Peter was a pioneer in the Client Issue Management project based on MS Dynamics that we initiated mid 2008. He has progressed from the role of the lead IT Consultant leading a team of about 4-6 from Fujitsu Services to eventually taking on the overall Project Management of the project. The project is one of the most successful projects at the Bank which reached a user base of 3000 users in just over a year. He had liaised with both the IT technologists at the Bank from different areas as well as the varied user groups. A truly consummate professional.

Director. Barclays Capital

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Courses relevant to the Technology Consultant role.

Technology Consultant Courses

  • 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.

  • 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 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.

  • 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.

  • 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.

  • 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.

  • 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