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.
Microsoft Dynamics CRM training courses: Managing Microsoft Dynamics CRM
When a Microsoft Dynamics CRM solution is accepted into production the emphasis of the management of CRM swings to the client. Regardless of support services, the client should be now looking after CRM administration, software updates, system monitoring, process and security review and on-going data quality checks. CRM provides such tasks via the interface and these skills should be acquired by the in house CRM technology administration team.
Course code: F1070Classroom 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.
Course code: 80291AClassroom courseE-learning courseOne-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.
Course code: CRMKSERVMGMNTClassroom courseE-learning courseOne-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.