Customer Relationship Management (CRM) Training in Skåne

Microsoft Dynamics 365 Finance & Operations provides a robust development environment designed for customizing ERP capabilities and integrating with external systems.

This instructor-led live training (available online or onsite) is tailored for intermediate to advanced developers and technical support professionals seeking to develop, maintain, and support solutions within Microsoft Dynamics 365 Finance & Operations.

Upon completing this training, participants will be able to:

• Configure a development environment using Visual Studio and X++.
• Develop forms, classes, tables, and workflows in F&O.
• Implement business logic through events, permissions, and validations.
• Generate custom reports and extend existing functionalities.
• Connect with external services via REST APIs and OData.
• Conduct testing, debugging, and performance optimization in the F&O environment.
• Handle data migrations and manage ongoing system updates.

Course Format

• Interactive lectures and discussions.
• Extensive exercises and practical applications.
• Hands-on implementation in a live-lab setting.

Customization Options

• To arrange customized training for this course, please contact us.

Microsoft Dynamics 365 Finance & Operations is an enterprise-grade ERP platform designed to manage global financials, supply chain operations, and logistics.

This instructor-led, live training (online or onsite) is aimed at intermediate-level to advanced-level ERP users and internal support teams who need to understand the functional capabilities of Microsoft Dynamics 365 F&O in the Finance and Supply Chain modules.

By the end of this training, participants will be able to:

• Navigate and configure core Finance and SCM functionalities.
• Manage vendor, customer, and tax information within the system.
• Create and track purchase orders, invoices, and payments.
• Operate inventory and logistics workflows through the platform.
• Understand key process flows in procurement and accounting.
• Support business users through functional configuration and error handling.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Microsoft Dynamics 365 Customer Service provides a robust solution for overseeing customer support, service operations, and omnichannel engagement.

This instructor-led, live training (available online or on-site) is designed for intermediate-level users looking to implement and configure customer service solutions using Dynamics 365 Customer Service.

Upon completing this training, participants will be capable of:

• Configuring and managing case automation, queues, and routing logic.
• Implementing omnichannel tools such as chat, SMS, and the agent workspace.
• Creating personalized customer experiences using surveys and analytics.
• Integrating AI assistants and IoT devices for proactive support scenarios.

Format of the Course

• Interactive lecture and discussion.
• Abundant exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Salesforce stands as a premier CRM platform, designed to help businesses monitor, enhance, and expand their sales capabilities.

This instructor-led live training, available online or on-site, is tailored for intermediate-level sales professionals seeking to elevate their performance through contemporary, high-impact sales strategies backed by Salesforce.

Upon completion of this course, participants will be able to:

• Implement modern cold-calling strategies to boost engagement.
• Utilize tested scripts to improve conversion rates.
• Establish rapport swiftly using psychological and interpersonal connection techniques.
• Harness Salesforce to monitor activities and accelerate outcomes.

Course Format

• Live demonstrations and guided discussions.
• Practical application through real-world sales scenarios.
• Interactive exercises conducted within a live Salesforce environment.

Customization Options

• Examples, scenarios, and exercises can be customized upon request.

Microsoft Dynamics 365 Business Central (BC) is a contemporary ERP solution designed to support comprehensive business operations, including warehouse and inventory management. By leveraging enhanced integration capabilities and add-ons such as Warehouse Insight, BC facilitates efficient warehouse operations, license plating, and operational automation across the enterprise.

This instructor-led live training, available online or onsite, is tailored for intermediate-level warehouse operations teams, ERP consultants, and systems professionals seeking to implement or optimize warehouse management in Dynamics 365 Business Central. The course focuses on applying best practices, utilizing mobile devices, and establishing robust quality integration workflows.

Upon completion of this training, participants will be able to:

• Configure and manage warehouse operations within Dynamics 365 Business Central.
• Utilize Warehouse Insight for real-time mobile execution of warehouse tasks.
• Implement license plating and traceability mechanisms to strengthen inventory control.
• Integrate equipment calibration, test requests, and quality control processes into ERP workflows.

Course Format

• Interactive lectures and discussions.
• Extensive exercises and practical practice.
• Hands-on implementation within a live-lab environment.

Customization Options

• To request customized training for this course, please contact us to make arrangements.

