Using Sales Automation in 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 sales automation in Dynamics 365 Sales: lead and opportunity management, quote and order processing and customer models.

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>Licencing model</li><li>Overview of the full process</li><li>Customer model for B2C, B2B or partner</li><li>Lead management</li><li>Opportunity management</li><li>Product and service details</li><li>Quote management</li><li>Sales orders and invoices</li><li>Lessons from the field</li></ul><p><br></p><h3>WHAT YOU GET</h3><ul><li>In-depth, focussed coaching on a specific topic</li><li>Delivered by an 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>

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Using Sales Automation in D365

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