Role Based Training Labs and Implementation Starter Packages
About Training, Consulting & Implementation
User Education ... User Adoption ... Business Fit.
These factors are critical to your organization’s success with Microsoft Dynamics CRM Online. CRM ONLINE LABS offers a full range of training, consulting and implementation services to help you achieve the highest value possible from your investment in Microsoft Dynamics CRM Online.
Training Labs
Choose from our instructor-led online learning labs – either individual labs or a complete, role-based package to save on training costs. Our Microsoft Dynamics CRM Online education focuses on six key roles:
- Sales Manager
- Sales Professional
- Marketing Manager
- Customer Service Manager
- Customer Service Representative
- CRM Administrator
Consulting
CRM ONLINE LABS consultants use their deep Microsoft Dynamics CRM experience and configuration knowledge to drive profound change at your organization. We will:
- Help you achieve lasting results from Microsoft Dynamics CRM
- Provide Microsoft Dynamics CRM advice and implementation support
- Transfer learning and demonstrate skills to your internal implementation team and/or users
Implementation
With our Implementation Starter Kits, we’ll have your organization up and running on Microsoft Dynamics CRM Online within just a few hours. Our structured implementation packages help your business minimize risk, ensure predictable results, and realize a quick return on your investment in Microsoft Dynamics CRM.
Vertical Accelerators
Start managing your customer relationships now with CRM ONLINE LABS’ Vertical Accelerators. These industry-specific templates are designed to get your small or midsize business up and running - quickly and easily. Find out more about our Vertical Accelerators
Discounts are available when multiple sessions are pre-purchased as a package.
Sales Professional eLive Training Package
Designed to drive user adoption for your sales staff by educating Sales Professionals on best practices, navigation and productivity techniques within Microsoft Dynamics CRM Online.
Includes the following eLive labs:
- Working with Records
- Understanding the Sales Process
- Using Advanced Find and List Management
- Lead Management
- Importing and Exporting Data
- Email Templates and Other Productivity Tools
Sales Manager eLive Training Package
Designed to help Sales Managers navigate CRM Online, manage Sales Professionals, and learn about defined best practice processes and reporting results.
Includes the following eLive labs:
- Working with Records
- Sales Management 1
- Sales Management 2
- Importing and Exporting Data
- Analyzing Sales and Data
- Email Templates and Other Productivity Tools
Marketing Manager eLive Training Package
Designed to help Marketing Managers navigate Microsoft Dynamics CRM Online, plan and track marketing events, learn about defined best practice processes and report results.
Includes the following eLive labs:
- Working with Records
- Using Advanced Find and List Management
- Marketing Automation 1
- Marketing Automation 2
- Importing and Exporting Data
- Email Templates and Other Productivity Tools
Customer Service Manager eLive Training Package
Designed to help Customer Service Managers navigate Microsoft Dynamics CRM ONLINE and manage customer service workers, track cases, work with queues, manage contracts, work with knowledge base articles, service scheduling, and report results.
Includes the following eLive labs:
- Working with Records
- Creating and Managing Service Cases
- Service Contract Management
- Scheduling Administration
- Managing Service Queues
- Analyzing Service and Case Data
- Email Templates and Other Productivity Tools
Customer Service eLive Training Package
Designed to help Customer Service Representatives navigate CRM Online and respond to cases, work with queues, manage contracts, work with knowledge base articles, schedule service, and report results.
Includes the following eLive labs:
- Working with Records
- Creating and Managing Service Cases
- Service Contract Management
- Creating a Knowledge Base
- Managing Service Queues
- Service Scheduling Life Cycle
- Email Templates and Other Productivity Tools
CRM Administrator Role
Designed to help CRM Administrators configure and maintain Microsoft Dynamics CRM Online. CRM Administrators will learn about tools for solving complex business issues and maintaining user adoption throughout the CRM system.
Includes the following eLive labs:
- Setup & Getting Started
- Planning your CRM Implementation
- Customization Methods
- Understanding Reporting Methods
- Understanding Workflow 1
- Importing and Exporting Data
Discounts are available when multiple sessions are pre-purchased as a package.
Small Business SM Starter Kit - CRM for Sales Focused Organizations
Designed for new customers with less than 19 users of Microsoft Dynamics CRM Online. Our senior certified consultants will configure the solution to meet your business needs, and will also provide the knowledge transfer necessary to enable your team to manage ongoing configuration and administration of CRM Online. Click here to sign up.
Small Business CS Starter Kit - CRM for Customer Service Focused Organizations
Designed for new customers with less than 19 users of Microsoft Dynamics CRM Online. Our senior certified consultants will configure the solution to meet your business needs, and will also provide the knowledge transfer necessary to enable your team to manage ongoing configuration and administration of CRM Online. Click here to sign up.
Discounts are available when multiple sessions are pre-purchased as a package.
