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Microsoft Dynamics 365 CRM Training

Over 17 years of experience providing Microsoft Dynamics 365 CRM training

Microsoft Dynamics CRM 365 certified partner

Our Microsoft Dynamics 365 CRM training curriculum is based on 17 years of providing training on the platform. We can deliver training online (live instructor led), in-person at your business or at our training facility in Marlton, NJ.

We offer standard training on all areas of Dynamics 365 CRM as well as personalized training developed for your unique configuration and use cases. 

Our unique training methodology engages the users, re-enforces knowledge through hands-on labs and assures their longer-term success by providing take-away tools they can refer back to. We can also provide assessments to assure knowledge retention. 

We offer Dynamics 365 training on all areas of the platform as well as role specific courses (standard user, manager, executive), see course info below. 

 

Dynamics 365 Training

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Dynamics 365 Training Client Testimonials

Strava created 5 different Microsoft Dynamics 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 users"

Eric Barsamian, CIO

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

Dynamics Training by User Role & Course

Microsoft Dynamics 365 CRM Marketing Training

Marketing

(Dynamics 365 or ClickDimensions)

By Role:

Admin – Setup & Configuration
Marketing Representative
Marketing Manager
Marketing Executive

By Course:

Setup & Administration
Marketing Overview
Email Marketing
Social Media Integration
Landing Pages & Forms
Lead Scoring
Journeys
Segments
Event Management 
Reporting & Analysis

Microsoft Dynamics 365 CRM Sales Training

Sales

By Role:

Sales Representative
Sales Admin. 
Sales Manager
Sales Executive

By Course:

Plan a Successful Implementation
Sales  Core
Lead Management
Opportunity Management
Account Management
Sales Process Design
Goal Management
Sales Insights Admin.
Sales Insights User
Relationship Sales
Reporting & Analysis

Microsoft Dynamics 365 CRM Customer Service Training

Customer Service

By Role:

Customer Service Rep.
Customer Service Manager
Customer Service Executive

By Course:

Plan a Successful Implementation
Customer Service Core
Case/Ticket Management
Service Level Agreements 
Queue Management
Knowledgebase
Service Business Process Design
Reporting & Analysis

Microsoft Dynamics 365 CRM Field Service Training

Field Service

By Role:

Field Service Administrator
Field Service Manager
Field Service Technician

By Course:

Setup & Administration
Work Order Management
Resource Management
Scheduling
Asset Management
Agreement Management
Inventory Management
Invoicing/Billing
Manage Time Entry
Reporting & Analysis.

Microsoft Dynamics 365 CRM Project Service Operations Training

Project Service

By Role:

Project Service Administrator
Project Manager
Project Resources

By Course:

Setup & Administration
Service & Billing Accounts
Project Management
Resource Management
Scheduling Resources
Agreement Management
Reporting & Analysis

CRM Admin.

Administrator Training is 1-4 Days
Depending on Courses Selected

Courses:

General Overview
Deployment
Power Platform Overview
Settings
Database Schema
Customizing Dynamics 365
Template Management
User & Security Management
Data Management
Workflow Development
Regular System Maintenance
Reporting & Analysis

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