Dynamics CRM Training

So you have Microsoft Dynamics CRM. Now you need to your give your people the skills to extract maximum value from your investment.

Dynamics CRM Training2019-10-15T04:50:50+00:00

Microsoft Dynamics CRM is pretty easy to use once you know, and master, the basic principles and learn how to navigate around. Customisations you’ve made to suit your processes add another layer of complexity – after all your aim is to get consistency in the way people work. We can design and deliver Dynamics CRM training packages to suit your needs. From basic familiarisation training through to custom training on your unique system and processes – we can tailor something to suit.

Of course, this is far easier for us if we’ve done your customisations and are familiar with how your CRM works. If another provider has done your customisations, we’ll first need to give your CRM a once over. Believe it or not, we’ve worked with a lot of clients who have come to us to solve training issues, but the real underlying issue is the usability of their customisations and the way it was built – not the skills of the people using it. Your system should work the way you do. We’ll help you to figure out your best bet for your dollar – fixing the system or training the users. Or both.

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Confidence is king

Ideally, interacting with your CRM is a big part of every user’s day. A confident user is a productive user.

Confidence comes from knowing with absolute certainty what will happen if you press this button … or that button. Frustration and apprehension are the natural enemy of confidence. Give your users a good grip on the basics through training and their confidence will build on the job.

Deep or shallow

You can decide how deep you want to go with your training.

You might assemble a small team of ‘super users’ that you want to give a deeper level of training as a support to other users. We can teach CRM adminstration skills, even basic customisation.

But usually, the basic familiarisation training is enough for most users. You decide what’s right for you.

Expect more

To train your users we need to get familiar with your CRM and how it’s set up. If we see ways to improve the usability of your CRM, we’ll certainly speak up.

Better usability means less training and less frustration. This can only be a good outcome for your business.

Sometimes training issues are just usability issues in disguise. We’ll fix your issue the best way.



Access our help for additional customisations or other enhancements whenever you need. By purchasing blocks of our time as Prepaid Assistance Hours you can draw down on your ‘bank’ of hours for adhoc or planned work over time. Log requests and view your balance on our Customer Service Portal. When you’re running low on hours, we’ll let you know and you can top up your prepaid

Get in touch today

Let’s talk about your CRM challenges.

Hopefully our website has given you a good idea about what we can do. Now, we’d love to hear from you. Call, email or use the form below. We look forward to talking about your specific situation, needs, and goals.

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