Microsoft - Dynamics CRM 2016 Sales

Looptijd

Looptijd:

Slechts 4 dagen

Methode

Methode:

Klas / Online / Hybride

Volgende datum

Volgende datum:

24/6/2024 (Maandag)

Overview

On this accelerated 4 day Microsoft Dynamics CRM 2016 Sales course, you’ll learn to utilise the full capabilities of the Sales CRM solution within Microsoft Dynamics CRM 2016.

You’ll learn the skills to track, manage and analyse each step in the sales cycle, and how to relate this analysis and its outcomes to your business and sales scenarios. You’ll also learn how to track sales from potential to close, using Dynamics CRM 2016 and its record types. Guided by your expert Microsoft certified instructor - using Firebrand’s unique Lecture | Lab | Review technique - you’ll be immersed in topics to help you quickly develop the skills to:

  • Manage Microsoft Dynamics CRM 2016 sales management components
  • Manage leads, opportunities and sales
  • Manage metrics and perform sales analysis
  • Integrate Microsoft Dynamics CRM 2016 with other products like SharePoint and Office 365

You’ll sit exam MB2-713: Microsoft Dynamics CRM 2016 Sales at the Firebrand training centre part of the course, covered by your Certification Guarantee.

Passing exam MB2-714 previously resulted in achieving the Microsoft Specialist: Dynamics CRM 2016 Sales certification.

Microsoft retired the Specialist credential as of 31 March, 2017. The exams remain available and where applicable will count towards the relevant existing MCSA, MCSE or MCSD certification.

This course is best suited to sales managers, customer service managers, sales administrators and office managers or executives with a strong background in their particular business’s sales processes.

Zeven redenen waarom jij voor jouw Dynamics CRM 2016 Sales cursus voor Firebrand kiest:

  1. Jij zal in slechts 4 dagen Dynamics CRM 2016 Sales gecertificeerd zijn. Doordat onze cursussen residentieel zijn kunnen wij langere lesdagen aanbieden en zal je tijdens je verblijf volledig gefocust zijn op jouw cursus
  2. Onze Dynamics CRM 2016 Sales cursus is all-inclusive. Cursusmaterialen, accommodatie en maaltijden zijn inbegrepen.
  3. Slaag de eerste keer voor Dynamics CRM 2016 Sales of train gratis opnieuw.Op basis van onze certificeringsgarantie kun je voor het geval je de eerste keer niet slaagt binnen een jaar terugkomen en opnieuw trainen. Je betaalt dan alleen voor accommodatie en examens. De andere kosten zijn inbegrepen.
  4. Je zal meer over Dynamics CRM 2016 Sales leren. Waar opleidingen elders doorgaans van 9:00 tot 17:00 duren, kan je bij Firebrand Training rekenen op 12 uur training per dag!
  5. Je zal Dynamics CRM 2016 Sales sneller beheersen. Doordat onze cursussen residentieel zijn word je in korte tijd ondergedompeld in de theorie. Hierdoor zal je volledig gefocust zijn op de cursus en zal je sneller de theorie en praktijk beheersen.
  6. Je zal voor Dynamics CRM 2016 Sales studeren bij de beste training provider. Firebrand heeft het Q-For kwaliteitlabel, waarmee onze standaarden en professionaliteit op het gebied van training erkend worden. We hebben inmiddels 134561 professionals getraind en gecertificeerd!
  7. Je gaat meer doen dan alleen de cursusstof van Dynamics CRM 2016 Sales bestuderen. We maken gebruik van laboratoria, case-studies en oefentests, om ervoor te zorgen dat jij jouw nieuwe kennis direct in jouw werkomgeving kan toepassen.

Benefits

Curriculum

Manage Microsoft Dynamics CRM components and the product catalog (24%)

  • Manage Dynamics CRM sales management components
    • Understand different record types; create, maintain, and use sales literature; create, maintain, and use competitors; understand sales territories; manage currency configurations; understand social engagement
  • Manage the product catalog
    • Understand the role of the product catalog and price lists; manage unit groups; manage products; manage price lists; manage discount lists; manage currencies; create product families and properties; manage product bundles; view products in hierarchical charts

Manage leads, opportunities, and sales (30%)

