805705: Sales and Marketing in Microsoft Dynamics CRM 2015/2016

805705: Sales and Marketing in Microsoft Dynamics CRM 2015/2016 Course Description

Duration: 1.00 days (8 hours)

Companies worldwide rely on robust and efficient Customer Relationship Management (CRM) solutions to deliver enhanced customer service. Microsoft Dynamics CRM is a leading business solution providing efficient results to companies across different sectors.

Develop your expertise in Dynamics CRM by enrolling in the 805705: Sales and Marketing in Microsoft Dynamics CRM 2015/2016 training course at NetCom Learning. Microsoft Dynamics CRM training courses are conducted by certified instructors utilizing the Official Microsoft Curriculum.

The Sales and Marketing in Microsoft Dynamics CRM 2015/2016 training covers social insights, business intelligence, and productivity measures. The training focuses on developing fundamental knowledge and skills pertaining to CRM on-premises and CRM online.

Next Class Dates

Contact us to customize this class with your own dates, times and location. You can also call 1-888-563-8266 or chat live with a Learning Consultant.

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Intended Audience for this 805705: Sales and Marketing in Microsoft Dynamics CRM 2015/2016 Course

  • » Marketing Managers
  • » Sales Representatives
  • » Office Managers
  • » CEOs
  • » Consultants
  • » Professionals who want to implement, utilize, maintain, and support Dynamics CRM in their enterprise

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Course Prerequisites for 805705: Sales and Marketing in Microsoft Dynamics CRM 2015/2016

  • » Experience working in Sales and Management
  • » Basic knowledge of Microsoft Dynamics CRM

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805705: Sales and Marketing in Microsoft Dynamics CRM 2015/2016 Course Objectives

  • » Understand Sales Management and real-life sales scenarios
  • » Understand how different Microsoft Dynamics CRM and Sales Management elements fit together
  • » Learn about basic terminologies in Dynamics CRM Sales Management and how to manage leads in Dynamics CRM
  • » Understand different tools available in Dynamics CRM to obtain vital sales info and recognize business opportunities
  • » Learn how to analyze and report on sales and marketing information by using analysis tools
  • » Understand goal management, and the role of leads and when they can be used
  • » Understand the basic flow of sales activity in CRM: Lead, Account, Contact, Opportunity, Order, and Invoice

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805705: Sales and Marketing in Microsoft Dynamics CRM 2015/2016 Course Outline

      1. Introduction to Sales Management
        1. Customer who use Dynamics CRM and scenarios
        2. Basic Record Types for Sales Management
        3. An overview of the Sales Process
      2. Lead Management
        1. Lead to Opportunity Process Form and Process Ribbon
        2. Convert Activity Records to Leads
        3. Qualifying and Disqualifying Leads
        4. Create, Maintain, and Use Sales Literature
        5. Create, Maintain, and Use Competitors
      3. Working with Opportunity Records
        1. Create Opportunities and Work with Opportunity Form
        2. Changing Opportunity Status
      4. Working with the Product Catalog
        1. The Microsoft Dynamics CRM Product Catalog
        2. Unit Groups
        3. Adding and Maintaining Products
        4. Creating, Maintaining and Using Price Lists
        5. Currency Management
        6. Creating a Price List
      5. Sales Order Processing
        1. Adding Line Items (Opportunity Products) to Opportunities
        2. Quote Management
        3. Working with Orders
        4. Working with Invoices
      6. Marketing
        1. The Dynamics Marketing Module
        2. Marketing List Management
        3. Marketing Campaigns and Activities
        4. Campaign Responses
        5. Quick Campaigns
        6. Marketing Goals and Reports
        7. Microsoft Marketing as a Service and Marketing Professional Users
        8. Dynamics Marketplace
      7. Metrics and Goals
        1. Configuring Goal Metrics
        2. Configuring Fiscal Periods
        3. Creating and Assigning Goal Records
        4. Creating and Recalculating Parent and Child Goal Records
        5. Creating a Rollup Query
      8. Sales and Marketing Analysis
        1. Running Built-in Reports
        2. Exporting Sales Information to Excel
        3. Working with Charts and Dashboards
        4. Working with System Charts from the Opportunity List
        5. Working with Dashboards
        6. Create a New Dashboard in the Workplace
        7. Sharing Dashboards, Charts, and Advanced Find Queries

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Do you have the right background for 805705: Sales and Marketing in Microsoft Dynamics CRM 2015/2016?

Skills Assessment

We ensure your success by asking all students to take a FREE Skill Assessment test. These short, instructor-written tests are an objective measure of your current skills that help us determine whether or not you will be able to meet your goals by attending this course at your current skill level. If we determine that you need additional preparation or training in order to gain the most value from this course, we will recommend cost-effective solutions that you can use to get ready for the course.

Our required skill-assessments ensure that:

  1. All students in the class are at a comparable skill level, so the class can run smoothly without beginners slowing down the class for everyone else.
  2. NetCom students enjoy one of the industry's highest success rates, and pass rates when a certification exam is involved.
  3. We stay committed to providing you real value. Again, your success is paramount; we will register you only if you have the skills to succeed.
This assessment is for your benefit and best taken without any preparation or reference materials, so your skills can be objectively measured.

