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: Dynamics 365 / CRM and Marketing

Often one of the areas of Dynamics 365/CRM not getting too much attention is the Marketing component. However, once marketeers understand the power that is available in an out of the box configuration they will be eager to get going. These courses help the Dynamics 365 / CRM and Marketing team understand the process flow of Campaigns, Responses, Leads, Contacts, Opportunities and Orders and how to pull all the data together in effective reports.

Dynamics 365 / CRM and Marketing

  • new Dynamics 365 for Marketing – an Introduction

    Course code: CRMK365MKT
    Classroom course
    One-to-one course

    This two-day hands on course is ideal for Functional Consultants, Marketing Professionals and anyone interested in understanding the newly released Microsoft technology that bridges the gap between Marketing and Sales. Attendees should have a working knowledge of Microsoft Dynamics 365 Customer Engagement and Office 365

  • new Social CRM – Course Outline

    Course code: SOCMEDCRM001
    E-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.