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.
Microsoft Dynamics CRM training courses: Managing Microsoft Dynamics 365 / CRM
When a Microsoft Dynamics 365 / CRM solution is accepted into production the emphasis of the management of Dynamics 365 / CRM swings to the client. Regardless of support services, the client should be now looking after Dynamics 365 / CRM administration, software updates, system monitoring, process and security review and on-going data quality checks. Dynamics 365 / CRM provides such tasks via the interface and these skills should be acquired by the in house Dynamics 365 / CRM technology administration team.
Course code: F1070Classroom course
This course enables you to cultivate a basic understanding of Microsoft Dynamics 365 / CRM Marketing and all of its various features. You'll review five main sections including Projects, Marketing Execution, Assets and Media, and Finance. You'll also see how to integrate each of these areas into one another to form a cohesive marketing ecosystem. Main features covered include campaign management, digital asset management, marketing automation, behavioral analysis, marketing finances, and media buying.
The capabilities of Dynamics 365 / CRM and Marketing Automation software is meeting the needs and aspirations of businesses to engage with the digitally connected world. There are many choices available and making the best choice for your business can be tricky. This 1 day masterclass helps you understand the trends, the terminology and the options available to combine marketing automation with your investment in Dynamics 365 / CRM. At the conclusion of this course you will be well placed to design and implement a marketing automation strategy for your organisation.
Course code: 80291AClassroom courseE-learning courseOne-to-one course
This course introduces the capabilities of Sales Management in Microsoft Dynamics 365 / CRM that allow you to track and manage the sales process from potential to close. It provides insight on using the Product Catalog and process sales information. It also introduces some of the tools used to analyse and report on sales information.
Course code: CRMKSERVMGMNTClassroom courseE-learning courseOne-to-one course
This course introduces Microsoft Dynamics 365 / CRM service management functionality and explains how it helps organisations track information about cases, customer complaints or requests, and small projects. You will learn how to use the knowledge base and discusses how organisations can browse, locate, and share information in the repository. It also discusses how to create, manage and use teams and queues in Microsoft Dynamics 365 / CRM.