Customer Relationship Management (CRM) Training in Prague

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

This instructor-led live training, available online or on-site, is tailored for intermediate to advanced developers and technical support professionals aiming to build, maintain, and support solutions within Microsoft Dynamics 365 Finance & Operations.

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

• Configure a development environment utilizing Visual Studio and X++.
• Develop forms, classes, tables, and workflows within F&O.
• Implement business logic through events, permissions, and validations.
• Generate custom reports and extend existing functionalities.
• Integrate external services using REST APIs and OData.
• Test, debug, and optimize performance within the F&O environment.
• Handle data migrations and manage ongoing system updates.

Course Format

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

Customization Options

• For tailored training requests, please contact us to arrange your personalized schedule.

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 offers a robust solution for overseeing customer support, service operations, and omnichannel interactions.

This instructor-led, live training (available online or onsite) targets intermediate-level users looking to implement and configure customer service solutions within Dynamics 365 Customer Service.

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

• Configure and manage case automation, queues, and routing logic.
• Implement omnichannel tools, including chat, SMS, and the agent workspace.
• Create personalized customer experiences through surveys and analytics.
• Integrate AI assistants and IoT devices for proactive support scenarios.

Course Format

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

Course Customization Options

• To request 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 guided training session, available either online or at your location, targets intermediate sales professionals seeking to elevate their performance through contemporary, high-impact techniques powered by Salesforce.

After finishing this course, learners will be equipped to:

• Implement modern cold-calling methods that drive greater engagement.
• Utilize tested scripts to boost conversion metrics.
• Establish rapport rapidly through psychological insights and human-centered connection strategies.
• Harness Salesforce to monitor activities and speed up outcomes.

Course Format

• Live demonstrations paired with guided discussions.
• Practical exercises based on real-world sales situations.
• Interactive tasks conducted within a live Salesforce environment.

Customization Possibilities

• Examples, scenarios, and exercises can be tailored to specific needs 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) targets intermediate-level warehouse operations teams, ERP consultants, and systems professionals seeking to implement or optimize warehouse management within 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.
• Leverage 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 applications.
• Hands-on implementation in a live-lab environment.

Customization Options

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

Salesforce is a premier cloud-based CRM platform that empowers organizations to manage customer relationships, automate business processes, and enhance collaboration. This practical, hands-on course delves into core configuration, object and application design, automation using workflows and Process Builder/Flow, and essential productivity features to help teams operate more efficiently.

This instructor-led, live training (available online or onsite) is designed for beginner to intermediate-level administrators, business users, and team leads who aim to configure Salesforce, automate routine processes, and boost overall user productivity.

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

• Configure objects, fields, page layouts, and record types to effectively model business data.
• Design and build Lightning applications and pages using Lightning App Builder.
• Create automation using Flow and other 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 highlight 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 Prague (online or onsite) is designed for beginner to intermediate-level treasury and finance professionals who want to strengthen their knowledge, enhance report generation capabilities, and fully leverage Dynamics 365 for financial operations.

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

• Navigate and customize the Dynamics 365 Finance and Operations interface.
• Generate and analyze financial reports with greater efficiency.
• Manage treasury functions, including cash flow management and bank reconciliations.
• Improve financial workflows to drive better operational efficiency.

Salesforce is 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 sector 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 Prague (online or onsite) targets beginner to intermediate-level participants seeking to enhance their customer service operations using Dynamics 365 Customer Service.

Upon completing 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 enhance service delivery.
• Integrate Dynamics 365 Customer Service with other Microsoft applications.

This instructor-led, live training in Prague (online or onsite) is aimed at beginner-level to intermediate-level sales professionals who wish to use Salesforce to manage leads, opportunities, accounts, and customer interactions to increase deal closure rates and improve sales performance.

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

• Navigate the Salesforce Sales Cloud interface confidently.
• Manage leads, contacts, accounts, and opportunities.
• Use Salesforce tools to streamline workflows and track performance.
• Leverage reports and dashboards to gain insights into the sales pipeline.

Odoo is a robust open-source ERP framework built on Python and JavaScript, featuring a modular architecture designed for constructing business applications.

This instructor-led, live training (available online or onsite) targets intermediate to advanced developers aiming 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 using OWL specifically for POS and Barcode modules.
• Securely integrate APIs and third-party systems with Odoo.
• Debug, test, and deploy Odoo modules while adhering to best practices.

Course Format

• Interactive lectures and discussions.
• Live coding demonstrations accompanied by guided exercises.
• Hands-on module development within a live Odoo environment.

Course Customization Options

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

This instructor-led, live training in Prague (online or onsite) targets intermediate to advanced professionals aiming to refine customer care operations via AI and automation, while equipping their teams with cutting-edge tools and strategies.

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

• Comprehend current trends in customer care and customer success.
• Utilize AI and automation to enhance customer satisfaction and decrease workload.
• Streamline sales workflows and customer engagement through advanced automation techniques.
• Train remote teams on modern tools and strategies for customer success and sales.
• Develop scalable solutions to elevate customer experiences and stimulate revenue growth.

