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Remember: All of our classroom courses are available as live instructor-led training which you can attend from home.

Remember: All of our classroom courses are available as live instructor-led training which you can attend from home.

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Microsoft Dynamics CRM Masterclass - New Zealand

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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Online Instructor-Led

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Online Self-Paced

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In-house

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Classroom

Limited Budget?

We understand that people may have limited budgets.

  • To help and support our clients we will provide limited number of 250 daily discount codes.
  • Hurry first come, first served!
  • If you miss out, enquire to get yourself on the waiting list for the next day!

animated-arrow-image-0310 Enquire for daily discount code 297 Remaining (Live Counter)

Why Home Virtual is great

With an incredibly easy to use interface, our chosen platform has been designed to make learning online simple and enjoyable. It’s amazing video & audio quality means you won’t miss a thing.

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Works on all devices

Attend on whichever device works best for you.
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Recording & transcripts

Revisit what you’ve learnt at any time.
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See your trainer’s screen

Your instructor can share their screen at any time to demonstrate what they’re teaching.
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Share documents

You can share documents with the trainer and your trainer can share with you.
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Virtual whiteboard

Trainers can draw on and share their whiteboard with the class at any time.
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Key points about this course


Duration: 1 Days*

Support: 24/7

View dates & prices

Find out more

Please enter Name
Please enter valid Email
Please enter valid phone
The information you provide shall be processed by The Knowledge Academy – a professional training company. Your data shall be used by a member of staff to contact you regarding your enquiry. View privacy policy

We cannot process your enquiry without contacting you, please tick to confirm you consent to us contacting you about your enquiry

Or call us now
+64 800 446148

Microsoft Dynamics CRM Masterclass Dates & Prices

Select your preferred delivery method

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Choose a Location

Choose a Month

Office Icon All Online Instructor-Led courses are delivered in real-time
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Fri 12th Jun 2020
Places available
Was: NZD2559
Now: NZD1529
Fri 3rd Jul 2020
Places available
Was: NZD2559
Now: NZD1529
Auckland
Fri 10th Jul 2020
Places available
NZD1995
Wellington
Fri 10th Jul 2020
Places available
NZD1995
Christchurch
Fri 10th Jul 2020
Places available
NZD2495
Hamilton City
Fri 10th Jul 2020
Places available
NZD2495
Fri 14th Aug 2020
Places available
Was: NZD2559
Now: NZD1529
Wellington
Fri 11th Sep 2020
Places available
NZD1995
Fri 11th Sep 2020
Places available
Was: NZD2559
Now: NZD1529
Christchurch
Fri 11th Sep 2020
Places available
NZD2495
Hamilton City
Fri 11th Sep 2020
Places available
NZD2495
Auckland
Fri 11th Sep 2020
Places available
NZD1995
Fri 2nd Oct 2020
Places available
Was: NZD2559
Now: NZD1529
Fri 13th Nov 2020
Places available
Was: NZD2559
Now: NZD1529
Christchurch
Fri 20th Nov 2020
Places available
NZD2495
Hamilton City
Fri 20th Nov 2020
Places available
NZD2495
Auckland
Fri 20th Nov 2020
Places available
NZD1995
Wellington
Fri 20th Nov 2020
Places available
NZD1995
Fri 18th Dec 2020
Places available
Was: NZD2559
Now: NZD1529

Complete the steps below to receive a quote or more information

How will you be funding your training?

Self funding

Company funding

Not sure

Limited Budget?

We understand that people may have limited budgets.

  • To help and support our clients we will provide limited number of 250 daily discount codes.
  • Hurry, they’re are first come, first served!
  • If you miss out, enquire to get yourself on the waiting list for the next day!

  Enquire for daily discount code 297  Remaining (Live Counter)

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 New Zealand starts from NZD1699
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 New Zealand

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


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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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