Mastering CRM: Technology Process more, with Rules and Flows Half-day online coaching session

This session answers the question: How do I automate processes in Microsoft Dynamics 365 and the Power Platform – and what are the benefits/challenges with each approach?

Building automation into Model-Driven Apps can be a significant time and cost saver by ensuring processes occur consistently, on time and accurately. But there are a wide range of options to automate in the Power Platform. This course shows the non-code options and illustrates each with examples and comparisons to show benefits and disadvantages of each.

Venue Online session    
Application(s) Microsoft Teams    
Duration Full day    
Per person 275 11 Feb 2022 Book via Eventbrite
One-company £565 Date by arrangement* Contact us

Eventbrite
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

Learning topics

  • What options do I have for process automation?
  • A reminder on Calculated and Rollup Fields
  • Business Rules and how they work
  • Designing Business Process Flows
  • Tracking BPF statistics – how long, how many, which stage?
  • Getting started with Workflows
  • Getting started with Power Automate
  • Advantages of Workflows versus Power Automate
  • Third-party tools for extending automation

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