Duration 1 Days 6 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 After completing this course, you will be able to: Install and configure the application Identify common sales scenarios Complete a sales cycle Configure product catalog Manage customer records Utilize analytics tools with customer data Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more. Sales Overview Sales overview Configuring Sales Module summary Working with Opportunities Manage customers Working with opportunities Embedded intelligence Playbooks Integrated sales tools Module summary Quotes to Orders Order processing overview Manage product catalog Create and manage quotes Create and manage orders and invoices Module summary Sales Analytics and Insights Overview Power BI AI for Sales Modules summary Additional course details: Nexus Humans MB-210T01 Dynamics 365 for Customer Engagement for Sales 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-210T01 Dynamics 365 for Customer Engagement for Sales 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 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
Duration 2 Days 12 CPD hours Overview - You will learn advanced Adobe Captivate concepts. - You will learn to create highly interactive software simulation and to control the text that appears in the recording?s text captions by editing Captivates text capture templates. - You will create responsive lessons (using Fluid Boxes and Breakpoints) that automatically reflow to fit just about any kind of display including desktops, laptops, tablets, and smart phones. - Learn new features that Captivate now supports; such as, Virtual Reality with 360-degree images and videos along with interactive videos. - Fine-tune your Captivate production skills by leveraging object styles, master slides, themes, and advanced actions. - Engage your learners by adding variables, widgets, and learner interactions (including drag and drop) to your eLearning. - Learn to create object styles, apply them globally, and import and export them. Knock large projects down to size by learning to create branch groups. - Create branching scenarios that allow learners to plot their own path through your course. - You will also learn to create templates. - Ensure your eLearning can be used by people with disabilities by adding such 508-compliant features as accessibility text, keyboard shortcuts, and closed captions. - Enable Captivates reporting features and, along the way, learn about Learning Management Systems, SCORM, SCOs, Manifests, and content packages. A course that teaches the higher-end, more advanced functionality of Adobe Captivate 2019. 1 - INTERACTIVE SOFTWARE SIMULATIONS AND CAPTION PRE-EDITING Rehearse a Script Set Recording Preferences Record a Simulation Edit a Text Capture Template 2 - OBJECT STYLES, PROJECT SHARING, AND BRANCHING Create a New Style Apply an Object Style Globally Export and Import an Object Style Name a Slide Copy/Paste Project Assets Use Buttons to Create a Branch Explore the Branching View Create a Branch Group 3 - VARIABLES AND WIDGETS Add Project Information Insert a System Variable Edit a System Variable Create a User Variable Use a Variable to Gather Learner Data Insert and Format a Widget 4 - INTERACTIVE VIDEOS AND VIRTUAL REALITY Insert an Interactive Video Add Bookmarks Add Slide Overlays Create a Virtual Reality Project Add a Text Hotspot Add an Audio Hotspot Add a Quiz to a Virtual Reality Project 5 - INTERACTIONS Insert a Process Circle Create a Basic Drag and Drop Interaction Manage Drag and Drop Buttons and Write Captions Create a ?Trick? Retry Slide Explore an Advanced Drag and Drop Project Create an Advanced Drag and Drop Interaction Change the States of a Smart Shape Use States to Swap Images 6 - ACCESSIBLE ELEARNING Set Document Information Enable Accessibility Add Accessibility Text to Slides Import Slide Audio Add Shortcut Keys Add Closed Captions Set a Tab Order 7 - ADVANCED ACTIONS Use a Completed Action Name Objects Create a Mask Control Object Visibility Create a Standard Advanced Action, Attach an Action to a Button Group Timeline Objects Create a Variable Create a Conditional Action Create Decision Blocks 8 - PROJECT TEMPLATES AND MASTER SLIDES Work with the Main Master Slide Work with Content Masters Apply a Master to Filmstrip Slides Edit a Master Apply a Theme Create a Custom Theme Review a Template Create a Project Based on a Template Create a Project Template 9 - RESPONSIVE PROJECTS Customize Breakpoints Save a Standard Project As Responsive Insert and Name Fluid Boxes Resize Fluid Boxes Add Content to Fluid Boxes Switch Modes Use the Position Inspector Modify a Single Breakpoint Exclude from View Add a New Breakpoint Position and Link Objects Edit Breakpoint Object Styles 10 - REPORTING RESULTS Set Quiz Reporting Options Create a Manifest File Report a Button Interaction Adjust Slide Object Interaction Preview in SCORM Cloud Publish a Content Package Create an Inquisiq LMS Account Create an LMS Course Attach a Lesson to a Course Test an eLearning Course Additional course details: Nexus Humans Adobe Captivate 2019 - Beyond The Essentials 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 Adobe Captivate 2019 - Beyond The Essentials 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 Overview #NAME? A course that teaches the core Adobe Captivate skills needed to create eLearning courses. 