The training programmes were deployed effectively both in formal classroom settings and remotely using web conferencing tools. Peter has helped solidify the client’s use of CRM and shown where they can extend their solution and obtain maximum business value.

Adam Spurr, Zero2Ten

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Microsoft Dynamics CRM training courses: Designing Microsoft Dynamics CRM Solutions

The design phase of a Microsoft Dynamics CRM project takes the inputs from diagnostics and analysis and aims to build the technology to meet the objectives identified. We strongly recommend close stakeholder involvement at this stage to prevent design decisions being implemented that will be difficult to roll back. Detailed knowledge of how to extend CRM is essential here including; customisation, client side scripting, server side code, workflow and dialogs and charts and dashboards.

Design

  • new Customisation & Configuration in Microsoft Dynamics CRM 2013

    Course code: CRMKCUSCON365
    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.