Microsoft Dynamics CRM 2013 - Only 8 Days

Seven reasons why you should sit your CRM 2013 course with Firebrand Training

Find Out How We Help You To Learn New Skills Quickly

  1. You’ll be trained in just 8 days.
  2. Our course is all-inclusive. A one-off fee covers all course materials, accommodation and meals
  3. Pass CRM 2013 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
  4. 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
  5. 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
  6. You’ll get award-winning training. 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 61,909 professionals, and we’re partners with all of the big names in the business
  7. You'll do more than study courseware. We use labs, case studies and practice tests to make sure you can apply your new knowledge to the work environment. Our instructors use demonstrations and real-world experience to keep the day interesting and engaging

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

When do you want to sit your accelerated course?

Start

Finish

Status

Location

Book now

21/11/2016 (Monday)

28/11/2016 (Monday)

Finished

-

 

27/3/2017 (Monday)

3/4/2017 (Monday)

Wait list

Nationwide

 

8/5/2017 (Monday)

15/5/2017 (Monday)

Limited availability

Nationwide

 

19/6/2017 (Monday)

26/6/2017 (Monday)

Open

Nationwide

 

31/7/2017 (Monday)

7/8/2017 (Monday)

Open

Nationwide

 

11/9/2017 (Monday)

18/9/2017 (Monday)

Open

Nationwide

 

Here's the Firebrand Training review section. Since 2001 we've trained exactly 61,909 students and asked them all to review our Accelerated Learning. Currently, 96.40% have said Firebrand exceeded their expectations:



"VERY intense, and included a lot of other tips & tricks regarding CRM2013 that was not included in the courseware."
Jens Lovmark, Explizit AB. - Microsoft Dynamics CRM 2013 (8 days) (1/2/2015 to 8/2/2015)

"Hard but rewarding week."
Anonymous - Microsoft Dynamics CRM 2013 (8 days) (16/11/2014 to 23/11/2014)

"Intensive course, good for getting up to speed with a technology quickly."
Dominic Burnard. - Microsoft Dynamics CRM 2013 (8 days) (16/11/2014 to 23/11/2014)

"Great way to learn in a short period of time and get qualified."
Peter Norman, ConsultCRM. - Microsoft Dynamics CRM 2013 (8 days) (16/11/2014 to 23/11/2014)

"Very Intense course but extremely useful."
Anonymous - Microsoft Dynamics CRM 2013 (8 days) (16/11/2014 to 23/11/2014)

"Very well organised with excellent facilities. Very knowledgeable tutor."
M.B. - Microsoft Dynamics CRM 2013 (8 days) (16/11/2014 to 23/11/2014)

"The instructor is a great trainer with a lot of knowledge in CRM. He makes this difficult course more enjoyable "
Bogdan Cretu. - Microsoft Dynamics CRM 2013 (8 days) (10/8/2014 to 17/8/2014)

"This is the best training course I have ever attended. I hope to have the opportunity to take another course from this instructor again in the future. "
Lee Drinkall, Consult CRM. - Microsoft Dynamics CRM 2013 (8 days) (10/8/2014 to 17/8/2014)

"The instructor was exceptional and enabled me to fill the gaps in my knowledge about CRM. He was able to bring real business scenarios and put things into perspective. I feel he went above and beyond the courseware provided to provide an invaluable learning experience. Being technically savvy he was able to answer any question that was put his way, or investigate with the class as a whole. "
Rachel van Rensburg, CosultCRM. - Microsoft Dynamics CRM 2013 (8 days) (10/8/2014 to 17/8/2014)

"You need to understand the intensity of this course and consider how much background knowledge you have. If you have no previous knowledge, this course is extremely intense, but worthwhile."
Brian Edge, Self Employed Contractor. - Microsoft Dynamics CRM 2013 (8 days) (18/5/2014 to 25/5/2014)

"The course was very intensive, however the instructor and facilities were excellent. I gained a lot from the course overall. "
L.H, Corefocus Consultancy. - Microsoft Dynamics CRM 2013 (8 days) (18/5/2014 to 25/5/2014)

"The training was intense but focussing on the subject like this has certainly been effective."
M.K. - Microsoft Dynamics CRM 2013 (8 days) (18/5/2014 to 25/5/2014)

"Tutor was friendly, helpful and knowledgeable, hotel rooms and food were lovely. "
Kieron Larcombe, North Norfolk District Council. - Microsoft MTA Software Development Fundamentals (2 days) (19/12/2016 to 20/12/2016)

