Customer Relationship Management (CRM) Training in Tashkent

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

This instructor-led live training, available either online or onsite, is tailored for intermediate to advanced developers and technical support professionals eager to create, maintain, and support solutions within the Microsoft Dynamics 365 Finance & Operations ecosystem.

Upon completing this training, participants will be equipped to:

• Configure a development environment utilizing Visual Studio and X++.
• Build forms, classes, tables, and workflows within F&O.
• Implement business logic through events, permissions, and validations.
• Develop custom reports and extend existing functionalities.
• Connect with external services via REST APIs and OData.
• Conduct testing, debugging, and performance optimization within the F&O environment.
• Handle data migrations and manage continuous system updates.

Course Format

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

Customization Options

• For personalized training requirements, please reach out to us for arrangement.

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 comprehensive solution for managing customer support, service operations, and omnichannel engagement.

This instructor-led, live training (available online or onsite) is designed for intermediate-level users who wish to implement and configure customer service solutions using Dynamics 365 Customer Service.

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

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

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

Salesforce serves as a premier CRM platform designed to monitor, enhance, and expand sales efficiency.

This instructor-led live training, available either online or on-site, targets intermediate sales professionals aiming to elevate their performance through contemporary, high-impact sales methodologies supported by Salesforce.

Upon finishing this training, participants will be capable of:

• Implementing modern cold-calling strategies that enhance engagement.
• Utilizing tested scripts to boost conversion rates.
• Establishing rapport swiftly through psychological and interpersonal connection techniques.
• Harnessing Salesforce to monitor activities and expedite outcomes.

Course Format

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

Customization Options

• Customization of examples, scenarios, and exercises is available upon request.

Microsoft Dynamics 365 Business Central (BC) is a modern ERP solution designed to support end-to-end business operations, including comprehensive warehouse and inventory management. With enhanced integration capabilities and add-ons such as Warehouse Insight, BC empowers organizations to streamline warehouse operations, implement license plating, and automate processes 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 aiming to implement or optimize warehouse management within Dynamics 365 Business Central. The course emphasizes best practices, mobile device utilization, and seamless integration workflows.

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

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

Course Format

• Interactive lectures and group discussions.
• Extensive hands-on exercises and practical simulations.
• Live-lab implementation in a real-world environment.

Customization Options

• To request a customized version of this training, please contact us to arrange a tailored solution.

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 curriculum focuses on essential configuration techniques, object and application design, process automation utilizing workflows, Process Builder, and Flow, alongside productivity tools designed to help teams operate more efficiently.

This instructor-led live training, available in both online and onsite formats, is tailored for beginner to intermediate-level administrators, business users, and team leaders who aim to configure Salesforce, automate routine procedures, and boost overall user productivity.

Upon completion of this training, participants will be equipped 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 daily tasks.
• Leverage productivity and collaboration features, including Lightning Experience, Chatter, and various integrations.
• Create fundamental reports and dashboards to highlight key performance metrics.

Format of the Course

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

Course Customization Options

• For customized sessions focused on Sales Cloud, Service Cloud, or custom objects, please contact us to arrange your specific requirements.

This instructor-led, live training session (Tashkent), available online or onsite, is tailored for treasury and finance professionals at 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 supports every stage of the insurance lifecycle, ranging from quoting and sales to claims management and policy administration.

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

Upon completing this training, participants will be capable of:

• Configuring Salesforce to handle quoting and pricing for insurance products.
• Managing post-sales activities, such as claims processing, event registration, and payment automation.
• Modeling insurance products and administering policies throughout their entire lifecycle.
• Adapting Salesforce to address the regulatory and operational requirements specific to insurance and leasing.

Course Format

• Interactive lectures and discussions.
• Practical application of Salesforce Insurance tools and configurations.
• Guided exercises focusing on product creation, claims workflows, and policy automation.

Customization Options

• To request a customized version of this course tailored to your specific insurance or leasing products, please contact us to make arrangements.

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

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

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

Odoo is a powerful 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 Tashkent (online or onsite) is designed for intermediate to advanced professionals seeking to streamline customer care operations using AI and automation, while empowering their teams with cutting-edge tools and strategies.

Upon completing this training, participants will be able to:

• Grasp the latest trends in customer care and customer success.

• Harness AI and automation to elevate customer satisfaction and minimize manual workloads.

• Streamline sales workflows and enhance customer engagement through advanced automation.

• Conduct remote training for teams on modern tools and strategies for customer success and sales.

• Develop scalable solutions that improve customer experiences and fuel revenue growth.

This instructor-led, live training in Tashkent (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, live training in Tashkent (available online or onsite) targets intermediate-level marketing analysts and professionals who want to refresh and upgrade their Pardot skills, emphasizing advanced reporting, dashboards, and engagement strategies.

