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Training for Dynamics 365 / CRM users

 

Microsoft Dynamics 365 / CRM allows you to better improve your customer relationships by centralising your data from different sources which makes it easier for departments to collaborate together and spend less time navigating multiple systems.

Our tailored Dynamics 365 / CRM training courses will provide you with a number of different skills depending on your business requirements which varies from how to use Dynamics 365 / CRM to its full capacity right through to how to use the CRM effectively to better manage your customer data.

About the Dynamics 365/ CRM training courses

 

The Dynamics 365 / CRM training course sessions include but are not limited to the following:

Dynamics 365 / CRM Core User Training  Dynamics 365 / CRM Admin Training  Click Dimensions Training
Prerequisites: None  Prerequisites: Core User Training Prerequisites: Core User Training

Course Content

- Environment and Navigation.
- Data Management and standard business process.
- Sales leads and opportunity flow.
- Marketing lists and data analysis.

Course Content

- Customisation of forms and data items.
- Advanced data management.
- Integration concepts.
- Workflow and automation.
- User management and security roles.

 Course Content

- Email template design.
- Landing page design.
- Bulk email-send configuration.
- Analytics and tracking.
- Campaign automation.
 

 Duration: 1 day  Duration: 1 day  Duration: 1 day

If you require a more bespoke Dynamics CRM training session, please fill in our online contact form or give us a call on the number below.

Upcoming Training Dates


Dynamics 365 / CRM for Beginners (October 2021)

Our one day course on October 25th will introduce you to the basic principles of Dynamics 365 / CRM as well as providing you with the latest tips & tricks.

Book your place now

Dynamics 365 / CRM Admin (October 2021)

Our one day course on October 27th will introduce you to the more administrative features of Dynamics 365 / CRM as well as providing you with the latest tips & tricks.

Book your place now

Transform the way you work

The technology you use to power your business should be helping you succeed, not getting in your way. If you want to transform the way you work and get the most out of your business, get in touch with Advantage today.

Contact Us Today 020 3004 4600
Business solutions