6. Email Templates and Other Productivity Tools
Explores Microsoft Dynamics CRM Online applications from a user’s perspective and provides an introduction to core concepts of email communication. Application functionality covered in this lab:
- Email Templates
- Microsoft Word Mail Merging, Quick Campaign and Bulk Email
5. Importing and Exporting Data
Explores Microsoft Dynamics CRM Online applications from a user’s perspective and provides an introduction to core concepts of Data Management. Application functionality covered in this lab:
- Migrating, Importing or Enriching Data using the Import Data Wizard
- Best Practices for Data Map Creations
4. Lead Management
Explores Microsoft Dynamics CRM Online applications from a user’s perspective, with an introduction to core concepts of lead management. Application functionality covered in this lab:
- Process for Using Leads in Microsoft Dynamics CRM
3. Using Advanced Find and List Management
Explores Microsoft Dynamics CRM Online applications from a user’s perspective. Provides an introduction to core search concepts, then an overview of searching for data. Application functionality covered in this lab:
- Find
- Advanced Find
- Creating Lists
- Creating Quick Campaigns from Search Results
- Best Practices for Obtaining Specific Sets of Results
2. Understanding the Sales Process
Explores Microsoft Dynamics CRM Online applications from a Sales Professional’s perspective and provides an understanding of the sales process. Application functionality covered in this lab:
- Working with Leads
- Converting Opportunities
- Tracking Quotes
- Automating the Sales Process Using Workflow Tasks
1. Working with Records
Explores Microsoft Dynamics CRM Online applications from a Sales Professional’s perspective. Provides an introduction to core concepts, then an overview of account and contact creation. Application functionality covered in this lab:
- CRM Navigation
- User Interface
- Outlook Client
- Best Practices for Working with Records
Discounts are available when multiple sessions are pre-purchased as a package.
6. Analyzing Sales and Data
Explores Microsoft Dynamics CRM Online application from a Sales Manager’s perspective. This lab demonstrates additional features used to analyze data captured in the system. Also includes a look at tools such as Microsoft Excel and the Microsoft Dynamics CRM Online report wizard to produce reports and spreadsheets to help manage sales forecasting. Click here to sign up.
5. Email Templates and Productivity Tools
Explores Microsoft Dynamics CRM Online applications from a User’s perspective. Provides an introduction to core concepts of email communications. Application functionality covered in this lab:
- Email Templates
- Microsoft Word Mail Merging, Quick Campaign and Email Blasts
4. Importing and Exporting Data
Provides detailed instruction on how to import records from external data sources into Microsoft Dynamics CRM Online and export records to Microsoft Excel or csv files. Examples: Importing trade show leads or purchased lists into Microsoft Dynamics CRM. Click here to sign up.
3. Sales Management 2
This extended lab provides background for managing sales teams, and achieving user adoption from Microsoft Dynamics CRM Online. Also includes an in-depth look at techniques to audit and measure results. Click here to sign up.
2. Sales Management Life Cycle
Explores Microsoft Dynamics CRM and CRM Online applications from a Sales Manager’s perspective. Provides an introduction to core concepts of Sales Management for Microsoft Dynamics CRM. Application functionality covered in this lab:
- Planning and Implementing a Sales Process to Increase Sales Effectiveness, Reduce Sales Cycle Time, and Improve Customer Retention.
1. Working with Records
Explores Microsoft Dynamics CRM Online applications from a Sales Manager’s perspective. Provides an introduction to core concepts, then an overview of account and contact creation. Application functionality covered in this lab:
- CRM Navigation
- User Interface
- Outlook Client
- Best Practices for Working with Records
Discounts are available when multiple sessions are pre-purchased as a package.
6. Email Templates and Other Productivity Tools
Explores Microsoft Dynamics CRM Online applications from a user’s perspective and provides an introduction to core concepts of email communication. Application functionality covered in this lab:
- Email Templates
- Microsoft Word Mail Merging, Quick Campaign and Bulk Email
5. Importing and Exporting Data
Explores Microsoft Dynamics CRM Online applications from a user’s perspective and provides an introduction to core concepts of Data Management. Application functionality covered in this lab:
- Migrating, Importing or Enriching Data using the Import Data Wizard
- Best Practices for Data Map Creations
4. Marketing Automation 2
Explores Microsoft Dynamics CRM Online applications from a Marketing Manager’s perspective. Expands on Marketing Automation 1 with the addition of an in-depth look at executing marketing campaigns and tracking results. Click here to sign up.
3. Marketing Automation 1
Explores Microsoft Dynamics CRM Online applications from a Marketing Manager’s perspective. Provides an introduction to core concepts of Marketing Automation within Microsoft Dynamics CRM. Application functionality covered in this lab:
- Process for Developing Formalized Campaigns and Quick Campaigns
- Creating, Analyzing, and Segmenting Targeted Customer Lists
2. Using Advanced Find and List Management
Explores Microsoft Dynamics CRM Online applications from a User’s perspective. Provides an introduction to core search concepts in Microsoft Dynamics CRM. Application functionality covered in this lab:
- Find
- Advanced Find
- Creating Lists
- Creating Quick Campaigns from Search Results
- Best Practices for Obtaining Specific Sets of Results
1. Working with Records
Explores Microsoft Dynamics CRM Online applications from a Marketing perspective. Provides an introduction to core concepts, then an overview of account and contact creation. Application functionality covered in this lab:
- CRM Navigation
- User Interface
- Outlook Client
- Best Practices for Working with Records
Discounts are available when multiple sessions are pre-purchased as a package.
