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: Diagnostics

We see diagnostics as being the pre-project preparation for the project team on the suppliers side and the client side. In diagnostics, we would expect to identify the critical pain points and an overview of how CRM might begin to resolve these and provide business benefits. We would recommend an in-depth solution overview of Microsoft Dynamics 365 / CRM, high level demonstrations to key stakeholders and finally detailed training on CRM to the team members of the client.

Diagnostics

  • 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 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.