CRM Software for Training Providers

Continual improvements in the efficiency of course processes is a requirement shared by all training providers.

Effective CRM solutions manage every step of these workflows including lead generation, course bookings, documentation and training communications, and share this in an integrated platform that is easily accessible to all users - wherever they work.

Microsoft Dynamics helps training organisations reduce the overhead of their course admin so they can concentrate on client focused activities, and delivering outstanding training.

Preact has strategic experience of implementing and supporting Microsoft Dynamics for training providers. Our solutions include:

  • Connecting clients, suppliers, courses, attendees, venues and tutors to a single platform
  • Streamlining course administration & booking processes
  • Resource scheduling
  • Managing a training product catalogue
  • Developing training reports including profit per course
  • Automating post-training surveys and feedback collection
  • Handling course certification processes
  • Connecting CRM with ERP / Finance applications to automate order processing & invoicing

Contact us to learn more and to discuss your CRM requirements.

Training Course Entity Example

The Dynamics courses entity is configured to capture all the detail specific to your training delivery processes:

  1. Assign the date and time for each course and track all courses using a group calendar view (see below)
  2. Manage bookings for each training venue
  3. Set course duration to automatically calculate end times
  4. Manage course accreditation by setting certification terms for each session
  5. Profile courses by type including public workshop, private tuition, webinar and more
  6. Associate contacts with each course including delegates, speaker and trainer

Manage Each Course Delegate

Profile and segment each course delegate by tracking each booking detail:


  1. Associate each delegate record with a course record and contact
  2. Automatically calculate certification expiry dates and use this data to handle renewal processes
  3. Create personalised training certificates for each delegate record using pre-defined Word templates
  4. Profile each course delegate with a status reason e.g. interest, paid, attended and did not attend
  5. Send joining instruction emails using a field triggered automated process
  6. Input course fees paid, or even import from an external data source

Course Calendar

Use a group calendar for Microsoft Dynamics to view scheduled courses in CRM

  • Easily check confirmed courses to avoid scheduling conflicts
  • Open individual course entries to check and edit data including delegate information
  • Quickly reschedule courses from the calendar view by dragging items to a new time slot
  • View training calendars by team, individual users or by time frame

Our Customers Include...

Get in touch to discuss how we'll implement a CRM solution that improves the efficiency of your processes.

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