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Customized Microsoft Dynamics Training

Our Canadian Microsoft Dynamics training courses are grouped into five packages, each with course segments that can be added or removed depending upon training requirements and assessed weaknesses.

General Microsoft Dynamics Training. These course segments are designed to provide trainees with a broad immersion into Microsoft Dynamics Customer Relationship Management. The goal is to enable competent, efficient, and comfortable usage of Microsoft Dynamics that will lead to higher user adoption and buy-in. Some of the course segments are:

  • Getting Started with Microsoft Dynamics and Moving Around the CRM
  • Working with Microsoft Dynamics and Microsoft Outlook
  • Using My Preference and My Dashboard in Microsoft Dynamics
  • Finding Information in Microsoft Dynamics CRM
  • Working with lists in Microsoft Dynamics
  • Adding Customer Information
  • Lead Management
  • Target Lists
  • Managing Documents
  • Campaign Management
  • Outbound Call Handling
  • Running Reports in Microsoft Dynamics CRM
  • Using Microsoft Dynamics CRM Core Features

Microsoft Dynamics Administrator Training. These course segments are designed to assist the individuals tasked with supporting Microsoft Dynamics CRM within your organization. In-house administration training can save thousands of dollars in outsourcing simple tasks, in addition to being able to more quickly make simple modifications to keep the company’s daily operations running smoothly. Some of the course segments are:

  • Managing Users in Microsoft Dynamics CRM
  • Advanced Outlook Integration in Microsoft Dynamics
  • Understanding IntelliSync
  • Customizing Microsoft Dynamics Menus and Toolbars
  • Microsoft Dynamics CRM Database Maintenance
  • Importing Data into Microsoft Dynamics
  • Synchronization
  • Microsoft Dynamics Server Administration
  • System and Security Overview in Microsoft Dynamics CRM
  • Using SpeedSearch
  • Contact and Sales Processes
  • Microsoft Dynamics CRM Menus and Toolbars

Microsoft Dynamics Information Manager Training. These course segments are designed for users responsible for analyzing data, creating reports, and for light Microsoft Dynamics customization. These course segments are not as focused on customizing Microsoft Dynamics CRM as the Microsoft Dynamics Administrator training would consist of. Some of the course segments are:

  • Multicurrency support
  • Field customization in Microsoft Dynamics CRM
  • Data Upload
  • Managing documents
  • Document templates in Microsoft Dynamics
  • Embedded e-mail editor
  • Products and Timings
  • Summary reports
  • Key attribute profiling
  • Campaign management
  • Outbound call handling
  • User administration
  • Workflow customization
  • Advanced tab customization

Microsoft Dynamics End User Training. These course segments are designed for sales staff with a general Microsoft Dynamics or similar customer relationship management software experience. These course segments are tailored to your business processes so that users can quickly apply the training directly in everyday tasks. This training is essential for obtaining higher user-adoption rates and reducing the stress that some users may feel about using a CRM. Some of the course segments are:

  • Managing contacts and accounts in Microsoft Dynamics CRM
  • Managing Sales activities (leads, opportunities, Microsoft Dynamics dashboards)
  • Managing opportunities
  • Service and Support (Tickets, Contracts, Returns, Defects) in Microsoft Dynamics
  • Marketing Training (lead management, campaign management, outbound call handling)
  • Microsoft Dynamics CRM Customer Care (customer support and knowledgebase training)

Microsoft Dynamics Remote Client Training. These course segments focus on maximizing the use of the Microsoft Dynamics Remote Client. The Microsoft Dynamics CRM Remote Client is a complimentary software solution ideal for sales persons on the go. Some of the course segments are:

  • Using Microsoft Dynamics synchronization
  • Using What’s New
  • Using Subscription
  • Using Library Items and Attachments
  • Using SpeedSearch

Microsoft Dynamics Training Courses

We offer Microsoft Dynamics training that are not customized. These courses are not tailored to your company’s business processes specifically but do cover the Microsoft Dynamics CRM software in depth. Customized Microsoft Dynamics courses are meant for single company audiences, these Microsoft Dynamics training courses may contain representatives from several companies, single company only Microsoft Dynamics training courses are available.

Microsoft Dynamics Official Marketing End User
This official Microsoft Dynamics CRM course is 2 days in duration and will cover:

  • Introduction to Microsoft Dynamics
  • Accounts and Contacts in Microsoft Dynamics
  • Campaign Management and Marketing Services
  • Microsoft Dynamics Calendar and Microsoft Dynamics Activities
  • Microsoft Dynamics Notes, Attachments, and Library Items
  • Microsoft Dynamics and Email, Outlook Integration, and Links
  • Contact Processes in Microsoft Dynamics
  • Microsoft Dynamics Reports

Microsoft Dynamics Official Sales End User
This official Microsoft Dynamics CRM course is 2 days in duration and will cover:

  • Introduction to Microsoft Dynamics
  • Accounts and Contacts in Microsoft Dynamics
  • Microsoft Dynamics Lead Acquisition, Qualification, and Conversion
  • Microsoft Dynamics Opportunities Management, Statistics, and Sales Processes
  • Microsoft Dynamics Dashboards for Calendar, Content Sets, and Analysis Views
  • Microsoft Dynamics Calendar and Microsoft Dynamics Activities
  • Microsoft Dynamics Notes, Attachments, and Library Items
  • Microsoft Dynamics and Email, Outlook Integration, and Links
  • Microsoft Dynamics Document Templates and Mail Merge
  • Contact Processes in Microsoft Dynamics
  • Microsoft Dynamics Reports

Microsoft Dynamics Architect / Deployment Specialist
This Microsoft Dynamics CRM course is 1 day in duration and will cover:

