Customer Relationship Management (CRM) Training in Porto

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.

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 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 Porto (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 Porto (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 Porto (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 Porto (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 Porto (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 Porto (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 Porto (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 instructor-led, live training in Porto (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 Porto (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 Porto (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 Porto (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 Porto (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 Porto (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 Porto (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 Porto (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 Porto (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 Porto (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 Porto (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 Porto (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 Porto (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 Porto (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 Porto (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.