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

• Optimize Pardot for sophisticated email marketing and engagement tactics.
• Master the creation and analysis of reports and dashboards.
• Refine prospect assignment strategies and engagement programs.
• Harness Pardot’s dynamic content and custom redirects to improve campaign outcomes.

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

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

• Understand the features and benefits of the Sales Insights module.
• Use AI-driven analytics to enhance sales performance.
• Customise and configure the module for specific business needs.
• Leverage insights for lead scoring, relationship health, and pipeline management.
• Integrate Sales Insights with other Dynamics 365 modules and third-party tools.

This instructor-led, live training in Tashkent (online or onsite) is designed for beginner-level managers who want to use Monday.com to manage and automate databases and workflows across multiple departments.

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

• Automate databases and workflows for various departments such as sales, marketing, HR, etc.
• Integrate WhatsApp via an external API to maintain communication with customers or internal teams.
• Manage statuses and workflows for any department and optimize operations through automation.
• Fully leverage Monday’s WorkManagement, CRM, and WorkForms modules to maximize efficiency.

This instructor-led, live training in Tashkent (online or onsite) targets intermediate-level professionals who wish to implement and manage the Odoo Inventory module effectively across a central warehouse and multiple secondary locations, emphasizing traceability and scalability.

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

• Configure and manage a multi-location warehouse structure in Odoo.
• Track internal product movements and optimize transfers between warehouses.
• Record and trace purchase orders through reception and distribution.
• Enable and manage serial number and lot-based traceability.
• Design a scalable and well-organized inventory system aligned with best practices.

This instructor-led live training in Tashkent (online or onsite) is designed for beginner-level sales professionals and administrators who aim to effectively use and manage Salesforce Sales Cloud and its administrative features.

Upon completing this training, participants will be able to:

• Efficiently navigate and leverage Salesforce Sales Cloud.
• Oversee leads, accounts, contacts, opportunities, and cases.
• Create reports and dashboards to derive actionable sales insights.
• Deploy automation and workflow rules within Salesforce.
• Adjust security configurations and oversee user access permissions.
• Connect Salesforce with Power BI, Tableau, and other tools to facilitate real-time data analysis.

This instructor-led, live training in Tashkent (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 Tashkent (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 Tashkent (online or onsite) is aimed at intermediate-level developers who wish to learn how to design, develop, and deploy responsive and dynamic email templates tailored for various Salesforce marketing campaigns.

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

• Use HTML5 and CSS3 to design and develop responsive, accessible, and interactive email templates that are optimized for performance across various devices and email clients within the Salesforce ecosystem.
• Leverage Salesforce data to create personalized email experiences.
• Test, deploy, and analyze email campaigns within Salesforce, including the use of analytics to inform decisions and optimize future campaigns for better performance and higher engagement.

Zoho Desk is a cloud-based helpdesk platform designed to streamline customer service operations through automation, omnichannel support, ticket tracking, and performance analytics.

This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level users who wish to effectively configure, manage, and optimize Zoho Desk to support customer service workflows.

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

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

Format of the Course

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

Course Customization Options

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

This instructor-led, live training in Tashkent (available online or on-site) is designed for business analysts who wish to leverage 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.
• Recognize when to apply the product life cycle concept in business contexts.

This instructor-led, live training in Tashkent (online or onsite) is aimed at intermediate-level accountants who wish to optimize their accounting processes using the features of the Odoo accounting module.

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

• Learn the accounts payable and receivable management features, including automation, customization, and optimization within Odoo.
• Utilize Odoo's advanced reporting tools to create custom financial reports, dashboards, and analyses that support strategic decision-making.
• Configure and manage multiple tax rates, jurisdictions, and budgetary controls effectively within Odoo.
• Develop best practices for managing sensitive financial data, setting up user permissions, and adhering to audit requirements.

This instructor-led live training, conducted Tashkent (online or on-site), is designed for consultants aiming to acquire intermediate-level skills in managing PeopleSoft applications.

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

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

This instructor-led, live training in Tashkent (online or on-site) is designed for intermediate-level marketing professionals seeking to acquire the skills and knowledge necessary to effectively leverage Salesforce Marketing Cloud for integrated digital marketing and customer engagement.

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

• Understand the key 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, build segmented audiences, and apply data-driven strategies for targeted marketing.

Zoho CRM is a popular cloud-based platform designed to help organizations manage customer relationships, automate sales activities, and analyze business performance.

This instructor-led live training, available online or onsite, is designed for intermediate users and administrators who want to enhance their skills 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 best practices for change control, 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 Tashkent (available online or on-site) is designed for business analysts who aim to optimize their marketing and sales processes using Microsoft Dynamics 365.

