Online Customer Relationship Management (CRM) Training in Serbia

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

This instructor-led live training, available online or onsite, targets intermediate to advanced developers and technical support professionals seeking to create, maintain, and support solutions within Microsoft Dynamics 365 Finance & Operations.

Upon completion of this training, participants will be capable of:

• Configuring a development environment using Visual Studio and X++.
• Developing forms, classes, tables, and workflows in F&O.
• Implementing business logic through events, permissions, and validations.
• Developing custom reports and extending existing functionalities.
• Integrating external services via REST APIs and OData.
• Testing, debugging, and optimizing performance within the F&O environment.
• Handling data migrations and managing ongoing system updates.

Course Format

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

Customization Options

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

Microsoft Dynamics 365 Finance & Operations is a robust enterprise ERP platform engineered to manage global financials, supply chain operations, and logistics.

This instructor-led, live training (available online or onsite) targets intermediate to advanced ERP users and internal support teams seeking to master the functional capabilities of Microsoft Dynamics 365 F&O within the Finance and Supply Chain modules.

Upon completion 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.
• Extensive 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 platform for overseeing customer support, service operations, and omnichannel interactions.

This guided, live training session (available online or at your location) is designed for intermediate-level users aiming to deploy and configure customer service solutions via Dynamics 365 Customer Service.

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

• Set up and oversee case automation, queues, and routing logic.
• Deploy omnichannel capabilities such as chat, SMS, and the agent workspace.
• Develop tailored customer experiences through surveys and analytics.
• Leverage AI assistants and IoT devices to facilitate proactive support.

Course Format

• Engaging lectures and interactive discussions.
• Extensive practical exercises.
• Practical implementation within a live-lab environment.

Customization Options

• To request a tailored training program for this course, please reach out to us to make arrangements.

Salesforce stands as a premier CRM platform designed to help organizations monitor, enhance, and expand their sales capabilities.

This instructor-led training, available either online or at your location, is tailored for intermediate-level sales professionals looking to elevate their performance through contemporary, high-impact methodologies supported 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 monitor activities and speed up results.

Course Format

• Live demonstrations accompanied by guided discussions.
• Practical exercises based on real-world sales scenarios.
• Interactive tasks conducted within a live Salesforce environment.

Customization Options

• Examples, scenarios, and exercises can be customized to meet 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. With advanced integration capabilities and specialized add-ons like Warehouse Insight, BC facilitates efficient warehouse activities, license plating, and operational automation throughout the enterprise.

This instructor-led, live training (available online or onsite) targets intermediate-level warehouse operations teams, ERP consultants, and systems professionals aiming to implement or optimize warehouse management in Dynamics 365 Business Central by leveraging best practices, mobile devices, and robust 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 practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request customized training for this course, please contact us to arrange your specific needs.

Salesforce stands as a premier cloud-based CRM platform, empowering organizations to effectively manage customer relationships, automate critical processes, and enhance team collaboration. This practical, hands-on course delves into essential configuration techniques, object and application design, automation through workflows, Process Builder, and Flow, alongside key productivity features designed to help teams operate more efficiently.

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

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

• Configure objects, fields, page layouts, and record types to accurately model business data.
• Design and construct Lightning applications and pages using the Lightning App Builder.
• Develop automation solutions using Flow and other process automation tools to streamline operational tasks.
• Leverage productivity and collaboration features, including Lightning Experience, Chatter, and various productivity integrations.
• Construct basic reports and dashboards to highlight key performance metrics.

Course Format

• Interactive lectures combined with live demonstrations.
• Guided, hands-on exercises conducted within a sandbox environment.
• Real-world scenarios and a comprehensive capstone lab.

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 Serbia (online or onsite) targets treasury and finance professionals at the beginner to intermediate levels who wish to reinforce their knowledge, improve report generation, and maximize the use of Dynamics 365 for financial operations.

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

• Navigate and customize the Dynamics 365 Finance and Operations interface.
• Generate and analyze financial reports efficiently.
• Manage treasury functions, including cash flow and bank reconciliations.
• Enhance financial workflows for better operational efficiency.

Salesforce serves as a robust cloud platform that encompasses the entire insurance lifecycle—from the initial stages of quoting and sales through to claims management and policy administration.

This instructor-led live training, available either online or onsite, targets intermediate-level professionals within the insurance and leasing sectors who aim to configure, extend, and optimize Salesforce to manage their product offerings, automate claims processing, and oversee complete policy lifecycles.

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

• Configure Salesforce to handle quoting and pricing for insurance products.
• Oversee post-sales activities, including claims handling, event registration, and automated payments.
• Model insurance products and administer policies throughout their entire lifecycle.
• Tailor Salesforce solutions to satisfy the specific regulatory and operational demands of the insurance and leasing industries.

