Home > Microsoft Dynamics CRM > Why Choose Preact for Microsoft CRM > Microsoft Dynamics CRM Training

Microsoft Dynamics CRM User Training Courses

With Microsoft Dynamics CRM accessible in Outlook, and including many embedded MS Office features, it immediately feels familiar but it's still important to ensure new users receive training so everyone can gain the full benefits of CRM.

We provide on-site training using your own data to help your team unlock the full potential of Microsoft Dynamics CRM 2011 & v4.

Our range of courses include training modules for end-user introduction, power users, marketing teams, administrators and bespoke CRM tuition.

If you're new to Microsoft CRM, or you need to gain greater value from the application we'll structure a course that addresses your individual training needs and helps you achieve a rapid payback.

Microsoft Dynamics CRM training from Preact:

Flexible training from Microsoft Gold accredited consultants
The reassurance of working with an award winning business partner with over 15 years expertise of training CRM users
Bespoke tuition carried out at your premises using your data
Expert consultancy advice to help you identify better ways of using CRM to improve productivity & process efficiency
Group, individual or train-the-trainer tuition sessions
Post training CRM support available
Dedicated training courses for Microsoft Dynamics CRM Online, CRM 2011 & v4

Schedule Microsoft CRM Training:
Contact us or call 0800 381 1000 to discuss your training requirements and schedule a course date.

BLOG: How to plan CRM Training - Avoid these common mistakes

Our Microsoft Dynamics CRM user training:

Bespoke tuition
End User Introduction training
Intermediate training
Administrator training
CRM Marketing campaign training
CRM Sales Automation training
Service & Support tuition
Development & Customisation training
Train the Trainer tuition

Microsoft Dynamics CRM Bespoke Tuition

Our bespoke courses are tailored exactly to your training needs and processes. Before the day we'll contact you to carry out a pre-training consultation to ensure we have a clear understanding of your objectives.

A bespoke training session can include combining selected content across the below suggested courses or focusing on a small section of topics for specialist user tuition on key Dynamics CRM functionality.

Microsoft Dynamics CRM End User Introduction Training Course

Designed to help new users master the basic concepts of Microsoft Dynamics CRM. During the day the topics that we cover can include:

Navigating Microsoft Dynamics CRM
Working with Microsoft Dynamics CRM in Outlook
Creating personalised CRM views
The functionality of Dynamics CRM modules
The relationship between account, contact and lead records
Creating and managing CRM records and activities
An overview of the workflow model in Microsoft Dynamics CRM
Creating marketing lists & managing campaigns
Progressing sales prospects from a lead to order
Tracking customer service issues using CRM cases
Using CRM dashboards to measure performance

Microsoft CRM Intermediate Training Course

Focusing on advanced functionality in Microsoft Dynamics CRM for power users including:

Achieving customer centric views
Creating and managing basic CRM workflows
Developing wizard driven guided dialog call scripts
Creating CRM reports and exporting data to Excel
Customising the CRM user interface and form customisations
Managing accounts, contacts, leads, opportunities and activity records
Using Microsoft Dynamics CRM Advanced Find functionality to find and analysis customer data

Microsoft CRM Administrator Training

A comprehensive agenda enabling database administrators to manage your Dynamics CRM system that can include:

Configuring an organisational structure within Microsoft Dynamics CRM

Creating new user accounts with associated security roles

Managing user teams

Configuring the components that make up the Dynamics CRM security module

Configuring multiple organisations within a CRM implementation

Customising CRM forms and views

Creating database entities

Database management including mapping and data import / export

Identify areas where advanced customisation functionality can be implemented

Creating and managing a product catalogue

Configure system settings, currency exchange rates and multi-lingual user interface language packs

Microsoft Dynamics CRM Marketing User Training

Designed for marketing managers this specialist course focuses on using Microsoft Dynamics CRM for campaign planning, managing & reporting including tuition on:

Campaign Management

Data segmentation and list building

Tracking budgets

Quick Campaigns

Campaign tracking

Marketing Dashboards

Setting campaign goals and measuring progress

Applying marketing automation including lead routing

How to use Microsoft Dynamics CRM to demonstrate marketing ROI

Microsoft Dynamics CRM Sales Team Training

Our one day course guides teams through the sales automation features in Microsoft Dynamics CRM to improve sales effectiveness:

Managing sales opportunities

Creating sales quotes

Managing product catalogue

Automating processes including lead queues and lead routing

Using sales dashboards to manage the lead pipeline

Developing personalised sales views in Outlook

Measuring performance against sales goals

Converting sales opportunities to orders

Microsoft CRM Service & Support Training

This one day instructor led course provides service representatives with a solid understanding of service orientated processes within Microsoft Dynamics CRM. Our topics can include:

Using cases to log customer issues

Creating Service Level Agreements

Creating service workflows to route, queue and escalate customer cases

Using CRM Dialogs to create guided call scripts

Working with CRM dashboards to understand service performance metrics

Developing a knowledge base to pool solutions

Understanding Service Scheduling

Development & Customisation Training

Our one day course provides administrators and power users with expert insight into the planning and development of customisations within Microsoft Dynamics CRM.

Microsoft Dynamics CRM Train the Trainer

Our bespoke train the trainer courses give your internal trainers the ability to relay tuition back to other users in your organisation. Broken down into sections our courses are designed to help you master and communicate all the learning points.

Arrange Microsoft Dynamics CRM Training
Contact us to discuss your CRM training requirements on 0800 381 1000

Microsoft Dynamics CRM User Training Courses

Microsoft Dynamics CRM training from Preact:

Our Microsoft Dynamics CRM user training:

Microsoft Dynamics CRM Bespoke Tuition

Microsoft Dynamics CRM End User Introduction Training Course

Microsoft CRM Intermediate Training Course

Microsoft Dynamics CRM Marketing User Training

Development & Customisation Training

Microsoft Dynamics CRM
User Training Courses