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Microsoft - Dynamics CRM 2016 Cloud
Overview
On your 7 day accelerated Microsoft Dynamics CRM 2016 Cloud course, you'll develop the skills to deploy, implement and manage Microsoft Dynamics CRM online. You will also learn to implement the full range of functionalities for the Sales solution within Dynamics CRM 2016
This is your fastest route to achieving the exam competency requirements for becoming a Gold Partner for Cloud Customer Relationship Management. You'll be prepared for - and sit - exams MB2-710: Microsoft Dynamics CRM 2016 Online Deployment and MB2-713: Microsoft Dynamics CRM 2016 Sales during the course, covered by your Certification Guarantee.
Guided by your expert Microsoft Certified Trainer, you’ll be immeresed in exclusive Firebrand curriculum using our unique Lecture | Lab | Review technique to accelerate your learning. You'll cover engaging topics including:
- Implementing a Microsoft Dynamics CRM Online deployment
- Managing Microsoft Dynamics CRM Online
- Managing server-side synchronisation
- Managing Microsoft Dynamics CRM 2016 sales management components
- Integrating Microsoft Dynamics CRM 2016 with other products like SharePoint and Office 365
- Managing leads, opportunities and sales
- Managing metrics and perform sales analysis
Passing these exams previously resulted in achieving these two Specialist certifications:
- Specialist: Dynamics CRM 2016 Online Deployment
- Specialist: Dynamics CRM 2016 Sales
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.
This course is best suited to those seeking Gold Partner status for Cloud Customer Relationship Management. Or, those looking to deploy Dynamics CRM Online and utilise the inbuilt Sales functionality.
Four reasons why you should sit your Dynamics CRM Cloud course with Firebrand Training
- You'll be Dynamics CRM Cloud trained and certified faster. Learn more on this 7-day accelerated course. You'll get at least 12 hours a day of quality learning time in a distraction-free environment
- Your Dynamics CRM Cloud course is all-inclusive. One simple price covers all course materials, exams, accommodation and meals – so you can focus on learning
- Pass Dynamics CRM Cloud first time or train again for free. Your expert instructor will deliver our unique accelerated learning methods, allowing you to learn faster and be in the best possible position to pass first time. In the unlikely event that you don't, it's covered by your Certification Guarantee
- Study Dynamics CRM Cloud with an award-winning training provider. We've won the Learning and Performance Institute's "Training Company of the Year" three times. Firebrand is your fastest way to learn, with 134561 students saving more than one million hours since 2001
Benefits
Firebrand is a Microsoft Learning Partner. You will access exclusive benefits including:
- A Microsoft Certified Trainer (MCT)
- Official Practice Tests
Seven reasons why you should sit your course with Firebrand Training
- Two options of training. Choose between residential classroom-based, or online courses
- You'll be certified fast. With us, you’ll be trained in record time
- Our course is all-inclusive. A one-off fee covers all course materials, exams**, accommodation* and meals*. No hidden extras.
- Pass the first time or train again for free. This is our guarantee. We’re confident you’ll pass your course the first time. But if not, come back within a year and only pay for accommodation, exams and incidental costs
- You’ll learn more. A day with a traditional training provider generally runs from 9 am – 5 pm, with a nice long break for lunch. With Firebrand Training you’ll get at least 12 hours/day of quality learning time, with your instructor
- You’ll learn 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
- You’ll be studying with the best. We’ve been named in the 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 over 135,000 professionals
- * For residential training only. Doesn't apply for online courses
- ** Some exceptions apply. Please refer to the Exam Track or speak with our experts
Curriculum
Dynamics CRM 2016 Online Deployment
Implement a Microsoft Dynamics CRM Online deployment (10% - 15%)
- Access Microsoft Dynamics CRM Online
- Describe methods for accessing Microsoft Dynamics CRM Online; identify supported browsers; identify supported phone operating systems; describe requirements for Dynamics CRM for tablets; identify supported web browsers; identify user subscription license types; describe subscription add-ons
- Plan a deployment
- Identify the storage requirements; plan security; determine the number of instances and licenses that are required; identify implications of implementing single sign-on
- Import data
- Compare the methods for importing data; import data by using the Import Data Wizard; identify limitations of import processes
- Customise Microsoft Dynamics CRM Online
- Create new fields; modify values for option sets; modify entity forms; create new entities and reports; modify views and dashboards
Configure Microsoft Dynamics CRM Online (10% - 15%)
- Configure subscriptions
- Identify methods to sign-up for a subscription; identify subscription requirements; describe the subscription cancellation process; describe the methods for purchasing add-ons
- Manage users
- Identify the methods to add users to Dynamics CRM Online; assign Microsoft Dynamics CRM Online licenses to users; assign security roles; enable and disable users; describe non-interactive users; mark a user as non-interactive; identify administrative roles
- Synchronise user accounts
- Compare Dynamics CRM Online accounts with company accounts; describe user synchronisation; identify the steps to synchronise Active Directory with Office 365; describe Active Directory Federation Services
Manage Microsoft Dynamics CRM Online (10% - 15%)
- Administer Microsoft Dynamics CRM Online instances
- Define instances; describe the relationship between instances subscriptions, tenants, and security groups; describe instance types; set instance properties; switch an instance; reset an instance; place an instance in administrative mode; delete an instance; describe methods to copy an instance; create a copy of an instance
