Microsoft - Dynamics 365 for Sales



Only 3 Days



Classroom / Online / Hybrid

Next date

Next date:

5/2/2024 (Monday)


Your accelerated course will allow you to unleash the power of Microsoft Dynamics 365 for Sales - helping your business turn relationships into revenue.

You'll learn the core features and functionality of the platform including lead and sales opportunity tracking, data analysis and essential built-in tools. You'll use these skills to help improve the sales process allowing your business to sell more, faster.

Being immersed in the course by your expert Microsoft Certified Trainer (MCT), you'll learn to use Microsoft Dynamics 365 for Sales to:

  • Create a Customer Organisational Structure
  • Manage Leads and Opportunities
  • Manage Relationship and Sales Analysis
  • Manage the Sale Process
  • Improve Sales Performance
  • Manage Customer Information

Firebrand's Lecture | Lab | Review technique will get you hands-on with the Dynamics 365 Sales platform, combined with theory and in-depth review sessions this will reinforce your learning and accelerate knowledge development.

You'll sit exam MB2-717: Microsoft Dynamics 365 for Sales on-site, during the course. This is covered by your Certification Guarantee. Passing the exam will complete your elective requirement for the MCSE: Business Applications credential.

If you're looking to implement, use, maintain, or support Microsoft Dynamics 365, this course is ideal. It's typically aimed at sales and marketing professionals, sales managers, project managers, solution architects, and functional consultants wanting to demonstrate foundational understanding of the Microsoft Dynamics 365 Sales application.

Passing exam MB2-717 previously resulted in achieving the Microsoft Specialist: Dynamics 365 for Sales certification.

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

Seven reasons why you should sit your Microsoft Dynamics 365 Sales course with Firebrand Training

  1. You'll be Microsoft Dynamics 365 Sales certified in just 3 days. With us, you’ll be Microsoft Dynamics 365 Sales trained in record time
  2. Our Microsoft Dynamics 365 Sales course is all-inclusive. A one-off fee covers all course materials, exams, accommodation and meals. No hidden extras
  3. Pass Microsoft Dynamics 365 Sales first time or train again for free. This is our guarantee. We’re confident you’ll pass your course first time. But if not, come back within a year and only pay for accommodation, exams and incidental costs
  4. You’ll learn more Microsoft Dynamics 365 Sales. A day with a traditional training provider generally runs from 9am – 5pm, with a nice long break for lunch. With Firebrand Training you’ll get at least 12 hours/day quality learning time, with your instructor
  5. You’ll learn Microsoft Dynamics 365 Sales faster. Chances are, you’ll have a different learning style to those around you. We combine visual, auditory and tactile styles to deliver the material in a way that ensures you will learn faster and more easily
  6. You’ll be studying Microsoft Dynamics 365 Sales with the best. We’ve been named in Training Industry’s “Top 20 IT Training Companies of the Year” every year since 2010. As well as winning many more awards, we’ve trained and certified 134,561 professionals, and we’re partners with all of the big names in the business
  7. You'll do more than study Microsoft Dynamics 365 Sales courseware. We use practical exercises to make sure you can apply your new knowledge to the work environment. Our instructors use demonstrations and real-world experience to keep the day interesting and engaging


As Firebrand are a Microsoft Learning Partner, you'll be taught using these official resources:

  • Microsoft Certified Trainer (MCT)
  • Microsoft official practice tests

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

This information has been provided as a helpful tool for candidates considering training. Courses that include certification come with a certification guarantee. Pass first time or train again for free (just pay for accommodation and exams on your return). We do not make any guarantees about personal successes or benefits of obtaining certification. Benefits of certification determined through studies do not guarantee any particular personal successes.


Create a Customer Organisational Structure

Manage customer records - Create and maintain a current customer base organisational structure; identify potential sales opportunities by utilising core records such as accounts, contacts and customers

Manage the sales process - Create and maintain sales transactional records; track the sales progression; manage the sales process from lead generation through quote, order, and invoice creation

Manage customer communication - Create and manage social engagement sources, identify opportunities and generate leads

Manage sales literature and competitors - Create and maintain a sales literature repository, create an organised methodology for identifying and tracking competitors

Manage Leads and Opportunities

Manage leads - Identify leads and track them throughout the conversion process, reactivate or delete disqualified leads

Identify and manage opportunities - Identify opportunities to track throughout the sales workflow, create opportunities with a defined status, create records within the opportunity form, assign opportunities to designated sales staff

Utilise opportunity functionality - Close and document opportunities as won or lost, use Quick Create to add new information, connect opportunities to other record types, apply connections to a data structure

Manage opportunity relationships - Analyse lost sales opportunities through resolution activities, utilise multiple opportunity views

Manage Relationship and Sales Analysis

Manage relationship intelligence - Provision and configure Relationship Insights to integrate with Exchange, create and prioritise actions and tasks, track interactions, manage sales communication

Manage relationship analysis - Provision and configure relationship intelligence, create actionable and productivity cards by using Relationship Assistant

Integrate email with Dynamics 365 Sales - Track interactions with a specific email; manage sales relationships through statistical analysis of email activity, untracked emails and performance activities; manage sales relationships with Email Engagement; use engagement analytics and Auto-capture

