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Microsoft - Dynamics CRM Online 2015

Duration

Duration:

Only 7 Days

Method

Method:

Classroom / Online / Hybrid

Next date

Next date:

6/2/2023 (Monday)

Overview

Get hands-on experience with the latest Dynamics CRM system on this accelerated 7 day Microsoft Dynamics CRM Online 2015 course.

Be amongst the first to deploy, manage and customise Microsoft Dynamics CRM Online 2015. You’ll learn how to use new Dynamics CRM 2015 features like improved business rules and client API to get valuable insight into your Customer Services and track your sales from potential to close.

Meet the needs of your business

In addition to an overview of Microsoft Dynamics CRM Online 2015 functions, you’ll also focus on:

  • Security
  • Creation and configuration of entities and fields
  • Design of forms views and charts
  • Auditing
  • Business process flows
  • Business rules and solutions

Plus, learn how to build customer satisfaction with automated business processes on this accelerated Microsoft Dynamics CRM Online 2015 course.

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

Module 1

  • Administering Microsoft Dynamics CRM Online
  • Setting up Dynamics CRM Online
  • Managing Microsoft Dynamics CRM Instances
  • Microsoft Dynamics CRM for Microsoft Office Outlook
  • Email Management
  • Maintenance and Troubleshooting

Module 2

  • Multi-Server Deployment
  • Advanced Office 365 Management of Dynamics CRM

Module 3

  • Application Overview
  • What’s New in CRM 2015
  • Working with Dynamics CRM Applications
  • Working with Dynamics CRM Records
  • Working with Dynamics CRM Data
  • Processes

Module 4

  • Customer Service Scenarios
  • Case Management
  • Knowledge Base
  • Queue Management
  • Entitlements
  • Service Scheduling Scenarios

Module 5

  • Introduction to Sales Management
  • Lead Management
  • Working with Opportunity Records
  • Working with the Product Catalogue
  • Sales Order Processing
  • Sales and Marketing

Module 6

  • Goal Management
  • Analysis and Reporting

Module 7

  • Introduction to Customising Microsoft Dynamics CRM 2015
  • Building Security Model
  • Customising Entities
  • Customising Fields
  • Managing Relationships
  • Customising forms
  • Business Rules
  • Customising Views
  • Charts and Dashboards
  • Field Security, Access teams and auditing
  • Business Process Flows

Exam Track

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

  • MB2-706 Microsoft Dynamics CRM Online Deployment
  • MB2-704 Microsoft Dynamics CRM Application
  • MB2-707 Microsoft Dynamics CRM Customization and Configuration

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. 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 (just pay for accommodation, exams and incidental costs)

Prerequisites

Firebrand recommend you have:

  • A working knowledge of Microsoft Dynamics CRM 2013 and/or 2015
  • Experience with Microsoft Outlook, Powershell and Office 365
  • Awareness of basic sales and marketing roles
  • Knowledge of basic customer service concepts and practices
  • Some knowledge of basic Microsoft Dynamics CRM record types

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, 96.55% 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.


"All is arranged for you to only concentrate on the course to follow. From transport housing, venue facilities, meals and drinks during the whole day. The trainer is a highly business experienced expert that guides you through all aspects you need to know to both pass your exam(s) and give you best practices or what-not-to-do."
Jolanda Verwoert. (14/3/2016 (Monday) to 20/3/2016 (Sunday))

"Amazing experience. Cant believe how much was packed into such a short time. I cant imagine a better way to learn."
S.K.. (14/3/2016 (Monday) to 20/3/2016 (Sunday))

"I attended Firebrand training for the CRM online 2015 course (7 days). Firstly, the tutors are amazing, the knowledge they have is out of this world. Usually you attend courses and learn theory to pass exams. However, at Firebrand you tend to gain more practical knowledge which, by default leads you to understand the concept of the theory (if that makes sense). Overall the experience has been amazing and I certainly would return and recommend Firebrand to anyone. :)"
Arjun Mander, The Money Advice Service. (1/2/2016 (Monday) to 7/2/2016 (Sunday))

"excellent instructor"
Anonymous (10/8/2015 (Monday) to 16/8/2015 (Sunday))

"The course was very hard, but the instructor was good, and the co-students was cool and we helped each other. 7 days I will never forget!"
J.K.L., C2-Relations. (10/8/2015 (Monday) to 16/8/2015 (Sunday))

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