Customer Relationship Management (CRM) Training in San Diego

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

This instructor-led, live training (online or onsite) is designed for intermediate-level to advanced-level developers and technical support personnel who wish to develop, maintain, and support solutions in Microsoft Dynamics 365 Finance & Operations for government.

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

• Set up a development environment using Visual Studio and X++.
• Develop forms, classes, tables, and workflows in F&O.
• Implement business logic with events, permissions, and validations.
• Create custom reports and extend existing functionality.
• Integrate external services using REST APIs and OData.
• Test, debug, and optimize performance in the F&O environment.
• Manage data migrations and ongoing system updates.

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 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 for government.

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.
• Extensive exercises and practice 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.

Microsoft Dynamics 365 Customer Service is a comprehensive solution designed for managing customer support, service operations, and omnichannel engagement in the public sector.

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

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

Course Customization Options

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

Salesforce is a leading Customer Relationship Management (CRM) platform used to track, optimize, and scale sales performance.

This instructor-led, live training (online or onsite) is designed for intermediate-level sales practitioners who wish to enhance their selling performance through modern, high-impact sales techniques supported by Salesforce for government use.

Upon completing this training, participants will be able to:

• Implement modern cold calling strategies that increase engagement.
• Utilize proven scripts to improve conversion rates.
• Establish rapport quickly using psychological and human-connection techniques.
• Leverage Salesforce to track activities and expedite results.

Format of the Course

• Live demonstrations and guided discussions.
• Hands-on practice using real-world sales scenarios.
• Interactive exercises within a live Salesforce environment.

Course Customization Options

• Customization of examples, scenarios, and exercises is available upon request to align with specific needs for government.

Microsoft Dynamics 365 Business Central (BC) is a modern enterprise resource planning (ERP) solution designed to support comprehensive business operations, including warehouse and inventory management. With advanced integration capabilities and add-ons such as Warehouse Insight, BC facilitates efficient warehouse processes, license plating, and operational automation across the organization.

This instructor-led, live training (available online or on-site) is targeted at intermediate-level warehouse operations teams, ERP consultants, and systems professionals who wish to implement or optimize warehouse management in Dynamics 365 Business Central using best practices, mobile devices, and robust integration workflows for government.

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

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

Format of the Course

• Interactive lectures and discussions.
• Extensive exercises and practice 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 is a leading cloud Customer Relationship Management (CRM) platform that enables organizations to manage customer relationships, automate processes, and enhance collaboration. This practical, hands-on course covers core configuration, object and app design, automation with workflows and Process Builder/Flow, and productivity features to help teams work more efficiently.

This instructor-led, live training (online or onsite) is designed for government administrators, business users, and team leads who are at the beginner to intermediate level and wish to configure Salesforce, automate common processes, and improve user productivity for government operations.

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

• Configure objects, fields, page layouts, and record types to model business data for government use.
• Design and build Lightning apps and pages using Lightning App Builder for enhanced user experience.
• Create automation using Flow and process automation tools to streamline tasks and improve efficiency.
• Enable productivity and collaboration features such as Lightning Experience, Chatter, and productivity integrations to support government workflows.
• Build basic reports and dashboards to surface key metrics for informed decision-making.

Format of the Course

• Interactive lecture and demonstration.
• Hands-on guided exercises in a sandbox org to practice real-world scenarios.
• Real-world scenarios and a short capstone lab to apply learned skills.

Course Customization Options

• To request a customized version focused on Sales Cloud, Service Cloud, or custom objects for government use, please contact Govtra to arrange.

This instructor-led, live training in San Diego (online or onsite) is designed for beginner to intermediate treasury and finance professionals who seek to enhance 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 for government use.
• Generate and analyze financial reports with greater efficiency.
• Manage treasury functions, including cash flow forecasting and bank reconciliations.
• Enhance financial workflows to improve operational efficiency for government operations.

Salesforce is a robust cloud platform that supports the entire insurance lifecycle—from quoting and sales to claims management and policy administration.

This instructor-led, live training (online or onsite) is designed for intermediate-level professionals in the insurance and leasing sector who wish to configure, extend, and optimize Salesforce to manage offerings, automate claims processes, and handle full policy lifecycles.

