Sales Process Optimization with Microsoft MB2-713 Dynamics CRM 2016 Course

Learn to streamline the sales lifecycle, track opportunities, and improve customer engagement effectively.

What you will learn from this course

• Understanding the sales lifecycle within Microsoft Dynamics CRM 2016 and how to manage leads, opportunities, and accounts effectively
• Configuring and managing product catalogs, price lists, and sales orders to streamline the sales process
• Setting up and tracking sales goals, including revenue and quantity metrics, for individuals and teams
• Creating, customizing, and analyzing reports and dashboards to monitor sales performance
• Integrating Microsoft Dynamics CRM 2016 with Office 365, SharePoint, Power BI, and other Microsoft applications
• Managing security roles, record-level access, and team-based sales operations
• Utilizing practical hands-on exercises to reinforce theoretical knowledge and prepare for the MB2-713 certification exam

Learning Objectives

By the end of this course, participants will be able to:

• Understand the fundamental sales concepts within Microsoft Dynamics CRM 2016 and how they relate to real-world business scenarios
• Create, qualify, and convert leads into opportunities while maintaining accurate sales data
• Manage sales opportunities effectively, including forecasting and tracking the progress of each deal
• Develop and maintain a structured product catalog with multiple price lists, units, and write-in products
• Create quotes, orders, and invoices while ensuring accuracy and compliance with organizational requirements
• Set and track sales goals for individuals, teams, and territories, and use rollup queries for accurate measurement
• Utilize dashboards, charts, and built-in reporting tools to analyze sales data and performance metrics
• Implement and configure integrations with Microsoft products to enhance collaboration, communication, and productivity
• Manage sales teams, territories, quotas, and security roles to optimize performance and control access
• Prepare for the MB2-713 certification exam through practical exercises, scenario-based learning, and review of key topics

Target Audience

This course is designed for:

• Sales professionals seeking to leverage Microsoft Dynamics CRM 2016 to manage leads, opportunities, and accounts efficiently
• CRM administrators who want to configure sales processes, product catalogs, and reporting tools within Microsoft Dynamics CRM 2016
• IT professionals responsible for integrating Microsoft Dynamics CRM 2016 with other Microsoft applications and managing security roles
• Consultants and solution architects who implement Microsoft Dynamics CRM solutions for sales organizations
• Individuals preparing for the MB2-713 certification exam to validate their expertise in Microsoft Dynamics CRM 2016 Sales

Overview

Microsoft Dynamics CRM 2016 Sales is a robust platform designed to streamline the sales process, improve customer engagement, and drive revenue growth for organizations. The MB2-713 course provides a structured approach to mastering the features and functionalities of the CRM system, with a focus on sales management. Participants will gain practical knowledge and hands-on experience with tools that allow them to create and manage leads, opportunities, product catalogs, quotes, orders, and invoices.

The course begins with an introduction to sales management concepts, including the sales lifecycle, lead qualification, opportunity tracking, and competitor management. Participants will learn how to configure the CRM system to meet organizational requirements and how to align sales processes with business goals. The course also covers advanced features such as sales goals, metrics, rollup queries, and goal recalculation to help sales managers monitor performance and make informed decisions.

Participants will also learn how to generate reports, create dashboards, and use visualization tools such as charts and Power BI integration to analyze sales data effectively. These reporting and analysis skills are critical for identifying trends, evaluating performance, and optimizing sales strategies. Integration with Microsoft products such as Office 365, SharePoint, Skype for Business, and Yammer is also emphasized, ensuring participants understand how to enhance collaboration and communication within the CRM environment.

Managing teams, territories, quotas, and security roles is another critical aspect of the course. Participants will gain hands-on experience in assigning users to teams, managing sales territories, setting quotas, and tracking performance. Security and access control features such as role-based security, field-level security, record-level security, and sharing records are also covered to ensure participants can protect sensitive information while enabling collaboration across the sales organization.

