Making CRM fit your business processes is essential for user adoption. So, configuration is part of almost all CRM projects using Microsoft Dynamics 365. Microsoft Dynamics 365 is a highly configurable technology – however, there are good ways, and less good ways, of solving any particular business challenge. Knowing the range of possible options, and being able to decide which is the best for any given situation, taking into consideration your range of users and the reason for the change, will help to ensure that your CRM maintains user adoption.
This three day hands-on course is for people who want to understand how to make changes to Dynamics 365 so it better suits their business processes. This course will show you the options available to you and show you why each is appropriate (or not) as well as how to use them. This course does not cover coding.
This course is available for Microsoft Dynamics CRM 2015, Microsoft Dynamics CRM 2016, Microsoft Dynamics 365 Online and on-premise. It will also be useful for people still using Microsoft Dynamics CRM 2013.
At the end of this course, you have:
This course covers the skills required to configure your instance of Microsoft Dynamics 365. It provides the knowledge to understand which of the configuration options is the best for a particular requirement and why each should be used.
Opsis is an expert Microsoft Dynamics 365 CRM consulting company. We are not an IT company, nor a management consultancy, although we often work with both of these. Our focus is wholly CRM success, with Microsoft Dynamics 365. We are based in Sydney, NSW, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia. Our range of Microsoft Dynamics 365 services include CRM strategy, CRM scoping, Dynamics 365 implementation, technical support and Dynamics 365 training.