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Duration 3 Days 18 CPD hours This course is intended for Students receive comprehensive Microsoft Dynamics exam preparation, becoming familiarized with the Dynamics CRM customization and configuration tools. Aspirants also learn to leverage the platform tools to create custom objects, automate tasks, modify user interface, and perform other such customizations. Overview Configure the Dynamics CRM settingsConfigure different entities and fieldsImplement entity relationships, custom actions, workflows, and dialogsIdentify scenarios for utilizing multiple forms, and design considerations for chartsSet default share views and public views, and configure and manage dashboardsIdentify role-based business processesIdentify and manage business requirements and teams This course explains everything you need to know about customizing and configuring the Dynamics CRM 365 system in accordance with a company?s specific requirements. Introduction to Customization and Configuring Dynamics CRM Talent and Course Introduction Module Overview CRM Overview What is Dynamics Customization and Configuration? CRM Architecture Customization Methodology Module review Obtaining a Dynamics CRM Trial TEST YOUR KNOWLEDGE MODULE 1' Manage Microsoft Dynamics CRM Online Subscriptions Module Overview Configuring CRM Overview of CRM Security User Administration Mailboxes Teams CRM Security Model Module Overview Purpose of the CCRM Security Model Privileges Access Levels Security Roles Hierarchy Security Hierarchy Types Module review Introduction to Solutions Module Overview Solutions Overview Solution Detail Creating and Working with Solutions Working with Solution Assets Exporting Solutions Importing Solutions Module review Entity and Field Customization Module Overview Types Entities Entity Ownership Entity Properties System vs Custom Entities Custom Entities and Security Roles Overview of Fields Field Properties Module review Additional Field Customization Module Overview Creating Fields to Meet Client Needs Calculated Fields Rollup Fields CRM Option Sets Alternate Keys Field Level Security State and Status Reason Transitions Module Review Configure mobile devices Module Overview Types of Relationships How and where they are created Many to Many Relationships Hierarchical Data Entity Mapping Connection and Connection Roles Module Review Customizing Forms Module Overview Form types Qualities of a good form Building a Form Specialized Form Components Access Teams and Sub Grids Working with Navigation Additional Form Types Multiple Forms Form customizations and Mobile Clients Module Review Business Rules Module Overview Business Rules Business Rule Scope Trigger Rules Condition and Actions Else Conditions and Actions Occur When Conditions Are True Module review Views and Visualizations Module Overview Using Views View Customization System View Types Quick Find Customization Charts Customizing Dashboard Themes Module Review Introduction to Processes Module Overview Processes and Automation Workflow Basics Module review Business Process Flows What are CRM Business Process Flows Enabling Business Process Flows Steps Stages and Categories Conditional Branching Module Review Bringing it all Together Module Overview Review of Customization Topics Covered Senario Packaging in a Solution Module review

Leading People through Change (Virtual) Research shows that 70% of change initiatives fail in large organizations. The largest factor contributing to this failure rate is leadership - the inability to plan and lead people through change. In many change situations, tremendous focus is put on strategy, processes, and systems, while the issue of changing people's behavior is assumed it will 'just happen'. In this interactive course, you will learn why the people side of change is crucial. We will begin by understanding why and how people resist change, and how important it is to become strong and effective change champions. Next, we will focus on critical change management practices - creating our vision of the future state, planning for acceptance in our change audience and stakeholders, mitigating threats, and capitalizing on opportunities. We will use metrics to plan, show progress, and confirm success. Lastly, we will focus on the need to reinforce and sustain change, and to prevent relapse to old ways and methods. What you will Learn At the end of this program, you will be able to: Realize the nature of change and describe how resistance manifests in people Compare prevalent change models and categorize their similarities Identify and rate the skills, traits, and behaviors of effective change champions Envision the future state and assess stakeholders Plan for change communication, training, and risks Evaluate change effectiveness using feedback and metrics Develop reinforcement practices for benefits and communication Getting Started Foundation Concepts What is Change? Resistance to Change Common Change Management Theories Becoming a Change Champion Plan Envisioning the future state Planning for people Change management plan Do Change communication Training Piloting Risks Study Feedback Metrics Variance analysis Act Benefits realization Change sustainment Reinforcement messaging and communications Summary and Next Steps

Duration 1 Days 6 CPD hours Additional course details: Nexus Humans Orientation - Consumer Students 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 Orientation - Consumer Students 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.