The course includes numerous hands-on labs and exercises, allowing participants to apply what they learn in real-world scenarios. From creating and managing leads and opportunities to configuring product catalogs and generating sales reports, these exercises reinforce theoretical concepts and provide the practical skills needed for success in the MB2-713 certification exam. Participants will also engage in exercises that simulate business scenarios, helping them understand how to apply CRM tools to solve common sales challenges.

Microsoft Dynamics CRM 2016 Sales provides a comprehensive environment for managing the end-to-end sales process. By the end of this course, participants will have developed the skills necessary to manage leads, opportunities, accounts, and sales processes effectively. They will also understand how to track performance, configure the system to meet business needs, and utilize reporting and analytics tools to make informed decisions. Additionally, the course prepares participants for integration with Microsoft Office 365 and other applications, enabling a seamless workflow and improved productivity across the organization.

The MB2-713 course ensures that participants are not only ready for the certification exam but also capable of applying their knowledge to real-world business scenarios. By combining theoretical instruction with hands-on practice, participants gain confidence in managing sales processes and using Microsoft Dynamics CRM 2016 to achieve business objectives. The course emphasizes practical application, ensuring that participants can navigate the CRM system efficiently and leverage its features to optimize sales performance.

Overall, this course provides a comprehensive foundation for professionals seeking to enhance their skills in sales management using Microsoft Dynamics CRM 2016. Participants will leave the course with a thorough understanding of CRM features, the ability to manage sales processes effectively, and the preparation needed to succeed in the MB2-713 certification exam. The course combines structured learning, hands-on exercises, and scenario-based practice to ensure participants can translate knowledge into actionable skills that drive results in their organizations.

Prerequisites

Participants enrolling in this course should have:

• A basic understanding of sales processes and principles, including lead management, opportunity tracking, and account management
• Familiarity with Microsoft Windows operating systems and core Office applications, such as Outlook and Excel
• Basic knowledge of customer relationship management concepts and how CRM systems support business operations
• Prior experience using Microsoft Dynamics CRM 2011 or 2013 is helpful but not required
• Understanding of organizational structures and roles within a sales team to effectively manage users, teams, and territories
• General IT knowledge, including data security principles and user access management, is beneficial for configuring security roles and access control within the CRM system

By meeting these prerequisites, participants will be able to focus on the core functionalities of Microsoft Dynamics CRM 2016 Sales and effectively engage in hands-on exercises and scenario-based learning throughout the course.

Course Modules / Sections

The MB2-713 course is divided into structured modules to ensure comprehensive coverage of Microsoft Dynamics CRM 2016 Sales functionalities. Each module builds on the previous one, combining theory, hands-on exercises, and practical scenarios to reinforce learning.

The first module focuses on the fundamentals of sales management within Microsoft Dynamics CRM 2016. Participants are introduced to the sales lifecycle, including lead generation, opportunity management, account creation, and competitor analysis. Emphasis is placed on understanding how the CRM system supports the sales process, ensuring participants are comfortable navigating the user interface and accessing key features. Participants also learn how to create and qualify leads, track opportunities, and convert leads into accounts and contacts.

The second module covers product catalog management and order processing. This module explores creating and maintaining product records, price lists, and unit groups. Participants learn to configure write-in products, create quotes, and process orders efficiently within the CRM system. The module also highlights invoicing and fulfillment processes, enabling participants to understand the end-to-end order lifecycle. Practical exercises allow learners to apply these concepts in real-world scenarios, including setting up complex product hierarchies and managing multiple currencies.

The third module is dedicated to sales goals and performance metrics. Participants learn to configure goals, set metrics, and create hierarchical goal structures that align with organizational objectives. This module covers rollup queries, recalculation of goals, and analysis of goal performance. By completing hands-on exercises, participants develop skills to track individual and team achievements, providing insight into overall sales effectiveness.

