Effective work in Microsoft Dynamics 365
Get trained and become a specialist in working with the best CRM system on the market
You will gain knowledge and applied skills in working with a Microsoft Dynamics 365 CRM system. Learn how to work with records, customize the system interface, work with fields and entities, create advanced business processes forms and templates, generate reports.
100% of classes are practice in a team of up to 5 people
- For whom
- Group membership
The course is suitable for those who:
Implemented Dynamics 365 with the help of E-consulting
and wants to customize and configure system independently, saving the budget of the department
Is going to implement CRM-system
and wants to better how it works in order to properly set objectives for the integrator
Has been working with Dynamics 365 for a long
but realizes that does not use 100% capacity of the system
Wants to train their managers and users of the system in the company
so they could create entities, change permissions, customize the interface, create templates of documents and letters
Where you want. We offer 3 training formats:
In your office
Employees do not have to break away from the work process. Our coach will come to visit you and give classes in your comfortable environment.
Using Skype or another video calling tool, if we are separated by many miles. The quality of training remains consistently high.
In our office in Kyiv
We will warmly welcome you, feed you with cookies, teach you all the subtleties of working with the system, provide an opportunity to take a selfie with our president Andrey Bezgubenko.
Whenever You Want
Training takes from 3 to 10 days depending on the chosen program. Classes are held every day from 9:00 to 18:00. There is a break for lunch and five minutes break every hour to rest.
Quality training and an individual approach are paramount for us. Therefore, each group includes no more than 5 members. During classes, everyone can communicate with the coach and ask questions.
- Collection of requirements and formation of cases
- Microsoft Dynamics 365 interface, working with records. Advanced Search
- Import / Export of Data
- Creating a WORD Template
- Creating an EXCEL Template
- Report Wizard
- Setting up a duplicate data search
- Bulk deleting records
- Microsoft Dynamics 365 Settings
- Creating Entities
- Creating Links and Mappings
- Creating fields
- Customizing Views
- Creation and design of forms (General forms, forms of rapid creation, express forms)
- Business Rules
- Business Processes
- Microsoft Dynamics 365 Architecture
- Setting up roles
- Configuring Security Profiles
- Transferring Settings to Microsoft Dynamics 365
The course of the program
All our knowledge about CRM-system Microsoft Dynamics 365 collected in three programs.
Each program consists of theoretical and practical materials. We will show the process of real work and you will best understand the intricacies of interaction with the Microsoft software product.
At the end of the training, you will not only learn how to work with the system at an advanced level, but also get the opportunity to consult with our coach on all emerging issues related to the system.
Our experts are certified by Microsoft
Almost 15 years working with Microsoft Dynamics 365
142 completed implementation projects in 6 countries
More than 100 specialists have been trained to work with the CRM
You will be trained by one of our experts
For almost 15 years of working with the system, we have studied all the subtleties, hidden settings and workarounds that can save up to 80% of the time.
After completing the course you will be able to:
Configure the system without the help of professionals
Develop and implement strategies for creating divisions and security roles
Configure users and workgroups in Microsoft Dynamics CRM
Create and customize fields for users and system objects
Create and configure custom objects, as well as standard objects and objects of action
Develop, create and configure connections between objects
Create and configure views, charts and forms for the user and for the system settings
Configure field-level security and access templates for working groups in the Microsoft Dynamics CRM
The benefits of the course
You can choose a convenient format of learning
Microsoft Certified Specialist with 5 years of experience
100% practice and work with live system
Advices and support at the end of the course
We were studying
Do you have any questions about the training program, E-consulting company or our coach?
Contact us — our managers will answer all questions and send accompanying materials