Manage sales by using sales analysis tools - Improve sales tracking by using Advanced Find, editable grids and built-in reports; export data to Excel in both static and dynamic processes; export Excel templates

Manage the Sale Process

Manage the business process flow - Manage the tasks required of each state in the Business Process Flow, create territories and assign them to managers and sales staff, configure currency and exchange rates

Manage Products by using the Product Catalog - Manage prices lists, discount lists and unit groups; create, maintain and clone products; manage the product lifecycle

Manage price structures - Create price lists, create discount list models, assign currencies to products

Manage product relationships - Identify product relationships, differentiate product relationships by family units, customise properties for all products, identify and bundle related products

Manage sales transactional records - Create price and revenue structures with inclusion of line items, currency rates, exchange rates, and write-in products; manage the quote lifecycle; create and manage quotes, orders, and invoices

Improve Sales Performance

Manage goals - Create manageable and measurable goals, delineate goals by fiscal periods, specify definitions and goal metric records, analyse individual and organisational progress by creating goal hierarchies, use rollup queries

Manage visual tools with Sales Analysis - Create documents and templates, integrate charts and dashboards

Manage Customer Information

Operate Dynamics 365 sales functions - Identify and define the functional areas of Dynamics 365 Sales, model relationships and records in Microsoft Dynamics 365, access Dynamics 365 Sales through various client access methods, utilise the help centre

Perform data management - Create customers and contacts within 365 Sales, enforce customer relationship by using activity types, use views and global searches

Perform lifecycle management - Utilise leads, convert leads into customers in the lead life cycle, perform opportunity management, manage cases

Exam Track

You will sit the following exam at the Firebrand Training centre, during the course. This is covered by your Certification Guarantee:

MB2-717: Microsoft Dynamics 365 for Sales

  • Technology: Microsoft Dynamics 365 Enterprise
  • Credit toward certification: MCP, MCSE

You will be tested on the skills to:

  • Create a Customer Organisational Structure (20% - 25%)
  • Manage Leads and Opportunities (15% - 20%)
  • Manage Relationship and Sales Analysis (10% - 15%)
  • Manage the Sale Process (10% - 15%)
  • Improve Sales Performance (10% - 15%)
  • Manage Customer Information (15% - 20%)

Passing exam MB2-717 previously resulted in achieving the Microsoft Specialist: Dynamics 365 for Sales certification.

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

What's Included

Firebrand Training offers top-quality technical education and certification training in an all-inclusive course package specifically designed for the needs and ease of our students. We attend to every detail so our students can focus solely on their studies and certification goals.

Our Certification Programs includes

  • Intensive Hands-on Training Utilising our (Lecture | Lab | Review)TM Delivery
  • Comprehensive Study Materials, Program Courseware and Self-Testing Software including MeasureUp *
  • Fully instructor-led program with 24 hour lab access
  • Examination vouchers **
  • Near site testing, Transportation to/from Testing Center are provided ***
  • Accommodation, all meals, unlimited beverages, snacks and tea / coffee****
  • Examination Passing Policy

Please note

  • * Not on all courses
  • ** Examination vouchers are not included for the following courses: PMP, CAPM and CISSP CBK Review
  • *** Not included in our PMP, CAPM, CISA, CISM, CGEIT, CRISC, (ISC)2 or ITIL Managers and Revision Certifications
  • **** Accommodation not included on the CISSP CBK Review Seminar

Our instructors teach to accommodate every student's learning needs through individualised instruction, hands-on labs, lab partner and group exercises, independent study, self-testing, and question/answer drills.

Firebrand Training has dedicated, well-equipped educational facilities where you will attend instruction and labs and have access to comfortable study and lounging rooms. Our students consistently say our facilities are second-to-none.

Examination Passing Policy

Should a student complete a Firebrand Training Program without having successfully passed all vendor examinations, the student may re-attend that program for a period of one year.  Students will only be responsible for accommodations and vendor exam fees.


It is recommended you meet the following prerequisites:

  • Basic experience using Windows applications
  • Basic understanding of Sales in Microsoft Dynamics CRM
  • Completion of the Microsoft Dynamics CRM Introduction course, or equivalent knowledge
  • Knowledge of basic sales, marketing, and customer service roles in a business
  • Some knowledge of common Microsoft Dynamics CRM record types is preferred

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.


Here's the Firebrand Training review section. Since 2001 we've trained exactly 134,561 students and asked them all to review our Accelerated Learning. Currently, 96.44% 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.

"I think Firebrand offers a very good and efficient concept to prepare for an exam in a very short period of time."
Anonymous (3/9/2018 (Monday) to 5/9/2018 (Wednesday))

"Good value."
Shankar Natesan. (3/9/2018 (Monday) to 5/9/2018 (Wednesday))

"When learning with Firebrand, everything is taken care of for you. This allows you to pour everything into absorbing and understanding your course content amongst peers."
ML, Griggster Limited. (3/10/2023 (Tuesday) to 6/10/2023 (Friday))

"Perfect instructor with much knowledge and the ability to bring it to the people. Thank you. The topic is huge but I would have expected a little bit more working together in the system."
Reinhard Decker, VAT Vakuumventile AG. (10/10/2023 (Tuesday) to 13/10/2023 (Friday))

"A great place to learn, with everything provided and catered for."
Anonymous. (18/9/2023 (Monday) to 20/9/2023 (Wednesday))

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