The fourth module focuses on sales analysis and reporting. Participants explore built-in reports, dashboards, and charts within Microsoft Dynamics CRM 2016. They also learn to create custom reports using Advanced Find, export data to Excel for detailed analysis, and integrate with Power BI for enhanced visualization. This module ensures participants can monitor trends, identify opportunities, and make data-driven decisions to optimize sales strategies.

The fifth module emphasizes integration with Microsoft products such as Office 365, SharePoint, Skype for Business, and Yammer. Participants learn to configure document management, collaboration tools, and communication features to streamline workflow and enhance team productivity. Practical exercises include integrating CRM with Outlook, managing document libraries in SharePoint, and configuring collaborative workspaces using Yammer and Office 365 Groups.

The sixth module addresses team and territory management. Participants learn to create and manage sales teams, assign users to territories, and establish quotas. The module also covers performance tracking, enabling managers to evaluate team results against set goals. Exercises simulate real-world scenarios, ensuring participants can manage sales operations efficiently and support organizational objectives.

The seventh module focuses on security and access control within Microsoft Dynamics CRM 2016. Participants learn about security roles, field-level security, record-level security, and sharing records with other users or teams. This module ensures participants can configure the CRM environment to protect sensitive data while enabling collaboration across teams.

The eighth module prepares participants for the certification exam. It consolidates knowledge from previous modules, includes practice exercises and assessments, and provides strategies for effective exam preparation. Participants engage in scenario-based exercises, allowing them to apply theoretical knowledge in practical situations and gain confidence in using Microsoft Dynamics CRM 2016.

Throughout the course, participants progress from basic concepts to advanced functionalities, ensuring a comprehensive understanding of sales management within Microsoft Dynamics CRM 2016. The modules are designed to balance theoretical learning with hands-on practice, ensuring participants can apply concepts effectively in real-world business environments.

Key Topics Covered

The MB2-713 course provides an in-depth examination of Microsoft Dynamics CRM 2016 Sales functionalities. Key topics include lead and opportunity management, product catalog configuration, sales order processing, goal management, reporting, integration with Microsoft products, team and territory management, and security.

Lead management is a critical component of the course. Participants learn to create, qualify, and convert leads while maintaining accurate records. They also explore how to track interactions with prospects, assess lead quality, and determine next steps. Opportunity management builds on this foundation, focusing on tracking deals, forecasting potential revenue, and identifying critical decision points in the sales process. Participants gain skills in managing multiple opportunities simultaneously and ensuring timely follow-up to maximize conversion rates.

Product catalog management covers creating and maintaining product records, setting up unit groups, defining pricing structures, and managing write-in products. Participants learn to configure product bundles, apply discounts, and manage multiple currencies. This section emphasizes the importance of maintaining accurate and up-to-date product information to support the sales process and ensure efficient order management.

Order processing topics include creating quotes, processing orders, generating invoices, and managing the order lifecycle. Participants learn to convert quotes to orders, manage approvals, and track fulfillment. Hands-on exercises simulate real-world scenarios, ensuring participants can navigate complex order processing requirements and maintain accurate records.

Sales goal management is another major focus. Participants learn to configure goals for individuals, teams, and territories, define metrics, and create hierarchical goal structures. Rollup queries and recalculation procedures are covered to ensure accurate tracking of progress and performance. Participants also explore how to use goal metrics to identify underperforming areas and implement corrective actions.

Reporting and analysis topics include utilizing built-in reports, creating dashboards, generating charts, and exporting data to Excel. Participants learn to perform detailed data analysis, identify trends, and make data-driven decisions. Power BI integration is covered to provide advanced visualization capabilities and enhance the decision-making process.

Integration with Microsoft products is critical to maximizing CRM functionality. Participants learn to integrate with Outlook for email tracking, SharePoint for document management, Skype for Business for communication, Yammer for collaboration, and Office 365 Groups for team-based workflows. Exercises ensure participants can configure and maintain integrations to enhance productivity and collaboration.

Team and territory management topics cover creating and managing sales teams, assigning users to territories, establishing quotas, and tracking performance. Participants learn to analyze team performance, identify gaps, and implement strategies to optimize sales results. This section emphasizes practical skills for managing both individuals and groups effectively within a sales organization.

