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ReportSearching for "use Microsoft CRM to track the training that customers have attended" lead to thousands and thousands of links to "CRM Training". Thus I have not been able to find relevant information.
The scenario is Sales/Marketing would like the ability to report on the amount of product training the customers have attended. This is a small software company offers the customers online product training on the software products sold. Currently the trainers keep track of the classes offered, attendance, participation and date/time class offered in a spreadsheet. This requires manual manipulation across accounts and contacts in CRM for any reporting.
It seems that this type of product training could be a Service in CRM with each class as a Service. Then scheduling a Service Activity and adding the customers to this Activity makes more sense. These then show up in the Activities list of all the contacts which is promising.
However what it does not have is the ability to track individual contact attendance and participation. For example the classes are all held online with virtual machines in the cloud. 10 different contacts from 10 different accounts could be attending. If two people do not show up there is no way that I can see to indicate that those individual contacts did not show up. The "no show" status is for the Activity itself and not the participants. There are times that while people are attending training that they are pulled away by phone call or email (it happens) and are not able to fully participate. I did not see a way to define this type of information either since the "status" is currently only at the activity level.
So I am looking for advice from those who have any type of internal "non-CRM product training" they offer to their customers and track/schedule/report on that non-CRM product training in CRM. Anyone?
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