Configuring the Sales Module

Microsoft Dynamics CRM 2013    |    Intermediate
  • 9 videos | 46m 26s
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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

  • 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

  • 3m 55s
    Upon completion of this video, you will understand the product catalog and be able to configure unit groups. FREE ACCESS
  • 6m 11s
    Learn how to offer a product or service at different prices. FREE ACCESS
  • Locked
    3.  Price List Items and Pricing Methods
    4m 29s
    During this video, you will learn how to bundle products together into a kit or substitute one product for another. FREE ACCESS
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    4.  Product Grouping and Price Rounding
    4m 38s
    Find out how to bundle products together into a kit and specify rounding rules. FREE ACCESS
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    5.  Discount Lists
    4m 37s
    To find out how to offer a product or service at different sales prices, click here. FREE ACCESS
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    6.  Sales Literature
    5m 51s
    In this video, you will learn how to create a central repository for sales literature and attach it to relevant records. FREE ACCESS
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    7.  Generating Quotes from Opportunities
    5m 9s
    In this video, you will create quotes for an opportunity using the product catalog. FREE ACCESS
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    8.  Sending and Revising Quotes
    5m 53s
    In this video, you will learn how to create a quote document and make revisions to your quote. FREE ACCESS
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    9.  Orders and Invoicing
    5m 43s
    Learn how to follow the sales process from quoting to ordering to invoicing. FREE ACCESS

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