Security and access control topics focus on configuring security roles, managing field-level and record-level security, and sharing records appropriately. Participants learn how to protect sensitive data while enabling collaboration and ensuring compliance with organizational policies.

Certification preparation topics consolidate the knowledge gained throughout the course, include scenario-based exercises, and guide passing the MB2-713 exam. Participants practice exam-style questions, review key topics, and gain confidence in applying their knowledge in practical situations.

Teaching Methodology

The MB2-713 course utilizes a blended teaching methodology to provide a comprehensive learning experience. Participants engage in instructor-led lectures, hands-on labs, scenario-based exercises, and group discussions. This approach ensures a balance between theoretical understanding and practical application.

Instructor-led lectures provide foundational knowledge and explain key concepts and functionalities within Microsoft Dynamics CRM 2016 Sales. Lectures include demonstrations of the CRM system, showcasing real-world applications and examples of best practices. Participants are encouraged to ask questions and participate in discussions to deepen understanding and clarify concepts.

Hands-on labs are a core component of the teaching methodology. Participants perform practical exercises to apply the concepts learned in lectures. Labs include creating and managing leads, opportunities, accounts, product catalogs, quotes, orders, invoices, and sales goals. Participants also practice generating reports, configuring dashboards, and integrating Microsoft products. Hands-on exercises provide a controlled environment for participants to gain confidence and reinforce learning.

Scenario-based exercises simulate real-world business challenges and encourage problem-solving using Microsoft Dynamics CRM 2016 Sales functionalities. Participants work individually and in groups to analyze scenarios, identify solutions, and implement processes within the CRM system. These exercises foster critical thinking and decision-making skills and prepare participants for practical situations they may encounter in the workplace.

Group discussions and collaborative activities are integrated throughout the course. Participants share experiences, discuss challenges, and provide insights on best practices for managing sales processes. Collaborative learning promotes knowledge exchange, enhances engagement, and builds teamwork skills.

Assessment and evaluation are incorporated to measure progress and understanding. Participants complete practice exercises, quizzes, and scenario-based assessments. Feedback is provided to ensure mastery of concepts and readiness for the certification exam. Continuous evaluation allows instructors to identify areas requiring additional focus and support.

The teaching methodology emphasizes active learning, ensuring participants engage with the material and gain practical experience. By combining lectures, labs, scenarios, discussions, and assessments, the course ensures participants develop both theoretical knowledge and practical skills needed to succeed in Microsoft Dynamics CRM 2016 Sales and the MB2-713 certification exam.

Assessment & Evaluation

Assessment and evaluation are critical components of the MB2-713 course. They ensure participants understand the material, can apply knowledge in practical scenarios, and are prepared for the certification exam.

Assessments are designed to evaluate participants’ comprehension, practical skills, and ability to solve real-world sales management challenges using Microsoft Dynamics CRM 2016. These include formative and summative assessments conducted throughout the course.

Formative assessments include hands-on exercises, practice labs, and scenario-based tasks. Participants complete exercises that mirror real-world sales scenarios, such as creating and managing leads, opportunities, accounts, product catalogs, quotes, orders, and invoices. These exercises provide immediate feedback, allowing participants to correct mistakes and reinforce learning. Scenario-based assessments simulate complex business situations, requiring participants to apply multiple CRM functionalities to achieve desired outcomes.

Quizzes are administered to assess understanding of key concepts, processes, and configurations within Microsoft Dynamics CRM 2016 Sales. Quizzes cover topics such as lead and opportunity management, product catalog configuration, sales goals, reporting, integration, and security. Performance on quizzes allows instructors to identify knowledge gaps and provide targeted support.

Summative assessment is conducted through practice exams that replicate the structure and format of the MB2-713 certification exam. These practice exams include multiple-choice questions, case studies, and scenario-based questions. Participants receive detailed feedback on their performance, including areas of strength and topics requiring further study.

