Customer Relationship Management (CRM) Training in Cascais

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.

Microsoft Dynamics 365 Business Central (BC) is a contemporary ERP solution designed to support end-to-end business operations, including comprehensive warehouse and inventory management. Through 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 on-site) is tailored for intermediate-level warehouse operations teams, ERP consultants, and systems professionals seeking to implement or optimise warehouse management in Dynamics 365 Business Central using best practices, mobile devices, and robust integration workflows.

Upon completing this training, participants will be able to:

• Configure and manage warehouse operations within Dynamics 365 Business Central.
• Utilise Warehouse Insight for real-time mobile execution of warehouse tasks.
• Implement license plating and traceability to strengthen inventory control.
• Integrate equipment calibration, test requests, and quality control into ERP workflows.

Course Format

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

Course Customisation Options

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

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 Cascais (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.

Salesforce serves as a robust cloud platform that supports the entire insurance lifecycle—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 Cascais (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 Cascais (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 Cascais (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 Cascais (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 Cascais (available online or onsite) is designed for participants with beginner to intermediate skills who wish to leverage the MS Dynamics 365 Sales Insights module to develop smarter sales strategies and improve customer engagement.

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

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

This instructor-led, live training in Cascais (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 Cascais (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 Cascais (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 the Analytics Accounting Plan, to enhance financial tracking and reporting.
• Administer the Employee and Contact modules to improve 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 Cascais (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 Cascais (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 Cascais (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 Cascais (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 Cascais (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.

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 Cascais (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 Cascais (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 Cascais (online or onsite) is designed for end-users who wish to use Odoo to enhance their business operations.

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

• Understand how to implement an Odoo CRM system within their own organisation.
• Plan, analyse, and map business functions and processes to Odoo features.
• Integrate Odoo with other third-party tools and applications.

This instructor-led, live training in Cascais (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 Cascais (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 Cascais (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.

Zoho Creator is a Software-as-a-Service (SaaS) platform designed for developing enterprise-grade applications accessible on any device.

In this instructor-led live training, available both onsite and remotely, you will learn to rapidly build custom applications using Zoho Creator.

Upon completing this course, you will be equipped to:

• Efficiently set up, configure, and operate your Zoho Creator account
• Design forms and dashboards
• Establish workflows and business rules
• Automate repetitive tasks and construct informative pages

Audience

• Developers
• Business managers

Course Format

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

Customization Options

• To arrange a tailored training session for this course, please get in touch with us.