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Get more value out of your CRM system with continuous learning

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 both Dynamics 365 and Power-CRM 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

1st Month Free
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All training sessions include:

Downloadable Training Guide – a great resource to refer back to or share with your team.

Access to the session recording – refresh on the topics anytime by watching on-demand recordings of every training.

Hands-On Exercises – Listening to complex/technical topics alone will not enable your learners to fully absorb and retain the content. All our training workshops include hands-on exercises which has been proven to increase knowledge retention by over 60%.

Attendee Reports – We can provide full attendee reports including their level of engagement during the session and their quiz/test scores.

Microsoft Dynamics 365 CRM Admin Training

LevelUP eLearning Hub

Our eLearning hub has interactive on-demand learning content for all users and by user role (Sales, Marketing, Customer Service, and CRM Administrators). Content is updated weekly and includes significant amounts of learning content that is not covered in the live monthly trainings.

All learning content is produced in multiple learning formats – self-paced, document (Word, PDF & PowerPoint), and three interactive formats with guided walk throughs:

eLearning Hub Screen
eLearning Hub
eLearning Hub Screen
LevelUP eLearning Hub Course-1181
Multiple Learning Formats
LevelUP eLearning Hub Course-1181
eLearning Hub Show Me
Guided Walkthroughs
eLearning Hub Show Me

1st Month Free
Cancel Anytime

Click below for more info:

Dynamics 365 Training Client Testimonials

We had a quick meeting to discuss your training. The team loved the session and said it was one of the best training sessions they have ever attended"

Walt Timblin, IT Manager

Strava created 5 different training courses for us from fundamentals to power user. The training guides they developed were essential for our users. They did an excellent job training our 125 users.

Eric Barsamian, CIO
Microsoft Dynamics 365 Training

Strava’s team of Microsoft Dynamics experts were instrumental in the deployment at Penn State. The training they performed was excellent.

Robert Cornwall, Managing Director
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    Microsoft Dynamics CRM 365 Partner

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