Making CRM fit your business processes is essential for user adoption. So, configuration - no code customisation - 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 Dynamics achieves and maintains user adoption.
This three-day, hands-on course is perfect 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 include coding.
This course is available for Microsoft Dynamics 365, Microsoft Dynamics CRM 2016, Microsoft Dynamics CRM 2015 and for both 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 pairs well with our Automation of Microsoft Dynamics 365 course
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 consulting company. Our focus is your Microsoft Dynamics 365 success - not licence sales or billable hours. As Principal Consultant, Gill oversees all business operations and strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions. We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia. We offer Microsoft Dynamics 365 strategy, Microsoft Dynamics 365 scoping, Microsoft Dynamics 365 implementation, Microsoft Dynamics 365 technical support, Microsoft Dynamics 365 advice and guidance, Microsoft Dynamics 365 training and mentoring.