  • Creating a Test Environment for Microsoft Dynamics
  • Microsoft Dynamics Database Data Structures
  • Microsoft Dynamics Database Architecture and Security Capabilities
  • Microsoft Dynamics User Customization for Lookups, Pick Lists, and Query Builder
  • Microsoft Dynamics Programming Customization / Tailoring
  • Microsoft Dynamics Customization Deployment using Bundles

Microsoft Dynamics Turbo Charged
This Microsoft Dynamics CRM course is 1 day in duration and is aimed at creating Microsoft Dynamics power users and will cover:

  • Microsoft Dynamics Client for the Administrator
  • Unleashing the Microsoft Dynamics Query Builder
  • Microsoft Dynamics Data Maintenance Procedures and Routines
  • Maximizing Mail Merge
  • Using Microsoft Dynamics Campaign Management
  • Using Microsoft Dynamics Sales Processes
  • Using Microsoft Dynamics Contact Processes

Microsoft Dynamics Administrator Crash Course
This Microsoft Dynamics CRM course is 2 days in duration with the goal of being able to do general problem solving and supporting Microsoft Dynamics deployments and will cover:

  • Deploying the Microsoft Dynamics Environment
  • Configuring the Microsoft Dynamics Administrator
  • Microsoft Dynamics User and Team Security Configuration
  • Microsoft Dynamics Client Components
  • Microsoft Dynamics Integration with Microsoft Outlook and Microsoft Exchange Server
  • Customizing Lookups and Groups within Microsoft Dynamics

Microsoft Dynamics Official Administrator Certification
This official Microsoft Dynamics CRM course is 4 days in duration and will cover:

  • Deploying the Microsoft Dynamics Environment
  • Configuring the Microsoft Dynamics Administrator
  • Microsoft Dynamics User and Team Security Configuration
  • Microsoft Dynamics Client Components
  • Microsoft Dynamics Integration with Microsoft Outlook and Microsoft Exchange Server
  • Customizing Lookups and Groups within Microsoft Dynamics
  • SpeedSearch
  • Microsoft Dynamics Synchronization Configuration
  • Microsoft Dynamics Remote Client
  • Microsoft Dynamics User and Data Maintenance Routines and Functionality
  • Customizing Microsoft Dynamics Menus and Toolbars
  • Deploying a Development Environment
  • Custom Software Development of Microsoft Dynamics

Software University Courses

These courses are offered through Software University and are divided into three options:
  • Classroom
    CRMX-6-72000 – Sales End User for Microsoft Dynamics LAN v7.2
    CRMX-6-72001 – Service/Support End User for Microsoft Dynamics LAN v7.2
    CRMX-6-72002 – Marketing End User for Microsoft Dynamics LAN v7.2
    CRMX-6-72003 – Power End User for Microsoft Dynamics LAN v7.2
    CRMX-6-72010 – Administering Microsoft Dynamics LAN v7.2 – CUSTOMERS ONLY
    CRMX-6-72030 – Developing for Microsoft Dynamics LAN v7.2
    CRMX-6-72041 – Developing for Microsoft Dynamics Web v7.2
    CRMX-6-72051 – Developing for Microsoft Dynamics Mobile 5.0
    CRMX-7-70000 – Sales End User for Microsoft Dynamics LAN v7.0
    CRMX-7-70001 – Service/Support End User for Microsoft Dynamics LAN v7.0
    CRMX-7-70002 – Marketing End User for Microsoft Dynamics LAN v7.0
    CRMX-7-70003 – Power End User for Microsoft Dynamics LAN v7.0
    CRMX-7-70010 – Administering Microsoft Dynamics LAN v7.0 – CUSTOMERS ONLY
    CRMX-7-70030 – Developing for Microsoft Dynamics LAN v7.0
    CRMX-7-70040 – Implementing & Customizing for Microsoft Dynamics Web v7.0
    CRMX-8-62000 – End User for Microsoft Dynamics v6.2
    CRMX-8-62001 – Customer Service for Microsoft Dynamics v6.2
    CRMX-8-62030 – Developing for Microsoft Dynamics v6.2
  • Realtime Learning and Anytime Learning
    CRMX-6-72231 – Introduction to Developing for Microsoft Dynamics LAN v7.2
    CRMX-7-70231 – Introduction to Developing for Microsoft Dynamics v7.0
    CRMX-8-62200 – 12 MONTHS – Microsoft Dynamics v6.2 LAN Client End User
    CRMX-8-62200 – 6 MONTHS – Microsoft Dynamics v6.2 LAN Client End User
    CRMX-8-62203 – 12 MONTHS – Microsoft Dynamics Marketing Feature Pack for v6.2.3
    CRMX-8-62203 – 6 MONTHS – Microsoft Dynamics Marketing Feature Pack v6.2.3
    CRMX-8-62211 – 12 MONTHS – Creating Contact Processes for Microsoft Dynamics v6.2
    CRMX-8-62211 – 6 MONTHS – Creating Contact Processes for Microsoft Dynamics v6.2
    CRMX-8-62221 – Microsoft Dynamics Product Retirement: Upgrading to v6.2
    CRMX-9-61200 – 12 MONTHS – Microsoft Dynamics v6.1 LAN Client End User
    CRMX-9-61200 – 6 MONTHS – Microsoft Dynamics v6.1 LAN Client End User
    CRMX-9-61201 – 12 MONTHS – Microsoft Dynamics v6.1 Web Client End User
    CRMX-9-61201 – 6 MONTHS – Microsoft Dynamics v6.1 Web Client End User

The below courses are offered directly through Software University, our Canadian Microsoft Dynamics training team can also facilitate these exact courses locally.