{"id":1761,"date":"2025-07-18T13:17:02","date_gmt":"2025-07-18T13:17:02","guid":{"rendered":"https:\/\/dasaw.consulting\/?post_type=download&#038;p=1761"},"modified":"2026-06-24T10:29:54","modified_gmt":"2026-06-24T10:29:54","slug":"formation-dolibarr-erp-crm","status":"publish","type":"download","link":"https:\/\/dasaw.consulting\/fr\/downloads\/formation-dolibarr-erp-crm\/","title":{"rendered":"Formation Dolibarr &#8211; ERP &amp; CRM"},"content":{"rendered":"\n<ul class=\"wp-block-list\">\n<li><strong style=\"color:#0038B8\">Objectif :<\/strong> Mettre en \u0153uvre Dolibarr pour g\u00e9rer ses ventes, clients, stocks et comptabilit\u00e9.<\/li>\n\n\n\n<li><strong style=\"color:#0038B8\">Public cible :<\/strong> PME, ind\u00e9pendants, coop\u00e9ratives, ONG.<\/li>\n\n\n\n<li><strong style=\"color:#0038B8\">Dur\u00e9e :<\/strong> 1 jour<\/li>\n\n\n\n<li><strong style=\"color:#0038B8\">Format :<\/strong> Pr\u00e9sentiel ou distanciel<\/li>\n\n\n\n<li><strong style=\"color:#0038B8\">Outils utilis\u00e9s :<\/strong> Dolibarr<\/li>\n\n\n\n<li><strong style=\"color:#0038B8\">Prix :<\/strong> Sur devis<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-1-color has-text-color has-link-color wp-elements-1\"><strong>Niveau D\u00e9butant<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">1. <strong>Introduction \u00e0 Dolibarr &#8211; Prise en main g\u00e9n\u00e9rale<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Objectif :<\/strong> Comprendre l\u2019interface, les menus, les entit\u00e9s et la logique Dolibarr.<\/li>\n\n\n\n<li><strong>Public :<\/strong> Dirigeants, gestionnaires, assistants PME<\/li>\n\n\n\n<li><strong>Dur\u00e9e :<\/strong> 1 jour<\/li>\n\n\n\n<li><strong>Outils :<\/strong> Dolibarr (tous modules)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">2. <strong>Cr\u00e9er ses clients, fournisseurs et produits<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Objectif :<\/strong> Ajouter les fiches de base : contacts, clients, produits, services.<\/li>\n\n\n\n<li><strong>Public :<\/strong> Assistant administratif, vendeur, responsable PME<\/li>\n\n\n\n<li><strong>Dur\u00e9e :<\/strong> 1\/2 journ\u00e9e<\/li>\n\n\n\n<li><strong>Outils :<\/strong> Module Tiers, Produits\/Services<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">3. <strong>\u00c9mettre ses premiers devis et factures<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Objectif :<\/strong> Cr\u00e9er des devis, les convertir en factures, suivre les paiements.<\/li>\n\n\n\n<li><strong>Public :<\/strong> PME, commer\u00e7ants, ind\u00e9pendants<\/li>\n\n\n\n<li><strong>Dur\u00e9e :<\/strong> 1 jour<\/li>\n\n\n\n<li><strong>Outils :<\/strong> Module Devis, Factures, TVA<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-1-color has-text-color has-link-color wp-elements-2\"><strong>Niveau Interm\u00e9diaire<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">4. <strong>G\u00e9rer les achats, le stock et les fournisseurs<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Objectif :<\/strong> Suivre les approvisionnements, les commandes et les niveaux de stock.<\/li>\n\n\n\n<li><strong>Public :<\/strong> Responsables achats, logisticiens<\/li>\n\n\n\n<li><strong>Dur\u00e9e :<\/strong> 1 jour<\/li>\n\n\n\n<li><strong>Outils :<\/strong> Modules Fournisseurs, Commandes, Stocks<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">5. <strong>G\u00e9rer les projets et les t\u00e2ches dans Dolibarr<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Objectif :<\/strong> Cr\u00e9er un projet, planifier les t\u00e2ches, affecter des utilisateurs, suivre l\u2019avancement.<\/li>\n\n\n\n<li><strong>Public :<\/strong> Chef de projet, coordinateur, consultant<\/li>\n\n\n\n<li><strong>Dur\u00e9e :<\/strong> 1 jour<\/li>\n\n\n\n<li><strong>Outils :<\/strong> Module Projets<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">6. <strong>Utiliser Dolibarr comme CRM (Suivi commercial)<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Objectif :<\/strong> Suivre les opportunit\u00e9s commerciales, appels, contacts, relances.