This instructor-led, live training in Prague (available online or onsite) targets beginner to intermediate-level participants aiming to develop a comprehensive grasp of Dynamics 365 Sales and effectively apply the platform to boost their sales activities.

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

• Understand the key 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 Prague (online or onsite) targets intermediate-level marketing analysts and professionals who wish to refresh and enhance their Pardot skills, focusing on advanced reporting, dashboards, and engagement strategies.

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

• Optimize Pardot for advanced email marketing and engagement tactics.
• Master the creation and analysis of reports and dashboards.
• Enhance prospect assignment strategies and engagement programs.
• Leverage Pardot’s dynamic content and custom redirects for better campaign performance.

This instructor-led, live training in Prague (online or onsite) is designed for beginner to intermediate participants who wish to use the MS Dynamics 365 Sales Insights module for smarter sales strategies and improved customer engagement.

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

• Grasp the key features and benefits of the Sales Insights module.
• Apply AI-driven analytics to boost sales results.
• Customize and configure the module to meet specific business requirements.
• Utilize insights for lead scoring, assessing relationship health, and managing the sales pipeline.
• Integrate Sales Insights with other Dynamics 365 modules and third-party tools.

This instructor-led, live training in Prague (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 various departments such as sales, marketing, and HR.
• Integrate WhatsApp via an external API to maintain communication with customers or internal teams.
• Manage statuses and workflows across any area, optimizing operations through automation.
• Fully utilize Monday’s WorkManagement, CRM, and WorkForms modules to maximize efficiency.

This instructor-led, live training in Prague (online or onsite) is designed for intermediate-level professionals who wish to efficiently implement and manage the Odoo Inventory module across a central warehouse and multiple secondary locations, emphasizing 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 Prague (online or onsite) is designed for beginner-level sales professionals and administrators who wish to effectively utilize 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 Prague (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 Prague (online or onsite) is designed for beginner-level project managers who wish to utilize OpenText Exstream v16 to design, implement, and manage personalized customer communications effectively.

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

• Understand the architecture and components of OpenText Exstream v16.
• Learn to administer, operate, and deploy Exstream applications effectively.
• Design and create personalized customer communications with Exstream Design Manager.
• Navigate the OpenText Support Portal for resources, software, and ticket management.

This instructor-led, live training in Prague (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-based helpdesk platform designed to streamline customer service operations through automation, omnichannel support, ticket tracking, and performance analytics.

This instructor-led, live training (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 Prague (online or onsite) is designed for business analysts who wish to utilize HubSpot services to manage a product life cycle.

Upon completing this training, participants will be able to:

• Comprehend the various stages of a product life cycle.
• Utilize HubSpot to optimize and manage a product life cycle.
• Determine when to apply product life cycle concepts in a business context.

This instructor-led, live training in Prague (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:

• Learn the 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 in Prague (online or on-site) 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:

• Gain an understanding of PeopleSoft concepts and architecture.
• Configure and manage server domains.
• Trace, troubleshoot, and tune PeopleSoft system performance.

This instructor-led live training in Prague (online or onsite) is designed for intermediate-level marketing professionals aiming to develop the competencies needed to effectively utilize Salesforce Marketing Cloud for comprehensive digital marketing and customer engagement.

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

• Understand the features, functionalities, and architecture of Salesforce Marketing Cloud.
• Learn how to create, manage, and optimize email, social, mobile, and advertising campaigns using Marketing Cloud.
• Manage data within Marketing Cloud, create segmented audiences, and utilize data for targeted marketing efforts.

Zoho CRM is a widely adopted cloud-based platform used to manage customer relationships, automate sales processes, and analyze business performance.

This instructor-led, live training (online or onsite) is aimed at intermediate-level users and administrators who wish to improve their proficiency in managing data, reporting, customization, and system control within Zoho CRM.

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

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

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 Prague (online or onsite) is aimed at business analysts who wish to optimize marketing and sales processes with Microsoft Dynamics 365.

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

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

This instructor-led, live training in Prague (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 Prague (online or onsite) targets 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

This course is designed for developers who work with Microsoft Dynamics 365 Finance and Operations Apps. These professionals are responsible for implementing and extending applications to align with business needs. Participants will learn how to deliver robust solutions by leveraging standardized coding patterns, extensible features, and external integrations.

Target Audience

Microsoft Dynamics 365 Finance and Operations Apps Developers

In this instructor-led live training Prague (online or on-site), participants will learn how to leverage Odoo and initiate development projects for their organizations.

By the conclusion 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 Prague (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 Prague (online or onsite) is intended 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 Prague (online or onsite) is designed for marketing professionals, sales teams, and customer service representatives who wish to configure, manage, and monitor Salesforce and its capabilities to serve their customers more effectively.

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.
• Utilize Salesforce features and tools to attract, attain, and service existing and potential customers.
• Create reports and dashboards to generate useful analytics and insights for the business.

This instructor-led live training in Prague (online or on-site) targets administrators who want to use Salesforce Lightning to build web applications.

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

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

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

This instructor-led, live training in Prague (online or onsite) targets end-users who want to leverage Veeva Vault to improve the management of life science documents and data.

Upon completion of this training, participants will be able to manage documents, track product information, and collaborate effectively 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.