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 CRM 2013 certified in just 8 days. With us, you’ll be CRM 2013 trained in record time
  2. Our CRM 2013 course is all-inclusive. A one-off fee covers all course materials, exams, accommodation and meals. No hidden extras
  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 CRM 2013. 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 CRM 2013 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 be studying CRM 2013 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 65,217 professionals, and we’re partners with all of the big names in the business
  7. You'll do more than study CRM 2013 courseware. We use practical exercises 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?

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2017.8.21 (Monday)

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Here's the Firebrand Training review section. Since 2001 we've trained exactly 65,217 students and asked them all to review our Accelerated Learning. Currently, 96.56% 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) (2015.2.1 to 2015.2.8)

"Hard but rewarding week."
Anonymous - Microsoft Dynamics CRM 2013 (8 days) (2014.11.16 to 2014.11.23)

"Intensive course, good for getting up to speed with a technology quickly."
Dominic Burnard. - Microsoft Dynamics CRM 2013 (8 days) (2014.11.16 to 2014.11.23)

"Great way to learn in a short period of time and get qualified."
Peter Norman, ConsultCRM. - Microsoft Dynamics CRM 2013 (8 days) (2014.11.16 to 2014.11.23)

"Very Intense course but extremely useful."
Anonymous - Microsoft Dynamics CRM 2013 (8 days) (2014.11.16 to 2014.11.23)

"Very well organised with excellent facilities. Very knowledgeable tutor."
M.B. - Microsoft Dynamics CRM 2013 (8 days) (2014.11.16 to 2014.11.23)

"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) (2014.8.10 to 2014.8.17)

"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) (2014.8.10 to 2014.8.17)

"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) (2014.8.10 to 2014.8.17)

"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) (2014.5.18 to 2014.5.25)

"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) (2014.5.18 to 2014.5.25)

"The training was intense but focussing on the subject like this has certainly been effective."
M.K. - Microsoft Dynamics CRM 2013 (8 days) (2014.5.18 to 2014.5.25)

"It was a great experience. Definitely would recommend the course."
Junaid Shakoor, Perspective Publishing Limited. - Microsoft Programming in HTML5 with JavaScript and CSS3 (3 days) (2017.11.11 to 2017.11.13)

"I found the whole experience very good. It was new to literally living at the training centre and purely focus on this, but I think this works really well. Can't fault anything to do with the training centre or the trainer, who was exceptional."
Andrew Martin, Pennine. - Microsoft Deploying Enterprise Voice with Skype for Business 2015 (3 days) (2017.11.9 to 2017.11.11)

"Very good course and instructor, mixed course details with real life experience."
Anonymous - Microsoft Deploying Enterprise Voice with Skype for Business 2015 (3 days) (2017.11.9 to 2017.11.11)

"An intensive course but still managed to go through all material."
Anonymous - Microsoft Core Solutions of Skype for Business 2015 (3 days) (2017.11.6 to 2017.11.8)

"The Location is perfect, quiet and peaceful. Great experience."
Dave Palmer, Capgemini. - Microsoft Architecting Microsoft Azure Solutions (2 days) (2017.11.4 to 2017.11.5)

"Firebrand have a clear mission to assist you with their capacity to teach. They are very customer friendly at the Centre and always try to help. AAA+++"
Simon Korie, NA. - Microsoft Architecting Microsoft Azure Solutions (2 days) (2017.11.4 to 2017.11.5)

"The instructor made the course accessible and interesting."
Matthew Ottley, Manuli Hydraulics UK Ltd. - Microsoft MCSE: Server Infrastructure (6 days) (2017.10.30 to 2017.11.4)

"The trainer had good hands-on experience of the product, which made the course interesting."
Thomas Thomas, Diyar United Co. - Microsoft MCSE: Messaging (Exchange 2016) (6 days) (2017.10.2 to 2017.10.7)

"Excellent trainer. "
J.PK, Diyar United Company. - Microsoft MCSE: Messaging (Exchange 2016) (6 days) (2017.10.2 to 2017.10.7)