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

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

This instructor-led, live training in Tashkent (available online or on-site) is designed for marketers who wish to create and optimise a sales and marketing process using HubSpot CRM.

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

• Use HubSpot meeting tools to schedule meetings.
• Optimise business operations with HubSpot CRM.
• Create fully featured dashboards and reports for data analysis.
• Automate the sales and marketing workflow.

This instructor-led, live training in Tashkent (online or onsite) is designed for intermediate-level customer experience analysts and marketing operations professionals seeking 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 outcomes.

About This Course

Dynamics 365 Finance and Operations apps include, but are not limited to, Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management, Manufacturing. Dynamics 365 Finance empowers you to: Automate and modernise your global financial operations. Monitor performance in real time, forecast future outcomes, and make data-driven decisions to fuel business growth. Drive strategic financial decisions with artificial intelligence (AI), unify and automate your financial processes, reduce operational expenses, and minimise 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. Maximise operational efficiency, product quality, and profitability. Innovate through intelligent manufacturing operations, modernise warehouse management, optimise production performance, extend asset lifecycles, and automate and streamline your supply chain. Note: For more information, please refer to https://docs.microsoft.com/learn/paths/get-started-finance-operations/ In this module, we will focus on the core features and functionality of Dynamics 365 Finance apps that are most frequently used 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 into solutions, and configuring the solution and applications. The Functional Consultant implements solutions using 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 utilise search, filtering, and queries
• Use operational workspaces
• Work with Business Document Management
• Utilise record templates
• Integrate Power BI with Dynamics 365 Finance and Operations apps
• Personalise workspaces
• Identify when to use Power Platform within the Dynamics 365 Finance app
• Apply security roles to users
• Run and analyse security reports
• Create and utilise workflows for approval
• Work with Organisation Hierarchy and understand its purposes
• Apply the personalisation feature
• Use the Data Management workspace
• Create and utilise 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 the Business Process Modeler (BPM)
• Understand how to use Issue search

About This Course

This course provides developer-focused training for Microsoft Dynamics 365 Finance and Operations Apps. Developers learn to implement and extend applications to satisfy business requirements. Participants will deliver complete solutions by leveraging standardized coding patterns, extensible features, and external integrations.

Audience Profile

Microsoft Dynamics 365 Finance and Operations Apps Developers

In this instructor-led, live training in Tashkent (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 core fundamentals of Odoo.
• Create their own Odoo module.
• Integrate third-party tools with Odoo.
• Maximize the use of Odoo's features.

This instructor-led live training in Tashkent (online or onsite) is designed for end-users who wish to use Odoo to enhance their business operations.

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

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

This instructor-led, live training in Tashkent (online or onsite) is aimed at 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.
• Ceate and use REST and SOAP web services using Apex.

This instructor-led, live training in Tashkent (online or onsite) is designed for marketing professionals, sales teams, and customer service representatives who wish to set up, 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 their profile, track activities, customize views and layouts, and personalize settings.
• Leverage Salesforce features and tools to attract, acquire, and service both existing and potential customers.
• Create reports and dashboards to generate valuable analytics and business insights.

This instructor-led, live training in Tashkent (online or on-site) is designed for administrators who want to use Salesforce Lightning to build web applications.

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

• Build responsive applications using Salesforce Lightning.
• Develop applications with minimal or no coding.
• Create a Lightning application from scratch.

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

• Manage and sustain high-quality data within Salesforce
  
• Design and optimize automations using Process Builder, Flow, and Workflow Rules
  
• Set up advanced security and sharing configurations
  
• Develop intricate reports and dashboards to derive actionable insights
  
• Troubleshoot frequent issues and implement best practices for performance enhancement

Course Format:
Instructor-led training featuring practical exercises, collaborative discussions, and hands-on labs.

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

This instructor-led, live training in Tashkent (available online or on-site) is intended for end-users who wish to leverage Veeva Vault to more effectively manage life science documents and data.

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

Zoho Creator serves as a Software-as-a-Service (SaaS) platform designed for developing enterprise-grade applications that operate seamlessly across all devices.

Through this instructor-led live training, available both onsite and remotely, attendees will acquire the skills to rapidly construct custom applications using Zoho Creator.

Upon completing this training, participants will be capable of:

• Efficiently setting up, configuring, and operating their Zoho Creator account
• Designing forms and dashboards
• Establishing workflows and business rules
• Automating repetitive tasks and constructing informative pages

Target Audience

• Developers
• Business managers

Course Format

• Interactive lectures and discussions
• Extensive exercises and practice sessions
• Practical implementation within a live laboratory environment

Customization Options

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