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Microsoft Dynamics CRM 2016 Sales

- Only 4 Days

On this accelerated 4 day Microsoft Dynamics CRM 2016 Sales course, you’ll learn to utilise the full capabilities of the Sales CRM solution within Microsoft Dynamics CRM 2016.

You’ll learn the skills to track, manage and analyse each step in the sales cycle, and how to relate this analysis and its outcomes to your business and sales scenarios. You’ll also learn how to track sales from potential to close, using Dynamics CRM 2016 and its record types. Guided by your expert Microsoft certified instructor - using Firebrand’s unique Lecture | Lab | Review technique - you’ll be immersed in topics to help you quickly develop the skills to:

  • Manage Microsoft Dynamics CRM 2016 sales management components
  • Manage leads, opportunities and sales
  • Manage metrics and perform sales analysis
  • Integrate Microsoft Dynamics CRM 2016 with other products like SharePoint and Office 365

You’ll sit exam MB2-713: Microsoft Dynamics CRM 2016 Sales at the Firebrand training centre part of the course, covered by your Certification Guarantee.

Read more...

Passing exam MB2-714 previously resulted in achieving the Microsoft Specialist: Dynamics CRM 2016 Sales certification.

Microsoft retired the Specialist credential as of 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 sales managers, customer service managers, sales administrators and office managers or executives with a strong background in their particular business’s sales processes.

See Benefits...

See prices now to find out how much you could save when you train at twice the speed.

Seven reasons why you should sit your course with Firebrand Training

  1. Two options of training. Choose between residential classroom-based, or online Dynamics CRM 2016 Sales courses
  2. You'll be Dynamics CRM 2016 Sales certified in just 4 days. With us, you’ll be Dynamics CRM 2016 Sales trained in record time
  3. Our Dynamics CRM 2016 Sales course is all-inclusive. A one-off fee covers all course materials, exams, accommodation and meals. No hidden extras
  4. Pass Dynamics CRM 2016 Sales first time or train again for free. This is our guarantee. We’re confident you’ll pass your course first time. But if not, come back within a year and only pay for accommodation, exams and incidental costs
  5. You’ll learn more. A day with a traditional training provider generally runs from 9am – 5pm, with a nice long break for lunch. With Firebrand Training you’ll get at least 12 hours/day quality learning time, with your instructor
  6. You’ll learn Dynamics CRM 2016 Sales 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
  7. You’ll be studying Dynamics CRM 2016 Sales with the best. We’ve been named in 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 75350 professionals, and we’re partners with all of the big names in the business

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

Benefits of Training with Firebrand

  • Two options of training - Residential classroom-based, or online courses
  • A purpose-built training centre – get access to dedicated Pearson VUE Select facilities
  • Certification Guarantee – pass first time or train again free (just pay for accommodation, exams and incidental costs)
  • Everything you need to certify – you’ll sit your exam on the course and return home certified
  • No hidden extras – one cost covers everything you need to certify

See Curriculum...

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

See Exam Track...

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

MB2-713: Microsoft Dynamics CRM 2016 Sales

During the exam, you will be measured on the following skills:

  • Manage Microsoft Dynamics CRM components and the product catalogue (24%)
  • Manage leads, opportunities and sales (30%)
  • Manage metrics and perform sales analysis (23%)
  • Integrate Microsoft Dynamics CRM with other products (22%)

Passing exam MB2-714 previously resulted in achieving the Microsoft Specialist: Dynamics CRM 2016 Sales certification.

Microsoft retired the Specialist credential as of 31 March, 2017. The exams remain available and where applicable will count towards the relevant existing MCSA, MCSE or MCSD certification.

See 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)

See Prerequisites...

It is recommended you possess the following prerequisites before sitting this course:

  • Some basic experience using Windows applications
  • Some basic understanding of Sales in Microsoft Dynamics CRM
  • Completion of the Microsoft Dynamics CRM Introduction course

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.

See Dates...

Microsoft Dynamics CRM 2016 Sales Course Dates

Start

Finish

Status

Location

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24/2/2020 (Monday)

27/2/2020 (Thursday)

Finished

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29/6/2020 (Monday)

2/7/2020 (Thursday)

Wait list

Nationwide

 

10/8/2020 (Monday)

13/8/2020 (Thursday)

Limited availability

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21/9/2020 (Monday)

24/9/2020 (Thursday)

Open

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2/11/2020 (Monday)

5/11/2020 (Thursday)

Open

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14/12/2020 (Monday)

17/12/2020 (Thursday)

Open

Nationwide

 

Here's the Firebrand Training review section. Since 2001 we've trained exactly 75350 students and asked them all to review our Accelerated Learning. Currently, 96.78% 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.


"The tutor for my Course , was brilliant at going through what we needed to learn, in an easy and accessible manner. was always happy to go that further mile in helping, or making the explanations easier by means of pizza analogy for us to understand. good lad."
Aaron Ryan, CAF. (9/3/2020 to 12/3/2020)

"Coming to Firebrand training site was really enjoyable, the staff are really friendly and helpful! I am excited to come back soon!"
N.G.. (9/3/2020 to 12/3/2020)

"It was intensive, but it was worth being locked away to focus 100% on learning! "
Brett Bennett-Smith, Lloyds. (4/3/2020 to 7/3/2020)

"Excellent distraction-free learning! Highly knowledgeable lecturer. Modern facilities, friendly helpful staff, great food, decent coffee. Very hectic learning pace, no time to joke around, but all well worth it! I will be back soon for more training."
Andre du Toit, Favner Nordic AB. (4/3/2020 to 7/3/2020)

"Great location and brilliant trainers"
Connor Massey, Forfusion. (24/2/2020 to 29/2/2020)

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