CRM technical training

CRM technical training

Teaching the practical and the theoretical

Many training courses are wasteful of time, teaching irrelevant topics alongside what people need to learn. Our bespoke courses focus on the skills companies actually need, to solve the issues they actually have.

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To find out more about our CRM training courses, please get in touch. We’ll be happy to help.

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CRM technical training

For development and support teams

We’re here to give your technical teams the skills they require to align your CRM systems to the needs of your business. Unlike many other CRM training companies, we’ve had years of practical, hands-on consulting and development experience, helping organisations plan and implement successful CRM systems.

Learning topics

Our courses are based around common, key, technical CRM topics, and can be adapted to suit any organisation’s specific needs.

When covering this learning topic, typical subject components include:

  • Navigating Azure portal
  • Understanding Azure services and development options
  • Integrating CRM with Azure services
  • Adding services - e.g. Customer Insights

When covering this learning topic, typical subject components include:

  • Common data service and model principles
  • Importing data
  • Deduplicating data
  • Exporting data
  • Understanding GDPR principles

When covering this learning topic, typical subject components include:

  • Data migration to and from Microsoft Dynamics 365, using Scribe
  • Connecting and designing data integrations
  • Running and testing data integrations
  • Important Microsoft Dynamics 365 data considerations

When covering this learning topic, typical subject components include:

  • Using out-of-the box data models
  • Extending existing data models
  • Building new data models
  • Customising fields and processes

When covering this learning topic, typical subject components include:

  • Understanding the Microsoft Dynamics 365 technologies
  • Cloud business application principles
  • Licencing and budgeting
  • Capacity, usage and service allocation
  • Savings from cloud versus on-premise

When covering this learning topic, typical subject components include:

  • Environment and licencing
  • Managing environments
  • Understanding capacity
  • Deploying solutions
  • Managing system updates

When covering this learning topic, typical subject components include:

  • Navigating the Microsoft Outlook app
  • Tracking e-mail conversations to CRM systems
  • Identifying contact data
  • Tracking appointments, contacts and tasks

When covering this learning topic, typical subject components include:

  • Connecting CRM data sources to Power BI

When covering this learning topic, typical subject components include:

  • Applying client-side business logic
  • Development of business process flows
  • Building automated processes using Workflow and Power Automate
  • Understanding when code is required

When covering this learning topic, typical subject components include:

  • Licencing
  • Microsoft Office 365 user management and roles
  • Managing users and teams
  • Building security roles

When covering this learning topic, typical subject components include:

  • Integration with Microsoft Exchange and Microsoft Outlook
  • Mailbox and queue management
  • Integration with Microsoft Office 365, Microsoft Teams and Microsoft SharePoint

When covering this learning topic, typical subject components include:

  • End-user introduction
  • App design
  • Designing forms and views
  • Working with mobile clients     

When covering this learning topic, typical subject components include:

  • User licencing
  • Adding and removing users
  • Managing teams and security
  • Linking teams to Azure Active Directory

The bespoke approach: more than just training

The title ‘bespoke training’ is often just shorthand for ‘pull together a few topics from current courses into a new one’. Not so with CRM Knowledge. We base our technical CRM training specifically around what needs to be learned – and we mix approaches, using training, coaching and consulting to deliver knowledge and answers in the most effective way.

Hard-won experience

We’ve worked with organisations both large (including major banks) and small (such as local businesses) to help plan, implement and support their CRM systems. This means that our approach goes beyond the theoretical, with expertise that’s won in the field – not taken from a learning manual.