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 365 / CRM training courses
We deliver the full range of Microsoft Dynamic 365 / CRM training courses – and some Dynamics 365 / CRM courses of our own. Whether your goal is to acquire a specific skill, a range of skills or achieve accreditation, we can help.
Course code: CRMKC001Classroom course
This 3-day training course has been designed to train technology and business consultants in the art of Microsoft Dynamics 365 / 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.
Course code: CRMKREP001Classroom courseE-learning courseOne-to-one course
This one-day instructor-led course, Reporting in Microsoft Dynamics 365 / CRM , provides students the information to better understand reporting methods along with more advanced reporting features of Microsoft Dynamics 365 / CRM. For public events we assume the use of Dynamics 365 / CRM latest but can run this in closed format for most versions.
Course code: 80545AClassroom course
This course focuses on how an organisation can nurture customer satisfaction through automation of business processes within Microsoft Dynamics 365/CRM 2013. This course provides an insight into all of the powerful Customer Service and Service Scheduling functionality capabilities within Microsoft Dynamics 365. Additionally, this course guides you through the process of working with your customers in Microsoft Dynamics 365, 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.
Course code: T4CRM031
This 5 day course is designed with the would be Microsoft Dynamics professional seeking Microsoft Certification in mind. This is a full-on bootcamp that is not your average training course. Long hours, in depth work through the product and intensive preparation sessions that will get you certified within the week. The course also provides detail on new CRM features in Dynamics 365 / CRM 2016 online.
Course code: CRMKINTRO001Classroom courseE-learning courseOne-to-one course
This one-day instructor-led course provides an introduction to Microsoft Dynamics 365 / CRM. The course focuses on the user interface and working with the application and provides a foundation for other Microsoft Dynamics 365 / CRM courses. The course describes Microsoft Dynamics 365 / CRM concepts, the Web interface, the Microsoft Dynamics 365 / 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.
Course code: CRMKCUSCON365Classroom course
This course describes the techniques required to customize Microsoft Dynamics 365 / 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.
Course code: 80444AClassroom courseE-learning courseOne-to-one course
This training provides students with tools and information to help them better understand how processes can be implemented in Microsoft Dynamics 365 / CRM.
Course code: DOTNET2XRMClassroom courseE-learning courseOne-to-one course
This course equips software development consultants with a deep understanding of the Microsoft Dynamics 365 / CRM platform in order that they can configure and develop extended software solutions using Dynamics 365 / CRM. This is an intensive 5-day course using the latest version of Microsoft Dynamics 365 / CRM 2011 developer tools and offers hands-on, practical experience throughout. Pre-course reading for an Introduction to Dynamics 365 / CRM will be offered and must be reviewed. Delegates should have a solid background in .net development with knowledge of web services, WCF and SQL.
Dynamics 365 / CRM and Marketing
Course code: SOCMEDCRM001E-learning course
This course introduces the delegate to the concepts around Social CRM before demonstrating how to implement it within a Microsoft Dynamics CRM framework . Emphasis is placed on understanding what Social CRM actually means and the background to it. Specifically, it covers elements of social media training in order to then be able to apply the knowledge to a strategy around using social media data within CRM Target audience: Marketing, Sales and Admin users. Delegates should be proficient in using Microsoft Dynamics CRM. Configuration experience is helpful, but not essential.
Course code: 80291AClassroom courseE-learning courseOne-to-one course
This course introduces the capabilities of Sales Management in Microsoft Dynamics 365 / 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 365 / 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 365 / CRM.
The capabilities of Dynamics 365 / CRM and Marketing Automation software is meeting the needs and aspirations of businesses to engage with the digitally connected world. There are many choices available and making the best choice for your business can be tricky. This 1 day masterclass helps you understand the trends, the terminology and the options available to combine marketing automation with your investment in Dynamics 365 / CRM. At the conclusion of this course you will be well placed to design and implement a marketing automation strategy for your organisation.
Course code: F1070Classroom course
This course enables you to cultivate a basic understanding of Microsoft Dynamics 365 / CRM 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: CRMK125AClassroom 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.
Course code: CRMKCRM2016NEWClassroom course
Microsoft have invested heavily in their CRM platform over the last few years. 2016 saw a raft of new technology arrive in Dynamics 365 / 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.
Course code: CRMKPROC01Classroom courseOne-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 365 / CRM 2013 onwards.
Dynamics 365 / CRM add-ons
Course code: CRMKCLICK001Classroom courseOne-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.