Consulting and Training Services

Dynamics CRM 2011/XRM Bootcamps

If you really need to ramp up on how to deploy, customize and optimize Dynamics CRM 2011 and the XRM platform, here’s your best bet.  Generally delivered in-person, always customized, I’ve got 5- and 10-day training programs designed for customizers, developers and administrators. These are ideal for small groups (usually 5-15 participants) and best delivered in a workshop format.   Here’s the standard outline for the five-day version, and if this looks interesting just wait til you see the one fo the ten-day program!

Day 1: Business Applications

  • The User Experience; Working with Dynamics CRM Records
  • Using the Outlook Client
  • Sales and Marketing
  • Service Management and Service Scheduling
  • Working with Data Grids, Charts and Dashboards

Day 2: Configuration and Administration

  • Advanced Find and Reporting
  • Goal Management
  • Configuration and Business Management
  • Security and User Management
  • Other Administration Topics

Day 3: Business Processes, Introduction to Customization

  • Automating Business Processes in Dynamics CRM 2011
  • Creating and Managing Workflows
  • Creating and Managing Dialogs
  • Customization Overview, Dynamics CRM Solutions and the Customization UI

Day 4: Customization the XRM Platform

  • Customizing Dynamics CRM Views
  • Customizing Forms
  • Customizing Entities and Entity Relationships: the Key to the xRM Platform
  • Global Option Sets and Lookup Fields
  • Field-Level Security and Role-Tailored Forms

Day 5: Advanced Topics and SharePoint Integration

  • SharePoint Integration
  • Introduction to Web Resources
  • CRM 2011 Form-Script Drill Down
  • Custom Charts and Reports
  • Introduction to Extending the Platform

For more information, please email mary.annino@magenium.com, or provide your contact information on this form and we will follow up with you.

Dynamics CRM Consulting Services

Our business is helping organizations large and small get the most out of Dynamics CRM. If you need assistance in planning, migrating, upgrading or customizing CRM, here are just a few of the services we can provide:

  • Upgrade, implementation and migration assistance. Successful CRM projects require effective planning and management, whether you’re migrating from another platform, upgrading, or starting from scratch. We have the experience, product expertise and consulting skills to guarantee your project is a success.  
  • Customization planning and execution. Dynamics CRM is a powerful platform for customization, but successful customizations require extensive experience and a thorough understand of its capabilities. We’re passionate about this platform’s customization capabilities, and our enthusiasm is tempered by deep knowledge and experience.
  • Workflow design and creation. Dynamics CRM 2011 has important improvements in this area, especially with the new Dialog process that introduces a UI and synchronicity (sorry — I couldn’t resist!) to workflows. This is an area where your consultant needs as much business savvy as technical, and one where our 20+ year track record makes us your ideal partner.

To request information about our consulting or other services, please fill out this form and we’ll contact you. Or if  you prefer you can e-mail Mary Annino, at mary.annino@magenium.com

Dynamics CRM Training and Skills Development 

We’ve long been one of the industry’s leaders in training and skills development, and our “skills-centric consulting” model means we build knowledge transfer into every engagement. Our approach works great for enterprises that want to implement Dynamics CRM and get their staff trained for ongoing self-sufficiency, as well as for Microsoft Partner firms ramping up employees or a brand new CRM practice.

Here are just two of the many ways you can benefit from our skills-centric consulting:

  • Our Solution Workshops go far beyond traditional instructor-led training, and deliver the skills you need in the context of designing and developing your CRM solution. If you need your internal staff to support and customize your CRM, we can help you develop the required skills and your solution at the same time.
  • If you need to ramp up your Dynamics CRM consulting practice, you should consider a customized certification bootcamp. IMG principle and CRM practice lead Richard Knudson has prepared hundreds of partner and customer employees for the core Dynamics CRM certification exams, and can tailor just the right blend of in-person, online and self-paced training for your team.  
  • Our Dynamics CRM Essentials series features monthly 4-hour sessions, one for business users and one for customizers, with new topics each month. You can register for a single session, but for best results subscribe to the series and make your learning an ongoing experience!  are  Find out more and register here…

 

Private Event Registration

To register for a private event, please click here and then enter the requested information and the specified event code.