Dynamics 365 Customer Relationship Management Training

WHY CHOOSE DYNAMICS 365 Customer Relationship Management TRAINING?

• Practical, role-based learning: We deliver focused tracks for Sales, Customer Service, Marketing, System Administrators and Power Platform makers — so each team member learns what they need to do their job day-to-day. • Start fast or scale deeper: Whether you’re launching Microsoft Dynamics 365 Customer Relationship Management for the first time or expanding capabilities (automation, integrations, custom apps), our training gives people the skills to adopt and extend the platform with confidence. • Hands-on in a sandbox: Every course uses a live sandbox with realistic data and tasks — not just slides — so participants complete exercises that match your business processes. • Adoption & sustainment focus: We combine training with adoption playbooks, change-management tips and train-the-trainer sessions so learning turns into long-term usage improvements.

KEY FEATURES

• Role Tracks: End-User (sales reps, agents), Power Users (team leads), Admins (security, configuration), Developers/Integrators (Power Platform basics, CDS/API). • Delivery Modes: On-site instructor led, remote live workshops, or blended (self-paced e-learning + live labs). • Hands-On Labs & Scenarios: Lead-to-cash, case resolution, automated routing, lead qualification, dashboards and reports, and a live demo of common integrations. • Power Platform Add-ons: Build basic Power Apps forms, Power Automate approval flows, and Power BI report creation tailored to Customer Relationship Management data. • Admin & Gov Track: Tenant setup, security roles, solution management, environment strategy, backup/restore basics, and governance checklists. • Train-the-Trainer & Materials: Participant guides, admin runbooks, slide decks, recordings, test exercises and quizzes for assessment. • Adoption Metrics & Follow-up: Pre/post knowledge checks, adoption KPIs (usage, activity hygiene), and a post-training 30-day coaching session.

BENEFITS

• Faster user adoption and improved Microsoft Dynamics 365 Customer Relationship Management data quality. • Reduced ticket volume to IT/support thanks to well-trained admins and power users. • Ability to safely extend Customer Relationship Management with Power Platform artifacts built by trained internal teams. • Higher ROI from Customer Relationship Management investments through better pipeline hygiene, faster case resolution, and self-service automation.

GET STARTED TODAY

1. Choose tracks: Pick the role tracks you need (Sales, Support, Admin, Power Platform).
2. Select delivery mode: On-site, remote live, or blended.
3. Book discovery call: We scope learning objectives, sandboxes, and schedule.
4. Run training & follow up: Training delivery + 30-day adoption coaching.