Mastering CRM: Technology Better data management 2 hour online coaching session

This session answers the question: Which data management tools should I use in Microsoft Dynamics 365 and Power Platform?

Good data is at the heart of efficient and effective technology processes. Microsoft Dynamics 365 and Power Platform offer many methods and tools for managing data.

Venue Online session    
Application(s) Microsoft Teams    
Duration Half day    
Per person £94.80 21 Aug 2024 Book via Eventbrite
One-company £750 Date by arrangement* Contact us

Our Mastering series of courses are booked via Eventbrite and delivered using Microsoft Teams. Once you have booked, you will receive joining instructions to the online event. *For one-company courses, we will contact you to arrange the date.

Peter Clements

Your coach

Peter Clements is the founder and chief consultant at CRM Knowledge. Peter has around twenty years’ CRM experience, working as a trainer, support professional and consultant. Peter has worked in senior roles across marketing, sales and project delivery and has experience that successfully spans both technical and commercial disciplines.

Not sure what you need? Contact us for a chat, we’ll be happy to help.

Peter has an extensive knowledge of the Microsoft CRM Solution and when I worked with him he managed not only to manage a complex project but deliver key functionality to the end customer.

Alistair. MyCRM Group

Course overview

Target audience

This course is primarily intended for those power users, users and consultants working with Microsoft Dynamics 365 and Power Platform.

Learning topics

  • How Power Platform environments are backed up and options for manual backup
  • How to copy reference data from one environment to another
  • Exporting data to Excel (online and desktop) for analysis and re-import
  • Auditing data changes and deletions
  • Importing new data to a Table
  • Importing linked Customer data (Accounts, Contacts and Primary Contacts)
  • Updating in a Table – standard and third-party options
  • Deleting data in bulk
  • Updating data using a process
  • Managing data duplication real-time and in batch
  • Extending data duplication with third-party software

What you get

  • In-depth, focussed coaching on a specific topic
  • Delivered by experienced Microsoft Certified Trainer and CRM consultant
  • 30 days’ access to post-course help/support
  • Access to membership portal for 30 days

Why CRM Knowledge?

  • The course will be delivered by an experienced consultant trainer, using real-world scenarios
  • You’ll get access to the latest technology via a trial instance
  • You will get 30 days’ post-course assistance
  • The maximum course capacity is 6
  • The course will definitely run if you confirm your booking
  • Post-course, you will get information, hints and tips from our Alumni Programme, free of charge

The Mastering series

Expert coaching, efficient learning

Most consultants and users of Microsoft Dynamics 365 technology have specific areas of responsibility that the standard certification led courses do not address in sufficient depth or focus on the role. Our approach is to deliver focussed sessions looking at real world issues. We reflect the latest version of the technology and we don’t shy away from design challenges in the software that clients have often worked around or build solutions to. Find out more