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We are a small company that is growing (code: we were able to convince ownership to upgrade from Zoho to Dynamics CRM, and fund the initial setup/customization, but don't have any money to implement it the way we should with a long-term support and training/admin. plan).
I am the VP of Sales and I am learning how to make the best use of Dynamics for our sales and customer service teams by customizing all of the aspects of our workflows and opportunity management. My current plan is I am trying to teach myself using the thousands of pages of self-help guides, and I have a small Power User Group from my sales and support teams that want to participate in becoming experts to train their peers. I would like to enroll them in user groups or online training, but I'm not finding many options that are intuitively easy to follow and financially feasible.
I am open to all suggestions or best practices you may be able to provide. Thank you in advance for sharing any thoughts or advice!
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I have the same question (0)Hi,
Two places i highly recommend are:
CRM User Group
They have lots of content, online webinars, local chapter meetings, and a great once a year user conference.
Our PowerObjects CRM University
www.powerobjects.com/.../training
Lots of boot camps, classes, real world training, etc. We also have a number of recorded webinars avail for free too.
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