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

• Configure Salesforce for quoting and pricing insurance products.
• Manage post-sales activities including claims processing, event registration, and payment automation.
• Model insurance products and administer policies throughout their full lifecycle.
• Adapt Salesforce to meet regulatory and operational needs in the insurance and leasing industries.

Format of the Course

• Interactive lecture and discussion.
• Hands-on use of Salesforce Insurance tools and configurations.
• Guided exercises focused on product creation, claims workflows, and policy automation.

Course Customization Options

• To request a customized training for government or specific insurance and leasing products, please contact us to arrange.

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

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

• Understand the core features and functionalities of Dynamics 365 Customer Service for government.
• Set up and configure the D365 Customer Service environment to meet public sector requirements.
• Manage customer interactions and cases efficiently, ensuring compliance with government standards.
• Utilize analytics to improve service delivery and enhance accountability in government operations.
• Integrate Dynamics 365 Customer Service with other Microsoft applications for seamless public sector workflows.

This instructor-led, live training in San Diego (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 for government.

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

• Navigate the Salesforce Sales Cloud interface with confidence.
• Effectively manage leads, contacts, accounts, and opportunities.
• Utilize 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 developed using Python and JavaScript, designed to support the creation of business applications through a modular architecture.

This instructor-led, live training (available online or on-site) is tailored for intermediate to advanced-level developers who aim to master Odoo’s backend and frontend frameworks. The training covers 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.
• Securely integrate APIs and third-party systems with Odoo.
• Debug, test, and deploy Odoo modules following best practices.

Format of the Course for Government

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

Course Customization Options for Government

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

This instructor-led, live training in San Diego (online or onsite) is designed for intermediate-level to advanced participants who aim to enhance customer care operations using artificial intelligence and automation. The training will equip teams with the latest tools and strategies for government.

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

• Understand current trends in customer care and customer success within the public sector.
• Utilize AI and automation to improve customer satisfaction and reduce workload burdens for government agencies.
• Optimize sales workflows and customer engagement through advanced automation techniques.
• Provide remote training on modern tools and strategies for customer success and sales, tailored for government environments.
• Develop scalable solutions to enhance customer experiences and drive revenue growth in alignment with public sector goals.

This instructor-led, live training in San Diego (online or onsite) is designed for government participants at the beginner to intermediate level who wish to gain a comprehensive understanding of Dynamics 365 Sales and effectively utilize 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 for government use.
• Set up and configure the D365 Sales environment for government workflows.
• Manage customer relationships and sales processes using D365 Sales in a public sector context.
• Utilize data and analytics to drive informed sales decisions within government agencies.
• Integrate Dynamics 365 Sales with other Microsoft applications for seamless government operations.

This instructor-led, live training in San Diego (online or onsite) is aimed at intermediate-level marketing analysts and professionals who wish to refresh and enhance their Pardot skills, with a focus on advanced reporting, dashboards, and engagement strategies for government.

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

• Optimize Pardot for advanced email marketing and engagement tactics within public sector workflows.
• Master the creation and analysis of reports and dashboards to support data-driven decision-making.
• Enhance prospect assignment strategies and engagement programs to improve outreach and communication.
• Leverage Pardot’s dynamic content and custom redirects for better campaign performance in government initiatives.

This instructor-led, live training in San Diego (online or onsite) is designed for government participants at the beginner to intermediate level who wish to leverage the MS Dynamics 365 Sales Insights module for enhanced sales strategies and improved customer engagement.

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

• Comprehend the features and benefits of the Sales Insights module for government use.
• Utilize AI-driven analytics to optimize sales performance in public sector environments.
• Customize and configure the module to meet specific governmental business needs.
• Harness insights for lead scoring, relationship health, and pipeline management within government workflows.
• Integrate Sales Insights with other Dynamics 365 modules and third-party tools for seamless government operations.

This instructor-led, live training in San Diego (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 within their organization for government.

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

• Automate databases and workflows across various departments such as sales, marketing, HR, and more.
• Integrate WhatsApp using an external API to maintain effective communication with customers or internal teams.
• Manage statuses and workflows for any area of operation and optimize processes through automation.
• Fully leverage Monday’s WorkManagement, CRM, and WorkForms modules to achieve maximum efficiency and alignment with public sector workflows.