Duration 1 Days 6 CPD hours This course is intended for This course is intended for managers and supervisors engaged in working with the Millennial generation workforce. Overview Upon successful completion of this course, participants will be able to define onboarding, discuss the characteristics of Millennials, and develop action plans for working with them. In this course, participants will learn to build an onboarding process that recognizes the challenges and strengths of the Millennial workforce. Getting Started Workshop Objectives Action Plan Purpose of Onboarding Start Up Costs Employee Anxiety Employee Turnover Realistic Expectations Practical Illustration Introduction Why Onboarding? Importance of Onboarding Making Employees Feel Welcome First Day Checklist Practical Illustration Millennials and Onboarding Who are Millennials? How Do Millennials Differ from Other Workers? Investiture Socialization ? Let Them Be Themselves! Informal Rather than Formal Onboarding Processes Practical Illustration Onboarding Checklist Pre-Arrival Arrival First Day First Week First Month Practical Illustration Engaging the Millennial Employee Create an Informal Program Engage Employees One-on-one The Role of Human Resources The Role of Managers Practical Illustration Following Up with the Millennial Employee Initial Check-In ? One-on-one Following up ? Regular, Informal Follow Ups Setting Schedules ? Millennials and Work-Life Mentoring and the Millennial Practical Illustration Setting Expectations with the Millennial Employee Define Requirements ? Provide Specific Instructions Identify Opportunities for Improvement and Growth Set Verbal Expectations Put It in Writing Practical Illustration Mentoring the Millennial Be Hands-On and Involved Serial Mentoring Be a Mentor, Not an Authority Figure Focus Millennia?s Exploratory Drive on Work Practical Illustration Assigning Work to the Millennial Employee Provide Clear Structure and Guidelines Provide Specific Benchmarks Set Boundaries and Provide Reality Checks Practical Illustration Providing Feedback Millennials Thrive on Feedback! Characteristics of Quality Feedback Informal Feedback Formal Feedback Practical Illustration Wrapping Up Words From the Wise Additional course details: Nexus Humans Millennial Onboarding 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 Millennial Onboarding 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.

Duration 4 Days 24 CPD hours This course is intended for A Dynamics 365 Customer Engagement Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out-of-the-box capabilities, codeless extensibility, application, and service integrations. Overview Install and configure the customer service app Identify common customer service scenarios Complete a case resolution process Analyze customer service data Automate case management record processing Create and use knowledge articles Create and use entitlements and service level agreements Microsoft Dynamics 365 for Customer Service offers any organization an opportunity for customer success. Using tools such as automatic case creation and queue management frees up time to dedicate where a greater impact can be made, directly with customers. Our team of globally recognized experts take students step by step, from creating cases, to interacting with customers, to resolving those cases. Once those cases are resolved, students will learn from data analysis the key details to help resolve similar cases faster or avoid new issues altogether. Customer Service Overview Lesson 1: Create case records Lesson 2: Related service apps Lesson 3: Analytics for service Lesson 4: AI for service Lesson 5: Configuring customer service Lesson 6: Module summary Case Management Lesson 1: Case management overview Lesson 2: Creating case records Lesson 3: Queue management Lesson 4: Case routing Lesson 5: Resolving cases Lesson 6: Module summary Service Level Agreements and Entitlements Lesson 1: SLA and entitlement overview Lesson 2: Create and manage entitlements Lesson 3: Create and manage S Knowledge Management Lesson 1: Knowledge management overview Lesson 2: Authoring and organizing Lesson 3: Use knowledge content Lesson 4: Manage knowledge content Lesson 5: Module summary Additional course details: Nexus Humans MB-230T01 Dynamics 365 for Customer Engagement for Customer Service 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 MB-230T01 Dynamics 365 for Customer Engagement for Customer Service 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.

Duration 1 Days 6 CPD hours This course is intended for This course is intended for customer service professionals with some experience in the field who want to expand or refresh their knowledge and improve their skills. It is also intended for customer service professionals who have taken on, or are looking to assume, greater leadership responsibility. Overview In this course, you will refresh and expand your customer service skill set. You will: Apply fundamental customer service knowledge and skills. Manage your everyday workflow. Take care of customers by assessing their needs, resolving their issues, and encouraging further sales. Deal with challenging customer interactions. Apply customer service leadership skills In this course, you will apply important principles and skills you can use as a customer service professional. In addition to providing basic customer service, you'll also learn important principles and skills that will empower you to solve difficult and challenging customer interactions, encourage further sales, and take on leadership responsibilities. Applying Customer Service Foundations Topic A: Assess Customer Service Basics Topic B: Develop Interpersonal Skills Managing Your Workflow Topic A: Apply Organizational Skills Topic B: Handle Simultaneous Customer Contacts Topic C: Manage Individual Stress Taking Care of Customers Topic A: Maintain Focus on the Issue Topic B: Assess Customers Topic C: Diagnose Customers? Problems Topic D: Educate the Customer Topic E: Resolve Customers? Problems Topic F: Encourage Further Sales Through Service Dealing with Challenging Customer Interactions Topic A: Recognize Difficult Situations Topic B: Work within Your Company Parameters Topic C: Handle a Difficult Interaction Topic D: Overcome Negativity Topic E: Redirect the Customer Topic F: Follow Up on a Challenging Situation Progressing to Leadership Topic A: Lead from Within Your Team Topic B: Address Escalated Customer Issues Topic C: Analyze Customer Service Metrics Additional course details: Nexus Humans Excellence in Customer Service (Advanced) 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 Excellence in Customer Service (Advanced) 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.

