Microsoft CRM Training for America and Canada

Our Services

Microsoft CRM Training

Remote CRM Training for Microsoft Dynamics 365 and Power Platform

As a Microsoft Authorized Education Partner (AEP), many of our public and private courses also include an official completion certificate to be used for Professional Development Units (PDU) for a variety of designations. The majority of our Microsoft CRM training is focused on Custom Business Processes for Portal and CRM applications built on the Power Platform, Dataverse, and Dynamics 365. CRM training for clients provides hands-on in-class (Virtual Classroom) training.

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Common Change Management & Training Initiatives for CRM

Microsoft Dynamics 365 Sales, Customer Service, Cloud, & Custom Application Training

Product Orientation Training – Dynamics 365 Customer Experience, Sales Management, Customer Service, Case Management, Member Management, and remote Field Service modules for Microsoft Dynamics 365.
Navigation Training
Technical and Administrator Training

Business Process training using your Microsoft CRM and Portal Business Applications

Specific tasks/modules
Specific role-based training
Change Management and user adoption efforts
Train the Trainer (T3) training and mentorship

Report Development, Queries and Analytics Training

Microsoft Power BI, Dynamics 365 dashboards, role-based security, and reports
Monthly and quarterly reporting and forecasts
Process documentation

Copilot Training Sessions – Demo & Overview of Copilot for Microsoft 365 in the workplace

Need a New Microsoft CRM Partner?

With change in mind, we suggest you consider hitting the proverbial “RESET BUTTON” and re-evaluate ‘where you are now’; and ‘where you want to be‘.