Peter is a Microsoft Dynamics CRM professional who fully understands the product and how to implement it in a wide range of vertical industries. I have worked with Peter on more than one engagement and they have all been a pleasure. Peter is a team player with an "easy to get on with" attitude.

David Montgomery. ATEX

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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.

Operation

  • new Introduction to Microsoft Dynamics Marketing

    Course code: F1070
    Classroom 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.

  • Masterclass in CRM & Marketing Automation

    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.

  • Sales Management in Microsoft Dynamics CRM

    Course code: 80291A
    Classroom course
    E-learning course
    One-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.

  • Service Management in Microsoft Dynamics CRM

    Course code: CRMKSERVMGMNT
    Classroom course
    E-learning course
    One-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.