WORLD-CLASS Microsoft Dynamics 365

CRM administrator Training

7 – 8 August 2019 – Cape Town

Join our upcoming Dynamics 365 CRM Administrator

Training Course

Very limited space available. 

Date – 7 – 8 August 2019
Time – 9am – 5pm
Venue – Cape Town, Century City Conference Centre
Days – 2 Days
Max – 12 seats available

Benefits of the course

– Be equipped to fully utilize Dynamics 365 for maximum benefit
– Get to understand the solution through a facilitated, interactive              nenvironment
– Get the latest tips and tricks and quick wins
– Discover best practices and learn how to implement them
– Adopt ease of use and be the pro you’ve always wanted to be
– Upskill yourself, be set apart and advance in your career

Who is the course for

The audience typically includes system administrators, implementation consultants, system integrators, technical staff, functional consultants, partners, and project managers and support professionals. They assess a customer’s business needs and install, configure, deploy, and customize the application. 

This course is also appropriate for sales staff who have a business software solutions background and want to demonstrate foundational understanding of the Microsoft Dynamics 365 application.

ONLY 10 SPACES LEFT
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Fill in the form below to reserve your seat.

“Most informative Microsoft CRM 2016 configuration and customization training sessions. Praise to the CRM Team and Mark for the vast knowledge and delivery of the training.”  a truly outstanding training experience.”
Stephen Maduna

Project Director, SAICA

“Such a high standard…the best CRM training we have attended to date.”
“Such a high standard…the best CM training we have attended to date.”“Such a high standard…the best CM training we have endate.”
Andre Dalen

CRM Team Lead, Liberty Life

“I attended training with The CRM Team and was completely blown away! This is no ordinary training – this is life changing stuff that is being shared. A very big thank you to The CRM Team for a truly outstanding training experience.”
Michelle Ho

Solution Specialist, Strategix

“The training was extremely valuable and the demonstrators were extremely knowledgeable.
Such a high standard…the best CM training we have attended to date.”“Such a high standard…the best CM training we have
Winstone Moyo

CRM Consultant, Mint

Agenda

Day 1
Topic 
Time 
Start    9:00 
Exploring the new Admin and Maker Portals     
User Management in Office 365     
Break    10:30 
User Management in Dynamics    10:50 
Setting up Business Units     
Manage Microsoft Dynamics 365 Security Roles and Privileges.     
Set up Hierarchy based Security     
Set up Manager based Hierarchy     
Set up Position based Hierarchy     
Lunch   13:00 
Setting up Owner Teams     
Setting up Access Teams     
Using Teams     
Security Best practises     
Break    14:30 
Setting up Mailboxes     
Outlook App Setup     
Exploring the Outlook App     
End of Day    17:00 

 

Day 2  
Topic   
Time 
Start    9:00 
Set up Dynamics 365 for Outlook     
Navigating Dynamics 365 for Outlook     
Comparing Dynamics 365 App for Outlook with Dynamics 365 for Outlook     
Break    10:30 
Using Dashboards     
Exploring Advanced Find     
Extending Advanced Find     
Building Dashboards, Charts and Views     
Lunch
  13:00 
Configuring SharePoint Integration     
Setting up Sales AI     
Break
  14:30 
Mobile Application Navigation     
Mobile Record Navigation     
Setting up Mobile Offline     
Introduction to Organisation Insights     
Tools for Admin (Gus Gonzalez – Microsoft MVP)     

End of Day 

  17:00 

 

Course Content

1. Office 365
  • User Management in Office 365 
  • Adding multiple users to Office 365 
  • Character limits for the user import file 
2. Business Units 
  • Setting up Business Units 
  • Business Units – Important information 
  • User Management in Dynamics 
3. Security
  • Set up Hierarchy based Security 
  • Set up Manager based Hierarchy 
  • Set up Position based Hierarchy 
  • Security Best practices 
  • Manage Microsoft Dynamics 365 Security Roles and Privileges. 
4. Teams
  • Using Teams 
  • Setting up Owner Teams 
  • Setting up Access Teams 
5. Outlook 
  • Setting up Mailboxes 
  • Outlook App Setup 
  • Set up Dynamics 365 for Outlook 
  • Navigating Dynamics 365 for Outlook 
  • Comparing Dynamics 365 App for Outlook with Dynamics 365 for Outlook 
6. Mobile 
  • Using Teams 
  • Setting up Owner Teams 
  • Setting up Access Teams 
7. Other   
  •  Managing Users in Office 
  • Setting up Users in Dynamics 
  • Exploring Advanced Find 
  • Setting up Activity Reports and Organisation Insights 
  • Using Dashboards 
  • Introduction to Organisation Insights 
  • Tools for Admin (Gus Gonzalez – Microsoft MVP) 

Meet Your Trainer

Mark James Mark has been a Microsoft Certified Trainer for many years and has been training Dynamics since CRM version 4.0. He specialises in Dynamics 365 end-user training and has trained across the UK, Africa, and the Middle East. Mark is proficient in Microsoft Dynamics 365: Sales, Service, Deployment, and Customization & Configuration.

20 Countries & Counting!

The CRM Team’s world-class trainers have helped companies like yours in ten countries to date, including North America, Australia, Dubai, Turkey, Cameroon, Kenya and the UK.

With an average of 2 classes a day, 18 days a month, 11 months a year, for the last 10 years our trainers know how to deliver training that adds real value to your company.

Microsoft Certification training countries

Terms of payment:

100% upfront payment is required.

Cancellations made 7 days or less prior to the course start date: Receive no refund

Cancellations made 14 days prior to the course start date: Receive a 50% refund

Cancellations made 15 days or more prior to the course start date: Receive a full refund

All refunds must be requested in writing and will adhere to our standard payment processes.