Continuous evaluation ensures participants develop both theoretical knowledge and practical skills. Instructors monitor participation in discussions, engagement in hands-on labs, and completion of assignments. Feedback is provided regularly to guide learning, clarify concepts, and ensure participants are ready for the certification exam.

Evaluation also includes peer review and group exercises. Participants collaborate on scenario-based exercises and provide feedback to one another, promoting critical thinking and collaborative problem-solving skills. This approach reinforces learning and provides additional perspectives on CRM processes and best practices.

Successful completion of the assessment and evaluation components ensures participants are confident in their ability to manage sales processes, configure Microsoft Dynamics CRM 2016, generate reports, analyze performance, and integrate with Microsoft products. Participants leave the course prepared to apply their knowledge in real-world business environments and ready to pursue the MB2-713 certification exam.

The assessment and evaluation methodology emphasizes practical application, continuous feedback, and real-world scenarios. This approach ensures participants gain not only knowledge but also the skills and confidence to succeed in managing sales operations using Microsoft Dynamics CRM 2016.

Benefits of the Course

This MB2-713 course provides participants with the knowledge and practical skills required to effectively manage sales processes using Microsoft Dynamics CRM 2016. By completing this course, participants gain the ability to streamline sales operations, improve productivity, and enhance customer relationship management within their organizations.

One of the primary benefits is a comprehensive understanding of the sales lifecycle. Participants learn to manage leads, opportunities, accounts, and contacts effectively. This ensures that prospects are properly qualified, opportunities are tracked, and relationships are nurtured, resulting in higher conversion rates and improved customer satisfaction. The course also provides knowledge on competitor tracking and sales literature management, enabling organizations to maintain a competitive advantage in the market.

Another key benefit is proficiency in managing product catalogs, price lists, and sales orders. Participants learn to configure products, manage unit groups, create quotes, process orders, and generate invoices accurately. This reduces errors, improves operational efficiency, and ensures that the sales team can meet customer demands effectively. Hands-on exercises reinforce these skills, allowing participants to gain practical experience and confidence in performing these tasks in a live environment.

The course also emphasizes goal setting and performance tracking. Participants learn to configure goals, define metrics, and create hierarchical goal structures for individuals, teams, and territories. Rollup queries and recalculation techniques are taught to ensure accurate progress tracking and performance evaluation. This knowledge helps sales managers monitor team performance, identify underperforming areas, and implement strategies to achieve organizational objectives.

Reporting and analytics skills are another significant benefit. Participants learn to create dashboards, charts, and reports to analyze sales data, track trends, and make informed decisions. Integration with Excel and Power BI provides advanced visualization capabilities, allowing sales teams to present actionable insights to management and stakeholders. These analytical skills are essential for data-driven decision-making and continuous improvement in sales performance.

Integration with Microsoft products such as Office 365, SharePoint, Skype for Business, and Yammer is covered in detail. Participants gain practical experience in configuring document management, collaboration tools, and communication features. This enables seamless workflows, improves team collaboration, and ensures that sales teams can work efficiently across multiple platforms.

The course also provides skills in team and territory management. Participants learn to create and manage sales teams, assign territories, set quotas, and track performance. These skills are essential for optimizing sales operations, ensuring balanced workloads, and driving overall revenue growth.

Security and access control are emphasized as well. Participants gain knowledge in configuring security roles, field-level and record-level security, and sharing records appropriately. This ensures that sensitive data is protected while enabling collaboration across teams, maintaining compliance with organizational policies, and reducing the risk of data breaches.

Participants also benefit from practical exam preparation. The course includes hands-on labs, scenario-based exercises, and practice exams to reinforce learning. These activities ensure that participants are well-prepared to pass the MB2-713 certification exam and apply their knowledge in real-world business scenarios.