This instructor-led, live training in San Diego (online or onsite) is aimed at intermediate-level professionals who wish to implement and manage the Odoo Inventory module effectively across a central warehouse and multiple secondary locations, with a strong emphasis on traceability and scalability for government operations.

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

• Configure and manage a multi-location warehouse structure in Odoo for government use.
• Track internal product movements and optimize transfers between warehouses for enhanced efficiency.
• Record and trace purchase orders through the reception and distribution processes to ensure accountability.
• Enable and manage serial number and lot-based traceability to maintain compliance and accuracy.
• Design a scalable and well-organized inventory system aligned with best practices for government operations.

This instructor-led, live training in San Diego (online or onsite) is aimed at beginner-level sales professionals and administrators who wish to effectively use and manage Salesforce Sales Cloud and its administrative features for government applications.

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

• Navigate and utilize Salesforce Sales Cloud efficiently.
• Manage leads, accounts, contacts, opportunities, and cases within a government context.
• Generate reports and dashboards to provide sales insights for government operations.
• Implement automation and workflow rules in Salesforce to enhance public sector processes.
• Customize security settings and manage user access to ensure compliance with government standards.
• Integrate Salesforce with Power BI, Tableau, and other tools for real-time data analysis and decision-making for government.

This instructor-led, live training in San Diego (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 for government.

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

• Gain a comprehensive understanding of Dynamics 365 for government applications.
• Set up, configure, and manage various components of Dynamics 365 in a public sector environment.
• Analyze existing business processes and make recommendations for optimization using Dynamics 365 functionalities tailored for government workflows.
• Manage migrations and updates within Dynamics 365 to ensure alignment with public sector governance and accountability standards.

This instructor-led, live training in San Diego (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 for government agencies.

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 for government projects.
• Set up and manage Sales and Accounting modules, including Analytics Accounting Plan, to enhance financial tracking and reporting for government operations.
• Administer the Employee and Contact modules for improved HR and CRM processes within government organizations.
• Leverage the Settings module to implement system-wide customizations and integrations that align with public sector workflows.
• Optimize Odoo's functionality to meet the specific needs of government agencies.

This instructor-led, live training in San Diego (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 for government.

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 within public sector workflows.
• Design and create personalized customer communications with Exstream Design Manager for government use.
• Navigate the OpenText Support Portal for resources, software, and ticket management aligned with government governance and accountability requirements.

This instructor-led, live training in San Diego (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 for government.

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

• Utilize HTML5 and CSS3 to create responsive, accessible, and interactive email templates that are optimized for performance across a range of devices and email clients within the Salesforce ecosystem for government.
• Leverage Salesforce data to craft personalized email experiences for government audiences.
• Test, deploy, and analyze email campaigns within Salesforce, incorporating analytics to inform decisions and optimize future campaigns for enhanced performance and higher engagement for government use cases.

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 for government agencies.

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

• Configure and customize the Zoho Desk environment for their team’s specific needs.
• Manage tickets, Service Level Agreements (SLAs), and workflows across multiple support channels.
• Create insightful reports and dashboards to track service performance and enhance decision-making.
• Implement best practices for automation, change control, and collaboration within public sector environments.

Format of the Course

• Interactive lecture and discussion tailored to government operations.
• Extensive exercises and practice sessions to reinforce learning.
• Hands-on implementation in a live-lab environment, simulating real-world government scenarios.

Course Customization Options

• To request a customized training for this course, tailored to specific needs of your agency, please contact Govtra to arrange.

This instructor-led, live training in San Diego (online or onsite) is aimed at business analysts who wish to utilize HubSpot services to manage a product life cycle for government and public sector organizations.

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

• Understand the stages of a product life cycle and their relevance in public sector workflows.
• Use HubSpot to optimize and manage a product life cycle, ensuring alignment with governance and accountability standards for government.
• Determine when to apply the product life cycle methodology in government agencies and businesses.

This instructor-led, live training in San Diego (online or onsite) is designed for government IT professionals at the beginner to intermediate levels who wish to learn how to utilize Microsoft Dynamics 365 Customer Insights to create and manage marketing campaigns, enhance customer experiences, and provide insightful marketing analytics. The course aligns with the MB-220 Exam, which certifies individuals as Microsoft Dynamics 365 Customer Insights (Journeys) Functional Consultants.