1 - EXPLORING CAPTIVATE Explore a Finished Captivate Project Zoom and Magnify Navigate a Project Explore and Reset the Workspace Preview the Entire Project 2 - NEW PROJECTS & SOFT SKILLS ELEARNING Create a Blank Project Add Images to Placeholders Import Images Use a Smart Shape as a Button Disable Click Sounds 3 - SCREEN RECORDINGS Rehearse a Script Review Recording Settings Review Recording Modes Record Using Multiple Modes Record a Custom Simulation Record a Demonstration that Pans Manually Record the Screen 4 - VIDEO DEMOS Record a Video Demo Add a Video Zoom Add a Video Pan Smooth a Mouse Path and Show Visual Clicks Split a Video Trim a Video Insert a Video Project into a Standard Project Publish a Video Demo 5 - CAPTIONS, STYLES, TIMING, AND ROUND TRIPPING Insert and Edit Text Captions Edit the Default Caption Style Change a Callout Type Used by a Text Caption Control Slide Timing Control Slide Object Timing Check Spelling Align Slide Objects Export Captions to Word Import Captions from Word into Captivate 6 - POINTERS, PATHS, PATHS, BOXES, AND BUTTONS Control Mouse Effects Edit a Mouse Path Clone an Object Style Insert a Highlight Box Insert an Image Button Control Appear After Timing 7 - IMAGES AND VIDEOS Insert, Resize, and Restore an Image Import Images into the Library Resize, Transform, and Align Images Manage Unused Library Assets Create an Image Slideshow Insert a Video Set Video Properties 8 - AUDIO Work with Rollover Captions Import Audio onto a Slide Object Import Background Audio Add a Slide Note Calibrate a Microphone Record Slide Audio Import Audio onto a Slide Edit an Audio File Insert Silence Convert Text-to-Speech 9 - STATES, ANIMATIONS, AND OBJECT EFFECTS Change State Views for a Button Add an Animation to a slide Insert a Text Animation Apply an Effect to a Slide Object Apply a Free Fall Effect to an Object 10 - SOFTWARE SIMULATIONS Hide the Mouse Replace Phrases Insert a Click Box Insert a Text Entry Box 11 - WORKING WITH POWERPOINT Create a Project from a Presentation Edit the Source Presentation Synchronize with Source Rescale a Project 12 - QUIZZING Edit Quizzing Object Styles Set the Quiz Preferences Question Slides Insert Question Slides Edit a Question Slide Compare Submit All to Submit Buttons Insert a Knowledge Check Review a GIFT File Import a GIFT File into a Project Create Question Pools Move Questions to Pools Insert Random Question Slides 13 - PUBLISHING Apply a Skin Edit, Save, and Delete a Skin Name Slides Check Publish Settings and Add a Loading Screen Publish as SWF and PDF Run the HTML5 Tracker Publish as HTML5
Duration 1 Days 6 CPD hours This course is intended for Leaders, Managers, Individuals who lead meetings This course is designed to help leaders run effective virtual meetings as well as managing their team virtually. We will explore communication styles and understanding their team as well as productivity. This course involves a lot of open discussion as well as teaching leaders how to manage the virtual workplace and run productive meetings. Defining the Virtual Workplace What does it look like? Tools available Communication strategies Understanding communication styles Leading different communication styles Building a Virtual Workplace Strategy Goals & agenda Check-ins Communication strategies Virtual Leadership Strategies Making connections & check ins Managing virtual meetings with team members Defining availability & creating schedules Open Discussion & Action Plan
As technology continues to develop and increasingly interact with our daily lives, so must our sales techniques to ensure we're leveraging advances in how people do business to our advantage. It is essential for all salespeople to understand how to navigate the various tools at our disposal and grow their skills and confidence to put them into action in order to build a solid business pipeline. We have developed this programme to be practical, fun and interactive, whilst ensuring that participants will learn how to utilise new technology to their advantage, self-generate new business leads and opportunities, gain additional business and referrals from existing contacts, and save time and effort using proven business development skills. This course will help participants: Understand the 'organized persistence' model of sales prospecting Develop skills in using video, online and social media to generate interest Understand how to write effective sales and outreach emails and using online tools Develop techniques for effectively managing telephone appointments Learn ways to use LinkedIn for connecting with customers and prospects Develop networking skills and learn how to source and develop referrals and professional introductions 1 Key principles of smart sales prospecting Set your sales prospecting goals and objectives Elevator pitch, core messages and your value proposition Targeting and segmenting your market 'Organised persistence' using your CRM effectively 2 Setting appointments by telephone - planning and preparation Why calling still works and the best times to call Creating a call prompt sheet: Opening a call and taking control Giving a reason to meet Key questions to ask Overcoming the cold calling blues 3 Setting appointments by telephone - advanced skills Giving a reason to meet and 'selling the appointment' Key questions to ask that will create interest and motivation to meet Voice tone, power words, phrasing, pausing, responding Getting past gatekeepers and getting through 4 Using LinkedIn for research and follow-up Why LinkedIn matters and how to use it Finding new contacts, connecting and Inmailing Short-cuts and advanced skills 5 Email strategies that work Using AIDA and other templates for sales emails Using personalized video emails to create interest Vertical targeting emails, with examples Building awareness with an email chain
