Peter is highly experienced with the CRM platform but crucially, blends in his many years of commercial, consulting and training experience to target the specific skills that our client required to enhance their CRM experience.

Adam Spurr, Zero2Ten

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Microsoft Dynamics CRM training courses

We deliver the full range of Microsoft Dynamic CRM training courses – and some Dynamics CRM courses of our own. Whether your goal is to acquire a specific skill, a range of skills or achieve accreditation, we can help.

Analysis

  • Consulting skills for Microsoft Dynamics CRM projects

    Course code: CRMKC001
    Classroom course

    This 3-day training course has been designed to train technology and business consultants in the art of Microsoft Dynamics CRM consulting. This course aligns with the Microsoft Dynamics SureStep methodology but does not exclusively depend on this framework. We use the term consultant in so far as this course is applicable to application, technology and development consultants.

  • Reporting in Microsoft Dynamics CRM 2011

    Course code: CRMKREP001
    Classroom course
    E-learning course
    One-to-one course

    This one-day instructor-led course, Reporting in Microsoft Dynamics CRM , provides students the information to better understand reporting methods along with more advanced reporting features of Microsoft Dynamics CRM. For public events we assume the use of CRM latest but can run this in closed format for most versions.

  • new Customer Service in Microsoft Dynamics CRM 2013

    Course code: 80545A
    Classroom course

    This course focuses on how an organisation can nurture customer satisfaction through automation of business processes within Microsoft Dynamics CRM 2013. This course provides an insight into all of the powerful Customer Service and Service Scheduling functionality capabilities within Microsoft Dynamics CRM 2013. Additionally, this course guides you through the process of working with your customers in Microsoft Dynamics CRM 2013, including: resolution of customer complaints and services issues cost effectively, and provides insight on managing all related correspondence, documents, contacts and conversations. This course demonstrates the rich and relevant view of your customer that provides your team with actionable insights, including the use of knowledge management in a centralized knowledge base.

Bootcamps

  • new CRM 2016 Certification Bootcamp

    Course code: T4CRM031

    This 5 day course is designed with the would be Microsoft Dynamics professional seeking Microsoft Certification in mind. This is a full-on bootcamp that is not your average training course. Long hours, in depth work through the product and intensive preparation sessions that will get you certified within the week. The course also provides detail on new CRM features in Dynamics CRM 2016 online.

Diagnostics

  • Introduction to Microsoft Dynamics CRM

    Course code: CRMKINTRO001
    Classroom course
    E-learning course
    One-to-one course

    This one-day instructor-led course provides an introduction to Microsoft Dynamics CRM. The course focuses on the user interface and working with the application and provides a foundation for other Microsoft Dynamics CRM courses. The course describes Microsoft Dynamics CRM concepts, the Web interface, the Microsoft Dynamics CRM for Outlook interface, searching, and reporting. For the public format of this class we assume CRM latest - we can however run this course for most versions of CRM.

  • Delivering Microsoft Dynamics Solutions with Sure Step 2012

    Course code: 80450
    Classroom course
    E-learning course
    One-to-one course

    The two day course is an advanced training workshop that focuses on the Project Management area of Microsoft Dynamics Sure Step. Students assume the role of a Project Manager as they complete a case study involving the implementation of one of the Microsoft Dynamics products at Tailspin Toys, a fictitious customer account. This course supports both Microsoft Dynamics ERP and CRM product lines.

Design

  • new Customisation & Configuration in Microsoft Dynamics CRM 2013

    Course code: 80542A
    Classroom course

    This course describes the techniques required to customize Microsoft Dynamics CRM 2016 to meet the specialized needs of businesses. The topics covered include security; creation and configuration of entities; design of forms views and charts; auditing and solutions. The course describes each topic and how each topic relates to the other topics to produce a full configured, effective solution. The content described here is the latest version from Microsoft Learning. This will be updated as more details becomes available.

Development

  • Workflow and Dialog Processes in Microsoft Dynamics CRM 2011

    Course code: 80444A
    Classroom course
    E-learning course
    One-to-one course

    This training provides students with tools and information to help them better understand how processes can be implemented in Microsoft Dynamics CRM 2011

  • Extending Microsoft Dynamics CRM

    Course code: 80295
    Classroom course
    E-learning course
    One-to-one course

    This course offers detailed and interactive information on how to develop extensions for Microsoft Dynamics CRM, with focus on extension methods documented in the Microsoft Dynamics CRM SDK. It provides instruction on the use of a number of Common Platform Operations, on how to query and execute these operations, as well as on developing a concise understanding of business process implementation and workflows. In addition, the course describes how to use Plug-ins, application event programming, client extensions and web resources. Finally, it includes a summary overview of the integration between Windows Azure and Microsoft Dynamics CRM.

