Customer Relationship Management (CRM) Training in Lyon

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

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

Upon completion of this course, participants will gain the ability to:

• Configure a development environment utilizing Visual Studio and X++.
• Develop forms, classes, tables, and workflows specific to F&O.
• Implement business logic through events, permissions, and validation mechanisms.
• Generate custom reports and extend current functionalities.
• Facilitate integration with external services via REST APIs and OData.
• Conduct testing, debugging, and performance optimization within the F&O environment.
• Oversee data migrations and manage continuous system updates.

Course Format

• Interactive lectures and group discussions.
• Extensive exercises and practical application.
• Hands-on implementation within a live laboratory setting.

Customization Options

• For inquiries regarding customized training for this course, please reach out to us to coordinate.

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 also allows for the evaluation of participants.

• 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 interactions.

This instructor-led, live training, available online or on-site, is tailored for intermediate-level users looking to implement and configure customer service solutions using Dynamics 365 Customer Service.

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

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

Course Format

• Interactive lectures and discussions.
• Extensive 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 your specific needs.

Salesforce is the premier CRM platform designed to monitor, enhance, and scale sales effectiveness.

This instructor-led training, available online or on-site, targets intermediate sales professionals looking to elevate their performance through contemporary, high-impact techniques backed by Salesforce.

After completing this program, participants will be capable of:

• Implementing modern cold calling strategies to boost engagement.
• Utilizing tested scripts to improve conversion rates.
• Establishing quick rapport via psychological and human-connection methods.
• Using Salesforce to monitor activities and speed up results.

Course Format

• Live demonstrations and guided discussions.
• Practical application through 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 that facilitates comprehensive business operations, including warehouse and inventory management. By leveraging 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 session (available online or onsite) targets intermediate-level warehouse operations teams, ERP consultants, and systems professionals who aim to implement or optimize warehouse management within Dynamics 365 Business Central. The course emphasizes best practices, mobile device utilization, and robust integration workflows.

Upon completing 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.

Format of the Course also allows for the evaluation of participants.

• Interactive lecture and discussion.
• Extensive exercises and practical sessions.
• 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 cloud-based CRM platform, empowering organizations to manage customer relationships, automate key processes, and enhance team collaboration. This practical, hands-on course delves into core configuration, the design of objects and applications, automation via workflows and Process Builder/Flow, and essential productivity features, all designed to help teams operate more efficiently.

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

Upon completing this training, participants will be equipped to:

• Configure objects, fields, page layouts, and record types to effectively model business data.
• Design and construct Lightning apps and pages using Lightning App Builder.
• Develop automation through Flow and process automation tools to streamline tasks.
• Activate productivity and collaboration features, including Lightning Experience, Chatter, and productivity integrations.
• Generate basic reports and dashboards to highlight critical metrics.

Course Format

• Interactive lectures accompanied by live demonstrations.
• Guided, hands-on exercises conducted in a sandbox environment.
• Real-world scenarios culminating in a brief capstone lab.

Customization Options

• For a customized version focusing on Sales Cloud, Service Cloud, or custom objects, please contact us to arrange.

This instructor-led live training in Lyon (online or onsite) is aimed at beginner to intermediate treasury and finance professionals 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-based platform that supports every stage of the insurance lifecycle, ranging from initial quoting and sales through to claims processing and policy administration.

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

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

• Configure Salesforce for quoting and pricing insurance products.
• Manage post-sales activities, including claims handling, event registration, and automated payments.
• Model insurance products and administer policies throughout their entire lifecycle.
• Adapt 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 customized training tailored to your specific insurance or leasing products, please contact us to arrange.

This instructor-led, live training in Lyon (online or onsite) is tailored for participants at beginner to intermediate levels who want 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 Lyon (available online or onsite) is designed for sales professionals ranging from beginner to intermediate levels who aim to use Salesforce to manage leads, opportunities, accounts, and customer interactions, thereby increasing deal closure rates and improving 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 robust open-source ERP framework built on Python and JavaScript, featuring a modular architecture designed for constructing business applications.

This instructor-led live training, available both online and onsite, is designed for intermediate to advanced developers aiming to master Odoo’s backend and frontend frameworks. Key areas include Python ORM customization, OWL (Odoo Web Library) development, and module optimization for Barcode and POS systems.

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

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

Course Format

• Interactive lectures and discussions.
• Live coding demonstrations and guided exercises.
• Hands-on module development within a real Odoo environment.

Course Customization Options

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

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

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

• Grasp the latest trends in customer care and customer success.
• Harness AI and automation to enhance customer satisfaction and reduce workloads.
• Streamline sales workflows and customer engagement through advanced automation.
• Train teams remotely on modern tools and strategies for customer success and sales.
• Develop scalable solutions to elevate customer experiences and fuel revenue growth.