"My experience with firebrand has been very good. I have learned a lot regarding the course in such a short amount of time thanks to accelerated learning provided and the skill of the instructors."
C.G. - Microsoft MTA HTML5 App Development Fundamentals (2 days) (19/12/2016 to 20/12/2016)

"If you want to learn a lot of useful job-related information this course provides it. But be aware you need to be able to work long days and dedicate time to each part of the course."
Anonymous - Microsoft MCSA: SQL Server (9 days) (5/12/2016 to 13/12/2016)

"The combination of the luxury training location and set up, plus the 5 star training itself and overall personal support makes FIREBRAND the top choice of IT training for me, I will be back!"
Gareth Birdsall, Lloyds Banking. - Microsoft Querying SQL Server (4 days) (5/12/2016 to 8/12/2016)

"Course content excellent. Staff and instructor helpful throughout the duration."
Karl Lindley. - Microsoft MCSD: Web Applications (9 days) (3/12/2016 to 11/12/2016)

"Great and thorough training in a short time."
Casey Smith, Jolly IT Solutions. - Microsoft Installing and Configuring Windows Server 2012 (4 days) (19/11/2016 to 22/11/2016)

"Very intense course, but very enjoyable. I met some great people, including our instructor and learned a great amount in a short time. Facilities are fantastic, food amazing. Overall a thumbs up! "
Kay Duddy, SSAFA. - Microsoft Specialist: Dynamics CRM 2016 Customisation and Configuration (4 days) (14/11/2016 to 17/11/2016)

"Great course and instructor really explained the material well"
Paddy OToole. - Microsoft Specialist: Dynamics CRM 2016 Online Deployment (3 days) (18/11/2016 to 20/11/2016)

"Very intense course, instructors very supportive, food very good. "
Kayleigh Duddy. - Microsoft Specialist: Dynamics CRM 2016 Online Deployment (3 days) (18/11/2016 to 20/11/2016)

"The training is extremely helpful not just in equipping students for the exams but also for providing valuable knowledge relevant to the workplace."
Obi Onuorah, Senior Internet. - Microsoft Specialist: Dynamics CRM 2016 Online Deployment (3 days) (18/11/2016 to 20/11/2016)

"The Firebrand training was excellent, with a knowledgeable tutor who was able to share his experience in a highly interactive classroom environment. I have come away from the training with a lot more experience and knowledge that I can apply in my workplace"
Ryan Maclean, Oil & Gas UK. - Microsoft Specialist: Dynamics CRM 2016 Customisation and Configuration (4 days) (14/11/2016 to 17/11/2016)

"Fantastic instructor and made the class very interesting with the many different teaching methods. I thoroughly enjoyed it."
S.B, AT&T. - Microsoft MCSE: Communication (Skype for Business) (6 days) (24/10/2016 to 29/10/2016)

"Be prepared to work very hard! Guaranteed to take away vital knowledge at the end but if you have worked hard you'll be taking away a qualification too!"
Johnne Karki. - Microsoft MCSA: Office 365 (5 days) (7/11/2016 to 11/11/2016)

"As always my stay at Firebrand was very good and I am now an MCP in o365 which is great. The instructor was knowledgeable and had a great character which allowed for great learning and understanding of the course requirements."
Nick Margerum. - Microsoft MCSA: Office 365 (5 days) (7/11/2016 to 11/11/2016)

"Firebrand is supportive, educational and a fantastic experience. If ever you need to learn anything IT based, Firebrand is an excellent way to get out of work and really knuckle down to focus on the training at hand."
Kai Stewart. - Microsoft MCSA: Office 365 (5 days) (7/11/2016 to 11/11/2016)

"A lot of information to take in in a short time, therefore very intense but a great learning environment and good instructor make it worthwhile. "
Anonymous - Microsoft MCSE: Messaging (Exchange 2016) (6 days) (31/10/2016 to 5/11/2016)

"Fully Recommend The material is perfect and the staff are all very helpful and supportive."
R.D, Robert Davis. - Microsoft MCSE: Server Infrastructure (6 days) (17/10/2016 to 22/10/2016)

"Firebrand offer excellent training! The experience has been great and the support has been top of the class. "
Anonymous - Microsoft MCSE: Communication (Skype for Business) (6 days) (24/10/2016 to 29/10/2016)