- Describe tenant considerations
- Identify limitations on the number and type of instances per tenant; configure the region for a tenant; describe limitation and requirements for multiple tenants
- Manage storage and administrative notifications
- Identify the storage limit for a subscription; describe the implications of reaching the storage limit; view resources used; identify requirements and limitations for sending administrative notifications
- Describe the Microsoft Dynamics CRM Online update policy
- Identify the frequency of updates; describe the update process; determine the version of Microsoft Dynamics CRM Online; skip updates; approve updates; determine what updates are available; reschedule an update
Manage related services (10% - 15%)
- Describe related services
- Identify related online services; integrate Microsoft Social Engagement with Microsoft Dynamics CRM Online; manage campaigns with Microsoft Dynamics Marketing
- Integrate Yammer and SharePoint Online
- Describe Yammer and SharePoint Online; identify SharePoint Online integration types; describe the integration process
- Integrate OneNote, Skype, Skype for Business, Office 365 Groups, and OneDrive for Business
- Compare Dynamics CRM Notes and OneNote; identify storage location for OneNote notebooks; configure OneNote integration; integrate Skype and Skype for Business; identify limitations for Skype and Skype for Business; describe Office 365 Groups; identify requirements for Office 365 Groups; integrate Office 365 Groups with Microsoft Dynamics CRM Online
Manage mobile device apps (10% - 15%)
- Install and use mobile device apps
- Identify the mobile apps for phones and tablets; describe requirements for mobile apps; identify supported mobile device hardware and software; install mobile apps; configure security privileges; describe restrictions for working offline; create draft records
- Configure entities for mobile
- Identify entity types that can be accessed from mobile apps; hide form components; enable dashboards for mobile apps
Implement Microsoft Dynamics CRM for Microsoft Office Outlook (10% - 15%)
- Deploy Dynamics CRM for Outlook
- Identify supported operating systems; describe required software components; compare Dynamics CRM for Outlook versions; identify deployment methods; configure Dynamics CRM for Outlook; configure multiple organisations
- Configure offline capabilities
- Describe offline capabilities; identify fields that can be synchronised; describe limitations for synchronised fields; configure synchronised fields
Manage email (10% - 15%)
- Select an email processing option
- Identify email processing options; describe the advantages of each email processing option; identify limitations and requirements for each email processing option
- Track and correlate email
- Compare email tracking with email correlation; describe user options for automatic tracking; describe correlation options; identify limitations of folder-level tracking; configure folder-level tracking for Exchange folders
- Manage mailbox records and email
- Describe synchronisation methods for incoming and outgoing email; configure the default synchronisation method for users and queues; describe mailbox records; configure approval for email addresses
Manage server-side synchronisation (10% - 15%)
- Configure server-side synchronisation
- Describe server-side synchronisation; identify server-side synchronisation features and supported configurations; set the email processing method; configure mailbox records
- Set up a forwarding mailbox
- Describe mailbox forwarding; create a forward mailbox record; add email forwarding rules for users; add mailbox records to server profile; enable mailboxes; test email configuration; describe synchronisation alerts; view the Performance Dashboard
Dynamics CRM 2016 Sales
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 exams at the Firebrand Training Centre, covered by your Certification Guarantee:
- MB2-710: Microsoft Dynamics CRM 2016 Online Deployment
- MB2-713: Microsoft Dynamics CRM 2016 Sales
Passing these exams previously resulted in achieving these two Specialist certifications:
- Specialist: Dynamics CRM 2016 Online Deployment
- Specialist: Dynamics CRM 2016 Sales
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
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
To be suitable to attend this accelerated course, it is recommended you possess a working knowledge of:
- Dynamics CRM 2011 or later versions
- Office 365 Administration
- Microsoft Office Outlook
- Customising Dynamics CRM, or have previously attended a Customisation course
- The basics of using Windows applications
- Basic understanding of Sales in Microsoft Dynamics CRM
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, 94.70% 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.
"It was intense but provides the focus necessary to achieve so much in such a short time. The environment prevents distraction, the course material was detailed and the instructor very knowledgeable and helpful."
Tunde Tayo. (2.2.2017 (Thursday) to 8.2.2017 (Wednesday))
"It was intense but provides the focus necessary to achieve so much in such a short time. The environment prevents distraction, the course material was detailed and the instructor very knowledgeable and helpful."
Tunde Tayo. (2.2.2017 (Thursday) to 8.2.2017 (Wednesday))
"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))
Course Dates
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26.8.2024 (Monday) |
1.9.2024 (Sunday) |
Finished - Leave feedback |
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10.2.2025 (Monday) |
16.2.2025 (Sunday) |
Limited availability |
Nationwide |
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24.3.2025 (Monday) |
30.3.2025 (Sunday) |
Open |
Nationwide |
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5.5.2025 (Monday) |
11.5.2025 (Sunday) |
Open |
Nationwide |
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16.6.2025 (Monday) |
22.6.2025 (Sunday) |
Open |
Nationwide |
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