CRM and Business Change Training

Cloud9 Insight Training delivers practical workshops on how to use and maintain Dynamics 365. Our Microsoft certified trainers are experienced and passionate about making CRM work for your business.

We offer online sprint or open courses to suit and the open interactive workshop training courses are held at our brand new training facility in Brighton. to improve and expand upon your CRM knowledge.

Our courses are limited to 8 people so early booking is recommended.

Our course catalogue is below.

 

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training

Dynamics 365: Introduction to Configuring CRM

Audience:

This course is intended for anyone who uses Dynamics 365 and looking to learn the basic skills to configure the system. The skills learnt on the course will allow you to complete simple configuration changes to an out-of-the-box solution or further tweaks after Cloud9’s deployment of the CRM. This course will have an interactive approach which will allow delegates to put their new skills to practice and commence configuration in both a real and trial environment.

Topics Covered:

Introduction to Dynamics 365

•Overview of navigation

•Dynamics 365 naming conventions

Configuring the System

•System settings

•Working with solutions

•Publishing changes

 

Working with Forms and Fields

•Introduction to the Form Editor

•Field Naming and Positioning

•Working with Sections and Tabs

•Fields types and uses

•Creating new Fields

•Adding Fields to a Form

 

Introduction to Views

•Overview of Views

•Creating a new View

•View ordering


2 day interactive workshop at Cloud9 Insight Training’s HQ in Brighton.
The course follows the above agenda with exercises and assistance in developing your own system.
Delegates will receive bespoke designed material to accompany the course.

£475 + VAT per delegate, per day


A 1.5 hour web based open session, following the above agenda. Sessions are recorded and available to delegates post course.

£149 + VAT per delegate.

 

 

Advanced Configuration of CRM

Audience:

This course is intended for Dynamics 365 users that are looking to extend their configuration skills, and either have some experience with configuring CRM or have completed the introduction to CRM configuration course. The course will be interactive giving delegates the chance to put in to practice the skills learnt. The mornings will cover theory and afternoons will be more practical, giving delegates the chance to put their skills in to practice.

Topics Covered

Advanced Configuration

•Creating new Entities & understanding Relationships

•Sub-Grids (the ability to view related records)

•Advanced Configuration options

 

Configuring the Menu and Navigation

•Understanding the Sitemap

•Creating Apps

•Editing the look and feel via the Theme Edition

Automation

•Types of Automation and their uses

•Introduction to Business Rules

•Introduction to Workflows

•Business Process Flows

•Calculated Fields

•Rollup Fields

2 day interactive workshop at Cloud9 Insight Training’s HQ in Brighton.
The course follows the above agenda with exercises and assistance in developing your own system. Delegates will also receive bespoke designed material to accompany the course.

£475 + VAT per delegate, per day

2 hour web based open session, following the above agenda.
Sessions are recorded and available to delegates post course.

£149 + VAT per delegate.

Dynamics 365 Integration with Office 365

Audience:

This course is intended for Dynamics 365 users that are looking to extend their configuration skills. The course will give delegates the skills to set-up and use the integrated Office 365 features such as SharePoint and Outlook. Typically, mornings will cover theory and afternoons will be more interactive, giving delegates the chance to put thier skills into practice.

Topics Covered
  • Overview of Office 365 integrated features
  • Key features of using CRM with Outlook including synchronisation features and offline access
  • Set up of Outlook integration
  • Server-side sync

 

  • Common support issues with Outlook integration and tips for fixing these
  • Standard SharePoint integration with CRM
  • Excel integrated features with CRM

1 day interactive workshop at Cloud9 Insight Training’s HQ in Brighton.
The course follows the above agenda with exercises and assistance in developing your own system. Delegates will also receive bespoke designed material to accompany the course.

£475 + VAT per delegate, per day

1.5 hour web based open session, following the above agenda.
Sessions are recorded and available to delegates post course.

£149 + VAT per delegate.

Setting up Dynamics 365 Product Catalogue

Audience:

This course is intended for end users with some experience of configuring CRM. Delegates will learn to use the Product Catalogue, Price Lists, Quote, Order and Invoice Process. Typically, mornings will cover theory and afternoons will be more lab based giving delegates to put into practice skill learnt.

Topics Covered
  • Overview of use of Product Catalogue and related Quote, Order and Invoice Entities
  • Set up of Product Catalogue using Product Families to arrange Products and bundles
  • Set up of Pricing Lists to allow flexible pricing structures across single or multiple currencies

 

  • Use of Quotes, Order and Invoicing Entities
  • Cross selling and upselling using Product Catalogue
  • Tips on Importing of Products and new price lists

1 day interactive workshop at Cloud9 Insight Training’s HQ in Brighton.
The course follows the above agenda with exercises and assistance in developing your own system. Delegates will also receive bespoke designed material to accompany the course.