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

• Understand the core concepts and benefits of Microsoft Dynamics 365 Customer Insights for government use.
• Unify, enrich, and analyze customer data using Customer Insights for enhanced decision-making.
• Create and manage segments, lists, forms, pages, leads, contacts, accounts, email messages, customer journeys, events, webinars, and surveys to support public sector workflows.
• Integrate Customer Insights with other applications and services to ensure seamless data flow and governance.
• Monitor and optimize marketing performance and customer satisfaction to align with government standards and objectives.

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

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

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

This instructor-led, live training in San Diego (online or onsite) is aimed at consultants who wish to develop intermediate-level skills in managing PeopleSoft applications for government.

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

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

This instructor-led, live training in San Diego (online or onsite) is aimed at intermediate-level marketing professionals who wish to acquire the skills and knowledge required to effectively use Salesforce Marketing Cloud for comprehensive digital marketing and customer engagement for government.

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

• Understand the features, functionalities, and architecture of Salesforce Marketing Cloud for government.
• Learn how to create, manage, and optimize email, social, mobile, and advertising campaigns using Marketing Cloud for government.
• Manage data within Marketing Cloud, create segmented audiences, and utilize data for targeted marketing efforts in a public sector context.

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 for government operations.

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 for government agencies.

Format of the Course

• Interactive lecture and discussion.
• Numerous exercises and practice 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.

Course Aims

This Customer Relationship Management (CRM) course is designed for government employees in sales or business development roles to enhance existing customer service skills and develop new techniques to improve the experience of those they serve.

Course Objectives:

At the end of this course you will be able to:

• Enhance existing customer service skills and develop new techniques to improve the experience of your clients
• Understand your own impact on customers and identify ways to enhance it
• Comprehend the characteristics of ‘The Likeable Organisation’ and apply them effectively
• Utilize a ‘toolkit’ that will enable you to build strong customer relationships
• Measure the importance of CRM for organizational success
• Identify how effective CRM will improve organizational performance

Learning Outcomes

At the end of this course you will:

• Have an action plan to implement upon your return to work, enabling you to apply your learning with immediate effect and enhance your performance in managing customer relationships for government
• Assess your own impact on customers and identify ways to improve it
• Have a “toolkit” that will facilitate the building of effective customer relationships, where the client views you as a strategic partner
• Be able to identify how effective CRM will improve organizational performance

This instructor-led, live training in San Diego (online or onsite) is aimed at business analysts who wish to optimize marketing and sales processes for government using Microsoft Dynamics 365.

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

• Utilize various modules in Microsoft Dynamics 365 to manage process flows effectively.
• Integrate the Power Platform into Microsoft Dynamics 365 for enhanced functionality.
• Structure and manage common data models, including records, segment charts, and more.
• Automate workflows using Microsoft Flow integration to improve efficiency.

This instructor-led, live training in San Diego (online or onsite) is aimed at marketers who wish to develop and optimize a sales and marketing process using HubSpot CRM for government.

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

• Schedule meetings using HubSpot’s meeting tools.
• Enhance business operations with HubSpot CRM.
• Create comprehensive dashboards and reports for data analysis.
• Automate the sales and marketing workflow.

About This Course

The Dynamics 365 Finance and Operations applications, which include but are not limited to Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management for Manufacturing, are designed to enhance various aspects of financial and operational management. Dynamics 365 Finance enables the automation and modernization of global financial operations, allowing real-time performance monitoring, predictive analytics, and data-driven decision-making to drive business growth. It supports strategic financial decisions through artificial intelligence (AI), unifies and automates financial processes, reduces operational expenses, and mitigates global financial complexity and risk. Dynamics 365 Supply Chain Management is aimed at transforming manufacturing and supply chain operations by leveraging AI and the Internet of Things (IoT) for planning, production, inventory, warehouse, and transportation management. It maximizes operational efficiency, product quality, and profitability through intelligent manufacturing operations, modernized warehouse management, optimized production performance, extended asset life, and streamlined supply chains. 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 applications that are most commonly used by end users and consultants for government.

