Create Your Own Training Materials for Dynamics CRM

Whether you are an experienced Microsoft Dynamics CRM user or a company looking to make the jump into the productive world of Customer Relationship Management one valuable 24/7 resource that is available to CRM users is the Microsoft Dynamics CRM Customer Center.

If you are looking for resources to train new CRM users, your service team, CRM admins and more, let me introduce you to the “Training & Adoption Kit for Microsoft Dynamics CRM”

With this kit you can create your own training materials for Microsoft Dynamics CRM Online (2013 and the 2015 update) as well as and Microsoft Dynamics CRM 2013 and 2015 On-Premises versions!

This training and adoption page contains links to several editable eBooks and help files that you can customize any way you like. Users can edit text (great to identify customizations and configurations) replace images and screen shots, insert your company logo, etc.

If you are a CRM 2013 User the resources include:

Train new CRM 2013 Users:

• 6 eBooks & User Guides:
  • What’s changed in CRM 2013 on-premises?
  • Start working in CRM
  • Bring in your contacts
  • Intro to business processes
  • CRM basics for sales pros and service reps
  • User Guide for Microsoft Dynamics CRM
• 4 Videos
  • Get started with Microsoft Dynamics CRM (2:16)
  • Quickly access customer data (1:02)
  • Two fast ways to get back to your recent work (0:32)
  • Add new information quickly (quick create) (0:47)

Train your Service Team:

• eBook: What’s new in CRM customer service?
• eBook: Meet your service goals with SLAs and entitlements
• Quick ref card for customer service reps
• What’s new in service management (2:03)
• Learn how to work with cases in Microsoft Dynamics CRM (1:47)

Train CRM 2013 Administrators:

• eBook: Customize a business process
• eBook: Create or customize system dashboards

For (soon to be) CRM 2015 Users:

Train new CRM 2015 Users:

• 5 eBooks & User Guides:
  • eBook: Start working in CRM
  • eBook: Bring in your contacts
  • eBook: Intro to business processes
  • eBook: CRM basics for sales pros and service reps
  • Microsoft Dynamics CRM 2015 User Guide
• 4 Videos
  • Get started with Microsoft Dynamics CRM (2:16)
  • Quickly access customer data (1:02)
  • Two fast ways to get back to your recent work(0:32)
  • Add new information quickly (quick create) (0:47)

Train your Service Team:

• eBook: What’s new in CRM customer service?
• eBook: Meet your service goals with SLAs and entitlements
• Quick ref card for customer service reps
• What’s new in service management (2:03)
• Learn how to work with cases in Microsoft Dynamics CRM (1:47)

Train CRM 2015 Administrators:

• eBook: Customize a business process
• eBook: Create or customize system dashboards

Show what’s possible with Microsoft Social Listening:

• eBook: Introducing Microsoft Social Listening
• eBook: Microsoft Social Listening for CRM

Access all these fantastic resources and more at the Microsoft Dynamics Customer Center:
http://www.microsoft.com/en-us/dynamics/crm-customer-center/training-adoption-kit-for-microsoft-dynamics-crm.aspx

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