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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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.