Microsoft - Dynamics CRM 2016

Your 11 day accelerated Microsoft Dynamics CRM 2016 course will develop skills in implementing, managing, customising and configuring Microsoft Dynamics CRM 2016. You will progress to managing and tailoring entity relationships and field configuration as well as implementing 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 Customer Relationship Management. You'll be prepared for - and sit - exams MB2-710: Microsoft Dynamics CRM 2016 Online Deployment, MB2-712: Microsoft Dynamics CRM 2016 Customisation and Configuration 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 immersed 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
• Configuring Dynamics CRM settings
• Implementing entity relationships
• Implementing and managing workflows, dialogs and custom actions

Passing these three exams previously resulted in achieving these three Specialist certifications:

• Specialist: Dynamics CRM 2016 Online Deployment
• Specialist: Dynamics CRM 2016 Customisation and Configuration
• Specialist: Dynamics CRM 2016 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.

This course is best suited to those seeking Gold Partner status for Customer Relationship Management. Or, those looking to customise, configure and deploy Dynamics CRM Online whilst utilising the inbuilt Sales functionality.

Firebrand is a Microsoft Learning Partner. You will access exclusive benefits including:

• A Microsoft Certified Trainer (MCT)
• Official Practice Tests

Dynamics CRM 2016 Customisation and Configuration

Configure Microsoft Dynamics CRM (25%)

• Configure Dynamics CRM settings
• Configure auditing, document management, and collaboration; configure business units; perform user management; configure email; manage teams
• Manage Dynamics CRM security
• Understand security roles; define permissions and privileges; configure access levels; configure security roles; assign security roles; work with multiple security roles; manage access; manage security hierarchy

Manage and implement Microsoft Dynamics CRM entities, entity relationships, and fields (27%)

• Manage Dynamics CRM entities
• Manage entity ownership; manage entity properties; understand system and custom entities
• Configure field customisations
• Understand and configure fields; configure field properties; use calculated fields; use rollup fields; configure global option sets; create alternate keys; configure field-level security; understand status and status reasons
• Implement entity relationships
• Understand relationship types; understand cascading rules; work with hierarchical data; understand and configure entity mapping; create connections and connection roles

Create and manage Microsoft Dynamics CRM solutions, forms, views, and visualisations (24%)

• Create and manage Dynamics CRM solutions
• Understand solution components; identify solution types; create managed and unmanaged solutions; configure publishers and versions; work with multiple solutions; import and export solutions
• Customise Dynamics CRM forms
• Understand the form structure; build a form; use specialised form components; use access teams and sub-grids; work with navigation; understand form types; use multiple forms; implement form customisations and mobile clients
• Implement Dynamics CRM views and visualisations
• Understand view types; manage system, public, and personal views; create, modify, and delete views; customise views; customise charts; customise dashboards; use themes

Implement business rules, workflows, and business process flows (24%)

• Implement and manage business rules
• Understand when to use business rules; understand business rule scopes; understand how business rules are triggered; configure business rules, conditions, and actions
• Implement and manage workflows, dialogs, and custom actions
• Implement workflows; identify workflow types; implement dialogs and custom actions; identify when to use business process flows, workflow dialogs, and custom actions
• Implement and manage business process flows
• Understand business process flows; enable business process flows; work with steps, stages, and categories; work with multiple entities; use conditional branching; implement role-driven business process flows

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

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

• MB2-712: Microsoft Dynamics CRM 2016 Customisation and Configuration
• MB2-710: Microsoft Dynamics CRM 2016 Online Deployment
• MB2-713: Microsoft Dynamics CRM 2016 Sales

Passing these three exams previously resulted in achieving these three Specialist certifications:

• Specialist: Dynamics CRM 2016 Online Deployment
• Specialist: Dynamics CRM 2016 Customisation and Configuration
• Specialist: Dynamics CRM 2016 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.

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
• Software development process and principles
• Relational database principles
• Business processes such as sales and customer service

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.