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.
Courses relevant to the End User role.
End User Courses
- Course code: CRMKCLICK001Classroom courseOne-to-one course
This two day course is designed to get Marketing teams up to speed with ClickDimensions and Dynamics CRM / 365. It focuses on the customer journey from both CRM and Digital processes and takes delegates through all the key features of ClickDimensions. Guidance on best practice and tips and tricks about how best to use CRM data to drive effective digital marketing campaigns is also provided.
- Course code: CRMK125AClassroom course
Designing optimal customer experience processes is one of the most important activities that an organisation can carry out in today’s fast paced competitive world. This one-day seminar takes your team through the principles of customer experience design and analysis. By the end of the course you will have begun to pull together a comprehensive customer journey development plan.
- Course code: 80545AClassroom course
This course focuses on how an organisation can nurture customer satisfaction through automation of business processes within Microsoft Dynamics 365/CRM 2013. This course provides an insight into all of the powerful Customer Service and Service Scheduling functionality capabilities within Microsoft Dynamics 365. Additionally, this course guides you through the process of working with your customers in Microsoft Dynamics 365, including: resolution of customer complaints and services issues cost effectively, and provides insight on managing all related correspondence, documents, contacts and conversations. This course demonstrates the rich and relevant view of your customer that provides your team with actionable insights, including the use of knowledge management in a centralized knowledge base.
- Course code: CRMKINTRO001Classroom courseE-learning courseOne-to-one course
This one-day instructor-led course provides an introduction to Microsoft Dynamics 365 / CRM. The course focuses on the user interface and working with the application and provides a foundation for other Microsoft Dynamics 365 / CRM courses. The course describes Microsoft Dynamics 365 / CRM concepts, the Web interface, the Microsoft Dynamics 365 / CRM for Outlook interface, searching, and reporting. For the public format of this class we assume CRM latest - we can however run this course for most versions of CRM.
- 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.
- Course code: SOCMEDCRM001E-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.