Peter is a Microsoft Dynamics CRM professional who fully understands the product and how to implement it in a wide range of vertical industries. I have worked with Peter on more than one engagement and they have all been a pleasure. Peter is a team player with an "easy to get on with" attitude.

David Montgomery. ATEX

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Microsoft Dynamics CRM training courses: Analysing process for a Microsoft Dynamics CRM Solution

We see analysis beginning with the commencement of the project at kick-off stage. From here the team will be assembled, the stakeholders identified and the formal business analysis will be planned and carried out. Its critical at this stage that stakeholders and project team alike are clear on the core business benefits that CRM will bring. In addition we believe that this core team should have a solid understanding of what CRM delivers out of the box and how it can be extended. One tip we would recommend in this phase is to identify key charts and dashboards that senior management expect to be able to interrogate.


  • 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.

  • 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.

  • 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.