Microsoft CRM 3.0 Sales Management

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This one-day course explores the Microsoft® CRM application from a user's perspective. Application functionality covered in the course includes Core CRM Navigation, User Interface, Outlook Client, and the Sales Management module. 

This course teaches the processes and functionality used by sales managers and sales representatives. The course begins with an introduction to the core concepts of Microsoft CRM then an overview of the sales processes. Subsequent lessons explore the sales concepts in greater detail. A thorough understanding of the sales processes in Microsoft CRM helps you to get the most out of your system.

Microsoft CRM Sales Management training is recommended for individuals or anyone that plans to implement, use, maintain, consult, or support Microsoft CRM in their organization. The class is targeted toward sales representatives, administrators, office managers, CEO’s, and consultants who need to understand the technical aspects of Microsoft CRM and gain foundational knowledge of the application functionality.

Note: This application course does not include materials or instructor discussion of Microsoft CRM Installation, Application Configuration, Workflow Configuration, Customization, Back Office Integration or Data Migration.

Before attending this course, students must have:

- General knowledge of Microsoft® Windows® - An understanding of Customer Relationship Management solution processes and practices
Skills After completing this course students should understand:
  • Microsoft CRM User Interface and application terminology
  • Basic and advanced navigation and record maintenance
  • Microsoft CRM Client for Outlook functionality and synchronization
  • Account, Contact, Lead, Opportunity and Activity record management
  • Sales functionality, including Lead, Opportunity, Quote, Order, Invoice, and Product Catalog management
  • Microsoft CRM Advanced Find functionality to evaluate customer data