Microsoft Dynamics 365 CRM Training
Over 17 years of experience providing Microsoft Dynamics 365 CRM training
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 training on all areas of Dynamics 365 CRM including personalized training developed for your business that incorporates 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 takeaway 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 full course catalog.
For online, public classroom training see our currently scheduled available classes
For private training, schedule a call with one of our training specialists to discuss.
SCHEDULED ONLINE TRAINING CLASSES
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
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
THE BEST TRAINING AVAILABLE FOR DYNAMICS 365
MASTER CLASS LEVEL TRAINING
Our instructors are some of the top experts in the Dynamics 365 (CRM) channel. All of our trainers have 10+ years of experience not only training on Dynamics 365 but also helping businesses implement the platform and using it firsthand daily. This enables us to deliver the best training content incorporating many valuable perspectives into the content.
THE BEST ONLINE TRAINING PLATFORM
Our online training platform is the most powerful and engaging platform in the market. The attendee interface provides the live content, downloadable resources available related to the content (like PDF’s, videos, PowerPoint slides etc).
Our attendee interface also includes the ability to pause the live event and resume at any time without missing any content.
Closed Captions – Our training system automatically converts the spoken content into text in real-time. The transcription is available in multiple languages.
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%.
Access to Our Dynamics 365 Training Sandbox – Attendees are provided access to our Dynamics 365 Training system to perform the hands-on exercises so they are not performing training exercises in your Dynamics 365 system.
Quizzes & Tests – All training workshops include a quiz at the end of each section and a test at the end of the session.
Attendee Reports – We can provide full attendee reports including their level of engagement during the session and their quiz/test scores.
ACCESS TO ON-DEMAND (RECORDED) TRAINING
All attendees are provided access to the on-demand recordings of the sessions they enroll in. This provides the ability to refer back to any part of the session at any time.
REPEAT TRAINING WORKSHOPS AT NO CHARGE
Attendees can attend future live training workshops (same topic) at no charge and can attend as many times as they like
Dynamics Training by User Role & Course
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
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
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
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.
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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