By completing this course, participants enhance their career prospects. They gain certification readiness, practical skills, and confidence in using Microsoft Dynamics CRM 2016 to manage sales operations effectively. Organizations also benefit from improved sales efficiency, better reporting, and enhanced team collaboration, making this course valuable for both individuals and businesses.

Course Duration

The MB2-713 course is designed to provide a comprehensive learning experience while accommodating participants’ schedules. The total duration of the course is typically 40 to 45 hours, depending on the learning format and pace. The duration is structured to ensure sufficient time for theoretical instruction, hands-on practice, scenario-based exercises, and assessments.

The course is divided into multiple sessions, with each session covering a specific module or set of related topics. Lectures typically last between 2 and 4 hours per session, allowing participants to absorb key concepts and engage with demonstrations. Hands-on labs are scheduled after each lecture segment, providing practical experience and reinforcing learning.

Scenario-based exercises are integrated throughout the course, requiring participants to apply their knowledge to real-world business situations. These exercises typically take 1 to 2 hours per scenario and are designed to challenge participants’ problem-solving skills while demonstrating the practical applications of CRM functionalities.

Assessment and evaluation activities are spread throughout the course, with short quizzes, practice exercises, and review sessions included in each module. This ensures that participants can monitor their understanding, receive feedback, and address any knowledge gaps before progressing to more advanced topics.

The course also allows for flexible scheduling options. Participants can complete the course in a traditional classroom setting, through instructor-led online sessions, or via self-paced learning modules. Online and self-paced formats often extend the duration slightly to accommodate individual learning speeds while providing access to all course materials, labs, and resources.

In addition to the formal course sessions, participants are encouraged to allocate additional time for practice and review outside the scheduled course hours. This allows learners to consolidate knowledge, explore advanced features, and gain confidence in using Microsoft Dynamics CRM 2016 Sales functionalities.

Overall, the course duration is structured to balance theory and practice, ensuring participants gain comprehensive knowledge, practical skills, and exam readiness within a reasonable timeframe. Participants can expect to complete the course over several days or weeks, depending on their preferred learning format and pace.

Tools & Resources Required

To participate effectively in the MB2-713 course, several tools and resources are required. These tools ensure that participants can access the Microsoft Dynamics CRM 2016 environment, complete hands-on labs, and apply practical exercises.

A computer or laptop with an updated operating system, such as Windows 10 or later, is required. The device should have sufficient processing power, memory, and storage to run Microsoft Dynamics CRM 2016, Office 365 applications, and other required tools without performance issues.

A stable internet connection is necessary, particularly for online course formats, accessing cloud-based CRM environments, and integrating Microsoft products such as Office 365, SharePoint, Skype for Business, and Yammer. Reliable connectivity ensures smooth participation in lectures, labs, and collaborative exercises.

Participants should have a valid Microsoft Dynamics CRM 2016 license or access to a training environment. This allows learners to explore CRM features, configure modules, create records, and practice exercises in a realistic environment. Cloud-based sandbox environments or on-premises installations are both suitable for this purpose.

Microsoft Office 365 applications such as Outlook, Excel, Word, and PowerPoint are required for integration exercises and reporting tasks. Familiarity with these applications enhances the learning experience and allows participants to apply integration features effectively within CRM workflows.

Additional tools include web browsers such as Microsoft Edge, Chrome, or Firefox for accessing online resources, documentation, and Power BI services. Participants should ensure their browsers are updated to the latest versions to support all functionalities.

Course materials such as manuals, study guides, and reference documents are provided by the training provider. These resources include step-by-step instructions for labs, exercises, and assessments. Participants are encouraged to review these materials before and after sessions to reinforce learning and prepare for exams.

Hands-on lab exercises may require additional software such as SQL Server, SharePoint, or other supporting applications, depending on the training environment. Instructors provide guidance on installing and configuring these tools as needed to support practical exercises.

Participants should also have note-taking tools, either digital or traditional, to document key concepts, configurations, and best practices. Maintaining organized notes supports learning retention, review, and practical application in the workplace.

