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Dynamics CRM Power User training course

Customise and Configure Dynamics CRM 365

JBI training course London UK

"Our tailored course provided a well rounded introduction and also covered some intermediate level topics that we needed to know. Clive gave us some best practice ideas and tips to take away. Fast paced but the instructor never lost any of the delegates"

Brian Leek, Data Analyst, May 2022

Public Courses

01/04/24 - 3 days
£1999 +VAT
13/05/24 - 3 days
£1999 +VAT
24/06/24 - 3 days
£1999 +VAT

Customised Courses

* Train a team
* Tailor content
* Flex dates
From £1200 / day
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JBI training course London UK

  • Lead Management
  • Sales Management
  • Transaction Processing
  • Marketing Management
  • Case Management
  • Knowledge Base
  • Queue Management
  • Service Scheduling Scenarios
  • Analysis, Reporting, and Goals
  • Customization
  • Managing Relationships
  • Business Rules
  • Customizing Charts and Dashboards
  • Additional Security Options
  • Business Processes

 

Application in Microsoft Dynamics CRM - 1 Day

Lead Management
Opportunity Management
Product Catalog
Sales Management
Transaction Processing
Marketing Management
Case Management
Knowledge Base
Queue Management
Service Scheduling Scenarios
Analysis, Reporting, and Goals

Customization and Configuration in Microsoft Dynamics CRM - 2 Day


Customizing Entities
Customizing Fields
Managing Relationships
Customizing Forms
Business Rules
Customizing Views
Customizing Charts and Dashboards
Additional Security Options
Business Processes

JBI training course London UK

Office Users who need to learn how to use Dynamics CRM basic features and also to customise and configure the product further

5 star

4.8 out of 5 average

"Our tailored course provided a well rounded introduction and also covered some intermediate level topics that we needed to know. Clive gave us some best practice ideas and tips to take away. Fast paced but the instructor never lost any of the delegates"

Brian Leek, Data Analyst, May 2022



“JBI  did a great job of customizing their syllabus to suit our business  needs and also bringing our team up to speed on the current best practices. Our teams varied widely in terms of experience and  the Instructor handled this particularly well - very impressive”

Brian F, Team Lead, RBS, Data Analysis Course, 20 April 2022

 

 

JBI training course London UK

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This expert-led Dynamics CRM training course  is aimed at Developers who need to extend the product's functionality beyond the "Power User" range. This applies to both online and on premise versions of the product.

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