  • Manage leads
    • Understand the role of lead and opportunity records; understand the lead to the opportunity process flow; use the lead to the opportunity process form and the process ribbon; track leads; convert activity records to leads
  • Manage opportunities
    • Create and manage opportunities; manage opportunity records; connect competitors to opportunities; view resolution activities; work with opportunities from views; add a contact to an opportunity
  • Manage the sales order process
    • Add line items to opportunities; create and add write-in products and opportunities; select alternate price lists for opportunities; understand the process of the quotes life cycle; manage quotes; work with orders; work with invoices; convert quotes to orders and convert orders to invoices

Manage metrics and perform sales analysis (23%)

  • Manage metrics and goals
    • Configure sales metrics; configure fiscal periods; create and assign goal records; define parent and child records; create and recalculate parent and child goal records; create rollup queries
  • Perform sales analysis
    • Use built-in reports; export sales information to Microsoft Excel; work with charts and dashboards; work with system charts from an opportunity list; create dashboards; share dashboards and charts; perform advanced find queries; work with Microsoft Power BI dashboards

Integrate Microsoft Dynamics CRM with other products (22%)

  • Configure email integration
    • Configure email server synchronization; configure server settings, server profiles, and mailbox configurations; migrate to server-side synchronization; configure synchronization options; configure email client integration; use folder tracking; use the Dynamics CRM app for Outlook
  • Configure collaboration
    • Configure Microsoft SharePoint integration; set up SharePoint documents; use SharePoint documents; use Skype and Skype for Business with Dynamics CRM; use Microsoft Yammer with Dynamics CRM; use Office Groups with Dynamics CRM
  • Configure Office productivity
    • Work with Excel; export to Excel; work with Power BI; analyze data with Power BI; visualize data with Excel and Power BI to create an immersive experience; configure OneNote integration; use OneNote with Dynamics CRM

Exam Track

You'll sit the following exam at the Firebrand Training Centre, covered by your Certification Guarantee:

MB2-713: Microsoft Dynamics CRM 2016 Sales

During the exam, you will be measured on the following skills:

  • Manage Microsoft Dynamics CRM components and the product catalogue (24%)
  • Manage leads, opportunities and sales (30%)
  • Manage metrics and perform sales analysis (23%)
  • Integrate Microsoft Dynamics CRM with other products (22%)

Passing exam MB2-714 previously resulted in achieving the Microsoft Specialist: Dynamics CRM 2016 Sales certification.

Microsoft retired the Specialist credential as of 31 March, 2017. The exams remain available and where applicable will count towards the relevant existing MCSA, MCSE or MCSD certification.

What's Included

Prerequisites

It is recommended you possess the following prerequisites before sitting this course:

  • Some basic experience using Windows applications
  • Some basic understanding of Sales in Microsoft Dynamics CRM
  • Completion of the Microsoft Dynamics CRM Introduction course

Weet je niet zeker of je aan de vereisten voldoet? Maak je geen zorgen. Jouw trainingsadviseur bespreekt jouw achtergrond met je om te begrijpen of deze cursus geschikt is voor je.

Beoordelingen

Wereldwijd heeft Firebrand in haar 10-jarig bestaan al 134561 studenten opgeleid! We hebben ze allemaal gevraagd onze versnelde opleidingen te evalueren. De laatste keer dat we onze resultaten analyseerden, bleek 96.41% ons te beoordelen als 'boven verwachting'


"Very well structured! I found the course very useful and the instructor explained everything very well"
AN. (19/3/2024 (Dinsdag) t/m 21/3/2024 (Donderdag))

"I loved the pace and involvement of the coach. the course is very intensive but worth the price. the infrastructure and venue is fantastic aswell."
Andreas Vandenberghe, Allianz Technology SE. (18/3/2024 (Maandag) t/m 24/3/2024 (Zondag))

"This was my 4th Firebrand training. And as usual the location and training was great! If you want to learn a lot, in a very short time. This is the way to go!"
KV, Tuxito. (21/8/2023 (Maandag) t/m 24/8/2023 (Donderdag))

"I liked the firebrand training very much. This training really helped in deepdiving into key Azure security concepts and tools."
Anoniem (20/2/2023 (Maandag) t/m 22/2/2023 (Woensdag))

"De informatie in deze cursus is perfect voor het behalen van de examens. Veel praktijkgerichten voorbelden"
Anoniem, Guide-IT (18/7/2022 (Maandag) t/m 23/7/2022 (Zaterdag))

Cursusdata

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19/2/2024 (Maandag)

22/2/2024 (Donderdag)

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24/6/2024 (Maandag)

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