Collaboration tools such as Microsoft Teams or Yammer are recommended for group exercises, discussions, and scenario-based activities. These tools allow participants to communicate, share files, and work together effectively during the course.

By ensuring access to these tools and resources, participants can fully engage in the MB2-713 course, complete hands-on labs, perform practical exercises, and gain the skills required to manage sales processes effectively using Microsoft Dynamics CRM 2016. These resources also prepare participants for seamless integration into real-world CRM environments after completing the course.

The combination of a suitable computing environment, Microsoft Dynamics CRM 2016 access, Office 365 applications, and collaboration tools provides a robust foundation for learning. Participants are equipped to practice all course modules, perform scenario-based exercises, analyze sales data, and prepare for the MB2-713 certification exam confidently.

Career Opportunities

Completing the MB2-713: Microsoft Dynamics CRM 2016 Sales course opens a wide range of career opportunities for professionals in the IT and business domains. Individuals gain the knowledge and practical skills needed to manage and optimize sales processes using Microsoft Dynamics CRM 2016, making them valuable assets to organizations of all sizes and industries.

Sales professionals with expertise in Microsoft Dynamics CRM 2016 are in high demand because organizations rely on CRM systems to manage customer relationships, track leads and opportunities, and drive revenue growth. By understanding lead and opportunity management, product catalog configuration, order processing, and sales performance tracking, certified professionals can assume roles such as CRM Sales Specialist, CRM Sales Consultant, or CRM Sales Administrator. These positions often involve designing and implementing sales processes, managing product catalogs, and providing end-user support to ensure the efficient use of CRM tools.

CRM administrators who complete this course can pursue roles such as CRM System Administrator, CRM Application Specialist, or CRM Support Analyst. These roles require the ability to configure the CRM system, manage security roles, oversee user access, and integrate Microsoft Dynamics CRM with other Microsoft applications such as Office 365, SharePoint, and Power BI. Administrators also manage workflows, create dashboards, and ensure data accuracy across the CRM system.

For IT consultants and solution architects, the MB2-713 course provides foundational knowledge for roles such as CRM Consultant, Dynamics 365 Sales Consultant, or Business Solutions Architect. These professionals work with clients to understand business requirements, configure CRM solutions, and implement best practices for sales process management. They may also assist with CRM integration projects, performance optimization, and user adoption strategies to ensure successful CRM implementation.

Project managers and business analysts can also benefit from this certification. With a strong understanding of Microsoft Dynamics CRM 2016 Sales, they can oversee CRM deployment projects, analyze sales data, and provide actionable insights to improve organizational performance. Their ability to interpret sales metrics, manage goals and quotas, and evaluate CRM-generated reports positions them to lead strategic initiatives and support executive decision-making.

Organizations across various industries, including finance, healthcare, retail, manufacturing, and technology, rely on Microsoft Dynamics CRM to manage customer relationships and drive sales growth. Professionals with MB2-713 certification can work in both public and private sector organizations, providing expertise in configuring, managing, and analyzing sales processes. Career advancement opportunities include senior CRM administrator, senior consultant, solution architect, and CRM manager roles, depending on experience and additional certifications.

By gaining practical experience through hands-on labs, scenario-based exercises, and integration projects, participants also enhance their employability. Employers value candidates who can demonstrate not only theoretical knowledge but also the ability to apply CRM tools in real-world scenarios. The MB2-713 certification validates expertise in Microsoft Dynamics CRM 2016 Sales, providing a competitive edge in the job market.

In addition to technical and analytical skills, the course develops soft skills that are valuable in any CRM-related role. Participants learn problem-solving, process optimization, communication, and collaboration skills. The ability to work with teams, manage sales territories, and support user adoption contributes to overall organizational success and enhances career prospects.

Overall, completing the MB2-713 course prepares participants for a wide array of roles related to sales management, CRM administration, consulting, analysis, and project management. The certification demonstrates expertise in Microsoft Dynamics CRM 2016 Sales and provides a strong foundation for career growth in the CRM and business technology domain.