Salesforce is a leading cloud CRM platform that enables organizations to manage customers, automate processes, and improve collaboration. This practical, hands-on course covers core configuration, object and app design, automation with workflows and Process Builder/Flow, and productivity features to help teams work smarter.

This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level administrators, business users, and team leads who wish to configure Salesforce, automate common processes, and improve user productivity.

By the end of this training, participants will be able to:

• Configure objects, fields, page layouts, and record types to model business data.
• Design and build Lightning apps and pages using Lightning App Builder.
• Create automation using Flow and process automation tools to streamline tasks.
• Enable productivity and collaboration features such as Lightning Experience, Chatter, and productivity integrations.
• Build basic reports and dashboards to surface key metrics.

Format of the Course

• Interactive lecture and demonstration.
• Hands-on guided exercises in a sandbox org.
• Real-world scenarios and a short capstone lab.

Course Customization Options

• To request a customized version focused on Sales Cloud, Service Cloud, or custom objects, please contact us to arrange.

This instructor-led, live training in Skåne (online or onsite) is designed for beginner to intermediate-level treasury and finance professionals who wish to strengthen their knowledge, enhance report generation, and fully utilize Dynamics 365 for financial operations.

By the end of this training, participants will be able to:

• Navigate and customize the Dynamics 365 Finance and Operations interface.
• Generate and analyze financial reports efficiently.
• Manage treasury functions, including cash flow and bank reconciliations.
• Enhance financial workflows for better operational efficiency.

Salesforce serves as a robust cloud platform that supports the entire insurance lifecycle, spanning from quoting and sales to claims management and policy administration.

This instructor-led live training (available online or onsite) is designed for intermediate-level professionals in the insurance and leasing sectors who wish to configure, extend, and optimize Salesforce to manage offerings, automate claims, and handle full policy lifecycles.

By the end of this training, participants will be able to:

• Configure Salesforce for quoting and pricing insurance products.
• Manage post-sales activities, including claims, event registration, and payment automation.
• Model insurance products and administer policies across their full lifecycle.
• Adapt Salesforce to meet regulatory and operational needs in insurance and leasing.

Format of the Course

• Interactive lecture and discussion.
• Hands-on use of Salesforce Insurance tools and configurations.
• Guided exercises focused on product creation, claims workflows, and policy automation.

Course Customization Options

• To request a customized training for this course based on your insurance or leasing products, please contact us to arrange.

This instructor-led, live training in Skåne (online or onsite) is designed for beginner to intermediate-level participants who want to enhance their customer service operations using Dynamics 365 Customer Service.

Upon completion of this training, participants will be able to:

• Grasp the core features and functionalities of Dynamics 365 Customer Service.
• Set up and configure the D365 Customer Service environment.
• Efficiently manage customer interactions and cases.
• Leverage analytics to improve service delivery.
• Integrate Dynamics 365 Customer Service with other Microsoft applications.

This instructor-led, live training in Skåne (online or onsite) is tailored for beginner to intermediate sales professionals who wish to leverage Salesforce to manage leads, opportunities, accounts, and customer interactions, thereby increasing deal closure rates and enhancing overall sales performance.

Upon completing this training, participants will be able to:

• Navigate the Salesforce Sales Cloud interface with confidence.
• Effectively manage leads, contacts, accounts, and opportunities.
• Utilize Salesforce tools to streamline workflows and monitor performance.
• Utilize reports and dashboards to gain valuable insights into the sales pipeline.

Odoo is a robust open-source ERP framework rooted in Python and JavaScript, providing a modular architecture for constructing business applications.

This instructor-led live training, available online or onsite, targets intermediate to advanced developers looking to master Odoo’s backend and frontend frameworks. Key areas include Python ORM customization, OWL (Odoo Web Library) development, and optimizing modules for Barcode and POS systems.

Upon completing this training, participants will be able to:

• Create advanced Odoo modules using Python, XML, and JavaScript.
• Customize and extend Odoo’s backend models, views, and controllers.
• Construct and enhance frontend components for POS and Barcode modules using OWL.
• Securely integrate APIs and third-party systems with Odoo.
• Debug, test, and deploy Odoo modules in accordance with best practices.

Course Format

• Interactive lectures and discussions.
• Live coding demonstrations and guided exercises.
• Practical module development within a real Odoo environment.

Course Customization Options

• For a customized training version of this course, please contact us to make arrangements.