"My level of knowledge of SQL was null when I started the course, after the first three days I had a basic idea of how to use TSQL to write queries, although the second part of the course was really advance for a beginner, it was really good explained and I was able to understand most of it and will keep in the future. Didn't pass the first test and I did not do the second test. "
Merce Bauza Cerezo, HEE. - Microsoft MCSA: SQL Server 2016 - Database Development (6 days) (2017.10.30 to 2017.11.4)

"Enjoyed my time doing SQL 2016 DD. The condensed long day format works very well for me. I even have a a Failure is not an option T-Shirt. I really like these courses."
Roy Casella, Designated. - Microsoft MCSA: SQL Server 2016 - Database Development (6 days) (2017.10.30 to 2017.11.4)

"Good course, very intense though. Very good coverage of all concepts - trainer was extremely knowledgeable and helpful."
Barry Henty, Natures Way Foods Ltd. - Microsoft MCSA: SQL Server 2016 - Database Development (6 days) (2017.10.30 to 2017.11.4)

"It is a great experience with very good course quality."
Brayan De Abreu, Service Works Group.. - Microsoft MCSA: SQL Server 2016 - Database Development (6 days) (2017.10.30 to 2017.11.4)

"Firebrand exceeded my expectations. With just starting career in IT I was provided with courseware and referencing material I will constantly be referring to even after the course has finished."
Hayley Bean, Steelite International Ltd. - Microsoft MCSA: SQL Server 2016 - Database Development (6 days) (2017.10.30 to 2017.11.4)

"I had heard a few things about Firebrand training prior to arriving certain individuals said I would be forced to stay up reading and studying all night. But after experiencing it myself I learnt that everyone's experience is different. The food and accommodation is amazing and the learning is set to a bearable pace that you have the opportunity to settle down and let the knowledge sink in."
Alexander Farrow Harson, Department for Education. - Microsoft MCSA: SQL Server 2016 - Database Development (6 days) (2017.10.30 to 2017.11.4)

"Great location, friendly and helpful team. The food was delicious! "
Mark Tshuma, ICAEW. - Microsoft Dynamics 365 Development (3 days) (2017.10.30 to 2017.11.1)

"Great facilities and experienced staff and trainer."
Michael ODonnell, Sopra Steria Ltd. - Microsoft MCSE: Private Cloud (6 days) (2017.10.23 to 2017.10.28)

"Training was brilliant, our instructor was superb and actually managed to make IT engaging and interesting so kudos to that. Facilities are good, but the days are long and intense!"
James Lewis, Carillion Communications Ltd. - Microsoft MCSA: Windows 10 (6 days) (2017.10.23 to 2017.10.28)

"If you are serious about learning and want to excel in your chosen profession take a Firebrand course and set yourself up for life."
S.L.. - Microsoft MCSA: Windows 10 (6 days) (2017.10.23 to 2017.10.28)

"Instructors are extremely knowledgeable, supportive and very approachable."
Stephen Austin, Clearcast. - Microsoft MCSA: Windows 10 (6 days) (2017.10.23 to 2017.10.28)

"If you need training or qualifications, and you need it now, forget trying to learn from a book, or local collage where it may get strung out over months. A course at Firebrand delivers everything you need quickly, comprehensively and in a smooth professional manor. So who you gonna call?"
D.J., Dazzle Computer Solutions (Self Employed). - Microsoft MCSA: Windows 10 (6 days) (2017.10.23 to 2017.10.28)

"The training provided was hard, however the trainer made it easier to cope with and get knowledge out of the lesson without getting bogged down in information"
D.V., Platinum Stairlifts LTD . - Microsoft MCSA: Windows 10 (6 days) (2017.10.23 to 2017.10.28)

"This is the best experience I have had over my seven trips to Firebrand Wyboston and this is because of how the instructor has put the knowledge across to us. "
Anonymous - Microsoft MCSA: Windows 10 (6 days) (2017.10.23 to 2017.10.28)

"Had a good experience with firebrand Training. It was hard but was produce well by my lecturer which gave us a better chance of taking in the information and learning it for the exam. Must be prepared for very long days and very short nights but apart from that all was good and accommodation in executive suite was nice, clean and sanitary."
Jack Pollinger, Lockheed martin. - Microsoft MCSA: Windows 10 (6 days) (2017.10.23 to 2017.10.28)

