Our Training Services

Working in a close partnership with a consultCRM Consultant, we will guide you through the processes that can be use in Microsoft CRM to best help you achieve your objectives.

On completion of ConsultCRM training courses, if you are not fully satisfied with our training services, we shall train you again absolutely free of charge. 

Our training services philosophy is focused at skills transfer. We aim to improve your understanding, through the use of a 'modular education process' which allows us to tailor the day's events in a way that suits your work processes.

Microsoft CRM Application User
A half-day course, explores the crm application from a user's perspective, either Sales, Marketing or Customer Services or a combination of areas.

1. Sales Management
   
2. Marketing Automation
3. Customer Services
4. Service Scheduling

These course can be tailored to cover the specific areas of the application you require - send us your training requirements

Management Training Course
A half day "hands on" knowledge transfer workshop for Management.

Microsoft CRM Customisation
A one-day course explaining the various ways of customising the application to meet your business needs.

Microsoft CRM System Administion
Training Course for Administrators, covering maintaining the core reference data, user security and screen layout & design.

SQL Server Reporting Services for Microsoft CRM
A one-day course covering how to develop Microsoft CRM reports using Visual Studio & SQL Server Reporting Services.

Client Specific Course Development
To reflect company specific business process, documentation and design within our Standard Training Modules.

Train the Trainer Course
For organisations operating an internal training resource, this service is designed to transfer the maximum amount of information from our resources to the clients nominated trainer(s) so that they may run the training programme with suitable knowledge.

Other Information & Resources:

• User related training courses can be provided in groups of 1 to 6 delegates
   
• Administrator related training courses can be provided in groups of 1 to 3 delegates
   
• Technical related training courses can be provided in groups of 1 to 3 delegates
   
• Our Train-the-trainer course can be provided in groups of 1 or 2 delegates
   
• Training can be carried out on-site. We request you provide suitable facilities with use of a projector for our trainer. Networked PCs is an advantage.