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Duration 2 Days 12 CPD hours This course is intended for This course is intended for Sales Representatives (SR), Sales Managers and End-users who have an interest in the Sales components of Dynamics 365. Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM. As a minimum, students should attend the prerequisite course Introduction to Microsoft Dynamics 365 Overview Understand the features and tools that exist in Microsoft Dynamics 365 for SR?s and Sales Managers. Be familiar with the stages of the Sales Order. Process in Microsoft Dynamics 365. Understand the fundamentals of Lead and Opportunity Management. Be able to track, manage, qualify Leads and convert to Opportunities and related customer records in Microsoft Dynamics 365. Know how to disqualify and cancel Leads, and convert Activity records to Leads and Opportunities. Understand how to collaborate on Opportunities with other SR?s and close Opportunity records as Won and Lost. Be able to track Competitors and Stakeholders. Understand how to view Resolution Activities. Add Products and Write-In Products to Opportunities. Build and maintain a repository of Products, Product Bundles and Product Families in the Product Catalog. Configure Unit Groups, Price Lists and Discount Lists. Work with Product Properties and view a Product Hierarchy. Create Quotes and add Products. Work with the Sales Order Process to convert Quotes to Orders and Invoices. Fulfill Orders and manage Invoice payments. Explore the Sales Reports and create a custom Sales Report using the Reporting Wizard in Microsoft Dynamics 365. Understand the significance of Sales Goal Management and Metrics in Microsoft Dynamics 365. Explore the Sales Charts and Dashboards and create a custom Sales Dashboard in Microsoft Dynamics 365. This course provides students with a detailed hands-on experience of the Salesfeatures and components of Microsoft Dynamics 365. Introduction Sales Order Process Scenarios An Introduction to Sales in Dynamics 365 The Dynamics 365 Platform Dynamics 365 Sales Fundamentals Security Considerations Where to get Help Further Reading and Resources Lead Management The Lead Management Process Working with Lead Records Working with the Lead Form Lead Assignment Leads and Activities Qualifying a Lead Disqualifying a Lead Opportunities Management Introduction to Opportunities The Opportunity Views The Opportunity Form Opportunity Sales Process Closing an Opportunity Resolution Activities Products Introduction to the Product Catalog Adding Products Configuring Unit Groups Price Lists and Price List Items Quotes, Orders and Invoices Introduction to Order Processing Adding Products to an Opportunity Working with Quotes Working with Orders Working with Invoices Sales Analysis Introduction to Sales Analysis in Dynamics 365 The Sales Reports The Reporting Wizard Working with Sales Charts Working with Sales Dashboards Working with Sales Goals and Metrics

The aim of this programme is to provide current / prospective senior project managers with an in-depth review of the role and importance of project management in the organisation. It focuses on the strategic role of the project manager and aims to draw out the full scope of the role and how it impacts on project performance. The five key objectives of this programme are to enable the participants to: Identify the characteristics and attributes needed by project managers in ensuring the organisation is recognised as an industry leader in delivering successful projects Understand the full scope and impact of the project manager / leader's role in managing projects or programmes to maximise benefit to the business Define the hallmarks and skills required to manage significant business projects or project portfolios Develop an understanding of the skills required and their impact on the project through case study work and syndicate exercises Benefit from an effective forum for exchanging experience and fostering a sense of team spirit and mutual support between senior project managers DAY ONE 1 Introduction (Course sponsor) A vision of future opportunities and challenges The impact of project managers / leaders on future success 2 The determinants of success The contractor's perspective The client's perspective Success and failure: factors that determine the project outcome The impact of the project manager 3 Case study: Project Giotto How successful was this project? What were the primary factors that influenced the outcome? How relevant are these factors to current projects? Feedback and review 4 Project team exercise A practical exercise demonstrating the role of the project manager in managing the interfaces between the client, the project team and suppliers Review - what skills are required to be a 'world class' project manager? 5 The role of the Project Manager The role and skills of the 'world class' project manager The three key dimensions of effective project leadershipManaging influential stakeholdersManaging project performanceManaging the project team Project leadership skills appraisal (individual review) DAY TWO 6 Managing influential stakeholders Project management and the art of leadership Who are the influential stakeholders and how do they affect the project? What we need to do / not do, to build successful working relationships 7 Case study: Understanding the customer What are the likely problems the project manager will encounter? What should the project manager do to ensure an effective partnership? 