CRM Software Logo

Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘crm training’

How to Enable Business Process Flows in Microsoft Dynamics 365 for Sales CRM

  In this video by our Dynamics 365 CRM support team, we'll look at how to enable business process flows in Microsoft Dynamics 365 for Sales.   Business process flows are useful for standardizing how your team tackles particular tasks. Basically, they serve as guides for how to get things done.   For example, you […]

continue reading...

The Hidden Truth about CRM Data Import Files

There is no denying that when working with importable data in CRM, data integrity is of the highest importance. Microsoft has gone a long way to help make importable templates much more manageable and safe for end users.  They have added a number of user friendly measures, such as tool tips that tell you the […]

continue reading...

Stop Losing Leads! P.2 – Converting Leads

From your website’s inability to convert, to a lack of automated sales process, the negative affect of your current marketing practices on your business should shock you...

continue reading...

Microsoft Dynamics CRM Training – Back to Basics

Microsoft Dynamics CRM Training Back to Basics In this session we will review the basic features of CRM. You will learn: 1. Navigation 2. System personalization 3. User settings 4. Search and advanced find 5. Creating a new record 6. How to access CRM (Desktop, Mobile, Outlook) 7. Q and A session Register here

continue reading...

5 Proven User Adoption Tips for Microsoft Dynamics CRM

Without user adoption of a new technology, why invest in the first place? Marketers and business development managers have an obligation to stress, encourage – even demand – user adoption best practices with the roll out of any new technology. Even if it’s just an upgrade, do your owners and CEO a favor: teach and […]

continue reading...

Why You’re Never Done With CRM User Adoption

It’s often a factor that’s significantly overlooked, yet a one so important that the entire success of a CRM strategy depends on it - user adoption. Businesses often make the mistake of believing that implementation of a CRM application is sufficient to deliver results but the simple truth is that it doesn’t even come close. Technology […]

continue reading...

Ten Top Tips to Ensure Your CRM Training is a Success

You can have the best CRM system, and have implemented it without any hiccups along the way, but if your end users are not engaged with CRM then you will have a poor adoption rate and your successful CRM investment can fail at the final hurdle. Here are our top ten tips for CRM training […]

continue reading...

5 Hours of Microsoft Dynamics CRM Training and Information

Is your organization currently using or evaluating Microsoft Dynamics CRM? If so, you won’t want to miss 5 hours of Microsoft Dynamics CRM training and information that will be presented at OTT, Inc.’s 2011 Summit, on Monday, November 14, 2011! OTT, Inc.’s annual Summit delivers a unique educational experience for Microsoft Dynamics CRM clients and […]

continue reading...

CRM is More Than a Buzz Word

CRM is a simple concept: it’s the process by which you track all customer, prospect, or lead touches and use that information to make better decisions about how to serve them.   CRM products are also simple: it’s the tool you utilize to meet the above objective and the database with which you centralize your communications and […]

continue reading...
 

 
 
Show Buttons
Hide Buttons