<\/li>\n\n\n\n<li><strong>Public :<\/strong> Commerciaux, charg\u00e9s de relation client<\/li>\n\n\n\n<li><strong>Dur\u00e9e :<\/strong> 1 jour<\/li>\n\n\n\n<li><strong>Outils :<\/strong> Module CRM, Agenda, Emails<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-1-color has-text-color has-link-color wp-elements-3\"><strong>Niveau Avanc\u00e9<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">7. <strong>Param\u00e9trer les utilisateurs, r\u00f4les et droits<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Objectif :<\/strong> Cr\u00e9er des utilisateurs, limiter les acc\u00e8s, s\u00e9curiser les donn\u00e9es.<\/li>\n\n\n\n<li><strong>Public :<\/strong> Administrateur syst\u00e8me, responsable s\u00e9curit\u00e9<\/li>\n\n\n\n<li><strong>Dur\u00e9e :<\/strong> 1\/2 journ\u00e9e<\/li>\n\n\n\n<li><strong>Outils :<\/strong> Module Utilisateurs, Permissions<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">8. <strong>Personnaliser Dolibarr : champs, menus, PDF<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Objectif :<\/strong> Ajouter des champs personnalis\u00e9s, modifier les mod\u00e8les de devis\/factures.<\/li>\n\n\n\n<li><strong>Public :<\/strong> Technicien, responsable ERP<\/li>\n\n\n\n<li><strong>Dur\u00e9e :<\/strong> 1 jour<\/li>\n\n\n\n<li><strong>Outils :<\/strong> Modules Configuration + Extensions<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">9. <strong>Connecter Dolibarr avec d&rsquo;autres outils (API, WooCommerce&#8230;)<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Objectif :<\/strong> Int\u00e9grer Dolibarr avec des boutiques ou outils externes via API ou connecteurs.<\/li>\n\n\n\n<li><strong>Public :<\/strong> Techniciens, responsables digital<\/li>\n\n\n\n<li><strong>Dur\u00e9e :<\/strong> 1 jour<\/li>\n\n\n\n<li><strong>Outils :<\/strong> Webservices REST, plugins WooCommerce\/Dolibarr<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"\/fr\/contact\/\" style=\"background-color:#F59E0B;color:#ffffff\">Demander un devis<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Niveau D\u00e9butant 1. Introduction \u00e0 Dolibarr &#8211; Prise en main g\u00e9n\u00e9rale 2. Cr\u00e9er ses clients, fournisseurs et produits 3. \u00c9mettre ses premiers devis et factures Niveau Interm\u00e9diaire 4. G\u00e9rer les achats, le stock et les fournisseurs 5. G\u00e9rer les projets et les t\u00e2ches dans Dolibarr 6. Utiliser Dolibarr comme CRM (Suivi commercial) Niveau Avanc\u00e9 7. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1921,"template":"","meta":{"_surecart_dashboard_logo_width":"180px","_surecart_dashboard_show_logo":true,"_surecart_dashboard_navigation_orders":true,"_surecart_dashboard_navigation_invoices":true,"_surecart_dashboard_navigation_subscriptions":true,"_surecart_dashboard_navigation_downloads":true,"_surecart_dashboard_navigation_billing":true,"_surecart_dashboard_navigation_account":true,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"edd_variable_prices":[],"_edd_bundled_products":[],"_edd_button_behavior":["add_to_cart"],"footnotes":""},"edd-categories":[24],"edd-tags":[],"class_list":["post-1761","download","type-download","status-publish","has-post-thumbnail","hentry","download_category-erp-crm","edd-download","edd-download-cat-erp-crm"],"_links":{"self":[{"href":"https:\/\/dasaw.consulting\/fr\/wp-json\/wp\/v2\/edd-downloads\/1761","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dasaw.consulting\/fr\/wp-json\/wp\/v2\/edd-downloads"}],"about":[{"href":"https:\/\/dasaw.consulting\/fr\/wp-json\/wp\/v2\/types\/download"}],"author":[{"embeddable":true,"href":"https:\/\/dasaw.consulting\/fr\/wp-json\/wp\/v2\/users\/1"}],"version-history":[{"count":4,"href":"https:\/\/dasaw.consulting\/fr\/wp-json\/wp\/v2\/edd-downloads\/1761\/revisions"}],"predecessor-version":[{"id":1946,"href":"https:\/\/dasaw.consulting\/fr\/wp-json\/wp\/v2\/edd-downloads\/1761\/revisions\/1946"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/dasaw.consulting\/fr\/wp-json\/wp\/v2\/media\/1921"}],"wp:attachment":[{"href":"https:\/\/dasaw.consulting\/fr\/wp-json\/wp\/v2\/media?parent=1761"}],"wp:term":[{"taxonomy":"download_category","embeddable":true,"href":"https:\/\/dasaw.consulting\/fr\/wp-json\/wp\/v2\/edd-categories?post=1761"},{"taxonomy":"download_tag","embeddable":true,"href":"https:\/\/dasaw.consulting\/fr\/wp-json\/wp\/v2\/edd-tags?post=1761"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}