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.

Adam Spurr, Zero2Ten

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Courses relevant to the Training Consultant role.

Training Consultant Courses

  • CRM 2016 - new features

    Course code: CRMKCRM2016NEW
    Classroom 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.

  • CRM Process Automation

    Course code: CRMKPROC01
    Classroom course
    One-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.

  • Customer Service in Microsoft Dynamics 365

    Course code: 80545A
    Classroom 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.

  • Introduction to Microsoft Dynamics CRM

    Course code: CRMKINTRO001
    Classroom course
    E-learning course
    One-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.

  • 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.