8 Managing project performance Issues affecting commercial performance Joining up the project life-cycle: getting performance from inception to closure The roles of project manager, line manager and project sponsor 9 Project team exercise: Making the promise / delivering the promise An exercise demonstrating the commercial and team leadership skills needed by the project manager Review - what must the project manager do to optimise project performance? 10 Managing multi-functional project teams The challenges of building effective, multi-functional project teams Co-ordinating work across functional and organisational boundaries Maintaining strategic focus and balancing priorities 11 Making it happen Individual action planning Syndicate discussion 12 Course review and transfer planning (Course sponsor present) What will we do differently? How will we make it happen? Conclusion

If your organisation manages contractors then your staff need to understand the health and safety issues. This course is the answer. The expert trainer will set out clearly the legal responsibilities of all relevant parties and explore the practical application of these responsibilities with the course participants. The course will then examine the issues associated with the planning of work to be contracted out and the evaluation, selection, control and monitoring of contractors engaged to undertake the work. Although the main focus is on health and safety, the course will also explain how health and safety issues need to be integrated into your organisation's functional management processes to ensure effective control of contractors. The course will consider all types of contracted activities, including construction and maintenance, cleaning, security, plant installation, etc. This programme will give participants: A clear understanding of the organisation's legal responsibilities for managing contractors The information they need to assess the competence of contractors A practical understanding of risk assessment principles and the transfer of risk to contractors A step-by-step guide to the key aspects of managing contractors in practice, covering:Planning of the workSelecting contractorsHandover prior to work commencementDuring the workReviewing the work on completion Practical guidance on the integration of health and safety controls into organisational procedures for contractor management 1 Introduction Who are contractors? Why manage contractors? Different types of contractors Costs of poor contractor performance 2 Overview of health and safety law and liability Health and safety law and statutory duties Relevance of civil and criminal law Enforcement and prosecution 3 Relevant legislation for controlling contractors Health and Safety at Work Act 1974 Management of Health and Safety at Work Regulations 1999 Construction (Design and Management) Regulations 1994 (as amended, 2007) Other relevant legislation Contract law 4 Managing contractors in practice Exercise - how well is it happening? The objectives Five step approachPlanning of the workSelecting contractorsHandover prior to work commencementDuring the workReviewing the work on completion 5 Planning the work Scope and extent Risk assessment Interface and other activities Who controls what? Contract arrangements 6 Selecting the right contractor(s) Locating contractor organisations Selection the right contractors Assessing contractor competence Approved lists/frameworks Tender process 7 Pre-work commencement Co-ordination and co-operation Exchange of information Contractor risk assessments and method statements Permits to work Case study exercise 8 During contract work Communication and liaison Supervision and inspection of the work Inspection and reporting procedures Security issues Facilities and access 9 Reviewing work on completion Why, what and how? Achieving continuous improvement in contractor performance 10 Questions, discussion and review

Getting Started Enhance your career and earn the highest qualification available in business and management. The Doctor of Business Administration taught and awarded by the University of Central Lancashire is designed for senior managers and consultants who wish to learn and earn an advanced administration level while working full-time. DBA is a demanding research-based programme suitable for candidates pursuing higher-level business administration qualifications after an MBA. This programme provides a solid foundation in various aspects of business, including management, marketing, finance, and operations. Students can expect to gain practical insights into real-world business scenarios, enabling them to make informed decisions and solve complex problems effectively. You're learning journey will include: Lectures and guided reading. Active group work. Case studies. Videos. Reviews of current events and student presentations. You'll develop applied research skills as you evaluate industry-related problems critically. Throughout the programme, students receive support from experienced academics and industry professionals who provide guidance and feedback on their research projects. The programme is delivered through online webinars and independent study, allowing students to balance their studies with work and personal commitments. Doctor of Business Administration is awarded and delivered by the University of Central Lancashire. School of Business and Technology London partners with Chestnut Education Group to promote this Doctor of Business Administration programme.  