Configuring the Sales Module
Microsoft Dynamics CRM 2013
| Intermediate
- 9 Videos | 46m 26s
- Earns a Badge
Microsoft Dynamics CRM 2013 is a Customer Relationship Management application that makes it possible to automate much of the sales process. Explore sales module configuration, the product catalog, price lists, quotes, and reports.
WHAT YOU WILL LEARN
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understand the product catalog and configure unit groups
offer a product or service at different sales prices
bundle products together into a kit or substitute one product for another
bundle products together into a kit and specify rounding rules
offer a product or service at different sales prices -
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
IN THIS COURSE
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1.Introduction to the Product Catalog and Unit Groups3m 55sUP NEXT
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2.Price Lists and Products6m 11s
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3.Price List Items and Pricing Methods4m 29s
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4.Product Grouping and Price Rounding4m 38s
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5.Discount Lists4m 37s
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6.Sales Literature5m 51s
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7.Generating Quotes from Opportunities5m 9s
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8.Sending and Revising Quotes5m 53s
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9.Orders and Invoicing5m 43s
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