Whether you are new to Dynamics 365 or have been using it for a while, our tailored CRM training sessions on sales/customer service apps can help ensure your teams get the most from this hugely capable technology.

Dynamics 365 CRM training for new users

If your site is new, your people will need to understand how to tap into its many features in order to improve working practices. We can accelerate the benefits of Dynamics 365 by ensuring your teams understand how to navigate their way around your site, as well as input and extrapolate the relevant data in the required format in a timely manner. While Dynamics 365 is very intuitive, good CRM training removes much of the guesswork and saves time and effort in the long-run.

Training for established users

If you have been using Dynamics 365 for a while you may find it beneficial to maintain CRM training support, not least because you may have new people in the team, or your processes and requirements have changed over time. Also, we can help you to change established working practices by showing your teams how to use Microsoft Dynamics 365 for enhanced efficiency and effectiveness.

Training for administrators

If you need to learn how to manage your system and want a more hands-on approach, our administrator training may be a perfect option for you. From learning how to work with users, security roles, system settings, currencies and auditing to mention just a few topics, you will be left ready to make the most of Dynamics 365.

Training from Caltech CRM

We provide training on all aspects of Microsoft Dynamics 365 CRM Sales and Customer Service applications, working closely with clients to tailor sessions according to how they use (or would like to use) their system. Benefits of CRM training from Caltech include:

  1. We help you get the most out of your investment in Dynamics 365

Dynamics 365 is a hugely capable technology. Our training sessions will help you unlock all the features and benefits, so you get the most from your investment and learn some tips and tricks. There may be features which you’re not aware of, or don’t know how to use. If so, our team will help you use the features which make sense to your organisation, helping to incorporate them into your standard working practices so that they help to make your business more efficient and effective.

2. Speed up the learning process

Our CRM training will speed up the learning process by explaining what you need to know in a straight-forward, no nonsense way which makes sense to all participants. We can help you use the technology to streamline current processes and make it quicker and simpler to input and access the information you need, when you need it. This in turn allows you to make more use of your data for sales, service, marketing and management purposes.

3. Build confidence with Dynamics 365

Microsoft Dynamics 365 can unlock huge potential for sales, marketing and service as well as supply chain and cost management. Our CRM training will demystify the technology for your teams so that everyone is able to use all relevant features with confidence. This helps you to create a more agile organisation where you can be more responsive to opportunities and more resilient to challenges.

Arranging your CRM training

The first step in arranging CRM training is a discussion with one of our CRM consultants. We will define your objectives so that we can develop the right approach for your organisation, covering the aspects and applications of Dynamics 365 which are most important to you. We will then prepare a tailored Dynamics 365 training agenda and cover all the areas in the right amount of depth for the people who are going to attend.

We also offer Dynamics 365 Familiarisation Training tailored to each client but typically covering topics such as the web interface, the Outlook interface, records and relationships, working with data and records, security considerations, sharing records and an introduction to reports, charts and dashboards.

Our CRM consultants deliver CRM training at our offices in Batley, Preston, Manchester and Cambridge as well as at client premises or remotely. Participants undergo a simple assessment at the end of their session so that we can verify their understanding. For ongoing use, we can provide a recording of the session so that your teams can re-visit any aspect quickly and easily at any time.

For more information about our CRM training services, please get in touch.

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