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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3m 55sUpon completion of this video, you will understand the product catalog and be able to configure unit groups. FREE ACCESS
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6m 11sLearn how to offer a product or service at different prices. FREE ACCESS
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3. Price List Items and Pricing Methods4m 29sDuring 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 Rounding4m 38sFind out how to bundle products together into a kit and specify rounding rules. FREE ACCESS
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5. Discount Lists4m 37sTo find out how to offer a product or service at different sales prices, click here. FREE ACCESS
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6. Sales Literature5m 51sIn 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 Opportunities5m 9sIn this video, you will create quotes for an opportunity using the product catalog. FREE ACCESS
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8. Sending and Revising Quotes5m 53sIn 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 Invoicing5m 43sLearn how to follow the sales process from quoting to ordering to invoicing. FREE ACCESS
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