"Great approach to training. If you want to fully immerse yourself in a technology Firebrand is for you."
R.K. - Microsoft Specialist: Implementing Microsoft Azure Infrastructure Solutions (3 days) (24/10/2016 to 26/10/2016)

"Very Comprehensive and hands on"
Anonymous - Microsoft Specialist: Implementing Microsoft Azure Infrastructure Solutions (3 days) (24/10/2016 to 26/10/2016)

"Long days, and nights, but very much worth it. Great facilities at Wyboston Lakes and very good staff."
M.C. - Microsoft MCSE: Server Infrastructure (6 days) (17/10/2016 to 22/10/2016)

"Great training, learned a lot as there is so much material. Our Instructor was great and had so much knowledge. Loved his teaching methods and approach, and there was never any pressure to take the test unless we were ready. He was all about teaching us and also in a way guiding us to make sure we don't rush things. "
R.K. - Microsoft MCSE: Server Infrastructure (6 days) (17/10/2016 to 22/10/2016)

"This is my 4th time at firebrand the training is EXCELLENT! Staff are always very helpful, training is very educational and informative. The courses can be very challenging but the rewards are worth it in the end!"
Harry Holdstock, Key Intelligence. - Microsoft MTA Database Fundamentals (2 days) (6/10/2016 to 7/10/2016)

"Very thorough, intense training. Excellent teaching. Amazing facilities."
T.B, Microtech Electronics. - Microsoft MTA Database Fundamentals (2 days) (6/10/2016 to 7/10/2016)

"One of the best learning experiences I have had. Brilliant combination of theoretical and practical lessons. Wrapped up in an extremely intense session that forces you to work hard to succeed!. "
Aaron Surtees, Union Square Software /Deltek. - Microsoft MTA Software Development Fundamentals (2 days) (30/8/2016 to 31/8/2016)

"Brilliant service as always"
M.A.S. - Microsoft MTA Software Development Fundamentals (2 days) (30/8/2016 to 31/8/2016)

"Great course, very intense. Learnt new skills which will benefit me in the workplace. "
Freddie Maclaren, Active Networks . - Microsoft MTA Software Development Fundamentals (2 days) (30/8/2016 to 31/8/2016)

"The course I attended was well structured but intense. I really enjoyed learning about all the different aspects of software development"
Hannah McEwan. - Microsoft MTA Software Development Fundamentals (2 days) (30/8/2016 to 31/8/2016)

"Very good training provided by real world instructors; who go beyond what the books teach."
Marc Ralph, Natures Way Foods. - Microsoft MCSA: Windows Server 2012 R2 (9 days) (13/8/2016 to 21/8/2016)

"The trainer was well prepared, the course was structured well and a good experience"
Mihnea Dinu. - Microsoft MCSA: SQL Server (9 days) (30/7/2016 to 7/8/2016)

"Terrific instructor, she was very knowledgeable and friendly. Any questions I had were answered and I felt like I learned so much during the course."
Andrew Delaney, Entropy IT. - Microsoft MCSA: SQL Server (9 days) (30/7/2016 to 7/8/2016)

"This is my second time at Firebrand. Again, it has been really great. The accommodation is nice and cosy, the food is amazing, the staff are professional and polite and the instructor was magnificent."
Jorge Vasques, Triad Group. - Microsoft Specialist: Programming in C# (4 days) (4/7/2016 to 7/7/2016)

"It is a great advantage to be isolated to focus 100% on the training at hand. No lost time travelling back and forth. Great knowledge skills offered by trainer."
Raf Frederickx, Adafi Software. - Microsoft Specialist: Programming in C# (4 days) (4/7/2016 to 7/7/2016)

"Well organised. Professional instructors and staff."
Bhai Rai, MOD. - Microsoft MCSA: Windows Server 2012 R2 (9 days) (25/6/2016 to 3/7/2016)

"The accelerated learning at Firebrand really motivated me to go for those certifications"
Pieter Batsleer, Deloitte Bedrijfsrevisoren. - Microsoft MTA Networking, Security & Windows Server Administration (6 days) (13/6/2016 to 18/6/2016)

"My training instructor was awesome super duper. "
Hayden Rockey, Swann Group Ltd. - Microsoft MTA Networking, Security & Windows Server Administration (6 days) (13/6/2016 to 18/6/2016)

"Enthusiastic trainer who is easy to talk to and really helped with any questions I had. Very knowledgeable! "
Michael Labram. - Microsoft MTA Networking, Security & Windows Server Administration (6 days) (13/6/2016 to 18/6/2016)

"My instructor was great at teaching the fundamentals of Microsoft Networking, Security and Server Administration. I learned a lot in a short space of time. Firebrand Training staff were very helpful and kind."
Anonymous - Microsoft MTA Networking, Security & Windows Server Administration (6 days) (13/6/2016 to 18/6/2016)

The Microsoft Dynamics CRM 2013 certification is your way to maximise the functional use of the latest version of the Dynamics CRM business solution.

