Microsoft - Dynamics CRM 2016 Sales

Kesto

Kesto:

Vain 4 päivän

Menetelmä

Menetelmä:

luokkahuone / Online / Hybridi

Seuraava päivä

Seuraava päivä:

24/6/2024 (Maanantai)

Overview

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.

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.

8 syytä, miksi kannattaa hankkia Dynamics CRM Sales Firebrand Trainingiltä:

  1. Koulutuksen ja todistuksen saaminen kestää vain 4 päivän. Meidän kanssamme saat Dynamics CRM Sales -koulutuksen ja -todistuksen ennätysajassa. Todistuksen ansaitset koulutuskeskuksessamme osana intensiivistä ja nopeutettua koulutusta.
  2. Hintaan sisältyy kaikki.Kertamaksu kattaa kaikki kurssimateriaalit, kokeet, kuljetuksen, majoituksen ja ateriat ja tarjoaa kustannustehokkaimman tavan hankkia Dynamics CRM Sales koulutus ja todistus. Ilman mitään lisäkustannuksia.
  3. Suorita tutkinto ensimmäisellä kerralla tai kertaa koulutus ilmaiseksi. Tämä on takuumme. Olemme varmoja, että läpäiset Dynamics CRM Sales -kurssin ensimmäisellä kerralla. Mutta jos näin ei käy, voit tulla takaisin vuoden kuluttua ja maksaa vain majoituksesta ja kokeista. Kaikki muu on ilmaista.
  4. Opit enemmän.Päivä perinteisen koulutuksen tarjoajan kanssa on yleensä klo 9–17, mihin sisältyy pitkä lounastauko. Firebrand Trainingiltä saat vähintään 12 tuntia päivässä keskittynyttä ja häiriötöntä laatukoulutusaikaa opettajasi kanssa.
  5. Opit Dynamics CRM Sales nopeammin. Yhdistämme 3 eri oppimistyyliä (visuaalisen|kuuloon perustuvan|kosketukseen perustuvan) tarjotaksemme materiaalin tavalla joka varmistaa, että opit nopeammin ja helpommin.
  6. Opiskelet huippujen kanssa.Olemme kouluttaneet ja sertifioineet 134.561 ammattilaista ja olemme kumppaneita kaikkien alan suurien nimien kanssa ja olemme saaneet lukuisia palkintoja, mm. Microsoftin Danmarki Vuoden koulutuspartneri 2010, 2011, 2012 ja 2013, Institue of IT Trainingin ”Training Company of the Year 2006, 2007, 2008” Englannissa, ISC(2):n ”Highest Performing Affiliate of the Year 2009 & 2010 – EMEA” sekä EC-Councilin ”Accredited Training Centre of the Year 2010 og 2011”, ”Newcomer of the Year 2011” ja ”Instructors Circle of Excellence”.
  7. Opit enemmän kuin pelkän teorian. Olemme kehittäneet Dynamics CRM Sales kurssia edelleen käyttämällä laboratorioita, esimerkkitapauksia ja harjoittelukokeita varmistaaksemme, että osaat soveltaa uutta tietoa työympäristöön.
  8. Opit parhailta. Ohjaajamme Dynamics CRM Sales kurssilla ovat alan parhaita. He tarjoavat ainutlaatuisen yhdistelmän asiantuntemusta, kokemusta ja intohimoa opetukseen.

Benefits

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

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.

What's Included

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

Arvioinnit

Olemme kouluttaneet kymmenen vuoden aikana yli 134.561 opiskelijaa. Heitä kaikkia on pyydetty arvioimaan pikakurssimme. Tällä hetkellä 96,41% on sitä mieltä, että Firebrand on ylittänyt heidän odotuksensa:

"The training for PL-100 is an intense course, jam-packed with references, resources delivered by a super knowledgeable instructor. Would recommend having a sound base knowledge of Microsoft Power Platform before attending. MS Learn provides topics for PL-100 and also a study guide for the exam which is very useful when preparing for exam."
Jessica Brooks, Kenvue. (3/1/2024 (Keskiviikko) - 4/1/2024 (Torstai))

"Training facilities were great and the hotel onsite is nice."
Anonymous. (18/12/2023 (Maanantai) - 20/12/2023 (Keskiviikko))

"It's the best way to learn without any distraction. Training, eat, sleep, shower."
Anonymous. (13/12/2023 (Keskiviikko) - 15/12/2023 (Perjantai))

"When learning with Firebrand, everything is taken care of for you. This allows you to pour everything into absorbing and understanding your course content amongst peers."
ML, Griggster Limited. (3/10/2023 (Tiistai) - 6/10/2023 (Perjantai))

"Perfect instructor with much knowledge and the ability to bring it to the people. Thank you. The topic is huge but I would have expected a little bit more working together in the system."
Reinhard Decker, VAT Vakuumventile AG. (10/10/2023 (Tiistai) - 13/10/2023 (Perjantai))

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