Microsoft Dynamics CRM Training for Power Users

If Dynamics CRM isn’t yielding all the benefits you expected or you’re doing mental gymnastics trying to tweak the solution to get it “just right”, you aren’t alone. I’ve worked with numerous customers that have felt stuck either not having enough knowledge about the CRM platform to manage it effectively or would simply like to have more control over configuration, without having to rely on consulting partners.

In the end, the  solution you deployed to become more effective at sales, marketing and service, can become an albatross, sometimes standing in the way of the very outcomes it was designed to support. With effective management Dynamics CRM should  propel sales forward and be a goldmine for customer insight.

So how do you turn this unfortunate situation around and shift into the driver’s seat, taking control of your Dynamics CRM journey, evolving the system to suit your needs as they change or become better understood?

Whether you are an existing Catapult customer, you deployed your Microsoft Dynamics CRM system on your own or with a different partner, you likely aren’t aware of the latest capabilities, business process flows, reporting, sales force automation and marketing automation available with Microsoft Dynamics CRM today. And more than that, you likely don’t have the expertise to work with the tools to keep the system tailored to your needs.

While Catapult supports many customers’ by providing ongoing support and continuous improvement services for Dynamics CRM,  we think its important for customers to have a foundation of internal capability and self-reliance.

This is why we have launched a new course based on hands-on workshops for Microsoft Dynamics CRM Power Users starting Thursday, November 10, 2016 at Catapult’s head office in downtown Vancouver, BC (Gastown – 300-171 Water St.).

This series of 6 workshops (four hours each), dedicated to Microsoft Dynamics CRM, is sure to make any CRM administrator, user and/or business owner a power user of CRM. Each week we work hands-on with Microsoft Dynamics CRM 2016 to learn new power user skills for different areas of the product, including:

• Week #1: Overview/Working with CRM – entities, relationships, data types, forms, views, navigation, security, teams, queues, email configuration & more.
• Week #2: Building Out CRM – solution management, business process flows, business rules, workflows & dialogs, mail merge, sharepoint integration & more.
• Week #3: Reporting, Analytics & Data Management – query building, advanced finds, dashboards, merging records, duplicate detection rules, goals & more.
• Week #4: Sales Force Automation & Mobility – sales process overview, products & price lists, opportunity management, quotes, orders, invoices & more.
• Week #5: Marketing Automation (with ClickDimensions) – marketing process overview, marketing lists, quick campaigns, lead scoring, social listening & more.
• Week #6: Service & Support – case management, record creation & routing rules, service scheduling, knowledgebase, SLAs, routing rules, interactive service hub & more.

This 6-week comprehensive, 24 hours of Microsoft Dynamics CRM training course is taught by Catapult’s leading CRM Implementation & Support Consultants, including yours truly. Each attendee will have access to a fully provisioned CRM 2016 online trial environment, connected with an Office 365 subscription, and pre-loaded with sample data to work with during these hands-on workshops.

Workshop attendees will become the internal subject matter expert for their Microsoft Dynamics CRM system, enabling them to triage new CRM requests from within the business to determine the approach and relative complexity to addressing the request and solving the problem.

Upon completion of the Microsoft Dynamics CRM Training for Power Users Workshop Series, attendees will be able to configure and support their CRM solution using out-of-the-box features and functionality as they relate to Sales, Service and Marketing within their organization. Additionally, they will be able to utilize their increased knowledge to drive user adoption, usability and productivity enhancements for their company.

To learn more about the Microsoft Dynamics CRM Training for Power Users download our brochure. To register for the 6-week workshop series starting Thursday, November 10, 2016 at 8:30 AM please email use at: training@catapulterp.com.

We look forward to helping you better leverage, maintain and support your Microsoft Dynamics CRM system. If you aren’t available to attend the 6-week workshop series starting in November, but are interested in attending a future Microsoft Dynamics CRM Training for Power Users Workshop, please send us an email to: training@catapulterp.com

For more Microsoft Dynamics CRM support, tips and tricks get in touch!