About Awarding Body Founded in 1828, the University of Central Lancashire is a public university based in Preston, Lancashire, England. Today, UCLAN is one of the largest in the United Kingdom, with a student and staff community of nearly 38,000. At present, the University has academic partners in all regions of the globe, and it is on a world stage that the first-class quality of its education was first recognised. In 2010, UCLAN became the first UK modern Higher Education institution to appear in the QS World University Rankings. In 2018, the Centre for World University Rankings estimated Central Lancashire to be in the top 3.7 per cent of all global universities, highlighting the growth the University has made in offering students real-world learning experiences and reflecting the University's extensive pool of academic talent. Ranked in the top 7% of universities worldwide. Student Communities from more than 100 countries WES Recognised Qualifi is a UK Government (Ofqual.gov.uk) regulated awarding organisation and has developed a reputation for supporting relevant skills in a range of job roles and industries, including Leadership, Enterprise and Management, Hospitality and catering, Health and Social Care, Business Process Outsourcing and Public Services. Qualifi is also a signatory to BIS international commitments of quality. The following are the key facts about Qualifi. Regulated by Ofqual.gov.uk World Education Services (WES) Recognised Assessment Assignments and Project No examination Entry Requirements Applicants should normally have a Master's degree or equivalent and work in or have recently worked with in business administration. If English is not your first language, you will be expected to demonstrate a certificated level of proficiency of at least IELTS 6.5 (Academic level) or equivalent English Language qualification. Progression Upon completing the doctorate programme, learners will possess the necessary skills and knowledge to pursue various career opportunities in administration, management research, etc. One can choose from various positions upon successfully completing a DBA. Some of the most notable career paths are Professor and Postdoctoral Researcher, Market Research Analyst, Economic Analyst, etc. Learners must request before enrolment to interchange unit(s) other than the preselected units shown in the SBTL website because we need to make sure the availability of learning materials for the requested unit(s). SBTL will reject an application if the learning materials for the requested interchange unit(s) are unavailable. Learners are not allowed to make any request to interchange unit(s) once enrolment is complete. Structure Phase 1: Qualifi Level 8 Diploma in Strategic Management and Leadership Programme Structure The course is structured around eight mandatory units, encompassing various topics aligned with learning outcomes. Each unit holds a value of 20 credits. Learners can participate in lectures and workshops to familiarize themselves with the subject. Attaining a total of 160 credits by completing all units is a prerequisite for the issuance of the Diploma. Unit 800: Leadership Qualities and Practice Unit code: A/506/9126 This unit delves into the connections between leadership and management within strategic operations. It scrutinizes various leadership styles, their underlying principles, and associated concepts. The unit also investigates methods to assess and enhance team performance to achieve strategic business and operational goals. Additionally, it encompasses the interplay between strategic management and leadership, containing crucial leadership principles, theories, and their alignment with organizational strategy. Unit 701: Research Methods Unit code: Y/506/9134 The objective of this unit is to enhance the learner's knowledge and comprehension of academic practices and research methodologies. It employs a problem-based learning approach to cultivate practical proficiency in areas relevant to educational practice and research in business and management. Unit 801: Personal Leadership Development as a Strategic Manager Unit code: F/506/9127 This unit focuses on the strategic leadership skills essential for directors and senior managers to effectively guide international organizational strategic initiatives, collaborating with partners, buyers, suppliers, customers, and competitors. Unit 802: Strategy Development in Cross Border and Global Organisations Unit code: F/506/9130 This unit tackles formulating strategies for cross-border or global organizations, which encounter complexities stemming from political, religious, cultural, and social differences, as well as the management of organizations operating within specific country boundaries. Unit 803: Strategic Planning for Cross