Looking for Global training? Go to https://firebrand.training/en or stay on the current site (Nederland)
Part of the BPP Education Group
024-8457770
Microsoft - Dynamics CRM 2016 Sales
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.
Benefits
Other accelerated training providers rely heavily on lecture and independent self-testing and study.
Effective technical instruction must be highly varied and interactive to keep attention levels high, promote camaraderie and teamwork between the students and instructor, and solidify knowledge through hands-on learning.
Firebrand Training provides instruction to meet every learning need:
- Intensive group instruction
- One-on-one instruction attention
- Hands-on labs
- Lab partner and group exercises
- Question and answer drills
- Independent study
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
Your accelerated course includes:
- Accommodation *
- Meals, unlimited snacks, beverages, tea and coffee *
- On-site exams **
- Exam vouchers **
- Practice tests **
- Certification Guarantee ***
- Courseware
- Up-to 12 hours of instructor-led training each day
- 24-hour lab access
- Digital courseware **
- * For residential training only. Accommodation is included from the night before the course starts. This doesn't apply for online courses.
- ** Some exceptions apply. Please refer to the Exam Track or speak with our experts
- *** Pass first time or train again free as many times as it takes, unlimited for 1 year. Just pay for accommodation, exams, and incidental costs.
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
Unsure whether you meet the prerequisites? Don’t worry. Your training consultant will discuss your background with you to understand if this course is right for you.
Reviews
Here's the Firebrand Training review section. Since 2001 we've trained exactly 134561 students and asked them all to review our Accelerated Learning. Currently, 96.41% have said Firebrand exceeded their expectations.
Read reviews from recent accelerated courses below or visit Firebrand Stories for written and video interviews from our alumni.
"Training was very good, explanation was very clear and teacher detailed a lot, so for a 3 day course and to have a first understanding of POWER BI is good."
Rosanna Seerattan Cruz, JTI. (19/3/2024 (Tuesday) to 21/3/2024 (Thursday))
"The instructor and the structure of the course were very clear."
EK, JTI. (19/3/2024 (Tuesday) to 21/3/2024 (Thursday))
"Instructor was very knowledgeable and provided real life examples."
FO, NHS Lewisham and Greenwich. (11/10/2023 (Wednesday) to 13/10/2023 (Friday))
"Very intense and professional experience."
Anonymous. (11/10/2023 (Wednesday) to 13/10/2023 (Friday))
"Second course with Firebrand and more booked. Great tutors!"
Kenny Walker, BTEK Consultancy Ltd. (21/8/2023 (Monday) to 24/8/2023 (Thursday))
Course Dates
|
Start |
Finish |
Status |
Location |
Book now |
|---|---|---|---|---|
|
19/2/2024 (Monday) |
22/2/2024 (Thursday) |
Finished - Leave feedback |
- |
|
|
24/6/2024 (Monday) |
27/6/2024 (Thursday) |
Wait list |
Nationwide |
|
|
5/8/2024 (Monday) |
8/8/2024 (Thursday) |
Limited availability |
Nationwide |
|
|
16/9/2024 (Monday) |
19/9/2024 (Thursday) |
Open |
Nationwide |
|
|
28/10/2024 (Monday) |
31/10/2024 (Thursday) |
Open |
Nationwide |
|
|
9/12/2024 (Monday) |
12/12/2024 (Thursday) |
Open |
Nationwide |
|