"Having studied at firebrand previously I was eager to return for the MCSA Server 2016 course. The learning environment and proximity of hotel at the Wyboston site suited me well. If you never find time to study at work or in your personal time then firebrand provide the perfect environment for both learning and passing exams, and all without taking too much time away from work."
Anonymous - Microsoft MCSA: Windows Server 2016 (11 days) (2017.10.12 to 2017.10.22)

"A fantastic course with a great instructor. Worth every penny."
Daniel De La Flor. - Microsoft MCSA: Windows Server 2016 (11 days) (2017.10.12 to 2017.10.22)

"Intense and knowledge filled, but the rewards are worth it."
Anonymous - Microsoft MCSA: Office 365 (5 days) (2017.10.16 to 2017.10.20)

"If you are capable of keeping up with intense training you will definitely be qualified by the end of your course!"
Ben Gerrard, Fourteen IP. - Microsoft Windows Server 2016 - Installation, Storage and Compute (4 days) (2017.10.12 to 2017.10.15)

"Great instructor and course content delivery. Highly recommended."
G.R.. - Microsoft Windows Server 2016 - Installation, Storage and Compute (4 days) (2017.10.12 to 2017.10.15)

"Really good course, great pace and the instructor was of course very knowledgeable about the subject. I feel like I have a greater understanding of the workings of server 2016, and I am very excited for the next part of the course. Cheers guys! "
Kristian Ward, Switch Networks Ltd. - Microsoft Windows Server 2016 - Installation, Storage and Compute (4 days) (2017.10.12 to 2017.10.15)

"Recommend this course for anyone in the IT industry as Firebrand has a great base of knowledge. "
Anonymous - Microsoft Windows Server 2016 - Installation, Storage and Compute (4 days) (2017.10.12 to 2017.10.15)

"Great instructor, and a well lead course."
Anonymous - Microsoft Windows Server 2016 - Installation, Storage and Compute (4 days) (2017.10.12 to 2017.10.15)

"Have had a good experience at Firebrand. The instructor has been fantastic and has provided all the information needed to pass the exams."
B.R., Halton Borough Council. - Microsoft MCSD: SharePoint 2013 Applications – Developing Server Solutions (6 days) (2017.10.9 to 2017.10.14)

"Firebrand taught me 2 months ago for a networking course and was just as good this time, highly recommend Firebrand. Until next time!"
Jordan Duncan, LSI Architects. - Microsoft MTA Security Fundamentals (2 days) (2017.10.6 to 2017.10.7)

"This is now the 3rd time I have attended a Firebrand course and still cannot fault them. Each instructor I've had has been extremely knowledge and helpful. I have recommended FB to many colleagues."
Laura OConnor, Utilita Energy Limited. - Microsoft MTA Security Fundamentals (2 days) (2017.10.6 to 2017.10.7)

"The course was intensive with a lot to take in during a short period but you have every resource you need. Great Staff, great atmosphere and you get well looked after too. I'll be back!"
D.W.. - Microsoft MCSE: Messaging (Exchange 2016) (6 days) (2017.10.2 to 2017.10.7)

"Excellent tutor, all explained clearly and in detail."
Arkadiusz Rycyk, Environ Audio Ltd. - Microsoft Programming in C# (4 days) (2017.10.2 to 2017.10.5)

"The teaching was dynamic, engaging, immersive and knowledgeable. The instructor made complex concepts simple. I enjoyed the course very much. "
Richard Barnes, Whale Tankers. - Microsoft Programming in C# (4 days) (2017.10.2 to 2017.10.5)

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 +44 207 907 1120

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 +44 207 907 1120

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

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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

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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 Accelerated Learning 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 +44 207 907 1120.

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, GIAC, CISA, CISM, CGEIT, CRISC, CISSP CBK Review and CSX Practitioner Level 1,2 and 3
  • *** On site testing is not included for our PMI, GIAC, CSX Practitioner or ITIL Managers and Revision Certification Courses.
  • **** Accommodation not included on the CISSP CBK Review Seminar

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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 +44 207 907 1120 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 +44 207 907 1120