Course Format

• Interactive lectures and group discussions.
• Practical, hands-on experience with Salesforce Insurance tools and configurations.
• Guided exercises focusing on product creation, claims workflows, and policy automation.

Course Customization Options

• For tailored training sessions based on your specific insurance or leasing products, please contact us to make arrangements.

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

Upon completion of 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 Serbia (online or onsite) targets beginner to intermediate sales professionals who want to use Salesforce to manage leads, opportunities, accounts, and customer interactions. The aim is to increase deal closure rates and improve 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.
• Use reports and dashboards to gain actionable insights into the sales pipeline.

Odoo stands as a robust open-source ERP framework, powered by Python and JavaScript, and featuring a modular architecture designed for crafting business applications.

This instructor-led live training, available online or on-site, targets intermediate to advanced developers aiming to master both the backend and frontend frameworks of Odoo. Key areas include customizing the Python ORM, developing with OWL (Odoo Web Library), and optimizing modules for Barcode and POS systems.

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

• Create sophisticated Odoo modules utilizing Python, XML, and JavaScript.
• Customize and extend backend models, views, and controllers within Odoo.
• Construct and enhance frontend components for POS and Barcode modules using OWL.
• 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.
• Practical module development within a real Odoo environment.

Course Customization Options

• For those interested in a tailored training session, please reach out to us to make arrangements.

This instructor-led, live training in Serbia (online or onsite) is aimed at intermediate-level to advanced-level participants who wish 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 Serbia (online or onsite) is designed for beginner to intermediate learners aiming to gain a comprehensive understanding of Dynamics 365 Sales and effectively utilize the platform to improve 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, live training in Serbia (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 Serbia (online or on-site) is designed for beginner to intermediate participants aiming to leverage MS Dynamics 365 Sales Insights for smarter sales strategies and enhanced customer engagement.

Upon completing this training, participants will be able to:

• Grasp the key features and advantages of the Sales Insights module.
• Apply AI-driven analytics to elevate sales results.
• Tailor and configure the module to meet specific organizational requirements.
• Utilize insights for lead scoring, assessing relationship health, and managing sales pipelines.
• Connect Sales Insights with other Dynamics 365 modules and external third-party applications.

This instructor-led live training in Serbia (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 multiple departments (sales, marketing, HR, etc.).
• Integrate WhatsApp using 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 Serbia (online or onsite) targets intermediate-level professionals seeking to implement and manage the Odoo Inventory module effectively across a central warehouse and various secondary locations, with a strong emphasis on traceability and scalability.

Upon completing this training, participants will be able to:

• Set up and manage a multi-location warehouse structure within Odoo.
• Monitor internal product movements and optimize transfers between warehouses.
• Record and trace purchase orders from receipt through distribution.
• Enable and oversee serial number and lot-based traceability.
• Design a scalable and well-organized inventory system that aligns with best practices.

This instructor-led, live training in Serbia (online or onsite) targets 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 Serbia (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 Serbia (online or onsite) is aimed at beginner-level project managers who wish to use 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 Serbia (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 optimize customer service operations via automation, omnichannel assistance, ticket management, and performance analytics.

This instructor-led, live training (available online or on-site) targets beginner to intermediate users who want to effectively configure, manage, and optimize Zoho Desk to support customer service workflows.

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

• Configure and tailor the Zoho Desk environment for their team.
• Manage tickets, SLAs, and workflows across multiple support channels.
• Create insightful reports and dashboards to monitor service performance.
• Implement best practices for automation, change control, and collaboration.

Course Format

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

Customization Options

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

This instructor-led live training in Serbia (online or onsite) is designed for business analysts who wish to utilize 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 Serbia (online or onsite) is designed for intermediate-level accountants who want to optimize their accounting processes using the Odoo accounting module's features.

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

• Learn 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 Serbia (online or onsite) is designed for consultants seeking to acquire intermediate-level skills in managing PeopleSoft applications.

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

• Understand key PeopleSoft concepts and architecture.
• Configure and manage server domains.
• Trace, troubleshoot, and tune PeopleSoft system performance.

This instructor-led, live training in Serbia (online or onsite) is designed for intermediate-level marketing professionals who want to gain the skills and knowledge needed to effectively utilize Salesforce Marketing Cloud for comprehensive digital marketing and customer engagement.

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

• Comprehend the features, functionalities, and architecture of Salesforce Marketing Cloud.
• Create, manage, and optimize email, social media, mobile, and advertising campaigns using Marketing Cloud.
• Handle data within Marketing Cloud, develop segmented audiences, and apply data insights for targeted marketing initiatives.

