Better Data Management with D365

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

Master Power Platform data management: backup, export, import, auditing, updates, and duplication management. Enhance your skills today!

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.

<h2>Good data is at the heart of efficient and effective technology processes. The Dynamics / PowerPlatform offers many methods and tools for managing data and it's important to understand non Microsoft options.</h2><p><br></p><h3>What you'll learn:</h3><ul><li>How PowerPlatform environments are backed up and options for manual backup</li><li>How to copy reference data from one environment to another</li><li>Exporting data to Excel (online and desktop) for analysis and re-import</li><li>Auditing data changes and deletions</li><li>Importing new data to a Table</li><li>Importing linked Customer data (Accounts, Contacts and Primary Contacts)</li><li>Updating in a table – standard and third-party options</li><li>Deleting data in bulk</li><li>Updating data using a process</li><li>Managing data duplication real time and in batch</li><li>Extending data duplication with third party software</li></ul><p><strong><strong>What you'll get:</strong></strong></p><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><strong><strong>Why CRMKnowledge</strong></strong></p><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 course maximum 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>

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Better Data Management with D365

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