Peter has an extensive knowledge of the Microsoft CRM Solution and when I worked with him he managed not only to manage a complex project but deliver key functionality to the end customer

Alistair. MyCRM Group

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Courses relevant to the Training Consultant role.

Training Consultant Courses

  • 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 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.

  • Introduction to Microsoft Dynamics CRM

    Course code: CRMKINTRO001
    Classroom course
    E-learning course
    One-to-one course

    This one-day instructor-led course provides an introduction to Microsoft Dynamics CRM. The course focuses on the user interface and working with the application and provides a foundation for other Microsoft Dynamics CRM courses. The course describes Microsoft Dynamics CRM concepts, the Web interface, the Microsoft Dynamics CRM for Outlook interface, searching, and reporting. For the public format of this class we assume CRM latest - we can however run this course for most versions of CRM.

  • Sales Management in Microsoft Dynamics CRM

    Course code: 80291A
    Classroom course
    E-learning course
    One-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.

  • Service Management in Microsoft Dynamics CRM

    Course code: CRMKSERVMGMNT
    Classroom course
    E-learning course
    One-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.

  • 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.