2024 Masterclass Training Series for D365

2024 Masterclass Training Series for D365

Dive into our 2024 Masterclass Series tailored for Dynamics 365 professionals seeking focused, impactful training. From mastering customer-centric processes to refining view management and essential form design, each session is led by Microsoft-certified experts. Whether you're new to CRM or a seasoned professional, our courses offer practical insights and hands-on learning to elevate your skills and optimize business performance. Explore how our specialized training can empower you to unlock the full potential of Dynamics 365 and achieve strategic CRM excellence.

We are excited to announce the relaunch of our Masterclass Series D365 training modules for 2024! This year, we are kicking July off with three intensive training sessions designed to empower you with the essential skills and knowledge to excel in Microsoft Dynamics 365. Our first three training classes for July will be released tomorrow on Eventbrite, and we can't wait for you to join us.

Why Choose Our Masterclass Series?

After years of delivering comprehensive CRM training, we recognised the need for a more focused and efficient approach. Traditional courses can often overwhelm learners with extraneous details. Our Masterclass Series is different. We strip away the filler and concentrate on delivering the critical skills you need to make an immediate impact in your role.

Here's why our Masterclass Series stands out:

Targeted Learning: Our courses are meticulously designed to cover only what’s essential, ensuring you gain valuable, actionable insights.

Flexible Options: Choose from our public courses or opt for private sessions tailored to your team’s specific needs and confidentiality requirements.

Expert Instructors: Learn from Microsoft-certified trainers with extensive CRM expertise who provide practical knowledge to enhance your job performance.


Upcoming Training Classes


Customer Centric Processes in D365 - 17th July

Learning Topics:

  • Understanding the Account, Contact, and Lead objects
  • Managing Address records
  • Exploring relationships between Accounts and Contacts
  • Customising the Customer model for specific scenarios
  • Using Connections for wider network relationships
  • Integrating customer records with Microsoft Business Central


  • What You Get:
  • In-depth coaching from experienced Microsoft Certified Trainers
  • 30 days’ access to post-course support and membership portal
  • Real-world scenarios and access to the latest technology via a trial instance
  • Maximum course capacity of 6 to ensure personalised attention


Effective View Management in D365 - 24th July

Learning Topics:

  • Creating and managing Views
  • Understanding FetchXML and its importance
  • Differentiating between System, Public, and Personal Views
  • Navigating data limits and View components
  • Sharing and migrating Personal Views


What You Get:

  • Hands-on experience with practical applications
  • Expert guidance on optimising Views for user accessibility
  • 30 days’ post-course assistance and access to exclusive tips from our newsletter


Form Design Essentials for Model-Driven Apps - 31st July

Learning Topics:

• Fundamentals of Forms and their components

• Customising Forms for user needs and mobile accessibility

• Implementing changes and ensuring user adoption

• Identifying and managing code on Forms


What You Get:

• Detailed instruction on Form design and customisation

• Access to expert advice and post-course support

• Practical tips to enhance user experience and adoption


Proven Success

Our past attendees have found tremendous value in our Masterclass sessions. For instance, one participant from last year's Customer Centric Processes training shared:

“Peter from CRMKnowledge gave an amazing session that ranged across all areas of our CRM system. It was both in-depth and easy to understand with loads of attention paid to the specific needs of our business. If you are looking to learn more about CRMs and question your previous assumptions, this is the best session to start with.”


Why CRM Knowledge?

Our courses are delivered by seasoned consultants with real-world experience, ensuring you receive practical and relevant training. Once you confirm your booking, you can be assured that the course will run as scheduled, thanks to our guaranteed course execution policy. After the training, you will benefit from 30 days of post-course assistance, allowing you to effectively apply what you’ve learned. Additionally, you will gain access to our newsletter, where you can continue to receive ongoing information, hints, and tips free of charge.

Join us this July and take the next step in mastering Dynamics 365 with our Masterclass Series. Stay tuned for the Eventbrite release tomorrow and secure your spot in these highly sought-after training sessions. If you’re looking for whole team training on these topics, this can also be arranged via email. enquiries@crmknowledge.co.uk We look forward to helping you achieve CRM excellence!


For more information on our training services visit https://www.crmknowledge.co.uk/training

Peter Clements

Peter is the founder and chief consultant at CRM Knowledge. With an impressive background spanning over 20 years, Peter has established himself as a leading expert in CRM systems, particularly specialising in Microsoft Dynamics 365.Throughout his career, Peter has been dedicated to providing great support, training, and consulting services in the realm of CRM. His in-depth knowledge and hands-on experience with D365 have made him a trusted advisor for countless businesses seeking to optimise their customer relationship management processes.