8521 Microsoft CRM 3.0 Sales Management


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.


Microsoft CRM Concepts

  • Microsoft CRM Modules
  • Accessing Microsoft CRM
  • Customer Records
  • Customer Relationships
  • Understanding customization availability

Microsoft CRM Client for Outlook

  • Identifying the functionality available in the Microsoft CRM Client for Outlook
  • Navigate within the Microsoft CRM client for Outlook user interface
  • Navigate within the Microsoft CRM client for Outlook user interface
  • Create and manage Microsoft CRM records and activities in Outlook

Sales Management Life Cycle

  • Sales Management Process Flow
  • Overview of core sales functionality
  • Working with Customer Records

Lead Management

  • Understanding Leads
  • Creating and Importing Leads
  • Assigning, Sharing and Converting Leads
  • Disqualifying and Reactivating Leads
  • Reporting with Leads

Completing the Sale

  • Managing Opportunities
  • Working with Opportunities
  • Using Workflow and Sales Processes
  • Quotes, Orders, and Invoices

Sales Productivity

  • Evaluating Customer Data
  • Creating and Saving Advanced Find queries
  • Managing Sales Productivity
  • Marketing Collaboration

Training provider

Teaching mode:
Online - Self paced
Classroom - Instructor Led
Duration: 1 day
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Top skills covered in this course

Microsoft Dynamics
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Microsoft Dynamics CRM
This skill has an average salary of
and is mentioned in
of job ads.