CRM Training for Dynamics 365 CE
We train users, key users, and administrators to work confidently with Dynamics 365 CE. The content of our CRM training is tailored to your processes, roles, and tasks within the company, so every participant feels confident working in their area.
Our Training Offering for Dynamics 365 CE
User Training
Users learn to work confidently with Dynamics 365 CE so they can operate independently in their day-to-day business.
CRM Training Content
- Maintain master data
- Create records
- Manage activities
- Assign tasks
Sales & Service
Anyone working in sales or service with inquiries, sales opportunities, and service cases learns the relevant processes within the system.
Content
- Qualify inquiries
- Manage sales opportunities
- Process service requests
- Add notes
For Administrators
After the training, key users independently take over administration and customization within Dynamics 365 CE.
Content
- Manage users
- Maintain security roles
- Customize forms & fields
- Create business rules
For Extensions
We train you in using additional Microsoft solutions alongside Dynamics 365 CE to extend your processes in a targeted way.
Content
- Plug-ins & web resources
- Use Power Apps
- Use Power Automate
- Understand Power BI
Custom Content
Everyone uses Dynamics 365 CE a little differently. That is why we tailor our training content to your processes, goals, and target audiences.
CRM Training Content
- Automation in sales
- Plan marketing campaigns
- Support customer service
- Integrate Microsoft 365
In-House Training
We supplement our hands-on CRM training with learning materials for reference and deeper study whenever needed.
Content
- Hands-on scenarios
- Role-based exercises
- Digital materials
- Review & deepening
Need training?
Well-trained users work more confidently and enjoy the system more. Our training is role-based and hands-on. Get in touch with us.