Peter is a top dynamics professional who has an excellent knowledge of the dynamics product range. Peter is a first class trainer and fully qualified Microsoft Certified Trainer (MCT). What makes Peter such a first class professional is his ability to put people at ease and quickly build relationships. I would thoroughly recommend both Peter and CRM Knowledge to any of my clients.

Joel Abbott

Share this page

Your Dynamics 365 / CRM Guide

Addresses the problem of a business not being able to afford or justify a full on site resource but need to apply to own their instance of Dynamics 365 / CRM to develop stronger customer relationships and show return on investment. This annual support and training service provides 150 hours of guidance and training aimed at key business objectives.

Includes

 

2 day super user course - for the super users

Including topics such as user admin, security roles, email tracking, system config, change process, view configuration and advanced find, charts and dashboards, reports, document and email templates. Flexibility to include custom components and ISV solutions.

 

For the year: 150 hour CRMK services at 7.5 h per day.

 

Custom guides and process documents for your Dynamics 365 / CRM - key processes outside of the box

 

Collaboration web site with key tasks and timelines

 

Online knowledge base with key content related to their business

 

Question and answer forum - via nominated super user

 

Process videos and custom help content

 

Quarterly on site visit  - agenda agreed in advance

 

Weekly webinar - 1 hour - agreed topic and questions

 

Monthly progress report - adoption & usage and developments - check against benchmarks