  • Developing XRM Solutions

    Course code: DOTNET2XRM
    Classroom course
    E-learning course
    One-to-one course

    This course equips software development consultants with a deep understanding of the Microsoft Dynamics CRM platform in order that they can configure and develop extended software solutions using Dynamics CRM. This is an intensive 5-day course using the latest version of Microsoft Dynamics CRM 2011 developer tools and offers hands-on, practical experience throughout. Pre-course reading for an Introduction to Dynamics CRM will be offered and must be reviewed. Delegates should have a solid background in .net development with knowledge of web services, WCF and SQL.

Deployment

  • Installation and Deployment in Microsoft Dynamics CRM 2013

    Course code: 80539A
    Classroom course

    This two-day training course provides individuals with the skills to install and deploy Microsoft Dynamics CRM 2013. The training material focuses on the components used within a Microsoft Dynamics CRM deployment, the hardware and software requirements needed to successfully deploy Microsoft Dynamics CRM, and the installation instructions for the primary Microsoft Dynamics CRM components: the Microsoft Dynamics CRM Server, the E-Mail Router, and Microsoft Dynamics CRM for Office Outlook. The course also covers upgrading from earlier versions, configuring an Internet-facing Deployment and administration tasks.

Operation

  • Sales Management in Microsoft Dynamics CRM

    Course code: 80291A
    Classroom course
    E-learning course
    One-to-one course

    This course introduces the capabilities of Sales Management in Microsoft Dynamics CRM that allow you to track and manage the sales process from potential to close. It provides insight on using the Product Catalog and process sales information. It also introduces some of the tools used to analyse and report on sales information.

  • Service Management in Microsoft Dynamics CRM

    Course code: CRMKSERVMGMNT
    Classroom course
    E-learning course
    One-to-one course

    This course introduces Microsoft Dynamics CRM service management functionality and explains how it helps organisations track information about cases, customer complaints or requests, and small projects. You will learn how to use the knowledge base and discusses how organisations can browse, locate, and share information in the repository. It also discusses how to create, manage and use teams and queues in Microsoft Dynamics CRM.

  • new Introduction to Microsoft Dynamics Marketing

    Course code: F1070
    Classroom course

    This course enables you to cultivate a basic understanding of Microsoft Dynamics Marketing and all of its various features. You'll review five main sections including Projects, Marketing Execution, Assets and Media, and Finance. You'll also see how to integrate each of these areas into one another to form a cohesive marketing ecosystem. Main features covered include campaign management, digital asset management, marketing automation, behavioral analysis, marketing finances, and media buying.

Upgrade

  • new Whats new in Microsoft Dynamics CRM 2013

    Course code: F1061
    Classroom course

    Microsoft Dynamics CRM 2013 was formally launched in November 2103. Customers of Microsoft CRM online are now being upgraded to this exciting new product. On premise customers can choose when to upgrade to make use of all of the new additional functionality. This course is an excellent opportunity to assess the CRM 2013 technology platform for consultants and end user sites alike.

Masterclasses

  • new Customer journey analysis and design

    Course code: CRMK125A
    Classroom course

    Designing optimal customer experience processes is one of the most important activities that an organisation can carry out in today’s fast paced competitive world. This one-day seminar takes your team through the principles of customer experience design and analysis. By the end of the course you will have begun to pull together a comprehensive customer journey development plan.

  • new CRM 2016 - new features

    Course code: CRMKCRM2016NEW
    Classroom course

    Microsoft have invested heavily in their CRM platform over the last few years. 2016 saw a raft of new technology arrive in CRM online. Many partners, clients and consultants are still getting to grips with new features in Projects, Service and Portals. This one day workshop is designed to bring teams up to speed with whats new and why the change is important.

  • new CRM Process Automation

    Course code: CRMKPROC01
    Classroom course
    One-to-one course

    Dynamics CRM and 365 solutions benefit from consistent and accurate processes. Understanding the options that are available, when to use them and the features available to each are fundamental to building processes in the CRM or 365 stack. This CRMKnowledge Masterclass provides consultants with the skills to be able to define, design, build and test processes without the need to resort to code. A short session at the end of this course helps non developer consultants understand when and where code is required to build a custom or bespoke process. We are able to alter this course to suit different versions and audiences. Note: we typically run this course for users of Dynamics CRM 2013 onwards.

CRM add-ons

  • new ClickDimensions

    Course code: CRMKCLICK001
    Classroom course
    One-to-one course

    This two day course is designed to get Marketing teams up to speed with ClickDimensions and Dynamics CRM / 365. It focuses on the customer journey from both CRM and Digital processes and takes delegates through all the key features of ClickDimensions. Guidance on best practice and tips and tricks about how best to use CRM data to drive effective digital marketing campaigns is also provided.