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 Technology Consultant role.
Technology Consultant 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: 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: CRMKCRM2016NEWClassroom course
Microsoft have invested heavily in their CRM platform over the last few years. 2016 saw a raft of new technology arrive in Dynamics 365 / CRM online. Many partners, clients and consultants are still getting to grips with new features in Projects, Service and Portals. This one day workshop is designed to bring teams up to speed with whats new and why the change is important.
- 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: 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: 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: CRMK365MKTClassroom courseOne-to-one course
This two-day hands on course is ideal for Functional Consultants, Marketing Professionals and anyone interested in understanding the newly released Microsoft technology that bridges the gap between Marketing and Sales. Attendees should have a working knowledge of Microsoft Dynamics 365 Customer Engagement and Office 365
- 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.