Border and Global Organisations Unit code: L/506/9132 This unit scrutinises the diverse influences and effects on cross-border or global organisations and how they contribute to the development of successful strategies and the mitigation of risks. Unit 804: Strategic Direction in Cross Border and Global Organisations Unit code: R/506/9133 This unit provides senior strategic managers with the opportunity to delve into the influences and effects of cross-border and global policy and strategy. It aims to facilitate enhancements in establishing direction, shaping the approach, and forecasting the success of cross-border or worldwide policy and procedure. Unit 805: Strategic Communication Unit code: L/506/9129 The unit aims to develop the ability to critically assess and appreciate the impact of media on international organisations. It considers stakeholders, political and pressure groups, as well as the part played by media owners. Unit 806: Culture and its Impact on Strategy Unit code: J/506/9128 This unit strives to foster a profound comprehension of the intricacies faced by internationally operating organizations and how this impacts the strategy development process. It employs well-reasoned and thoroughly researched perspectives to cultivate alternative viewpoints.   Phase 2 - Doctor of Business Administration Programme Structure Stage 1 - Taught component The Reflexive Practitioner Management, Rhetoric, Policy and Practice Research Methodologies and Design Qualitative Research Methods Quantitative Research Methods Accordion Title Stage 2 - Research component The Reflexive Practitioner     Delivery Methods The Doctor of Business Administration is awarded and delivered by the University of Central Lancashire. This doctorate from the University of Central Lancashire is offered as a block teaching and research programme. The DBA will run at the Preston Campus of the University. You'll have full access to the Library and information resources of the University throughout the DBA and may use all social, cultural and sports facilities of the University. Stage 1 - Taught component The DBA Taught Programme consists of six taught modules, each being completed through a four-day intensive workshop plus a period of private study both before and after the workshop. During Stage 1 you will develop critical and reflective skills at doctoral level, through the requirement to think conceptually, apply critical thinking, and reasoning skills and to challenge orthodoxy relating to the body of knowledge and research relating to Management and Organisation. Action learning is incorporated within the study sessions and is an important and distinctive feature of our DBA. You will work in sets or small development groups with fellow participants throughout the programme and also develop your skills as a critical and reflective learner. Stage 2 - Research component The DBA Research Programme - as part of the development process of your DBA project, you will have worked with the DBA staff to agree a suitable supervisory team, including a Director of Studies. This team will work with you throughout Stage 2 helping you to design and implement your own particular DBA project. This will normally take two years working on a part-time basis although you may choose to work at a pace that requires more time and you may therefore take up to five years. Resources and Support School of Business & Technology London is dedicated to offering excellent support on every step of your learning journey. School of Business & Technology London occupies a centralised tutor support desk portal. Our support team liaises with both tutors and learners to provide guidance, assessment feedback, and any other study support adequately and promptly. Once a learner raises a support request through the support desk portal (Be it for guidance, assessment feedback or any additional assistance), one of the support team members assign the relevant to request to an allocated tutor. As soon as the support receives a response from the allocated tutor, it will be made available to the learner in the portal. The support desk system is in place to assist the learners adequately and streamline all the support processes efficiently. Quality learning materials made by industry experts is a significant competitive edge of the School of Business & Technology London. Quality learning materials comprised of structured lecture notes, study guides, practical applications which includes real-world examples, and case studies that will enable you to apply your knowledge. Learning materials are provided in one of the three formats, such as PDF, PowerPoint, or Interactive Text Content on the learning portal. How does the Online Learning work at SBTL? We at SBTL follow a unique approach which differentiates us from other institutions. Indeed, we have taken distance education to a new phase where the support level is incredibly high.Now a days, convenience, flexibility and user-friendliness outweigh demands. Today, the transition from traditional classroom-based learning to online platforms is a significant result of these specifications. In this context, a crucial role played by online learning by leveraging the opportunities for convenience and easier access. It benefits the people