Learn how to install, configure and administer Microsoft Dynamics CRM 2013 by getting your CRM 2013 certification, in just eight days. On this course you'll gain the academic, strategic and hands-on experience you need to successfully implement and manage the latest Dynamics CRM system.

This course covers the keys areas involved in implementing Dynamics CRM either as a Microsoft Partner or an end user. For Microsoft Partners it includes the three exams required to gain the Dynamics CRM Competency. You and your staff will be able to begin working on Dynamics CRM immediately after completing this eight day course.

CRM 2013 functions you'll learn about:

  • Working with dashboards
  • Native Outlook Interface
  • Connected Experiences
  • Role based access
  • Teamwork collaboration
  • Code in the Cloud

Get your Microsoft Dynamics CRM 2013 certification and you'll be able to distinguish yourself as an expert in CRM 2013.

Read more ...

Interested? See prices or call 080 80 800 888

You will learn the following new Microsoft Dynamics CRM 2013 features, which you'll be able to implement as soon as you leave the course:

  • Cleaner, faster more intuitive interface drives productivity
    Microsoft Dynamics CRM 2013 offers a new user experience, with all the information you need in one space, no more infamous pop-ups and no moving from one application to the next. Microsoft CRM 2013 offers a fast and fluid user experience for ease of use and increased productivity.
  • Agile process guidance lets you respond to rapidly changing business needs
    Microsoft CRM shifts from transactional CRM to a process-centric, outcome oriented experience to drive effectiveness. New guided processes have been introduced to Dynamics CRM 2013 enabling users to visualise a process and identify what stage they are at, and what tasks remain.
  • Access what you need when you need it
    CRM on the Go – the 2013 release of Dynamics CRM focuses on mobility. New tablet and mobile applications enable access to CRM data from Windows 8 tablets and iPads as well as mobile phones.
  • Social in context
    New Yammer, Lync and Skype integration provides greater collaboration and insight to customer interactions for greater transparency and efficiency across the organization.
  • Robust platform capabilities to tailor your solution
    Dynamics CRM 2013 builds on the agile solution framework to make Microsoft CRM more open and customisable.

What are the benefits of certification?

Individuals

  • Overwhelmingly, individuals with Microsoft certifications have an advanced level of knowledge, expertise and skill, and command more professional credibility
  • Individual students may receive college credits to utilise tuition reimbursement programs for their IT training, or to complete college coursework

Human Resources

  • Employer-funded training and certification programs are a key to retaining skilled staff. Career development and advancement opportunities are shown to significantly reduce rates of employee turnover
  • Certification training programs provide benchmarks for hiring and promotion decisions by accurately assessing technical skills
  • Certification training programs maximise educational investments through immediate validation of skills
  • For HR managers, certification is particularly important because it allows them to more easily identify the skills that an individual possesses. When a company has employees that possess certain skills, it can garner a competitive advantage when seeking to attract customers. Certification can also contribute to increased productivity

Microsoft certification affords special membership benefits:

  • Technical information, product information and exclusive discounts on products and services through a secured section of the Microsoft website
  • Microsoft logos and certificate for your personal promotion to clients or potential employers
  • Invitations to Microsoft conferences and other educational opportunities
  • Access to the secure Microsoft Certified Professional Magazine Online website

Other accelerated training providers rely heavily on lecture and independent self-testing and study.

Effective technical instruction must be highly varied and interactive to keep attention levels high, promote camaraderie and teamwork between the students and instructor, and solidify knowledge through hands-on learning.

Firebrand Training provides instruction to meet every learning need:

  • Intensive group instruction
  • One-on-one instruction attention
  • Hands-on labs
  • Lab partner and group exercises
  • Question and answer drills
  • Independent study

This information has been provided as a helpful tool for candidates considering training. Courses that include certification come with a Certification Guarantee. Pass first time or train again for free (just pay for accommodation, exams and incidental costs). We do not make any guarantees about personal successes or benefits of obtaining certification. Benefits of certification determined through studies do not guarantee any particular personal successes.