£475 + VAT per delegate, per day

1.5 hour web based open session, following the above agenda.
Sessions are recorded and available to delegates post course.

£149 + VAT per delegate.

Dynamics 365: Introduction to Customer Service

Audience:

This course is intended for Dynamics 365 users that will be providing training to other users in the business.Typically, mornings will cover theory and afternoons will be more interactive, giving delegates the chance to put into practice their skills learnt.

Topics Covered

Tips for structure and approach for deploying user training

Key features of CRM for Customer Service includes:

•Adding new records

•Use of activities

•Use of entitlements (contracts) and cases

•Editing of process flows

 

 

1 day interactive workshop at Cloud9 Insight Training’s HQ in Brighton.
The course follows the above agenda with exercises and assistance in developing your own system. Delegates will also receive bespoke designed material to accompany the course.

£475 + VAT per delegate, per day

Creating personalised views

•Use of queues for managing workload and skills based support

•Automation of routing

•Set up of SLA’s

•Using a self-serve knowledge base

•Service scheduling

 

 

1.5 hour web based open session, following the above agenda.
Sessions are recorded and available to delegates post course.

£149 + VAT per delegate.

Admin for Dynamics 365

Audience:

 This course is intended for Dynamics 365 users that will be the appointed administrator in the business. Typically, mornings will cover theory and afternoons will be more interactive, giving delegates the chance to put their skills into practice.

Topics Covered

•Set up of business units

•Set up of Teams

•Set up of roles

•Adding users and assigning licences

 

  • Security set up and options

  • Auditing (tips)

  • Overview of licence options

1 day interactive workshop at Cloud9 Insight Training’s HQ in Brighton.
The course follows the above agenda with exercises and assistance in developing your own system. Delegates will also receive bespoke designed material to accompany the course.

£475 + VAT per delegate, per day

1.5 hour web based open session, following the above agenda.
Sessions are recorded and available to delegates post course.

£149 + VAT per delegate.

Dynamics 365: Reporting

Audience:

This course is intended for Dynamics 365 seeking to get the most from CRM from a reporting perspective. Some experience of CRM configuration will be useful. Typically, mornings will cover theory and afternoons will be more interactive, giving delegates the chance to put their new skills into practice.

Topics Covered
  • Set up of Goals
  • Creation of Tailored Views
  • Creation of Charts
  • Use of Dashboards
  • Use of Views, Filters
  • Set up and use of Search in CRM
  • Advanced find
  • Data import tips
  • Tips for exporting data into Excel

1 day interactive workshop at Cloud9 Insight Training’s HQ in Brighton.
The course follows the above agenda with exercises and assistance in developing your own system. Delegates will also receive bespoke designed material to accompany the course.

£475 + VAT per delegate, per day

1.5 hour web based open session, following the above agenda.
Sessions are recorded and available to delegates post course.

£149 + VAT per delegate.

Dynamics 365: Data & Security

Audience:

This course is aimed at new and existing CRM users who would like to understand the key data and security functionality of Dynamics 365. Typically, mornings will cover theory and afternoons will be more interactive, giving delegates the chance to put their new skills into practice.

Topics Covered
  • Data Import 
    • Introduction to Data Import
    • Using the Wizard
    • Advanced Techniques

    Viewing and Exporting data

    • Advanced Find
    • Exporting Data
  • Dynamics 365 Security
    • Introduction to Security
    • Types of Security Models
    • Security Roles
    • Business Units and Teams
    • Troubleshooting Security

2 day interactive workshop at Cloud9 Insight Training’s HQ in Brighton.
The course follows the above agenda with exercises and assistance in developing your own system. Delegates will also receive bespoke designed material to accompany the course.

£475 + VAT per delegate, per day

2 hour web based open session, following the above agenda.
Sessions are recorded and available to delegates post course.

£149 + VAT per delegate.

 

 

Dynamics 365 for Sales

Audience:

This course is aimed at new and existing users of CRM who require an insight into the key sales functionality of Dynamics. The course will be interactive giving delegates the chance to put in to practice the skills learnt. Typically, mornings will cover theory and afternoons will be more hands-on, giving delegates the chance to put into practice the skills learnt.

Topics Covered
  • Tips for structure and approach for Deploying User Training
  • Key user features of CRM for Sales users
    • Adding new records
    • Use of Activities
  • Use of Leads and Opportunities and Qualifying and forecasting
  • Use of Quotes, Orders and Invoicing (sales order processing)
  • Editing of Process Flows
  • Creating Personalised Views

2 day interactive workshop at Cloud9 Insight Training’s HQ in Brighton.
The course follows the above agenda with exercises and assistance in developing your own system. Delegates will also receive bespoke designed material to accompany the course.

£475 + VAT per delegate, per day

2 hour web based open session, following the above agenda.
Sessions are recorded and available to delegates post course.

£149 + VAT per delegate.