Conclusion

The MB2-713: Microsoft Dynamics CRM 2016 Sales course provides a comprehensive learning experience that equips participants with the skills and knowledge necessary to manage sales operations effectively within an organization. From understanding the fundamentals of sales management to configuring product catalogs, managing orders, setting sales goals, analyzing performance, and integrating with Microsoft products, the course covers all critical aspects of CRM sales functionalities.

Participants gain practical hands-on experience, reinforcing theoretical knowledge through exercises, labs, and scenario-based activities. This approach ensures that learners not only understand CRM concepts but also can apply them in real-world business situations. The course’s structured modules, covering lead and opportunity management, product catalog configuration, sales processing, reporting, integration, team and territory management, and security, provide a holistic understanding of Microsoft Dynamics CRM 2016 Sales.

The course also emphasizes assessment and evaluation, ensuring participants can monitor their progress, address knowledge gaps, and build confidence in their skills. By completing quizzes, hands-on exercises, scenario-based assessments, and practice exams, participants are well-prepared for the MB2-713 certification exam. The combination of practical exercises, theoretical instruction, and assessment prepares learners to apply their knowledge effectively and succeed in professional roles.

Benefits of completing the course include enhanced career opportunities, improved organizational productivity, efficient sales management, and mastery of CRM tools. Participants are equipped to assume roles such as CRM Sales Specialist, CRM Administrator, CRM Consultant, Business Analyst, or Project Manager. Organizations benefit from skilled professionals capable of optimizing sales processes, managing product catalogs, configuring workflows, analyzing performance metrics, and integrating CRM with other Microsoft applications.

The course duration is designed to balance theoretical instruction with practical application, ensuring participants have sufficient time to absorb concepts, complete hands-on labs, and participate in scenario-based exercises. Flexible learning formats, including classroom-based, online instructor-led, and self-paced modules, allow participants to choose the approach that best fits their schedules and learning preferences.

Participants are also provided with essential tools and resources to support learning. Access to Microsoft Dynamics CRM 2016, Office 365 applications, collaboration platforms, and study materials ensures that learners can engage in all course modules, complete exercises, and develop the practical skills required to manage sales processes effectively. These tools provide a realistic and hands-on learning environment that closely mirrors the professional setting.

In summary, the MB2-713 course equips participants with the technical knowledge, practical skills, and professional confidence required to manage sales processes efficiently, optimize CRM operations, and prepare for the certification exam. The course is suitable for sales professionals, CRM administrators, IT consultants, project managers, and business analysts seeking to enhance their expertise in Microsoft Dynamics CRM 2016 Sales.

Participants emerge from the course with a comprehensive understanding of CRM sales functionalities, the ability to implement best practices, and the competence to drive sales performance and organizational success. The combination of hands-on labs, scenario-based exercises, reporting skills, and integration capabilities ensures that learners are fully prepared to apply their knowledge in real-world business environments and succeed in their careers.

Enroll Today

Enroll today in the MB2-713: Microsoft Dynamics CRM 2016 Sales course to take your career to the next level. By participating in this course, you will gain the skills required to manage leads, opportunities, accounts, and sales processes efficiently using Microsoft Dynamics CRM 2016.

The course provides a structured learning path, hands-on practice, scenario-based exercises, and exam preparation to ensure you are fully equipped to succeed in professional roles and achieve certification. Whether you are a sales professional, CRM administrator, consultant, or business analyst, this course offers the knowledge and tools necessary to enhance your expertise and improve organizational performance.

Take advantage of the practical experience, expert instruction, and comprehensive curriculum to develop your career in CRM sales management. Enrolling in the MB2-713 course allows you to build valuable skills, gain certification readiness, and position yourself for career advancement in the growing field of customer relationship management.

Start your journey today to master Microsoft Dynamics CRM 2016 Sales, achieve the MB2-713 certification, and unlock opportunities for professional growth, enhanced productivity, and success in managing sales operations within any organization.