Course details

Sales Automation in Microsoft Dynamics CRM 2013

Sales Automation in Microsoft Dynamics CRM 2013

Target Audience
Expected Duration
Lesson Objectives
Course Number
Expertise Level

Microsoft Dynamics CRM 2013 is a Customer Relationship Management application that makes it possible to automate much of the sales process. In this course, you will learn how to configure and use the sales module including sales pipeline management, sales order processing, managing the product catalog, measuring performance through metrics and goals, and various ways to create reports.

Target Audience
Individuals who plan to use, implement, or support the Microsoft Dynamics CRM 2013 sales module in their organization


Expected Duration (hours)

Lesson Objectives

Sales Automation in Microsoft Dynamics CRM 2013

  • start the course
  • recognize the terminology in sales management
  • recognize the sales process and its entities
  • create leads and convert them to opportunities
  • set up opportunity records
  • resolve opportunity records
  • work with multiple currencies on sales records
  • track sales lost to competitors
  • describe the product catalog and configure unit groups
  • offer a product or service at different sales prices
  • distinguish between different pricing methods
  • specify rounding rules and group products
  • configure discount lists
  • create a central repository for sales literature and attach it to relevant records
  • create quotes against an opportunity using the product catalog
  • produce a quote document and make revisions to your quote
  • follow the sales process from quoting to ordering to invoicing
  • configure goal metrics in CRM
  • set up goals to measure the performance of teams and individuals
  • create a rollup query to apply a filter to a goal
  • use parent goals to roll up goal values
  • describe the built-in CRM sales reports
  • create an Excel workbook as a CRM report
  • use Excel pivots, slicers, and timelines to analyze your CRM data
  • develop various types of charts to graphically display your data
  • build basic reports using the native CRM Report Builder
  • create a lead and follow it through the sales cycle to completion
  • Course Number:

    Expertise Level