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Microsoft CRM Training | Microsoft Dynamics CRM Training in Sheffield

Key points about this course


Duration: 1 Days *

Rating: Excellent

Language: English

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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Onsite

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Online

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Live Virtual

Dates & Prices

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Sheffield
Fri 13th Mar 2020
Places available
£1295
Sheffield
Fri 15th May 2020
Places available
£1295
Sheffield
Fri 10th Jul 2020
Places available
£1295
Sheffield
Fri 11th Sep 2020
Places available
£1295
Sheffield
Fri 13th Nov 2020
Places available
£1295
Fri 14th Feb 2020
Places available
£1295
Fri 13th Mar 2020
Places available
£1295
Fri 24th Apr 2020
Places available
£1295
Fri 22nd May 2020
Places available
£1295
Fri 12th Jun 2020
Places available
£1295
Fri 24th Jul 2020
Places available
£1295
Fri 21st Aug 2020
Places available
£1295
Fri 18th Sep 2020
Places available
£1295
Fri 23rd Oct 2020
Places available
£1295
Fri 20th Nov 2020
Places available
£1295
Fri 18th Dec 2020
Places available
£1295

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Self funding

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Key points about this course


Duration: 1 Days

Support: 24/7


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 Sheffield 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 Sheffield

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​

Why choose TKA Logo


Gold Tag

Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Various delivery methods

Flexible delivery methods are available depending on your learning style.

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Resources

Resources are included for a comprehensive learning experience.

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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"

Joshua Davies, Thames Water

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"...the trainer for this course was excellent. I would definitely recommend (and already have) this course to others."

Diane Gray, Shell

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