Audience Profile

The target audience for this course is a Dynamics 365 for Finance and Operations Functional Consultant. This role involves performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, 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 completion of this course, students will be able to:

• Navigate and efficiently use search, filtering, and queries
• Utilize operational workspaces effectively
• Manage business documents
• Work with record templates
• Integrate Power BI with Dynamics 365 Finance and Operations applications
• Personalize workspaces to meet individual needs
• Determine when to use the Power Platform in Dynamics 365 Finance and Operations applications
• Apply security roles to users
• Run and analyze security reports
• Create and manage workflows for approval processes
• Understand and work with organizational hierarchies
• Utilize personalization features effectively
• Use the Data Management workspace for data management tasks
• Create and use entity templates
• Copy configuration data between legal entities
• Import, export, and manage data using Office Integration
• Utilize the Regression Suite Automation Tool (RSAT)
• Create User Acceptance Tests (UAT) and test plans
• Create and work with Business Process Modeler (BPM)
• Use issue search to identify and resolve issues

About This Course

This course is designed to build a foundational understanding of the Dynamics 365 Supply Chain Management application. It covers essential features and functionalities required by functional consultants for government in Dynamics 365 Supply Chain Management, including product information management, inventory configuration, supply chain management setup and processing, transportation management, warehouse management, quality management and control, and master planning. The course includes lectures and hands-on exercises presented through case studies relevant to a functional consultant's role. Each exercise will be based on a business scenario, followed by a question or discussion, and step-by-step guidance for performing the necessary system tasks.

Audience Profile

This course is tailored for Dynamics 365 Supply Chain Management functional consultants for government. These consultants are key resources who design and configure applications to meet customer requirements. They analyze business needs and translate these into comprehensive business processes and solutions that align with industry best practices. Functional consultants may specialize in one or more areas such as finance, manufacturing, or supply chain management. They collaborate with architects, developers, administrators, and other stakeholders to deliver solutions that meet or exceed the needs of their clients.

After completing this course, students will be able to:

• Configure essential Dynamics 365 Supply Chain Management functionalities.
• Process key transactions within Dynamics 365 Supply Chain Management.
• Explain the workings of Dynamics 365 Supply Chain Management features and functionalities to others.

Microsoft Dynamics 365 Business Central is a cloud-based, integrated business management solution designed to help small and medium-sized organizations automate and connect their financial, sales, service, and operational processes. Built on the Dynamics 365 platform, this solution can be tailored to meet the specific requirements of each organization. Key features include robust financial management, supply chain management, project management, and customer relationship management. Additionally, it seamlessly integrates with other Microsoft products such as Office 365 and Power BI, enhancing its functionality and value for government agencies. Overall, Business Central provides a comprehensive and flexible solution to manage operations and drive growth, ensuring alignment with public sector workflows, governance, and accountability.

In this instructor-led, live training in San Diego (online or onsite), participants will learn how to use Odoo and begin developing in Odoo for government.

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

• Install and configure Odoo for government operations.
• Understand the foundational principles of Odoo.
• Develop their own Odoo module tailored to specific agency needs.
• Integrate third-party tools with Odoo to enhance functionality.
• Optimize the use of Odoo's features to support government workflows and governance.

This instructor-led, live training in San Diego is designed for government system administrators who wish to install, configure, and manage an Odoo system.

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

• Install, configure, and manage Odoo effectively.
• Understand the foundational principles of Odoo.
• Develop their own custom Odoo modules.
• Integrate third-party tools with Odoo to enhance functionality.
• Optimize the use of Odoo's features for government operations.

This instructor-led, live training in San Diego (online or onsite) is aimed at end-users who wish to utilize Odoo to enhance their business operations for government.

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

• Understand how to implement an Odoo CRM system within their own organization for government use.
• Plan, analyze, and map business functions and processes to Odoo features in alignment with public sector workflows.
• Integrate Odoo with other third-party tools and applications to support government operations.

___ is ___.

This instructor-led, live training (online or onsite) is aimed at beginner-level / intermediate-level / advanced-level ___ who wish to use ___ to ___.

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

• Install and configure ___ for government use.
• ___.
• ___.
• ___.

Format of the Course

• Interactive lecture and discussion tailored for government audiences.
• Lots of exercises and practice to enhance skills relevant to public sector workflows.
• Hands-on implementation in a live-lab environment that simulates real-world government scenarios.

