Microsoft - Dynamics CRM 2016 Sales

Duration

Duration:

Only 4 Days

Method

Method:

Classroom / Online / Hybrid

Next date

Next date:

27/3/2023 (Monday)

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.

Benefits

Seven reasons why you should sit your course with Firebrand Training

  1. Two options of training. Choose between residential classroom-based, or online courses
  2. You'll be certified fast. With us, you’ll be trained in record time
  3. Our course is all-inclusive. A one-off fee covers all course materials, exams**, accommodation* and meals*. No hidden extras.
  4. Pass 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 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 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 over 100,000 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

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

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)

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.

Reviews

Here's the Firebrand Training review section. Since 2001 we've trained exactly 134,561 students and asked them all to review our Accelerated Learning. Currently, 96.54% 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 instructor was very knowledgeable and helpful and look forward to the next course"
Duane Leslie Jones, Capita plc. (2/11/2022 (Wednesday) to 4/11/2022 (Friday))

"You visit a very well-organised Training Centre with all modern amenities in almost the middle of nowhere! That will help you focus and ensure that you spend time needed to get stuff done and get prepared for your Certification. Added bonus, the folks working for Firebrand are awesome!"
Nikolaos Velissaris, Microsoft. (29/11/2022 (Tuesday) to 2/12/2022 (Friday))

"Very detailed course with a extremely knowledgeable instructor."
Anonymous. (29/11/2022 (Tuesday) to 2/12/2022 (Friday))

"Quite a lot but learned many new things!"
Anonymous. (29/11/2022 (Tuesday) to 2/12/2022 (Friday))

"The instructor was great in explaining the the concepts. She used many real time examples throughout the course which made the topic interesting and easy to understand."
Tejas Patil, Capita plc. (2/11/2022 (Wednesday) to 4/11/2022 (Friday))

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