who want to enhance their career, life and education in parallel streams. SBTL's simplified online learning facilitates an individual to progress towards the accomplishment of higher career growth without stress and dilemmas. How will you study online? With the School of Business & Technology London, you can study wherever you are. You finish your program with the utmost flexibility. You will be provided with comprehensive tutor support online through SBTL Support Desk portal. How will I get tutor support online? School of Business & Technology London occupies a centralised tutor support desk portal, through which our support team liaise with both tutors and learners to provide guidance, assessment feedback, and any other study support adequately and promptly. Once a learner raises a support request through the support desk portal (Be it for guidance, assessment feedback or any additional assistance), one of the support team members assign the relevant to request to an allocated tutor. As soon as the support receive a response from the allocated tutor, it will be made available to the learner in the portal. The support desk system is in place to assist the learners adequately and to streamline all the support process efficiently. Learners should expect to receive a response on queries like guidance and assistance within 1 - 2 working days. However, if the support request is for assessment feedback, learners will receive the reply with feedback as per the time frame outlined in the Assessment Feedback Policy.

Agile working is an approach that the NHS supports. It demands new ways of working and thinking. Agile means that work is now seen as an activity, not a place. People are the organisation. The way we communicate has to change. The way we manage has to change. This workshop will let you reflect on what works for you now and where you may need to adapt. You may need to trust and value your team more than ever, but when they aren't in front of you in the office, you will need to question your beliefs. The workshop will help you: Understand what Agile Working is all about Reflect on your management style Recognise the new ways of managing agile workers Choose the right communication methods Understand culture and mindset Identify different ways of measuring performance Focus on innovation and not bureaucracy Manage more effectively This workshop has been designed to support you in effectively managing an agile team. You will need to be open to questioning your existing techniques and be open and responsive to change. 1 What's it all about? What is Agile working? What are your personal management concerns? How to make it work Time / location / role / source 2 Your role as an Agile manager Your style Your team's individual preferences Learning to let go Your management style self assessment 3 The 3 areas of focus Trust Delegation Empowerment 4 Communicating effectively New ways of communicating Managing expectations What are you measuring? 5 Your personal action plan What are you going to do differently?

Duration 5 Days 30 CPD hours This course is intended for For Process Owners, project managers, and other managers who are new to Service Manager. Overview At the end of the course, you will be able to:? Describe the role and intent for each of theService Manager components.? Describe the processes, workflows, and keyactivities for each module.? Use the Service Manager Web and Windowsclient as well as the Employee Self Service portal.? Manage Service Manager operators, usingadministrative tools.? Review how to configure operator, profile, role,environment, folder, and contact objects.? Determine the difference between Incident andProblem Management.? Discuss the Change, Configuration, Knowledge,and Service Level Management processes.? Explain and configure the Service Catalog.? Use Request Management workflows.? Describe the reporting capabilities of ServiceManager. This introductory course provides students with the skills needed to effectively use and manage the Service Manager 9.x software product. This course focuses on teaching the processes embedded in Service Manager. This introductory course provides students with the skills needed to effectively use and manage the Service Manager 9.x software product. This course focuses on teaching the processes embedded in Service Manager. Additional course details: Nexus Humans SM110 - Service Manager 9.x Foundations for Process Owners training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the SM110 - Service Manager 9.x Foundations for Process Owners course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