leadership management training course customer service training

Duration 1 Days 6 CPD hours This course is intended for This course is intended for business and IT managers who may need to consider or work within a cloud computing environment. Overview Upon successful completion of this course, students will be able to: - identify the pros and cons of the cloud computing technology and determine its impact on businesses.- differentiate the currently-available cloud services.- differentiate cloud categories and adoption measures.- identify risks involved and risk mitigation measures in cloud computing. In this course, students will define cloud computing technology and describe its impact on IT scenario. Introducing Cloud Computing Impact of the Cloud on Businesses Cloud Computing?An Overview Cloud Components Differentiating Cloud Services Infrastructure as a Service (IaaS)?An Overview Platform as a Service (PaaS)?An Overview Software as a Service (SaaS)?An Overview Integrating Cloud Services Categories of Cloud Deployment Models Migration to the Cloud Identifying Risks and Risk Mitigation Measures Cloud Computing Risks Cloud Computing Risk Mitigation Measures Additional course details: Nexus Humans Introduction to Cloud Computing 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 Introduction to Cloud Computing 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.

Duration 4 Days 24 CPD hours This course is intended for This class is designed for experienced B2C Commerce Technical Leads, Solution Architects, B2C Commerce Developers, Technical Directors, Owners of Technical Design and Quality Implementations, and anyone looking to earn their Salesforce B2C Commerce Architect credential. We recommend earning the Salesforce B2C Commerce Developer credential, or having equivalent experience, prior to attending this class. Overview When you complete this course, you will be able to: Familiarize yourself with B2C Commerce Cloud and industry best practices Understand ecommerce platform migration strategies Design B2C Commerce implementations that scale gracefully Design multi-site and multi-region solutions Maximize success on the B2C Commerce Architect Exam In this 4-day, expert-led class, learn the industry-standard steps to take a B2C Commerce site through the complete implementation lifecycle. Through expert-led demo, hands-on exercises, and workshops, learn how to design and build secure, scalable B2C Commerce sites that address real-world customer requirements and deliver better digital commerce experiences. Discovery and Design Assess Your Delivery Approach Document the System Landscape Plan for Growth Use the Commerce Cloud Partner LINK Marketplace Building Essentials Define the Implementation Process Review Implementation Best Practices Solve Complex Business Requirements Understand the Build Process and Unit Testing Learn How to Conduct Load Testing Integrations and Customizations Review the Available Integration Approaches Understand Integration Frameworks Review Integration Design Patterns Review Legacy Implementation Considerations Monitoring and Troubleshooting Learn About the Log Settings Capabilities in Business Manager Understand Platform Governance Best Practices Learn How to Do Performance Analysis Especially During Critical Sales Events Discover How to Optimize Implementations Launch Review SEO Configuration Best Practices Understand Launch Activities Monitor Post-Launch Activities Manage Launch Schedules Migrate Data from Legacy Systems Additional course details: Nexus Humans Salesforce Architect B2C Commerce Solutions (ARC300) 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 Salesforce Architect B2C Commerce Solutions (ARC300) 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.

Duration 2 Days 12 CPD hours This course is intended for The audience for B2B Commerce Developer is any individual who will participate in a new implementation who needs working knowledge and experience with B2B Commerce technical components. Attendees should have intermediate skills in: Object Oriented Programming (Apex or Java) Full-Stack Development (VisualForce, JavaScript, CSS and REST APIs, JSON, Handlebars, and jQuery) Salesforce Administration (Sharing Rules, Process Builder, and Object Relationships)This class is designed for individuals responsible for implementing the technical components of a new B2B Commerce Cloud storefront. You should have some experience with the following: Object-oriented programming (Apex or Java) Full-stack development (Visualforce, JavaScript, CSS and REST APIs, JSON, Handlebars, and jQuery) Salesforce Administration (Sharing Rules, Process Builder, and Object Relationships) Overview Identify where and what events require code extension. Effectively navigate and configure in B2B Commerce on Classic Admin. Implement UI, Logic Class, and Service Class Overrides along with Subscriber Code Integration. Create your own B2B Commerce on Classic solution and troubleshoot problem areas during the development cycle. Take the next step toward a B2B Commerce Developer Accreditation. Explore the Salesforce B2B Commerce platform on Classic and discover how and when to extend your events with code. In this 2-day class, our B2B Commerce Cloud experts will walk you through how to use code to customize the UI and extend functionality in your B2B Commerce Cloud on Classic storefront so you can deliver a buyer experience that satisfies your organization?s unique requirements. Technical Overview Review Key Terms Understand B2B Commerce on Classic Architecture and Technology Stack Take a Tour of the UI Understand B2C Commerce Cloud on Classic Admin Configuration vs. Code Extension Storefront Overview Implement B2B Commerce on Classic Create a Storefront Load Data Enable Buyers User Interface Review UI Best Practices Familiarize Yourself with Key Terms Explore UI Themes Customize UI Layouts Use Subscriber Templates Use Page Includes Manage Subscriber Pages Extensions Override Handlebars Extend My Account Extend B2B Commerce Checkout Flow Explore Global JavaScript Functions Understand B2B Commerce Event Handling Explore Handlebars Functions Explore Localization Functions Extend Utility Functions and Objects Extend Global Extension Points Core Capabilities Handle Cases Using Process Builder Configure Payment Types