This instructor-led, live training in Skåne (online or onsite) is designed for intermediate to advanced participants who want to optimize customer care operations using AI and automation, while equipping their teams with the latest tools and strategies.

By the end of this training, participants will be able to:

• Grasp the latest trends in customer care and customer success.
• Leverage AI and automation to enhance customer satisfaction and reduce workloads.
• Optimize sales workflows and customer engagement with advanced automation.
• Train teams remotely on modern tools and strategies for customer success and sales.
• Develop scalable solutions to improve customer experiences and drive revenue growth.

This instructor-led live training in Skåne (online or onsite) is designed for participants with beginner to intermediate skill levels who aim to gain a comprehensive understanding of Dynamics 365 Sales and effectively utilize the platform to enhance their sales operations.

By the conclusion of this training, participants will be able to:

• Understand the core features and functionalities of Dynamics 365 Sales.
• Set up and configure the D365 Sales environment.
• Manage customer relationships and sales processes using D365 Sales.
• Utilize data and analytics to drive sales decisions.
• Integrate Dynamics 365 Sales with other Microsoft applications.

This instructor-led live training in Skåne (online or onsite) targets intermediate-level marketing analysts and professionals who want to refresh and enhance their Pardot skills, focusing on advanced reporting, dashboards, and engagement strategies.

Upon completion of this training, participants will be capable of:

• Optimizing Pardot for advanced email marketing and engagement techniques.
• Mastering the creation and analysis of reports and dashboards.
• Improving prospect assignment strategies and engagement programs.
• Utilizing Pardot’s dynamic content and custom redirects to enhance campaign performance.

This instructor-led, live training in Skåne (online or onsite) is designed for participants ranging from beginner to intermediate levels who want to leverage the MS Dynamics 365 Sales Insights module to develop smarter sales strategies and boost customer engagement.

Upon completing this training, participants will be able to:

• Grasp the features and advantages of the Sales Insights module.
• Apply AI-driven analytics to improve sales results.
• Tailor and configure the module to meet specific business requirements.
• Utilize insights for lead scoring, assessing relationship health, and managing the sales pipeline.
• Connect Sales Insights with other Dynamics 365 modules and external tools.

This instructor-led live training in Skåne (online or onsite) is aimed at beginner-level managers who wish to use Monday.com to manage and automate databases and workflows for multiple departments.

By the end of this training, participants will be able to:

• Automate databases and workflows for multiple departments (sales, marketing, HR, etc.).
• Integrate WhatsApp using an external API to maintain communication with customers or internal teams.
• Manage statuses and workflows for any area and optimize operations using automation.
• Fully utilize Monday’s WorkManagement, CRM, and WorkForms modules for maximum efficiency.

This instructor-led, live training in Skåne (online or onsite) is aimed at intermediate-level professionals who wish to implement and manage the Odoo Inventory module efficiently across a central warehouse and multiple secondary locations, with strong emphasis on traceability and scalability.

By the end of this training, participants will be able to:

• Configure and manage a multi-location warehouse structure in Odoo.
• Track internal product movements and optimize transfers between warehouses.
• Record and trace purchase orders through reception and distribution.
• Enable and manage serial number and lot-based traceability.
• Design a scalable and well-organized inventory system aligned with best practices.

This instructor-led, live training in Skåne (online or onsite) is aimed at beginner-level sales professionals and administrators who wish to effectively use and manage Salesforce Sales Cloud and its administrative features.

By the end of this training, participants will be able to:

• Navigate and utilize Salesforce Sales Cloud effectively.
• Manage leads, accounts, contacts, opportunities, and cases.
• Generate reports and dashboards for sales insights.
• Implement automation and workflow rules in Salesforce.
• Customize security settings and manage user access.
• Integrate Salesforce with Power BI, Tableau, and other tools for real-time data analysis.

This instructor-led, live training in Skåne (online or onsite) is aimed at intermediate-level participants who wish to understand the configuration, management, and customization of Odoo modules to support business operations.

By the end of this training, participants will be able to:

• Configure and customize the Project and Planning modules to streamline task and resource management.
• Set up and manage Sales and Accounting modules, including Analytics Accounting Plan, to enhance financial tracking and reporting.
• Administer the Employee and Contact modules for improved HR and CRM processes.
• Leverage the Settings module to implement system-wide customizations and integrations.
• Optimize Odoo's functionality to align with organizational needs.

