Microsoft Dynamics CRM Sales


The key to increasing sales success…

Duration:  half day


Learn how to manage leads and opportunities, measure sales activities, and efficiently track customer communications. Skills developed will facilitate a shorter sales cycle, higher close rate, and improve customer retention.


Prerequisite: Microsoft Windows knowledge, Microsoft Internet Explorer, Microsoft Outlook and Word knowledge, Professional Advantage Microsoft CRM Introduction


What you will learn: 

  • Navigating the Microsoft CRM Sales screens,
    manage leads and opportunities.
  • Manage Accounts, Contacts and Competitors
    from the CRM Sales Screens.
  • Understanding the Microsoft CRM Sales
    Process. Learn about how to use Microsoft
    CRM to track your prospects from a potential
    prospect right through to a qualified sale.
  • Using Microsoft CRM Sales for Outlook for
    emailing customers, setting up appointments
    and creating tasks all seamlessly integrated
    between Microsoft CRM and Microsoft Outlook.
  • Learn how to send mail merged
    documents from Microsoft CRM to your clients.
  • Learn how to print some of the key sales
    reports used in Microsoft CRM such as your
    sales pipeline reports, etc., as well as other
    print features.


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