Sales Automation in Microsoft Dynamics CRM 2013

Individuals who plan to use, implement, or support the Microsoft Dynamics CRM 2013 sales module in their organization


Expected Duration
147 minutes

Microsoft Dynamics CRM 2013 is a Customer Relationship Management application that makes it possible to automate much of the sales process. In this course, you will learn how to configure and use the sales module including sales pipeline management, sales order processing, managing the product catalog, measuring performance through metrics and goals, and various ways to create reports.


Introduction to Sales Management

  • start the course
  • recognize the terminology in sales management
  • recognize the sales process and its entities
  • create leads and convert them to opportunities
  • set up opportunity records
  • resolve opportunity records
  • work with multiple currencies on sales records
  • track sales lost to competitors

Configuring the Sales Module

  • describe the product catalog and configure unit groups
  • offer a product or service at different sales prices
  • distinguish between different pricing methods
  • specify rounding rules and group products
  • configure discount lists
  • create a central repository for sales literature and attach it to relevant records

Sales Order Processing

  • 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

Metrics and Goals

  • configure goal metrics in CRM
  • set up goals to measure the performance of teams and individuals
  • create a rollup query to apply a filter to a goal
  • use parent goals to roll up goal values

Sales Analysis and Reporting

  • describe the built-in CRM sales reports
  • create an Excel workbook as a CRM report
  • use Excel pivots, slicers, and timelines to analyze your CRM data
  • develop various types of charts to graphically display your data
  • build basic reports using the native CRM Report Builder

Practice: Working with the CRM Sales Module

  • create a lead and follow it through the sales cycle to completion





Multi-license discounts available for Annual and Monthly subscriptions.