Perform Configuration

• Configure Model-Driven Apps:
  • • Create and configure forms
    • Create and configure views
    • Configure site maps
• Configure Sales Settings:
  • • Configure sales territories and hierarchical sales territories
    • Configure auto number settings for cases, orders, and quotes
      
    • Configure business settings, including business closures, currencies, and fiscal years
    • Configure sales security roles and access team templates
    • Create and manage sales collateral
• Configure Processes:
  • • Configure duplicate detection rules
    • Configure record creation rules
    • Configure sales business process flows
    • Create and manage playbooks
• Create and Configure Sales Visualizations:
  • • Configure template apps for Power BI
    • Configure sales dashboards
    • Design and create sales charts
    • Design sales Advanced Find, Power BI, FetchXML, and Kanban reports, views, and visualizations

Manage Core Sales Tables

• Create and Manage Accounts and Contacts:
  • • Create and manage accounts
    • Create and manage contacts
    • Create and manage activities
• Create and Manage Leads:
  • • Create and search for leads
    • Convert activities to leads
    • Perform lead qualification
• Create and Manage Opportunities:
  • • Manage opportunities
    • Track stakeholders, sales team members, and competitors
    • Add product line items to opportunities
    • Customize the Opportunity Close form
• Create and Manage Sales Order Processes:
  • • Add quotes to opportunities
    • Edit quotes in various stages
    • Manage revisions to quotes
    • Send quotes to customers
    • Convert quotes to orders
    • Manage orders
    • Manage invoices
• Create and Manage Products and Product Catalogs:
  • • Create and manage products, product bundles, and product families
    • Create and manage pricing lists
    • Create and manage discount lists
    • Create and manage unit groups

Configure Additional Tools and Services

• Configure Integration with External Sales Applications:
  • • Implement Relationship Sales
    • Describe use cases for Customer Insights
    • Implement Power BI template apps
• Create and Manage Goals and Forecasts:
  • • Configure and use forecasts
    • Configure and use goals
• Implement Sales Insights:
  • • Configure standard Sales Insights features
    • Configure premium features, including Notes analysis, who knows whom, and conversation Intelligence
    • Implement Sales accelerator
    • Implement premium forecasting
    • Configure predictive scoring models