Take your FREE Skill Assessment test »

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Award winning, world-class Instructors

Charles W.
- Expert in Microsoft Office applications such as Excel, Word, PowerPoint, Outlook, Project, Visio, and Access as well as Adobe Graphic and Web Designer (InDesign, Acrobat, Photoshop, Illustrator, Dreamweaver and Flash Catalyst)
- Holds an A.A.S in Graphic Design as well as various Awards and Affiliations, including MCT, MCP, MCAS, and Office 2007 Master.
- Senior Lead Trainer for over 10 years.


Charles is a Technical Trainer & Instructional Designer for over 10 years. He is a Microsoft Certified Trainer and dedicates himself to Microsoft Office applications such as Excel, Word, PowerPoint, Outlook, Project, Visio, and Access. He is also an Adobe specialist and holds a degree in Graphic Design.

Charles is well known for his high evaluation scores, achieving 8.75 out of 9 on a regular basis, teaching in one-on-one, instructor-led, and web-based environments; one of the reasons for his high evaluation is his expertise in increasing personnel performance by developing and implementing programs constructed from the job task analysis process. Charles currently teaches Adobe Graphic and Web Designer, and Microsoft Office Specialist courses at NetCom Learning.
David H.
David is a hands-on, dynamic and experienced financial systems consultant with successful work history of implementing large scale ERP systems, managing and directly responsible for data migration, financial report validation and customization, end-user training, process documentation and automation. David has been a trainer for more 21 years.
Ginger M.
- Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University.
- Over 9 years of experience as a Master Certified Trainer. Expert in MS Dynamics GP Financials, Installation, HR/Payroll, Project Accounting, Inventory and Integration Manager.
- Project Manager to various MS Dynamics Great Plains implementations.


Ginger holds a Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. Her career started as an Auditor for Deloitte & Touch and over the years she developed her passion for Microsoft Dynamics, implementing Dynamics GP and Project Cost in the Professional Services, Commercial Real Estate and Medical Facilities vertical markets.

Ginger's experience with Microsoft Dynamics is unparalleled. As a Certified Master Dynamics trainer, she stays abreast of the latest Dynamics modules and shares experience with a very hands-on training technique at NetCom Learning.
Lynn D.
- Over 25 years of experience working as Senior Financial Analyst and Senior Auditor.
- Professor of Graduate Management and Business School at the University of Phoenix since 2007.
- Microsoft Certifications in Financials, Trade & Logistics, Production and Human Resources Management as well as Microsoft Certified Trainer (MCT) since 2009.


Lynn is a very accomplished Senior Financial Analyst and Senior Auditor with over 25 years of experience. She has been a Microsoft Certified Trainer since 2009 and a Professor of Graduate Management and Business School at University of Phoenix since 2007. In addition to several other Microsoft certifications, she is also a specialist in Microsoft Dynamics AX.

Lynn has taught several Microsoft Dynamics AX courses at NetCom Learning and is described by her students as very knowledgeable, qualified, and patient with her approach. Her classes are very dynamic and energetic, just as the course per se.
Ramesh P.
Ramesh holds a Masters Degree in Computer Science with specialization in Information Security and is pursuing his Doctoral degree in IT from the University of South Australia (UniSA). He is a one of a kind trainer - he has been working in the IT field since 1995 and is an expert in C#, VB.NET, ASP.NET, Java/J2EE, PL/SQL, VB, ASP, and XML technologies. Ramesh also has extensive experience developing and implementing BizTalk and SharePoint in large corporations, as well as more than 10 years experience working with Oracle and SQL server/Sybase databases. With more than 19 certifications, Ramesh is an IT guru and trainer with worldwide experience, which includes presentations and trainings across US, Asia, and Middle East. He is a full time instructor at NetCom Learning and we couldn't be happier in having him as one of our Subject Matter Experts.
Ronald C.
- Founder and Managing Partner of Guided Technology Inc. which provides Microsoft consulting expertise and educational services for corporate and government.
- At Guided Technology, Ron was responsible for creating a strategic roadmap for First Data Corporation.
- At New York City Department of Finance, as Senior Manager & Design Architect, Ron designed and implemented IBM Servers collecting $15 billion in tax revenue.

Ron has always enjoyed teaching and instructing others, whether in the installation process of software and hardware upgrades, or as working as the Head of Training for Valinor, a Microsoft Consulting Partner, where Ron managed the company's training centers and worked as a Senior Instructor (MCT).

In addition to working in the management level of the business and software consulting market for over 18 years, Ron also worked as a Surface Warfare Officer and Weapons Officer in the United States Navy, serving two tours of duty. He served aboard the USS Tuscaloosa from 1984 -1987, and participated in two Western Pacific Deployments.

Ron loves basketball and played on Trinity College's varsity basketball team for all four years of college.

Satish R.

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Recent Client Testimonials & Reviews

Great staff, great instructor, very responsive to needs.

-Laura C.
Course(s) Taken

» Microsoft Dynamics CRM 2011: Accelerated Combo

overall, good class, and good instructor - great knowledge of many platforms and programs.

-Robert V.
Course(s) Taken

» Microsoft Dynamics CRM 2011: Accelerated Combo

The courses, teachers, and facilities are all very good.

-Allan S.
Course(s) Taken

» Microsoft Dynamics CRM 2011: Accelerated Combo

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