This instructor-led, live training in Skåne (online or onsite) targets beginner-level project managers aiming to utilize OpenText Exstream v16 to effectively design, implement, and manage personalized customer communications.

Upon completion of this training, participants will be equipped to:

• Grasp the architecture and key components of OpenText Exstream v16.
• Acquire the skills to administer, operate, and deploy Exstream applications efficiently.
• Design and generate personalized customer communications using Exstream Design Manager.
• Navigate the OpenText Support Portal to access resources, software, and manage tickets.

This instructor-led, live training in Skåne (online or onsite) is aimed at intermediate-level developers who wish to learn how to design, develop, and deploy responsive and dynamic email templates tailored for various Salesforce marketing campaigns.

By the end of this training, participants will be able to:

• Use HTML5 and CSS3 to design and develop responsive, accessible, and interactive email templates that are optimized for performance across various devices and email clients within the Salesforce ecosystem.
• Leverage Salesforce data to create personalized email experiences.
• Test, deploy, and analyze email campaigns within Salesforce, including the use of analytics to inform decisions and optimize future campaigns for better performance and higher engagement.

Zoho Desk is a cloud-hosted helpdesk solution designed to streamline customer service operations through automation, omnichannel support, ticket tracking, and performance analytics.

This instructor-led, live training (available online or onsite) is aimed at beginner-level to intermediate-level users who wish to effectively configure, manage, and optimize Zoho Desk to support customer service workflows.

By the end of this training, participants will be able to:

• Configure and customize the Zoho Desk environment for their team.
• Manage tickets, SLAs, and workflows across multiple support channels.
• Create insightful reports and dashboards to track service performance.
• Implement best practices for automation, change control, and collaboration.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

This instructor-led, live training in Skåne (online or onsite) is aimed at business analysts who wish to utilize HubSpot services to manage a product life cycle.

By the end of this training, participants will be able to:

• Understand the stages of a product life cycle.
• Use HubSpot to optimize and manage a product life cycle.
• Know when to use the product life cycle in businesses.

This instructor-led, live training in Skåne (online or onsite) is aimed at intermediate-level accountants who wish to optimize their accounting processes using the features of the Odoo accounting module.

By the end of this training, participants will be able to:

• Gain insight into accounts payable and receivable management features, including automation, customization, and optimization within Odoo.
• Utilize Odoo's advanced reporting tools to create custom financial reports, dashboards, and analyses that support strategic decision-making.
• Configure and manage multiple tax rates, jurisdictions, and budgetary controls effectively within Odoo.
• Develop best practices for managing sensitive financial data, setting up user permissions, and adhering to audit requirements.

This instructor-led live training, held Skåne (online or onsite), is designed for consultants aiming to acquire intermediate-level skills in managing Peoplesoft applications.

By the end of this training, participants will be able to:

• Understand core Peoplesoft concepts and architecture.
• Configure and manage server domains.
• Trace, troubleshoot, and tune Peoplesoft system performance.

This instructor-led, live training in Skåne (online or onsite) targets intermediate-level marketing professionals seeking to acquire the skills and knowledge necessary to effectively leverage Salesforce Marketing Cloud for robust digital marketing and customer engagement.

Upon completion of this training, participants will be capable of:

• Comprehending the features, functionalities, and architecture of Salesforce Marketing Cloud.
• Acquiring the ability to create, manage, and optimize email, social, mobile, and advertising campaigns using Marketing Cloud.
• Handling data within Marketing Cloud, constructing segmented audiences, and utilizing data for targeted marketing initiatives.

Zoho CRM is a widely utilized cloud-based platform designed for managing customer relationships, automating sales workflows, and analyzing business performance.

This instructor-led live training, available online or onsite, targets intermediate users and administrators seeking to enhance their skills in managing data, reporting, customization, and system control within Zoho CRM.

Upon completing this training, participants will be able to:

• Design and customize reports and dashboards to facilitate actionable analysis.
• Apply best practices for change control, including audit trails and configuration management.
• Configure modules, workflows, and user roles to align with business processes.
• Monitor system usage, automate tasks, and improve CRM usability and governance.

Course Format

• Interactive lectures and discussions.
• Numerous exercises and practice sessions.
• Hands-on implementation in a live-lab environment.

