Professional training – ERP, CRM & Business Software

d.velop documents

d.velop documents in 6 focused hours: Document storage and categories, Files and document types and Inbox and scan workflows – practical, with exercises and templates for your daily work.

Duration
6 hours, one session
Level
Intermediate
Format
Online or on-site
Language
German or English
Certificate
Certificate of attendance

Overview

“d.velop documents” is a compact live course in the field of ERP, CRM & Business Software. It centres on Document storage and categories, Files and document types and Inbox and scan workflows – explained with realistic examples and deepened in exercises you can transfer straight to your daily work.

Whether sales team, accounting, HR or online shop, business software determines how smoothly data and processes flow through the company. In our courses you learn d.velop documents along real workflows, from creating master data and running standard processes to reports, roles and automations. We show how to set the system up cleanly, which settings save time every day and where typical mistakes arise. You practice in a test environment with sample data and receive templates for your own rollout. Delivered online or on site, at a fixed price per participant.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Focus areas of the course

Document storage and categoriesFiles and document typesInbox and scan workflowsCase handling and approvalsArchiving and retention periodsIntegration with ERP and Outlook

Who is this course for?

  • Sales, service and marketing staff who use a CRM every day
  • Accountants, controllers and HR staff using business software daily
  • Administrators and key users who set up and maintain systems
  • Managers and project leads involved in software selection and rollout

What you will be able to do

  • You know the key topics of d.velop documents – Document storage and categories, Files and document types, Inbox and scan workflows, Case handling and approvals, Archiving and retention periods and Integration with ERP and Outlook – and can apply them in practice.
  • You set up d.velop documents so that master data, roles and workflows match your team’s practice.
  • You run the key work processes confidently and efficiently.
  • You build reports and automate recurring tasks.
  • You identify weaknesses in the current setup and fix them in a targeted way.

Course outline

Module 1 Structure and master data in d.velop documents
  • Interface, objects and navigation logic of d.velop documents
  • Creating, importing and maintaining master data
  • Setting up users, roles and access rights
  • Data quality and duplicate prevention from day one
Module 2 Focus areas: d.velop documents
  • Document storage and categories
  • Files and document types
  • Inbox and scan workflows
  • Case handling and approvals
  • Archiving and retention periods
  • Integration with ERP and Outlook
Module 3 Daily processes in d.velop documents
  • Typical workflows from first entry to completion
  • Using documents, activities and links effectively
  • Applying templates, text blocks and default values
  • Teamwork and handovers
Module 4 Reporting and automation
  • Building reports, dashboards and list views
  • Setting up workflows, rules and notifications
  • Interfaces and import/export options
  • Keeping audit trails and data protection in view
Module 5 Practice project and rollout
  • End-to-end scenario in d.velop documents for your industry
  • Typical pitfalls in rollout and migration
  • Training concept for colleagues
  • Action plan for the next 30 days
Module 6 Transfer to your daily work
  • Exercise based on a realistic case
  • Typical mistakes and how to avoid them
  • Checklist and templates to take away
  • Open questions, outlook and resources for further learning

Prerequisites

No special prior knowledge is required; experience with the business processes in your area helps. For levels 2 and 3 we recommend hands-on experience with the system. Basic knowledge of the topic is helpful.

Technical requirements

Laptop with a current browser; test access and sample data are provided by us.

Dates & locations

For every location we suggest a date roughly four weeks ahead. Your preferred date is always possible.

  • Munich Fri, 11 December 2026 6 hrs Request
  • Salzburg Wed, 16 December 2026 6 hrs Request
  • Berlin Tue, 15 December 2026 6 hrs Request
  • Augsburg Fri, 11 December 2026 6 hrs Request
  • Hanover Thu, 10 December 2026 6 hrs Request
  • Bremen Mon, 14 December 2026 6 hrs Request
  • Stuttgart Mon, 14 December 2026 6 hrs Request
  • Kaiserslautern Mon, 14 December 2026 6 hrs Request
  • Online Wed, 16 December 2026 6 hrs Request

Frequently asked questions

Can I do the d.velop documents course with my own data?

By default we use sample data in a test environment so you can practice without risk. You are welcome to bring your own processes and requirements as case studies, which we discuss anonymized. Production data should not be brought into the training.

Do I need my own license for d.velop documents?

Usually not. For the duration of the course we provide a trial account or demo environment, as far as the vendor allows. If you already run a system, we clarify beforehand how to use it as a useful complement.

How much does “d.velop documents” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 6 hours of live training with a trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. For every location we suggest a date roughly four weeks ahead. In the request form you can always describe your preferred date or period in free text – we check availability and get back to you within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run the course exclusively for your team.

Can the course be tailored to our team?

Yes. Tailor-made courses cost approx. €4,500 more, depending on the topic and by arrangement. We agree content, examples and exercises with you in advance.

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