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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Courses relevant to the Development Consultant role.

Development Consultant Courses

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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