Sales Management in CRM 2016

Course Description

Sales Management in CRM 2016 develops practical, role-relevant capability in managing sales teams, opportunities, pipelines, forecasts, territories, customer journeys, and data-driven sales performance in Microsoft Dynamics CRM 2016. The course connects important platform concepts with implementation decisions, operational controls, and realistic workplace scenarios.

Learners progress through four structured lessons aligned to the supplied source course focus. The learning path emphasizes accurate configuration or development, secure practices, reliable operations, collaboration, and evidence-based troubleshooting.

By completing the course, learners can apply the skills to role-specific tasks, review results against clear acceptance criteria, and create a practical improvement plan for continued development.

What You Will Learn

• Navigate the Dynamics CRM 2016 sales workspace and understand core sales records
• Manage leads, accounts, contacts, opportunities, activities, and relationship history
• Define qualification criteria, opportunity stages, ownership, and next actions
• Configure and follow structured sales processes and pipeline stages
• Organize territories, ownership, assignments, queues, and team responsibilities
• Use coaching, goal setting, and team practices to improve sales execution
• Create goals, forecasts, rollups, dashboards, and performance measures
• Use workflow and automation concepts to reduce repetitive sales administration

SkillDynamo Training Approach

SkillDynamo delivers this Sales Management in CRM 2016 course through instructor-led demonstrations, hands-on exercises, scenario analysis, validation checklists, structured troubleshooting, evidence-based reviews, and a final improvement plan linked to practical workplace outcomes.