Mastering CRM: Sales Customer Centric Processes in D365 2 hour online coaching session

This session answers the question: How do I manage customers, using Microsoft Dynamics 365 and Power Platform?

Microsoft Dynamics 365 and Power Platform provide powerful and scalable technologies to model customer relationships and associated processes. It’s not just about CRM – it’s about any process that needs to put the customer at the centre of things.

Venue Online session    
Application(s) Microsoft Teams    
Duration Half day    
Per person £94.80 17 Jul 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 aimed at business and technology stakeholders, as well as new sales users, who are interested in how customer and prospect modeling works in Microsoft Dynamics 365 and PowerPlatform.

Learning topics

  • What is the Account object and how can we use it?
  • What is the Contact object and how can we use it?
  • How do Address records work?
  • What is the Lead object and how should we use it?
  • Relationships between Accounts and Contacts – hierarchical and standar
  • The in-built relationship model between Leads, Contacts and Accounts
  • Changing the Customer model to suit specific scenarios
  • Using Connections to model wider network relationships
  • Linking customer records to Finance – using Microsoft Business Central as an example – and the challenges you should consider

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