Peter is highly experienced with the CRM platform but crucially, blends in his many years of commercial, consulting and training experience to target the specific skills that our client required to enhance their CRM experience.
Courses relevant to the Development Consultant role.
Development Consultant Courses
- Course code: CRMKC001Classroom course
This 3-day training course has been designed to train technology and business consultants in the art of Microsoft Dynamics 365 / CRM consulting. This course aligns with the Microsoft Dynamics SureStep methodology but does not exclusively depend on this framework. We use the term consultant in so far as this course is applicable to application, technology and development consultants.
- Course code: CRMKPROC01Classroom courseOne-to-one course
Dynamics CRM and 365 solutions benefit from consistent and accurate processes. Understanding the options that are available, when to use them and the features available to each are fundamental to building processes in the CRM or 365 stack. This CRMKnowledge Masterclass provides consultants with the skills to be able to define, design, build and test processes without the need to resort to code. A short session at the end of this course helps non developer consultants understand when and where code is required to build a custom or bespoke process. We are able to alter this course to suit different versions and audiences. Note: we typically run this course for users of Dynamics 365 / CRM 2013 onwards.
- Course code: CRMKCUSCON365Classroom course
This course describes the techniques required to customize Microsoft Dynamics 365 / CRM 2016 to meet the specialized needs of businesses. The topics covered include security; creation and configuration of entities; design of forms views and charts; auditing and solutions. The course describes each topic and how each topic relates to the other topics to produce a full configured, effective solution. The content described here is the latest version from Microsoft Learning. This will be updated as more details becomes available.
- Course code: 80444AClassroom courseE-learning courseOne-to-one course
This training provides students with tools and information to help them better understand how processes can be implemented in Microsoft Dynamics 365 / CRM.
- Course code: CRMKREP001Classroom courseE-learning courseOne-to-one course
This one-day instructor-led course, Reporting in Microsoft Dynamics 365 / CRM , provides students the information to better understand reporting methods along with more advanced reporting features of Microsoft Dynamics 365 / CRM. For public events we assume the use of Dynamics 365 / CRM latest but can run this in closed format for most versions.