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The world is adjusting to a new reality that was unimaginable three months ago. COVID-19 has altered every aspect of our lives, introducing abrupt changes to the way businesses and communities operate. Everyone is adapting to virtual work and plans have certainly changed for in-person conferences, trainings, and seminars across all industries.
The COVID-19 crisis offers an important reflection point for CRM trainers to question the status quo and explore new, virtual approaches for delivering quality training programs. Here are a few tips to get the most out of your virtual CRM session or class.
Virtual meetings should not go for more than an hour or two at a time. What would’ve been a day-long training might need to be shortened into several 2-hour sessions over a period of several days. Always include breaks for those exceptions where you need to go over the 2-hour mark.
"Anything that can go wrong will go wrong" – Murphy’s Law. Technology works most of the time, but it seems like the ideal time for things not to work is when you have 100 participants tuning in to your virtual training session. Test well in advance to resolve issues before showtime:
The virtual platform you will use for your training session will include features you need to know to run the call effectively, such as: mute all participants, mute SPECIFIC participants, attachments, group chat, whiteboarding, presenting only specific programs, etc. Understand where the presenter options are and how to use them. If possible, secure a facilitator to assist you who can be responsible for muting / unmuting people and tracking incoming chat questions.
In any virtual training call, you are sure run into unknowns. Just go with it and embrace the unexpected. Be confident and handle any hiccups calmly.
Apply these helpful presentation tips from AKA, and you are sure to host a successful virtual CRM training session. Want more tips for your virtual workforce? Read these blogs:
How to Go Remote When You’re Not a Remote “Type” of Business: 3 Tips for CIOs
The Sudden Need to Work Remotely: How This Company Transitioned 500 Users in Just One Weekend with a Cost-Effective Solution on Microsoft Azure
ABOUT AKA ENTERPRISE SOLUTIONS
AKA specializes in making it easier to do business, simplifying processes and reducing risks. With agility, expertise, and original industry solutions, we embrace projects other technology firms avoid—regardless of their complexity. As a true strategic partner, we help organizations slay the dragons that are keeping them from innovating their way to greatness. Call us at 212-502-3900!
Article by: Matthew Case | 212-502-3900
Matthew Case has worked with CRM for 9 years and with Microsoft Dynamics since CRM 2011. Specializing in CRM architecture, interface design, user adoption, and change management, he is driven by the desire to help users find ways to easier, more efficient work through software innovation.
The post Virtual Training During Covid-19: 5 Tips for CRM Professionals appeared first on CRM Software Blog | Dynamics 365.
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