crm training session

Transforming Businesses with D365 Training by CRM Knowledge

Transforming Businesses with D365 Training by CRM Knowledge

Cultivate excellence with Microsoft Dynamics 365 training from CRM Knowledge. Elevate your business potential with bespoke and ready-made modules.

As the business landscape continues to evolve, effective customer relationship management (CRM) is no longer a luxury and rather a necessity. However, the true potential of CRM systems often remains untapped due to a lack of proper training and understanding. That's where CRM Knowledge steps in, offering a holistic range of training solutions to empower businesses and individuals alike with the knowledge they need to excel.


Introducing CRM Knowledge: Your Partner in CRM Excellence

Welcome to CRM Knowledge, your partner in navigating the intricacies of CRM systems. With our years of industry experience and a team of dedicated experts, we're here to guide you through the world of Microsoft Dynamics 365, ensuring you harness its full capabilities and drive your business forward.

Tailored Training Solutions for Every Need

We understand that no two businesses are alike. This is why we've curated a range of training options to suit your specific requirements:

Bespoke Training: Empowering Technical Teams for Success

Our bespoke training offerings are designed with technical development and support teams in mind. We recognise the pivotal role these teams play in aligning CRM systems with the unique needs of your business. With our practical, hands-on consulting and development experience, we equip your technical teams with the skills required to implement and maintain successful CRM systems seamlessly.

Our bespoke training modules encompass a comprehensive range of topics, including:

  • Azure Fundamentals
  • Data Management
  • Data Migration
  • Data Modelling and Design
  • Dynamics 365 Fundamentals
  • Environment Management
  • Outlook and CRM Integration
  • Power BI Integration
  • Process Automation
  • Security and System Access
  • System Configuration
  • User Interface Design
  • User and Team Management


Ready Made Training: Modular Expertise for Every Department

Our Ready Made Training modules are designed to provide focused, in-depth training on specific aspects of CRM usage. These modules cater to different departments within your organisation, ensuring that every team can harness Microsoft Dynamics 365's capabilities effectively. What sets us apart is our flexibility – we can seamlessly blend Ready Made modules with Bespoke training to create a tailor-made training journey that's right for you.


Our Ready Made Training modules include:


  • Think Customer First: Empower your teams with the mindset of prioritizing customer needs and experiences.
  • Using Sales Automation in D365 Sales: Optimize your sales processes using Dynamics 365 Sales automation features.
  • Digital Marketing with Click Dimensions: Master the art of digital marketing with Click Dimensions integration.
  • Using E-Mail Marketing Processes and Automation in D365 Marketing: Learn how to leverage email marketing processes and automation in Dynamics 365 Marketing.
  • Use D365 Customer Service Processes for Case and Service Management: Enhance customer service and case management using Dynamics 365 Customer Service.
  • It's All About the View: Discover the power of customizable views in CRM systems.
  • Great Forms: Create effective and user-friendly forms that streamline data collection.
  • Building Great Tables and Entities: Build robust data structures with proper table and entity design.
  • Process More with Rules and Flows: Automate processes using rules and flows to improve efficiency.
  • Better Data Management: Master data management techniques to ensure data accuracy and integrity.
  • How to Build Model-Driven Apps in Power Platform and D365: Learn to create custom applications using the Power Platform and Dynamics 365.


The CRM Knowledge Advantage: What Sets Us Apart

Customisation at the Core: We're firm believers that effective training is grounded in personalisation. Our training programs are meticulously customised to align with your organisation's unique goals and challenges, ensuring every lesson resonates with your teams.

Led by Experts: Your training journey will be guided by Peter Clements, our Managing Director, a seasoned professional with over two decades of CRM expertise. Our trainer brings practical insights, real-world experience, and a passion for knowledge-sharing to every session.

Real Success Stories: Don't just take our word for it. One of our satisfied clients, after attending a session, had this to say: "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."

Flexible Learning: We understand that today's business demands flexibility. Our training is predominantly conducted online, enabling your teams to upskill without disrupting their daily operations. We also offer on-site options in the North West of England, catering to your preferences.


Who Can Benefit: Empowering Every Stakeholder

Our training isn't just for a single audience; it's for anyone seeking to optimise their CRM experience:

Stakeholders: Gain a comprehensive understanding of how CRM aligns with your business strategies and objectives.

Technical Teams: Equip your development and support teams with the skills needed to ensure seamless CRM integration.

End Users: Empower your marketing, customer service, and sales teams to make the most of CRM functionalities at their fingertips.


Embark on Your CRM Knowledge Journey

Ready to propel your CRM capabilities to new heights? Getting started is simple:

Get in Touch: Have questions or ready to enroll? Reach out to us at

Investing in your team's CRM skills is investing in your organisation's success. With CRM Knowledge by your side, you'll not only unlock the full potential of your CRM systems but also forge a path to lasting business excellence.

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.