Read more ...

Interested? See prices or call 080 80 800 888

Course 80539A: Installation and Deployment in Microsoft Dynamics CRM 2013

System Requirement and Required Technologies

  • Microsoft Dynamics CRM Offerings
  • On-Premises Licensing Model
  • Online Licensing Model
  • Supporting Technologies
  • Microsoft Dynamics CRM Server
  • Accessing Microsoft Dynamics CRM
  • Microsoft Dynamics CRM for Office Outlook
  • Managing Emails
  • Microsoft Dynamics CRM Reporting Extensions
  • Microsoft Dynamics CRM Language Packs
  • Planning Overview

Install Microsoft Dynamics CRM Server

  • Microsoft Dynamics CRM Server Requirements
  • Microsoft SQL Server Requirements
  • Active Directory Requirements
  • Components Installed During Server Setup
  • Microsoft Dynamics CRM Website
  • Required Installation Rights for Microsoft Dynamics CRM Server
  • Supported Server Topologies
  • Install Microsoft Dynamics CRM Server
  • Installation Troubleshooting
  • Post-Installation Tasks
  • Install Microsoft Dynamics CRM Using the Command Line
  • Deploy Microsoft Dynamics CRM Online

Install Microsoft Dynamics CRM Reporting Extensions

  • Microsoft Dynamics CRM Reporting Overview
  • Microsoft Dynamics CRM Reporting Extensions
  • Requirements for Microsoft Dynamics CRM Reporting Extensions
  • Microsoft Dynamics CRM Report Authoring Extension
  • Install Microsoft Dynamics CRM Reporting Extensions

Manage Microsoft Dynamics CRM with the Deployment Manager

  • Deployment Manager
  • Deployment Administrators
  • Create a New Organisation
  • Manage Existing Organisations
  • Manage Servers
  • Configure Access from the Internet
  • Update Web Addresses
  • View License Information
  • Upgrade the Microsoft Dynamics CRM Edition
  • Redeploy Microsoft Dynamics CRM
  • Import Organisations
  • Administer the Deployment Using Windows PowerShell

Upgrade to Microsoft Dynamics CRM 2013

  • Upgrade Considerations
  • Base and Extension Table Merge
  • Upgrade Process Phases
  • Phase 1 – Prepare to Upgrade
  • Phase 2 – Establish the Test Environment
  • Phase 3 – Upgrade and Validate the Test Environment
  • Phase 4 – Upgrade and Validate the Production Deployment
  • Perform an In-Place Upgrade of Microsoft Dynamics CRM 2011 Server
  • Perform a Migration Using the Same Instance of SQL Server
  • Perform a Migration Using a New Instance of SQL Server
  • Upgrade the Microsoft Dynamics CRM 2011 Email Router
  • Plan the Upgrade of Microsoft Dynamics CRM 2011 for Outlook
  • Upgrade Microsoft Dynamics CRM 2011 for Outlook

Email Management

  • Email Processing
  • Email Tracking and Correlation
  • Mailbox Monitoring
  • Synchronisation Methods
  • Email Address Approval
  • Overview of the Email Router
  • Install the Email Router and Rule Deployment Wizard
  • Configure the Email Router
  • Set Up a Forward Mailbox for the Email Router
  • Deploy Inbox Rules
  • Install the Email Router on Multiple Computers
  • Troubleshooting
  • Overview of Server-Side Synchronisation
  • Configure Server-Side Synchronisation
  • Set Up a Forward Mailbox for Server-Side Synchronisation
  • Migrate Email Router Settings
  • Email Integration Service Role
  • Test Email Configuration
  • Synchronise Appointments, Contacts, and Tasks

Microsoft Dynamics CRM for Microsoft Office Outlook

  • Microsoft Dynamics CRM for Outlook Overview
  • Installation Requirements
  • Deployment Methods
  • Install Microsoft Dynamics CRM for Outlook
  • Configure Microsoft Dynamics CRM for Outlook
  • Configure User Email Settings
  • Install Microsoft Dynamics CRM for Outlook Using the Command Line
  • Using Microsoft Dynamics CRM for Outlook with Offline Capability

Configure an Internet-Facing Deployment

  • Overview of Claims-Based Authentication
  • Requirements for Configuring an Internet-Facing Deployment
  • Certificates
  • Install Active Directory Federation Services
  • Configure AD FS
  • Configure Claims-Based Authentication
  • Configure an IFD

Maintain and Troubleshoot a Deployment

  • Service Accounts
  • Manage System Jobs
  • Delete Records
  • Disaster Recovery
  • Manage SQL Databases
  • Troubleshooting
  • Configure Tracing
  • Update Microsoft Dynamics CRM
  • Manage Data Encryption
  • Best Practices Analyser (BPA)
  • VSS Writer Service for Microsoft Dynamics CRM
  • Marketplace

High-Availability Options

This module provides a high-level overview of the high-availability options.