– essential guidance for safe and effective remote working Join our expert tutors to discover how you can make online therapy work for your practice Accredited CPD Certificate: 4 hours Length: 9am – 1.15pm (BST) LIVE ONLINE – Specialist training in delivering effective therapy online or over the phone – Join Ros Townsend live online on Tuesday 11th June 24 for this jam-packed, informative session. You will receive your Zoom link the day before the event. NB. Spaces are limited and tend to go quickly. Register your interest here if you can’t make this date, and we’ll let you know when there’s another one. BONUS RECORDING – the training is recorded, in case of technical difficulties, so you will also get a recording for 2 weeks afterwards to maximise your learning. Delivering online therapy, or counselling clients on the phone, requires a particular set of skills and brings with it specific considerations. This live online workshop will help you gain confidence in working safely and ethically, examining the advantages, potential drawbacks and adjustments you need to make to work remotely successfully. There will be plenty of time for questions, and helpful discussions with your peers and experienced tutors. Why take this course Whether you are a new practitioner wanting to develop your online practice, or an experienced therapist who has decided to start offering services online or on the phone, this course will help you gain the skills and understanding you need to do so safely and effectively. Unlike other online courses, this practical live online CPD training gives you the opportunity to ask our experienced tutors questions about any aspects that concern you, as well as learning from their case histories about what has worked – and what hasn’t – for them. Covering essential areas such as managing client expectations, setting up a therapeutic online environment, risk management, and the use and adaptation of various skills and techniques for online or telephone work, this course gives you the essential information you need to deliver therapeutic interventions remotely. Both Jo Baker and Ros Townsend, the course tutors, have extensive experience of working with clients online, with Ros now running her entire therapy practice remotely. Jo works using a blended approach (combining face-to-face counselling and online psychotherapy), and both bring a wealth of practical tips, hands on experience and real-life examples to the training. During the day, there will be ample opportunity to discuss and share ideas with both tutors and peers, and to enter into both structured and more free-ranging discussions about both the benefits and potential difficulties that one might encounter when working therapeutically through remote mediums. What the training covers: The importance of aligning client and therapist expectations for online therapy, or therapy over the phone How to set-up successfully for work on the phone or online – including template agreements to use with your clients Managing your technology and ensuring good communication – key things to ascertain, plus troubleshooting tips What to do when the call won’t connect The importance of confidentiality and privacy – and the potential problems you need be aware of when working online Agreeing safe communication methods between sessions How to successfully manage dual therapy spaces The importance of setting and maintaining professional boundaries Discussion regarding what is / is not acceptable in a home therapy space How to manage transitions before and after the session – for clients and therapists The key differences between online and face to face therapy work How to adapt and work successfully with a range of key therapeutic skills – such as Guided Imagery and The Rewind technique Assessing suitability of client presentations – including guidance on cases that are not suitable for online therapy How to manage risk effectively in an online or telephone environment How to put in place effective contingency plans for when technology fails Developing flexibility: dealing with the unexpected – including what to do if a session is interrupted When to refer a client on The additional pressures and potential stressors of online and telephone working Working in a blended way – combining remote and face-to-face sessions Key differences for the client of receiving therapy online or over the telephone The particular considerations of working with a wider client group from different geographical locations The importance of self-care and self-awareness Insurance and GDPR considerations when delivering online therapy or counselling, or working via the phone The importance of appropriate supervision Course Programme The ‘Online and phone therapy training’ course starts at 9.00am and runs until 1.15pm. (BST). 9.00am Join the Zoom meeting 9.15am First session starts 11.00am Comfort break and discussion 11.30am Second session 1.15pm Day ends Who is this course suitable for? This course is designed for both trainee and fully-qualified therapists, psychotherapists and counsellors It is recommended to all HG practitioners by the Human Givens Institute – trainee HG Therapists are expected to take this training if they are considering working online. This course has been independently accredited by the internationally recognised CPD Standards Office for 4 hours of CPD training. On completion of this training you’ll receive CPD certificates from the College and the CPD Standards Office.

Performance and efficiency-enhancing Excel skills for everyday users.

Learn Excel tricks of the trade and some quick easy wins, to make time spent on spreadsheets efficient, effective and painless!

This course is ideal for line managers who conduct appraisals for team members. The focus is on the conversations you will have in appraisals and how you can make them a positive experience for you, your employee and the organisation.