonstration: Default Dashboards and Create a Dashboard
  • Share Dashboards, Charts, and Queries
  • Practice: Create and Share a Dashboard
  • Power BI Dashboards
  • Demonstration: Power BI Dashboards
  • Module Review

Module 07: Course Review

  • Course Review

This course is intended for Application Consultant, sales, technologyconsultant

Yêu cầu cơ bản/Prerequisites

  • 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
  • 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
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