Course 80546A: Sales Management in Microsoft Dynamics CRM 2013

Introduction to Sales Management

The Sales module within Microsoft Dynamics CRM provides a flexible framework for organisations to track, manage, and analyse parts of their sales cycle as well as its overall success.

This course describes the components used in Microsoft Dynamics CRM Sales Management and explains how they can apply to various business scenarios. It also details the entities or record types that Microsoft Dynamics CRM uses to track sales from potential to close. With this information, organisations can determine which aspects of the Sales module framework are appropriate for their organisation.

Lead Management

This module introduces the tracking and management features of the Sales module in Microsoft Dynamics CRM. It is rare that two organisations follow the same sales process, even if the organisations are within the same industry. For this reason, Microsoft Dynamics CRM does not dictate a rigid process. Instead it provides a framework around which an organisation can build a custom sales process.

This module describes the components of the Microsoft Dynamics CRM sales process. It also details the entities or record types Microsoft Dynamics CRM uses to track sales from potential to close. With this information, organisations can determine which aspects of the sales process framework are appropriate for them.

  • Lead to Opportunity Process Form and Process Ribbon
  • Convert Activity Records to Leads
  • Qualifying and Disqualifying Leads
  • Create, Maintain, and Use Sales Literature
  • Create, Maintain, and Use Competitors

Working with Opportunity Records

In Microsoft Dynamics CRM, qualified leads, such as those that have estimated revenue associated with them, become opportunities. When a prospect or customer expresses qualified interest in buying the business' products or services, that prospect or customer is considered an opportunity. This is an important part of the sales process because this is where the sales team spends most of its time and effort. The process of working on an opportunity may include several customer interactions. How well the sales team manages this stage can mean the difference between a win and a loss.

Working with the Product Catalog

This course describes the role of the product catalog in Microsoft Dynamics CRM and the benefits of using it. It shows the tasks that are required to configure a product catalog, including setting up and maintaining unit groups, products, and price lists. It also describes and demonstrates the important role of the product catalog and price lists in the sales process.

  • The Microsoft Dynamics CRM Product Catalog
  • Unit Groups
  • Adding and Maintaining Products
  • Creating, Maintaining and Using Price Lists
  • Currency Management
  • Creating a Price List

Sales Order Processing

Microsoft Dynamics CRM provides tools that capture important sales information and uncover new business opportunities. Although quotes, orders, and invoices are important to the sales process and provide a complete view of the customer, implementing a sales process allows users to initiate, track, and close sales consistently and efficiently.

The product catalog in Microsoft Dynamics CRM helps companies build a central repository for managing products, services, charges, and fees. The tasks required to set up a product catalog include setting up and maintaining unit groups, products, and price lists. Microsoft Dynamics CRM also supports discount lists, which help companies provide customers with incentives to buy more products.

  • Adding Line Items (Opportunity Products) to Opportunities
  • Quote Management
  • Working with Orders
  • Working with Invoices

Metrics and Goals

Microsoft Dynamics CRM uses two record types known as Goal Metrics and Goals. These record types combine to provide a powerful, flexible set of goal management features. Goal management allows organisations to track individual, team, and organisational progress toward specific goals.

  • Configuring Goal Metrics
  • Configuring Fiscal Periods
  • Creating and Assigning Goal Records
  • Creating and Recalculating Parent and Child Goal Records
  • Creating a Rollup Query

Sales Analysis

  • Running Built-in Reports
  • Exporting Sales Information to Excel
  • Working with Charts and Dashboards
  • Working with System Charts from the Opportunity List
  • Working with Dashboards
  • Create a New Dashboard in the Workplace
  • Sharing DASHBOARDS, Charts and Advanced Find Queries

Course 80545A: Customer Service in Microsoft Dynamics CRM 2013

Introduction

Microsoft Dynamics CRM includes a comprehensive set of features that increases the efficiency of customer service operations. This module introduces Microsoft Dynamics CRM Customer Service terminology and customer scenarios that the Customer Service module might be used. The module discusses the basic components of case management, and works with the knowledge base, queues, and service contracts. The module also provides an overview of service scheduling and service management.

