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Whether you are new to Dynamics 365 or have been using it for a while, tailored CRM training sessions can help your teams get the most from the sales and customer service apps.

If your site is new, your people will need to understand how to tap into its many features in order to improve working practices.

If you have been using Dynamics 365 for a while it will be helpful to revisit CRM training, you may have new people in the team, or your processes and requirements may have changed over time.

CRM training from Caltech

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. Helping you get the most out of your investment in Dynamics 365

2. Speeding up the learning process

3. Building confidence with Dynamics 365

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.

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

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