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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:
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.
As Firebrand are a Microsoft Learning Partner, you'll be taught using these official resources:
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 - 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 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 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
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
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
You will sit the following exam at the Firebrand Training centre, during the course. This is covered by your Certification Guarantee:
You will be tested on the skills to:
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.
Your accelerated course includes:
It is recommended you meet the following prerequisites:
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 134561 students and asked them all to review our Accelerated Learning. Currently, 95.05% 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))
"Firebrand is a great bootcamp, where you can learn a lot and get very useful certifications. "
Adela Toma, Bearing Point. (19.3.2018 (Monday) to 24.3.2018 (Saturday))
"Perfect training!"
P. E.. (4.12.2017 (Monday) to 6.12.2017 (Wednesday))
"A high tempo and lots to learn from a great instructor. Thanks for helping me pass the exam in a quick tempo."
Seth Lindholm, Advitum AB (SWEDEN). (21.11.2016 (Monday) to 25.11.2016 (Friday))
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