Customer-Centric Processes in Dynamics 365

CRMKnowledge is a specialist CRM consulting services provider that focusses on helping you to get back control on your CRM investments. Our courses are for end users, super users and CRM specialists and strategists. We deliver short, focussed sessions that will get you back on track with relevant skills and knowledge.

CRMKnowledge

Learn to effectively manage customers in Dynamics 365 and PowerPlatform, with in-depth training on customer modelling.

The Masterclass Series

Our Masterclass series of training courses focuses just on specific topics. Whether you're wanting to upskill your Dynamics 365 knowledge or are just starting out, these courses will be perfect for you.

<h3>Microsoft Dynamics 365 and PowerPlatform provides a powerful and scalable technology to model customer relationships and associated processes. It’s not just about CRM – its about any process that needs to put the customer at the centre of the business.</h3>This course is aimed primarily at business and technology stakeholders who are interested in how Customer (and Prospect) modelling works in Dynamics 365 and PowerPlatform.The course will be delivered by an experienced consultant trainer, using real-world scenariosWhat you learn:What is the Account object and how can we use it?What is the Contact object and how can we use it?How Address records work?The Lead object and how should we use it?Relationships between Leads, Accounts and Contacts – hierarchical and standardUsing Connections to model wider network relationshipsLinking customer records to Finance systems What you get:• In-depth, focussed coaching on a specific topic• 30 days’ access to post-course help/support• Access to membership portal for 30 days• You’ll get access to the latest technology via a trial instance• You will get 30 days’ post-course assistance• The course maximum capacity is 6• The course will definitely run if you confirm your booking• Post course you will get information, hints and tips from our newsletter free of charge

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Customer-Centric Processes in Dynamics 365

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Customer-Centric Processes in Dynamics 365

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