This instructor-led, live training in Lyon (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 Lyon (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.
• Lever Pardot’s dynamic content and custom redirects for better campaign performance.

This instructor-led, live training in Lyon (online or onsite) is designed for beginners to intermediate users aiming to leverage the MS Dynamics 365 Sales Insights module to adopt smarter sales strategies and boost customer engagement.

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

• Grasp the features and advantages of the Sales Insights module.
• Apply AI-driven analytics to improve sales outcomes.
• Customize and configure the module to meet specific business requirements.
• Utilize insights for lead scoring, assessing relationship health, and managing the sales pipeline.
• Integrate Sales Insights with other Dynamics 365 modules and third-party solutions.

This instructor-led live training in Lyon (online or onsite) is designed for 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 Lyon (online or onsite) is aimed at intermediate-level professionals who wish to implement and manage the Odoo Inventory module efficiently across a central warehouse and multiple secondary locations, with strong emphasis on 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 session, offered Lyon (online or onsite), is designed for beginner-level sales staff and administrators who want to proficiently use and administer Salesforce Sales Cloud and its administrative features.

By the conclusion of this training, participants will be capable of:

• Navigating and utilizing Salesforce Sales Cloud effectively.
• Managing leads, accounts, contacts, opportunities, and cases.
• Generating reports and dashboards for sales insights.
• Implementing automation and workflow rules in Salesforce.
• Customizing security settings and managing user access.
• Integrating Salesforce with Power BI, Tableau, and other tools for real-time data analysis.

This instructor-led, live training in Lyon (online or onsite) is aimed at intermediate-level business analysts who wish to lead initiatives for continuous business process improvement and system enhancements within their organizations.

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

• Gain a comprehensive understanding of Dynamics 365.
• Set up, configure, and manage various components of Dynamics 365.
• Analyze existing business processes and make recommendations for optimization using Dynamics 365 functionalities.
• Manage migrations and updates within Dynamics 365.

This instructor-led, live training in Lyon (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 Lyon (online or onsite) targets beginner-level project managers who wish to utilize OpenText Exstream v16 to effectively design, implement, and manage personalized 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 Lyon (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 also allows for the evaluation of participants.

• 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 Lyon (online or onsite) is designed for business analysts who intend 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 Lyon (online or onsite) is aimed at intermediate-level accountants who wish to optimize their accounting processes using the features of the Odoo accounting module.

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

• Master accounts payable and receivable management features, including automation, customization, and optimization within Odoo.
• Leverage 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.
• Establish best practices for managing sensitive financial data, setting up user permissions, and adhering to audit requirements.

This instructor-led live training, delivered in Lyon (online or onsite), 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:

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

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

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

• Grasp the features, functionalities, and architecture of Salesforce Marketing Cloud.
• Learn 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 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 also allows for the evaluation of participants.

• 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 Lyon (online or onsite) is tailored for business analysts seeking to optimize marketing and sales processes using Microsoft Dynamics 365.

Upon completing this training, participants will be able to:

• Use various modules in Microsoft Dynamics 365 to manage process flows.
• Integrate the Power Platform into Microsoft Dynamics 365.
• Structure different common data models such as records, segment charts, and more.
• Automate processes with Microsoft Flow integration.

This instructor-led, live training in Lyon (online or onsite) is aimed at 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 Lyon (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.

In this instructor-led live training Lyon (online or onsite), participants will learn how to use Odoo and begin developing 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 Lyon (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 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 Lyon (offered online or onsite) is designed for web developers who want to create real-time applications using Salesforce Development.

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

• Build real-time applications using the Apex programming language.
• Create test classes with Apex to improve code coverage in Salesforce.
• Develop and utilize REST and SOAP web services using Apex.

This instructor-led live training in Lyon (online or on-site) is designed for marketing staff, sales staff, and customer service representatives who wish to learn how 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 profile, track activities, customize views and layout, 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 Lyon (online or onsite) is targeted at 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 designed for life sciences companies.

This instructor-led live training in Lyon (available online or onsite) is intended for end-users who want to leverage Veeva Vault to efficiently manage life science documents and data.

Upon completion, participants will be equipped to manage documents, track product information, and collaborate effectively with team members.

Zoho Creator is a SaaS platform designed for developing enterprise-grade applications that operate seamlessly across all devices.

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

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

• Efficiently set up, configure, and manage their Zoho Creator account
• Design and create forms and dashboards
• Establish workflows and business rules
• Automate repetitive tasks and generate insightful pages

Target Audience

• Developers
• Business managers

Course Format

• Interactive lectures and discussions
• Extensive exercises and practice sessions
• Practical implementation in a live lab environment

Customization Options

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