Microsoft Dynamics® CRM Training

Sales Course

Watched Passed Highest Score Video Brief Description
Sales Module Introduction This video introduces the Sales module, its entities, and their relationships, covering Leads, Accounts, Contacts, and Opportunities, and describes converting a Lead to other records.
Sales Module Demonstration This video exposes the high-level modular organization of Microsoft Dynamics CRM Online 2011 and gives an in-depth demonstration of the Sales module in particular.
Product Catalog: Overview Learn the process of constructing a Product Catalog that contains a Discount List, Unit Group, Price List, Product, and Kit in CRM Online.
Goal Management This video demonstrates how to create and manage Goals in Microsoft Dynamics CRM Online.
Create and Qualify Leads In this video, learn how to create and qualify a lead record manually in Microsoft Dynamics CRM 2011 and Dynamics CRM Online.
Creating a Competitor Learn how to create a Competitor and add it to an Opportunity record in CRM Online.
Creating an Opportunity - Classic In this video, learn how to create an opportunity for an existing account in your CRM Online system.
Creating a Quote Learn how to create a Quote, which is a formal proposal to a Customer for a Product at a specified price in CRM Online.
Creating an Order Learn how to record and process a request for a product or service by a customer in CRM Online through an Order.
Creating an Invoice Learn how to record a completed transaction between your business and a customer in CRM Online through an Invoice.