CRMKnowledge provided core user training to our marketing and sales team as well as bespoke consultancy on best practice for Dynamics CRM online and ClickDimensions to the CRM adoption project team as it was being on-boarded to the business. We found their extensive knowledge of the system and it’s real world use invaluable in the decision making process during the project.

Charles Creswell. Head of Information Systems, ACT

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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.

Design

  • 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.