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 Serbia (online or onsite) targets business analysts aiming to optimize marketing and sales processes with Microsoft Dynamics 365.

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

• Utilize various Microsoft Dynamics 365 modules to manage process flows.
• Integrate the Power Platform within Microsoft Dynamics 365.
• Structure common data models, including records, segment charts, and other elements.
• Automate processes through Microsoft Flow integration.

This instructor-led, live training in Serbia (online or onsite) is designed for 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 Serbia (online or on-site) 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 metrics, build and publish journeys, and monitor and troubleshoot results.

About This Course

Dynamics 365 Finance and Operations applications encompass, among others, Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management Manufacturing. Dynamics 365 Finance empowers you to: Automate and modernize global financial operations. Monitor performance in real-time, predict future outcomes, and make data-driven decisions to foster business growth. Facilitate strategic financial decisions through artificial intelligence (AI), unify and automate financial processes, reduce operational costs, and mitigate global financial complexity and risk. Dynamics 365 Supply Chain Management enables you to: Transform your manufacturing and supply chain operations. Leverage predictive insights and intelligence from AI and the Internet of Things (IoT) across planning, production, inventory, warehouse, and transportation management. Maximize operational efficiency, product quality, and profitability. Innovate with intelligent manufacturing operations, modernize warehouse management, optimize production performance, extend asset lifespan, and automate and streamline your supply chain. Note: For additional information, please refer to https://docs.microsoft.com/learn/paths/get-started-finance-operations/. In this module, we will concentrate on the core features and functionality of Dynamics 365 Finance apps that are most utilized by end users and consultants.

Audience Profile

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for conducting discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution leveraging out-of-the-box capabilities, codeless extensibility, and application and service integrations.

At Course Completion

Upon completing this course, students will be able to:

• Navigate and efficiently utilize search, filtering, and queries.
• Utilize operational workspaces.
• Work with Business Document Management.
• Work with record templates.
• Integrate Power BI with Dynamics 365 Finance and Operations apps.
• Personalize workspaces.
• Identify appropriate scenarios for using Power Platform within Dynamics 365 Finance and Operations apps.
• Apply security roles to users.
• Run and analyze security reports.
• Create and use workflows for approval.
• Work with Organization Hierarchy and understand its purposes.
• Utilize the personalization feature.
• Use the Data Management workspace.
• Create and use entity templates.
• Copy configuration data between legal entities.
• Import and export data and manage data using Office Integration.
• Use the Regression Suite Automation Tool (RSAT).
• Create User Acceptance Tests (UAT) and test plans.
• Create and work with Business Process Modeler (BPM).
• Understand how to use Issue search.

About This Course

This training is designed for developers. Professionals working as Microsoft Dynamics 365 Finance and Operations Apps Developers are responsible for implementing and extending applications to satisfy business needs. They deliver complete solutions by leveraging standardized coding patterns, extensible features, and external integrations.

Audience Profile

Microsoft Dynamics 365 Finance and Operations Apps Developers

Microsoft Dynamics 365 Business Central is a cloud-based, integrated business management solution designed to assist small and medium-sized enterprises in automating and connecting their financial, sales, service, and operational processes. Built upon the Dynamics 365 platform, it offers extensive customization capabilities to address specific business requirements. Key functionalities encompass financial management, supply chain management, project management, and customer relationship management. Furthermore, it seamlessly integrates with other Microsoft products, such as Office 365 and Power BI, to enhance functionality. Ultimately, Business Central provides a comprehensive and adaptable solution to help businesses manage operations effectively and foster growth.

In this instructor-led live training in Serbia (online or onsite), participants will learn how to use Odoo and begin developing custom solutions for their organizations.

By the end 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 Serbia (online or onsite) is designed for end-users looking to leverage Odoo to improve their business operations.

Upon completing 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 Serbia (online or onsite) is intended for web developers who wish to create real-time applications using Salesforce Development.

Upon completion 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 Serbia (online or onsite) targets marketing staff, sales personnel, and customer service representatives who aim to utilize Salesforce's setup, management, and monitoring 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.
• Use 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 Serbia (online or on-site) is designed for administrators who wish to use 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 Serbia (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.

Zoho Creator is a SaaS-based platform designed for developing enterprise-grade applications that function seamlessly across any device.

In this instructor-led live training (available onsite or remotely), participants will learn how to rapidly build custom applications using Zoho Creator.

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

• Set up, configure, and manage their Zoho Creator account with efficiency
• Design forms and dashboards
• Establish workflows and business rules
• Automate routine tasks and create informative pages

Audience

• Developers
• Business managers

Course Format

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

Customization Options

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