About this course
This two-day instructor-led course introduces participants to the Sales Management Module in Microsoft Dynamics 365/CRM. The course focuses on the Sales module functionality, and on participants with a role in Sales.
This training will be given by a certified trainer from Admiral Dynamics, in cooperation with knowledge center SBM. Therefore, subscriptions will be done through the SBM website.
This course is intended for organizations who plan to implement, use, maintain, or support Microsoft Dynamics CRM in their organization.
The course is intended for end users, key users, sales representatives and sales managers who use the Microsoft Dynamics CRM Sales Management module to track, manage, and analyse (parts of their) Sales cycle as well as its overall success.
This hands-on course gives a a deep dive of the Sales module within Microsoft Dynamics CRM.
- Overview of the Sales flow and concepts within CRM
- Convert activities to lead or opportunity
- Sales flow from potential to closure
- Product & Service catalogue
- Guided process
- Lead Management
- Opportunity Management
- Quote Management
- Sales Order Management
- Invoice Management
- Sales Analysis, metrics and goals
When acquiring new skills, learning by doing is the best method. Hands-on exercises are an important part of the training.
The participant needs working knowledge on Microsoft Windows, Microsoft Outlook, Microsoft Word and Microsoft Excel.
It is recommended to follow the course “Analyse your data” first, which will give you a more complete view on the possibilities for this and other modules. Check out our events page for the exact dates of this course.
This training will be given in Dutch.
The CRM trainer will alternate his/her explanation of CRM concepts and demos (50% of the course) with hands-on exercises (50%).
Important: Participants should bring their own laptop. Each student will get access to an individual online Microsoft Dynamics demo environment.
Maximum number of students is limited to 12, because of didactic reasons.
Tip: This training can also be organised as an inhouse/customised training! Please get in touch if this would be more appropriate for your company.
Date and location
|29 May 2018||SBM, Tramstraat 63, 9052 Gent (Zwijnaarde)|
|5 June 2018||SBM, Tramstraat 63, 9052 Gent (Zwijnaarde)|
- Session 1: Tuesday 29/05/2018, 9:00 – 12:00
- Session 2: Tuesday 29/05/2018, 13:00 – 16:00
- Session 3: Tuesday 05/06/2018, 9:00 – 12:00
- Session 4: Tuesday 05/06/2018, 13:00 – 16:00
600 euro per participant (VAT exclusive).
Questions or other requirements?
Do you have questions about this session? Want to know more about other courses? Would you like to receive an in-house/customised training?
Don’t hesitate to contact us, we are happy to help you.