  • Customer Scenarios
  • Customer Service Entities and Record Types

Cases

Customer service is important to a customer relationship management strategy. Microsoft Dynamics CRM provides many features that organisations can use to manage the services they provide to customers. This module discusses cases and how the cases can be used together in service management functions.

  • Creating Case Records
  • Understanding the Process Ribbon and Menu Options
  • Case Resolution, Canceling and Deleting
  • Assigning Case Records
  • Other Actions on Cases From Forms and Views
  • Working with the Subject Tree
  • Working with the Case List and Views

Knowledge Base

Most customer service organisations use a knowledge base to provide customer service representatives (CSRs) with the information that they must have to answer questions about a product or service. In Microsoft Dynamics CRM, the Knowledge Base provides a central repository for an organisation's information, stored as Articles and organised by Subject.

  • Article Templates
  • Creating, Approving and Publishing Articles
  • Using and Searching the Knowledge Base
  • Cases and Knowledge Base Articles
  • Sending Knowledge Base Articles

Queue Management

A queue is an area that is used to organise and store activities and work items that are waiting to be processed. A queue is also used for activities and work items that are currently being worked on. Microsoft Dynamics CRM includes queuing and workflow tools to improve how incoming requests for sales, marketing, and customer service are handled.

  • Queue Management

Contracts

Microsoft Dynamics CRM provides many features that organisations can use to manage the services they provide to customers. This module describes how contracts can be used together with other record types in Microsoft Dynamics CRM to help service and manage functions.

  • Contracts and Contract Templates
  • Creating and Working with Contracts
  • Using Contracts with Cases

Analysis, Reports and Goals

In Microsoft Dynamics CRM, many methods are available to analyse and report Service Management information. By default, several reports are available, and this includes the “Case Summary Table” report. This report is discussed in this module.

  • Customer Service Reports
  • Customer Service Charts and Dashboards
  • Customer Service Goals and Metrics

Service Scheduling

This module provides an overview of the service scheduling features of Microsoft Dynamics CRM. The organisations that use service scheduling require a complex combination of resources. Service scheduling considers the availability of employees, facilities, and equipment to make sure that the resources are available to deliver service activities for customers.

  • Service Scheduling Scenarios
  • Service Scheduling Terminology
  • Service Scheduling Process
  • Resources, Services and Selection Rules
  • Include Customer Preferences
  • Understand Sites and Same-Site Requirements
  • Manage Business Closures
  • Explain the Service Activity Scheduling Engine
  • Working with Service Activities and the Service Calendar
  • Close, Cancel, or Reschedule a Service Activity

Course 80542A: Customisation and Configuration in Microsoft Dynamics CRM 2013

Introduction to Customising Microsoft Dynamics CRM 2013

  • Customisation or Development? Microsoft Dynamics CRM Solutions Introduction to Entity Customisation

Building a Security Model in Microsoft Dynamics CRM 2013 Lessons

  • Introduction to Business Units
  • Overview of Security Roles
  • User Management Overview
  • Team Management Overview
  • Teams and Sharing
  • Manage Security Roles for Users and Teams

Customising Entities Lessons

  • Entity Customisation Concepts
  • Create a Custom Entity
  • Additional Entity Properties
  • Modifying the Configuration of an Entity

Customising Fields Lessons

  • Field Data Types
  • Field Display Formats
  • Field Properties
  • Customise Existing Fields
  • Configure Option Sets
  • Status and Status Reason Fields
  • Delete Fields

Managing Relationships Lessons

  • Types of Entity Relationships
  • Create Entity Relationships
  • 1:N Relationship Behavior
  • Field Mappings in 1:N Relationships
  • Connections and Connection Roles

Customising Forms Lessons

  • Form Customisation Overview
  • Create and Modify Forms
  • Quick Create and Quick View Forms
  • Manage Multiple Forms
  • Mobile Clients

Configuring Business Rules Lessons

  • Configure Business Rules

Customising Views Lessons

  • View Customisation Concepts
  • System Views
  • Create Custom Views
  • Remove Unwanted Views

Customising Charts and Dashboards Lessons

  • Create and Modify Charts
  • Export and Import Charts
  • Create and Modify Dashboards

Additional Security Options Lessons

  • Field Security
  • Access Team Templates
  • Auditing Overview

Business Process Flows Lessons

  • Business Process Flows

Read more ...

