Gestión Empresarial Integral con Dolibarr ERP/CRM

• Basic understanding of ERP and CRM.
• Experience with database management systems.
• Basic knowledge in business and administrative operations.

Audience

• Managers and administrators seeking to optimize their business processes.
• Developers interested in customizing ERP/CRM solutions.
• IT technicians in charge of the implementation and maintenance of ERP systems.

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

• Install and configure Dolibarr to fit your business needs.
• Navigate and use the customer, product, and financial management modules.
• Automate processes and customize the platform according to specific requirements.

Format of the Course

• Course Format: 50% theory (readings and discussions), 40% practice (laboratory exercises), 10% evaluations.
• Active interaction and discussion.
• Practical exercises and application in a live laboratory environment.

Course Customization Options

• To request a customization of the course, contact your NobleProg representative

Introduction

• Dolibarr philosophy and principles.
• Dolibarr vs other ERP/CRM solutions.
• Overview of features and architecture.
• Exploring additional capabilities beyond basic functions.

Understanding Dolibarr

• The life cycle of data within Dolibarr.
• Dolibarr integration with business processes.

Starting

• Development environment configuration.
• Installing Dolibarr as a standalone application.
• Installation in containers such as Docker or Podman.
• On-premise and cloud implementation (AWS, etc.).

Essential Modules and Management

• Management of users, roles and permissions.
• Customer and supplier administration.
• Inventory management and warehouse control.
• Configuration of the accounting and finance module.

Automation and Personalization

• Business process automation.
• Software customization through additional modules and custom fields.

Integration and Troubleshooting

• Dolibarr integration with other tools and platforms.
• Common strategies for solving technical problems.

Summary and Next Steps

• Recapitulation of the knowledge acquired.
• Discussion on the practical implementation and escalation of Dolibarr use.

Evaluation and Closure

• Evaluation of knowledge through practical tests.
• Discussion on additional resources and community support for Dolibarr users.