Course Customization Options

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

In this instructor-led, live training in San Diego (online or onsite), participants will gain an understanding of the architecture, design, and operational features of Salesforce CPQ as they navigate through the setup, configuration, and maintenance of a sample Salesforce CPQ environment. This training is tailored to enhance skills for government professionals, ensuring alignment with public sector workflows, governance, and accountability.

This instructor-led, live training in San Diego (online or onsite) is aimed at web developers who wish to create real-time applications using Salesforce Development for government.

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

• Construct a real-time application using the Apex programming language.
• Develop test classes with Apex to enhance code coverage in Salesforce.
• Create and utilize REST and SOAP web services using Apex.

This instructor-led, live training in San Diego (online or onsite) is aimed at marketing staff, sales staff, and customer service representatives who wish to set up, manage, and monitor Salesforce and its capabilities to better serve their constituents for government.

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

• Set up their Salesforce account to manage profiles, track activities, customize views and layouts, and personalize settings.
• Utilize Salesforce features and tools to engage, acquire, and service both existing and potential constituents.
• Create reports and dashboards to generate valuable analytics and insights for government operations.

This instructor-led, live training in San Diego (online or onsite) is aimed at administrators who wish to use Salesforce Lightning to develop web applications for government.

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

• Create responsive applications using Salesforce Lightning.
• Develop applications with minimal coding requirements.
• Construct a lightning application from the ground up.

Objectives:
Upon completing this course, participants will be able to:

• Manage and maintain advanced data quality within Salesforce for government use
  
• Create and optimize automations using Process Builder, Flow, and Workflow Rules for enhanced efficiency
  
• Configure advanced security and sharing settings to ensure compliance with government standards
  
• Build complex reports and dashboards to provide data-driven insights for informed decision-making
  
• Troubleshoot common issues and apply best practices for performance optimization in a government context

Course Format:
Instructor-led training with hands-on exercises, group discussions, and practical labs to facilitate comprehensive learning for government professionals.

Objectives:

Upon completing this course, participants will be able to:

• Comprehend the essential knowledge areas covered in the Salesforce Administrator exam for government.
• Implement best practices and strategic approaches for each topic area.
• Engage in practice with exam-style questions and real-world scenarios relevant to public sector workflows.
• Enhance their confidence in successfully passing the exam.

Course Format:
Instructor-led training featuring mock exams, group discussions, and practical exercises designed to align with public sector governance and accountability.

Duration:
1 day (7 hours)

This instructor-led, live training in San Diego (online or onsite) is aimed at individuals who wish to utilize Veeva Commercial Cloud Engagement applications to deliver a personalized customer experience across multiple channels for government use.

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

• Personalize customer interactions using Veeva CRM for government.
• Plan and execute enterprise events using Veeva Digital Events for government.
• Align sales territories using Veeva Align for government.

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

This instructor-led, live training in San Diego (online or onsite) is aimed at end-users who wish to utilize Veeva Vault to enhance the management of life science documents and data for government.

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

Zoho Creator is a SaaS-based platform designed for creating robust applications that run on any device.

This instructor-led, live training (available onsite or remotely) will guide participants in building a custom application quickly using Zoho Creator.

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

• Set up, configure, and manage their Zoho Creator account efficiently
• Create forms and dashboards tailored to specific needs
• Define workflows and business rules that enhance operational efficiency
• Automate recurring actions and develop informative pages for better decision-making

Audience

• Developers
• Business managers

Format of the Course

• Interactive lectures and discussions
• Extensive exercises and hands-on practice
• Real-time implementation in a live-lab environment

Course Customization Options

• To request a customized training tailored for government needs, please contact us to arrange.

Zoho CRM is a SaaS-based Customer Relationship Management (CRM) system designed for tracking sales, managing contacts, conducting marketing activities, and engaging customers in the public sector environment.

In this instructor-led, live training (onsite or remote), participants will learn how to set up and manage a Zoho CRM system specifically tailored for government use.

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

• Set up, configure, and run their organization's account efficiently
• Manage users and automate sales processes effectively
• Customize CRM solutions and secure customer data in compliance with government standards

Audience

• System administrators for government

Format of the Course

• Interactive lecture and discussion
• Lots of exercises and practice sessions
• Hands-on implementation in a live-lab environment tailored for government use

Course Customization Options

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