Customer Relationship Management (CRM) Training in Braga

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

This instructor-led live training (available online or onsite) is tailored for intermediate to advanced developers and technical support professionals seeking to 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 using Visual Studio and X++.
• Develop forms, classes, tables, and workflows within F&O.
• Implement business logic utilizing events, permissions, and validations.
• Generate custom reports and extend existing capabilities.
• Integrate external services via REST APIs and OData.
• Test, debug, and optimize performance within the F&O environment.
• Oversee data migrations and manage ongoing system updates.

Format of the Course

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

Course Customization Options

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

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

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

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

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

Format of the Course

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

Course Customization Options

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

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

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

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

• Configure and manage case automation, queues, and routing logic.
• Deploy omnichannel tools such as chat, SMS, and agent workspace.
• Design personalised customer experiences using surveys and analytics.
• Integrate AI assistants and IoT devices to enable proactive support scenarios.

Course Format

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

Course Customisation Options

• For a customised training session on this course, please contact us to arrange your requirements.

Salesforce stands as a premier CRM platform designed to monitor, optimize, and expand sales effectiveness.

Delivered via live instruction in online or onsite formats, this training targets intermediate-level sales professionals seeking to elevate their performance through contemporary, high-impact techniques empowered by Salesforce.

Upon finishing this course, participants will be equipped to:

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

Course Format

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

Customization Options

• Examples, scenarios, and exercises can be tailored to specific needs upon request.

Salesforce is a premier cloud-based CRM platform that empowers organisations to manage customer relationships, automate business processes, and enhance team collaboration. This practical, hands-on course covers fundamental configuration, object and application design, automation through Workflows, Process Builder, and Flow, along with productivity features to help teams work 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 wish to configure Salesforce, automate routine processes, and improve user productivity.

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

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

Format of the Course

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

Course Customization Options

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

This instructor-led, live training in Braga (online or onsite) is designed for treasury and finance professionals at a beginner to intermediate level who wish to consolidate their knowledge, enhance report generation capabilities, and maximise the use of Dynamics 365 for financial operations.

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

• Navigate and customise the Dynamics 365 Finance and Operations interface.
• Generate and analyse financial reports efficiently.
• Manage treasury functions, including cash flow management and bank reconciliations.
• Enhance financial workflows to improve operational efficiency.

This instructor-led live training in Braga (online or onsite) is aimed at beginner-level to intermediate-level participants who wish to enhance their customer service operations using Dynamics 365 Customer Service.

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

• Understand the core features and functionalities of Dynamics 365 Customer Service.
• Set up and configure the D365 Customer Service environment.
• Manage customer interactions and cases efficiently.
• Utilize analytics to improve service delivery.
• Integrate Dynamics 365 Customer Service with other Microsoft applications.

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

Upon completing this training, participants will be able to:

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

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

This instructor-led, live training (online or onsite) is aimed at intermediate-level to advanced-level developers who wish to master Odoo’s backend and frontend frameworks, including Python ORM customization, OWL (Odoo Web Library) development, and module optimization for Barcode and POS systems.

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

• Develop advanced Odoo modules using Python, XML, and JavaScript.
• Customize and extend Odoo’s backend models, views, and controllers.
• Build and enhance frontend components using OWL for POS and Barcode modules.
• Integrate APIs and third-party systems securely with Odoo.
• Debug, test, and deploy Odoo modules following best practices.

Format of the Course

• Interactive lecture and discussion.
• Live coding demonstrations and guided exercises.
• Hands-on module development in a real Odoo environment.

Course Customization Options

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

This instructor-led, live training in Braga (online or onsite) targets intermediate to advanced participants aiming to optimize customer care operations using AI and automation, while equipping their teams with the latest tools and strategies.

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

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

This instructor-led, live training in Braga (online or onsite) is aimed at beginner-level to intermediate-level participants who wish to gain a comprehensive understanding of Dynamics 365 Sales and effectively use the platform to enhance their sales operations.

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

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

This instructor-led training in Braga (online or onsite) is aimed at 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 Braga (online or onsite) targets 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 (sales, marketing, HR, etc.).
• Integrate WhatsApp via an external API to maintain communication with customers or internal teams.
• Manage statuses and workflows for any area and optimize operations using automation.
• Fully utilize Monday’s WorkManagement, CRM, and WorkForms modules for maximum efficiency.

This guided, live training session in Braga (online or onsite) targets intermediate-level professionals eager to implement and oversee the Odoo Inventory module effectively, focusing on a central warehouse alongside multiple secondary sites, with a strong focus on traceability and scalability.

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

• Set up and oversee a multi-location warehouse framework within Odoo.
• Monitor internal product movements and optimize transfers between warehouses.
• Document and track purchase orders from reception to distribution.
• Activate and manage traceability based on serial numbers and lots.
• Develop a scalable and well-organized inventory system that aligns with best practices.

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

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

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

This instructor-led, live training in Braga (online or onsite) is tailored for beginner-level project managers who aim to use OpenText Exstream v16 to effectively design, implement, and manage personalised customer communications.

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 Braga (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 solution 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 Braga (online or onsite) is designed for business analysts wishing to use HubSpot services to manage the product life cycle.

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

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

This instructor-led, live training in Braga (online or onsite) is aimed at intermediate-level accountants who wish to optimise 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, customisation, and optimisation within Odoo.
• Utilise 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 Braga (online or onsite) is designed for consultants who wish to acquire intermediate-level skills in managing Peoplesoft applications.

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

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

This instructor-led, live training in Braga (online or onsite) is designed for marketing professionals with intermediate experience who wish to develop the skills and knowledge required 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.

This instructor-led live training in Braga (online or onsite) is designed for business analysts looking to optimize marketing and sales processes using Microsoft Dynamics 365.

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

• Leverage various modules within Microsoft Dynamics 365 to manage process workflows.
• Integrate the Power Platform into Microsoft Dynamics 365.
• Structure common data models, including records, segment charts, and other components.
• Automate business processes through Microsoft Flow integration.

This instructor-led live training in Braga (online or onsite) is designed for marketers looking to create and optimize sales and marketing processes with HubSpot CRM.

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

• Schedule meetings using HubSpot's meeting tools.
• Enhance business operations through HubSpot CRM.
• Develop comprehensive dashboards and reports for effective data analysis.
• Automate sales and marketing workflows.

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

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

This instructor-led live training in Braga (online or onsite) enables participants to master Odoo and commence development work for their organizations.

Upon completing this training, participants will be able to:

• Install and configure Odoo.
• Grasp the core principles of Odoo.
• Develop their own Odoo modules.
• Integrate third-party tools with Odoo.
• Leverage the full potential of Odoo's features.

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

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

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

This instructor-led live training in Braga (online or onsite) is targeted at marketing professionals, sales teams, and customer service representatives who wish to configure, manage, and monitor Salesforce and its capabilities to better serve their customers.

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

• Set up their Salesforce account to manage profiles, track activities, customize views and layouts, and personalize settings.
• Utilize Salesforce features and tools to attract, acquire, 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 Braga (online or onsite) is targeted at administrators who want to utilize Salesforce Lightning to create web applications.

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

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

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

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

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