Training is one of the most critical elements of any software implementation. Not providing your end-users (and CRM system administrators) with proper training is sure to cause user adoption problems.
Over our 18 years of experience helping businesses plan, implement and support CRM initiatives we observed that the businesses that incorporate ongoing training and learning achieve the highest success and return-on-investment.
LevelUP is a continuous learning program for Dynamics 365 that will help you get more value out of your CRM system by sharpening your end-users CRM skills.
LevelUP provides two pillars for continuous learning – Monthly Live Instructor-Led Training and full access to our eLearning hub for on-demand learning.
Monthly Live Instructor-Led Training
Live instructor-led training is held the 3rd Thursday of every month from 1-2pm Eastern. Each session is live instructor-led and covers impactful topics and many are based on end-user suggestions.
Each month we will cover topics that are relevant to both end-users and system administrators, a few of the on-deck topics include:
- Get Started with Power BI
- Master the New Modern Search
- Sales User Best Practices
- Advanced Find
- Intro to Power Automate
- Best Practices – Manage CRM Tasks in Outlook
- Create & Use Personal Email Templates
- New Features released in Microsoft updates