Sales

You want to know more about sales, but you don’t want to read tons of books or follow expensive courses? Then just watch the following videos by CRM CAT, which clearly explain the basics of Dynamics CRM/365.

Sales 101 #1 – Accounts, Contacts and the Product Catalog in Microsoft Dynamics CRM

An introduction into Sales using Microsoft Dynamics CRM.

Sales 101 #2 – Lead to Invoice in Microsoft Dynamics CRM

Check out this video if you want an introduction to the standard out of the box sales functionality covering Lead, Opportunities, Quotes, Orders and Invoices on a basic level.

Sales 101 #3 – Goals and Connections in Microsoft Dynamics CRM

Check out this video if you want a basic overview of Goals and Connections in Microsoft Dynamics CRM. It covers what the functionality is and getting started with them. There is a slight slant on sales, in relation to how they can be used but it is generic enough to be used as a basic start.

Sales 101 #4 – Sales Literature and Activities in Microsoft Dynamics CRM

This video covers an introduction to Sales Literature, what it is, related functionality and what you can use it for within your business. It also covers using and managing Activities outside of a specific record within the system.