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Microsoft Dynamics CRM Masterclass - United Kingdom

Key points about this course


Duration: 1 Days*

Support: 24/7

Dates & Prices Enquire
  • Course materials, certificate, and refreshments included.
  • Learn and train in one of our many venues across the globe.
  • Microsoft Dynamics CRM Masterclass delivered by expert trainers.

Available delivery methods for this course

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Classroom

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Live Virtual

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Online

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Onsite

Course Information

Microsoft Dynamics CRM Masterclass Overview

Attendance at this Microsoft Dynamics CRM Masterclass will give delegates a complete overview of this Customer Relationship Management (CRM) software package. It is designed to help those working in Sales, Marketing, and Financial Service sectors to easily manage and maintain customer relationships, track sales, and deliver significant, serviceable data. Explore basic functionalities, including generating reports and using analytics; sorting, searching, and filtering information; and setting up master data for sales and purchase processes. By enhancing understanding of using this integrated CRM solution, delegates will be capable of enhancing business intelligence, identifying growth opportunities, and increasing profitability. This course covers all versions of Microsoft Dynamics CRM and helps delegates realise how they can improve customer satisfaction through the automation of business processes.

Microsoft Dynamics CRM Masterclass Outline

Introduction

  • Introducing you to Dynamics
  • Dynamics Overview
  • Multiple Client Support
  • The Dynamics Portfolio

Application Areas

  • Financial Management
  • Inventory Management
  • Sales
  • Purchasing
  • Project Management
  • Reporting and Analytics

User Interface

  • Searching for Pages and Reports
  • My Settings
  • The Ribbon
  • The Navigation Pane

Learning the Basics

  • Enter and Edit Information
  • Excel
  • Sending Reports
  • Sorting Information
  • Search and Filter Information

Sales and Marketing

  • The Power of a Customer Relationship Management
  • How to Understand your Customers
  • Combining Sales and Marketing using your CRM

Master Data for Sales and Purchase Processes

  • Items
  • Item Attributes
  • Customers
  • Vendors
  • GL Accounts

Process Sales and Purchases

  • Process Flows
  • Purchase Order
  • Create Purchase Invoices
  • From Sales Quote to Sales Invoice
  • Send Invoices to Customers
  • Tools to Increase Productivity
  • Outlook for Business edition

Who should attend this Microsoft Dynamics Training Course?

This course is for those who are working in specific roles that require Microsoft Dynamics CRM and are responsible for using this tool. Job roles include:

  • Customer service representatives
  • Service Schedulers
  • Consultants
  • Administrators
  • Office Managers
  • CEOs

Prerequisites

Before starting this course it is recommended that delegates have a general understanding of Microsoft Windows, Microsoft Office, and Customer Relationship Management solution processes and practices. 

Please arrive at the venue at 8:45am.
Before starting this course it is recommended that delegates have a general understanding of Microsoft Windows, Microsoft Office, and Customer Relationship Management solution processes and practices.
We are able to provide support via phone & email prior to attending, during and after the course.
All of our Microsoft Dynamics CRM course trainers are extremely knowledgeable and experienced.
This course is a one-day Masterclass.
The price for Microsoft Dynamics CRM Masterclass certification in the United Kingdom starts from £495
The Knowledge Academy is the Leading global training provider in the world for Microsoft Dynamics CRM Masterclass.
Please see our CRM Training courses available in the United Kingdom

What’s Included in this Microsoft Dynamics Training Course?

We provide you with:

  • The Knowledge Academy Microsoft Dynamic CRM Masterclass Manual
  • Experienced Instructor
  • Certificate
  • Refreshments​

Key points about this course


Duration: 1 Days*

Support: 24/7

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Microsoft Dynamics CRM Masterclass Dates & Prices

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Fri 6th Dec 2019
Places available
£795
Fri 3rd Jan 2020
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£795
Brighton
Fri 10th Jan 2020
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£1295
Southampton
Fri 10th Jan 2020
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£1295
Birmingham
Fri 10th Jan 2020
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£995
Maidstone
Fri 10th Jan 2020
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£1295
Newcastle
Fri 10th Jan 2020
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£1295
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Fri 10th Jan 2020
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£1295
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Fri 10th Jan 2020
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£1295
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Fri 10th Jan 2020
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£1295
Cambridge
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£1295
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Fri 10th Jan 2020
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£1295
London
Fri 10th Jan 2020
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£995
Reading
Fri 10th Jan 2020
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£1295
Milton Keynes
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£995
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Dublin
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€1295
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London
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Reading
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£795
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Manchester
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Southampton
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Birmingham
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London
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Manchester
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Birmingham
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Belfast
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Cambridge
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Leeds
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London
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Reading
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Milton Keynes
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Dublin
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Nottingham
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Norwich
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Sheffield
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Cardiff
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Bristol
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Manchester
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Edinburgh
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Birmingham
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Maidstone
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Brighton
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Fri 18th Dec 2020
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Key points about this course


Duration: 1 Days*

Support: 24/7


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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

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