Automating Processes in D365 and Power Platform

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

Automate processes in Dynamics 365 and Power Platform. Learn non-code options, benefits, and challenges to streamline your workflows.

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>LEARNING TOPICS</h3><ul><li>What options do I have for process automation?</li><li>A reminder on Calculated and Rollup Fields</li><li>Business Rules and how they work</li><li>Designing Business Process Flows</li><li>Tracking BPF statistics – how long, how many, which stage?</li><li>Getting started with Workflows</li><li>Getting started with Power Automate</li><li>Advantages of Workflows versus Power Automate</li><li>Third-party tools for extending automation</li></ul><p><br></p><h3>WHAT YOU GET</h3><ul><li>In-depth, focussed coaching on a specific topic</li><li>Delivered by experienced Microsoft Certified Trainer and CRM consultant</li><li>30 days’ access to post-course help/support</li><li>Access to membership portal for 30 days</li></ul><p><br></p><h3>WHY CRM KNOWLEDGE?</h3><ul><li>The course will be delivered by an experienced consultant trainer, using real-world scenarios</li><li>You’ll get access to the latest technology via a trial instance</li><li>You will get 30 days’ post-course assistance</li><li>The maximum course capacity is 6</li><li>The course will definitely run if you confirm your booking</li><li>Post-course, you will get information, hints and tips from our Alumni Programme, free of charge.</li></ul><p><br></p><p>This course is hosted on Microsoft Teams, and upon purchasing, you will receive an email with instructions on how to join and access the sessions.</p>

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