Sales Management in Microsoft Dynamics CRM 2013 Training
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Course Highlights
- Instructor-led Online Training
- Project Based Learning
- Certified & Experienced Trainers
- Course Completion Certificate
- Lifetime e-Learning Access
- 24x7 After Training Support
Sales Management in Microsoft Dynamics CRM 2013 Training Course Overview
Sales Management in Microsoft Dynamics CRM 2013 training provides insight on the sales cycle covering from potential to closing. The training guides on how to identify the components, entities, records, and create a custom sales process as no two organizations have same sales process even if belong to same industry. Detailed information on product catalog, sales order process, and sales analysis are the part of this training. How to set the metrics to keep track of the progress of individual and teams is also covered. Moreover, the sync between the individual and organizational goals established through goal management is also discussed.
After the completion of the training, you will be able to do the following:
- Understand the context of Sales Management and review real-life sales scenarios
- Determine the elements effecting the sales management in MS Dynamics CRM 2013
- Examine the flow of sales activity, explore the opportunities with the leads and steps to execute them
- Prepare product catalog according to the customers, special offers, and marketing campaigns
- Convert a quote to an order following proper sales order process
- Define and track individual/team/organization key performance areas
- Effectively use different tools available within Microsoft Dynamics CRM to keep track of competitor records and explore new business opportunities.
- Sales representatives
- Administrators
- Office managers
- Consultants
- Authorities willing to learn the sales features available within Microsoft Dynamics CRM 2013
Candidates having knowledge of Microsoft Windows, Microsoft Office, and CRM processes can take best out of this training.
Instructor-led Training Live Online Classes
Suitable batches for you
| May, 2026 | Weekdays | Mon-Fri | Enquire Now |
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| Jun, 2026 | Weekdays | Mon-Fri | Enquire Now |
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Sales Management in Microsoft Dynamics CRM 2013 Training Course Content
1: Introduction to Sales Management
- Customer Scenarios
- Basic Record Types
2: Lead Management
- Lead to Opportunity Process Form and Process Ribbon
- Convert Activity Records to Leads
- Qualifying and Disqualifying Leads
- Create, Maintain, and Use Sales Literature
- Create, Maintain, and Use Competitors
3: Working with Opportunity Records
- Create Opportunities and Work with Opportunity Form
- Changing Opportunity Status
4: Working with the Product Catalog
- The Microsoft Dynamics CRM Product Catalog
- Unit Groups
- Adding and Maintaining Products
- Creating, Maintaining and Using Price Lists
- Currency Management
- Creating a Price List
5: Sales Order Processing
- Adding Line Items (Opportunity Products) to Opportunities
- Quote Management
- Working with Orders
- Working with Invoices
6: Metrics and Goals
- Configuring Goal Metrics
- Configuring Fiscal Periods
- Creating and Assigning Goal Records
- Creating and Recalculating Parent and Child Goal Records
- Creating a Rollup Query
7: Sales Analysis
- Running Built-in Reports
- Exporting Sales Information to Excel
- Working with Charts and Dashboards
- Working with System Charts from the Opportunity List
- Working with Dashboards
- Create a New Dashboard in the Workplace
- Sharing DASHBOARDS, Charts and Advanced Find Queries
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Sales Management in Dynamics Training (MCQ) Assessment
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Sales Management in Dynamics Corporate Training
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Sales Management in Microsoft Dynamics CRM 2013 Training Trainer Profile
19+ Years Experienced
Our Sales Management in Dynamics Corporate & Certification Program trainers bring 13+ years of proven industry expertise, delivering practical insights aligned with real project environments.
Trained 3950+ Professionals
Our expert trainers have successfully trained 3350+ professionals through structured, real-time training programs designed for industry readiness and career growth.
Certified Experts & Real-Time Project Learning
Build strong practical skills through live project-based training sessions led by certified industry experts with real-world experience.
Hands-on Learning Approach
Gain practical exposure through real-time scenarios, industry case studies, and hands-on assignments that simulate actual project challenges.
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Receive expert support to prepare effectively, practice strategically, and confidently achieve globally recognized certification success.
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