Interested? See prices or call 080 80 800 888

We’ll prepare you for, and test you in, the following exams:

  • Exam MB2-702 Deploying Microsoft Dynamics CRM 2013
  • Exam MB2-700 Microsoft Dynamics CRM 2013 Applications
  • Exam MB2-703 Microsoft Dynamics CRM 2013 Customization and Configuration

Read more ...

Interested? See prices or call 080 80 800 888

Microsoft Official Curriculum

  • MOC 80539 - Installation and Deployment in Microsoft Dynamics® CRM 2013
  • MOC 80546 - Sales Management in Microsoft Dynamics CRM 2013
  • MOC 80545 - Customer Service in Microsoft Dynamics CRM 2013
  • MOC 80542 - Customization and Configuration in Microsoft Dynamics® CRM 2013

Firebrand Training offers top-quality technical education and certification training in an all-inclusive course package specifically designed for the needs and ease of our students. We attend to every detail so our students can focus solely on their studies and certification goals.

Our Certification Programmes include:

  • Intensive Hands-on Training Utilising our (Lecture | Lab | Review)TM Delivery
  • Comprehensive Study Materials, Program Courseware and Self-Testing Software including MeasureUp *
  • Fully instructor-led program with 24 hour lab access
  • Examination vouchers **
  • On site testing ***
  • Accommodation, all meals, unlimited beverages, snacks and tea / coffee****
  • Transportation to/from designated local railway stations
  • Examination Passing Policy

Our instructors teach to accommodate every student's learning needs through individualised instruction, hands-on labs, lab partner and group exercises, independent study, self-testing, and question/answer drills.

Firebrand Training has dedicated, well-equipped educational facilities where you will attend instruction and labs and have access to comfortable study and lounging rooms. Our students consistently say our facilities are second-to-none.

Firebrand goes digital

We’re currently migrating from printed to digital courseware. Some courseware is already available in digital, while other books remain in printed form. To find out if this course is digital, call us on 080 80 800 888.

There are several benefits of easy-to-use digital courseware: downloads are immediate, and you’ll always have your courseware available wherever you are. You won’t need to wait for a printed book to be delivered before you start learning – and it’s better for the environment. You can choose to download the courseware to your own device, or borrow one of ours.

Considering a Microsoft course? Always have the most up-to-date Microsoft digital courseware with ‘Fresh Editions’. This gives you access to all versions of digital courseware – you’ll receive updates and revisions of your textbook, at no charge, for the life of that course.

Examination Passing Policy

Should a student complete a Firebrand Training Program without having successfully passed all vendor examinations, the student may re-attend that program for a period of one year.  Students will only be responsible for accommodations and vendor exam fees.

Please note

  • * Not on all courses
  • ** Examination vouchers are not included for the following courses: PMI, CISA, CISM, CGEIT, CRISC, CISSP CBK Review and CSX Practitioner Level 1,2 and 3
  • *** On site testing is not included in our PMI, CISA, CISM, CGEIT, CRISC, CSX Practitioner or ITIL Managers and Revision Certifications
  • **** Accommodation not included on the CISSP CBK Review Seminar

Read more ...

Interested? See prices or call 080 80 800 888

You should have a general working knowledge of:

  • Microsoft Dynamics CRM 2011 or 2013 usage, and of solving real-world business problems by using Microsoft Dynamics CRM 2011 or 2013
  • Microsoft Office
  • Windows operating systems
  • Windows Internet Explorer
  • The Customer Relationship Management process
  • Windows Server 2008 R2 or Windows Server 2012
  • Active Directory
  • Claims-based authentication using ADFS 2.0
  • IIS
  • Microsoft SQL Server database administration
  • Microsoft Outlook

Unsure whether you meet the prerequisites?

Don’t worry - we’ll discuss your technical background, experience and qualifications to determine whether this accelerated course suits you.

Just call us on 080 80 800 888 and speak to one of our enrolment consultants.

Firebrand is an immersive environment and requires commitment. Some prerequisites are simply guidelines; you may find your unique experience, attitude and determination enables you to succeed on your accelerated course.

Interested? See prices or call 080 80 800 888