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Duration:
Only 7 days
Study Mode:
Classroom
Next Date:
17/03/2025 (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.

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

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

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.

Benefits

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

Think you are ready for the course? Take a FREE practice test to assess your knowledge!  Free Practice Test

Course Dates


Start
Finish
Status
Study Mode
Prices
17/03/2025 (Mon)
23/03/2025 (Sun)
Open
Classroom
11/06/2025 (Wed)
17/06/2025 (Tue)
Open
Classroom
15/09/2025 (Mon)
21/09/2025 (Sun)
Open
Classroom
16/12/2025 (Tue)
22/12/2025 (Mon)
Open
Classroom