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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Microsoft Dynamics CRM training courses: Designing Microsoft Dynamics 365 / CRM Solutions

The design phase of a Microsoft Dynamics 365 / CRM project takes the inputs from diagnostics and analysis and aims to build the technology to meet the objectives identified. We strongly recommend close stakeholder involvement at this stage to prevent design decisions being implemented that will be difficult to roll back. Detailed knowledge of how to extend Dynamics 365 / CRM is essential here including; customisation, client side scripting, server side code, workflow and dialogs and charts and dashboards.


  • new Customisation & Configuration in Microsoft Dynamics 365

    Course code: CRMKCUSCON365
    Classroom 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.