Customization Options

• For requests for customized training on this course, please contact us to arrange it.

This instructor-led live training in Skåne (available online or onsite) is tailored for business analysts seeking to optimize marketing and sales workflows using Microsoft Dynamics 365.

By the end of this training, participants will be able to:

• Use various modules in Microsoft Dynamics 365 to manage process flows.
• Integrate the Power Platform into Microsoft Dynamics 365.
• Structure various common data models, such as records, segment charts, and more.
• Automate processes via Microsoft Flow integration.

This instructor-led, live training in Skåne (online or onsite) is aimed at marketers who wish to create and optimize a sales and marketing process with HubSpot CRM.

By the end of this training, participants will be able to:

• Use HubSpot meeting tools to schedule meetings.
• Optimize business operations with HubSpot CRM.
• Create full-featured dashboards and reports for data analysis.
• Automate the sales and marketing workflow.

This instructor-led, live training in Skåne (online or on-site) is aimed at intermediate-level customer experience analysts and marketing operations professionals who wish to use Dynamics 365 Customer Insights to unify customer data and deliver targeted, compliant customer journeys.

By the end of this training, participants will be able to: connect and unify data sources, create segments and measures, build and publish journeys, and monitor and troubleshoot results.

About This Course

Developer Training. Developers specializing in Microsoft Dynamics 365 Finance and Operations Apps implement and extend applications to meet business requirements. Candidates deliver complete solutions by utilizing standardized application coding patterns, extensible features, and external integrations.

Audience Profile

Microsoft Dynamics 365 Finance and Operations Apps Developers

In this instructor-led, live training in Skåne (online or onsite), participants will learn how to utilize Odoo and commence development for their organizations.

By the end of this training, participants will be able to:

• Install and configure Odoo.
• Understand the fundamentals of Odoo.
• Create their own Odoo module.
• Integrate third-party tools to Odoo.
• Maximize the usage of Odoo's features.

This instructor-led, live training in Skåne (online or onsite) is aimed at end-users who wish to use Odoo to enhance their business operations.

By the end of this training, participants will be able to:

• Understand how to implement an Odoo CRM system within their own organization.
• Plan, analyze and map business functions and processes to Odoo features.
• Integrate Odoo with other third-party tools and applications.

This instructor-led, live training in Skåne (online or onsite) is designed for web developers who wish to create real-time applications using Salesforce Development.

By the end of this training, participants will be able to:

• Build a real-time application using the Apex programming language.
• Create test classes with Apex to increase code coverage in Salesforce.
• Create and use REST and SOAP web services using Apex.

This instructor-led live training in Skåne (online or onsite) is designed for marketing personnel, sales staff, and customer service representatives who wish to set up, manage, and monitor Salesforce and its capabilities to better serve their customers.

By the end of this training, participants will be able to:

• Set up their Salesforce account to manage profiles, track activities, customize views and layouts, and personalize settings.
• Use Salesforce features and tools to attract, acquire, and service both existing and potential customers.
• Create reports and dashboards to generate useful analytics and insights for the business.

This instructor-led, live training in Skåne (online or on-site) is aimed at administrators who wish to use Salesforce Lightning to create web applications.

By the end of this training, participants will be able to:

• Build responsive applications with Salesforce Lightning.
• Develop applications with little to no code.
• Create a lightning application from scratch.

Veeva Vault is a cloud-based content management platform and suite of applications aimed at life sciences companies.

This instructor-led, live training in Skåne (online or onsite) is aimed at end-users who wish to use Veeva Vault to better manage life science documents and data.

By the end of this training, participants will be able to manage documents, track product information, and collaborate with other team members.

Zoho Creator is a SaaS-based platform for creating enterprise-class applications that run on any device.

In this instructor-led, live training (onsite or remote), participants will learn how to build a custom application fast using Zoho Creator.

By the end of this training, participants will be able to:

• Set up, configure and run their Zoho Creator account efficiently
• Create forms and dashboards
• Define workflows and business rules
• Automate recurring actions and build informative pages

Audience

• Developers
• Business managers

Format of the course

• Interactive lecture and discussion
• Lots of exercises and practice
• Hands-on implementation in a live-lab environment

Course Customization Options

• To request a customized training for this course, please contact us to arrange.