Are you confident your organisation could cope if a bad news story went viral and you were besieged by the media? Would you be able to fend off a determined and aggressive journalist, take control and deliver your key messages? Our crisis communications courses show you how to cope when your organisation is under fire, and protect your good name. We can: Train your spokespeople to handle challenging interviews, pitting their wits against a hostile reporter Train your PR team to manage communications during an unfolding crisis Deliver a fast-paced crisis simulation where your team have to decide how to handle the press during an unfolding emergency Facilitate a crisis strategy workshop, where we work together to develop your crisis communications strategy All of our crisis communications courses are bespoke, so we will design each one to meet your specific needs. Areas we can cover include: How a crisis can escalate in seconds How journalists respond to bad news stories How to develop effective key messages & write holding statements How to manage your social media How to take control of an interview and get your message across How to handle press conferences and doorsteps Venue We deliver courses in the most appropriate format for your circumstances – whether face to face or online. Face to face courses are portable: they can be held in purpose-built studios, at your own offices or at an external venue. In the latter two cases, we create a mock studio for the practical exercises. Online courses give you flexibility and enable you to offer training to delegates from all over the world. We have run virtual courses for people from the Far East, South Asia, North America and Europe, as well as the UK.
Duration 1 Days 6 CPD hours This course is intended for This course is intended for individuals who desire to become more skilled at handling difficult customers. Overview Upon successful completion of this course, students will be able to deal with difficult customers in a way that increases productivity and customer service, and decreases unhappy customers. In this course, students will gain a valuable skill set to deal with difficult customers in various situations. 1 - GETTING STARTED Housekeeping Items Pre-Assignment Review Workshop Objectives The Parking Lot Action Plan 2 - THE RIGHT ATTITUDE STARTS WITH YOU Be Grateful Keep Your Body Healthy Focus on Positive Thoughts Invoke Inner Peace Case Study 3 - INTERNAL STRESS MANAGEMENT Irritability Unhappiness with Your Job Feeling Underappreciated Not Well-Rested Case Study 4 - EXTERNAL STRESS MANAGEMENT Office Furniture Not Ergonomically Sound High Noise Volume in the Office Rift with Co-Workers Demanding Supervisor Case Study 5 - TRANSACTIONAL ANALYSIS What is Transactional Analysis? Parent Adult Child Case Study 6 - WHY ARE SOME CUSTOMERS DIFFICULT? They Have Truly Had a Bad Experience and Want to Vent They Have Truly Had a Bad Experience and Want Someone to be Held Accountable They Have Truly Had a Bad Experience and Want Resolution They Are Generally Unhappy Case Study 7 - DEALING WITH THE CUSTOMER OVER THE PHONE Listen to the Customer?s Complaint Build Rapport Do Not Respond with Negative Words or Emotion Offer a Verbal Solution to Customer Case Study 8 - DEALING WITH THE CUSTOMER IN PERSON Listen to the Customer?s Complaint Build Rapport Responding with Positive Words and Body Language Besides Words, What to Look For? Case Study 9 - SENSITIVITY IN DEALING WITH CUSTOMERS Who are Angry Who Are Rude With Different Cultural Values Who Cannot Be Satisfied Case Study 10 - SCENARIOS OF DEALING WITH A DIFFICULT CUSTOMER Angry Customer Rude Customer Culturally Diverse Customer Impossible to Please Customer Case Study 11 - CUSTOMER ONCE YOU HAVE ADDRESSED THEIR COMPLAINT Call the Customer Send the Customer an Email Mail the Customer a Small Token Handwritten or Typed Letter Case Study 12 - WRAPPING UP Words From The Wise Review Of The Parking Lot Lessons Learned Recommended Reading Completion Of Action Plans And Evaluations
Chairing or facilitating a panel discussion is a particular skill. When many experts and specialists in their field are asked to do this, they discover that it is not as easy as they imagined. Pitching and introducing the session, involving everyone, promoting audience engagement, dealing with difficult panellists and ending the discussion can all be a challenge for inexperienced facilitators. Our panel facilitation training workshop focuses on providing delegates with the techniques and confidence they need to chair panel debates effectively. It is delivered by BBC presenter Martine Croxall and is highly interactive, blending theory with practical exercises. During the course, you will learn: the best way to prepare, including audience analysis and research how to pitch a panel how to introduce a panel how to involve everyone in the discussion the best way to promote audience engagement how to deal with difficult panellists how to end a discussion Each delegate will have the chance to chair a panel discussion, with the other delegates and Martine playing different roles as panellists.