7. Email Templates and Productivity Tools
Explores Microsoft Dynamics CRM Online applications from a user’s perspective. Provides an introduction to core concepts of email communications. Application functionality covered in this lab:
- Email Templates
- Microsoft Word Mail Merging, Quick Campaign and Email Blasts
6. Creating a Knowledge Base
Explores Microsoft Dynamics CRM Online applications from a Service Representative’s perspective. Provides an introduction to core concepts of creating a knowledge repository and discusses how organizations can browse, locate and share information. Application functionality covered in this lab:
- Creating, Deleting, Editing
- Other Activities Related to Knowledge Base Management, such as Publishing and Unpublishing Knowledge Base Articles
5. Creating and Managing Service Cases
Explores Microsoft Dynamics CRM Online applications from a Service Representative’s perspective. Provides an introduction to core concepts of service management life cycle and responding to customer service issues. Application functionality covered in this lab:
- Case Process Flow in Microsoft Dynamics CRM Online
4. Managing Service Queues
Explores Microsoft Dynamics CRM Online applications from a Service Representative’s perspective. Provides an introduction to core concepts of creating and managing service queues. Application functionality covered in this lab includes:
- Creating, Assigning, and Accepting Queues
- Other Activities Related to Case Routing
3. Service Contract Management
Explores Microsoft Dynamics CRM Online applications from a Service Representative’s perspective. Provides an introduction to core concepts of contract management and discusses how organizations can use service level agreements to determine customer entitlement. Application functionality covered in this lab:
- Creating, Deleting, and Editing Contracts
- Other Activities Related to Contract Management, such as Contract Templates
2. Service Scheduling Life Cycle
Explores Microsoft Dynamics CRM Online applications from a Service Representative’s perspective. Provides an introduction to core concepts of service scheduling. Application functionality covered in this lab:
- Scheduling Services
- Other Activities Related to Scheduling
1. Working with Records
Explores Microsoft Dynamics CRM Online applications from a Customer Service perspective. Provides an introduction to core concepts, then an overview of account and contact creation. Application functionality covered in this lab:
- CRM Navigation
- User Interface
- Outlook Client
- Best Practices for Working with Records
Discounts are available when multiple sessions are pre-purchased as a package.
7. Analyzing Service and Case Data
Explores Microsoft Dynamics CRM Online application from a Service Manager’s perspective. Demonstrates additional features used to analyze data captured in the system. Includes a look at tools such as Microsoft Excel and Microsoft Dynamics CRM report wizard to produce reports and spreadsheets, which help respond to customers’ needs and manage Customer Service Representatives. Click here to sign up.
6. Creating and Managing Service Cases
Explores Microsoft Dynamics CRM Online application from a Service Manager’s perspective. Provides an introduction to core concepts of service management life cycle and responding to customer service issues. Application functionality covered in this lab:
- Case Process Flow in Microsoft Dynamics CRM Online
5. Defining Services
This extended lab builds on the Scheduling Administration lab and is intended for Service Managers. Focuses on defining the services your organization provides, and how to match resources to those services, ensuring that Microsoft Dynamics CRM Online selects the appropriate resource to perform the service activities. Click here to sign up.
4. Scheduling Administration
Explores Microsoft Dynamics CRM Online application from a Service Manager’s perspective. Provides an introduction to core concepts of scheduling administration and set up process. Application functionality covered in this lab:
- Selecting Working Hours and Resources for your Business
- Other Activities Related to Ensuring the Scheduling Engine has All Required Information for Scheduling Process.
3. Service Contract Management
Explores Microsoft Dynamics CRM Online application from a Service Manager’s perspective. Provides an introduction to core concepts of contract management and discusses how organizations can use service level agreements to determine customer entitlement. Application functionality covered in this lab:
- Creating, Deleting, and Editing Contracts
- Other Activities Related to Contract Management, such as Contract Templates.
2. Service Scheduling Life Cycle
Explores Microsoft Dynamics CRM Online application from a Service Manager’s perspective, providing an introduction to core concepts of service scheduling. Application functionality covered in this lab:
- Scheduling Services
- Other Activities Related to Scheduling
1. Working with Records
Explores Microsoft Dynamics CRM Online applications from a Service Manager’s perspective. Provides an introduction to core concepts, then an overview of account and contact creation. Application functionality covered in this lab:
- CRM Navigation
- User Interface
- Outlook Client
- Best Practices for Working with Records in Microsoft Dynamics CRM and CRM Online
Discounts are available when multiple sessions are pre-purchased as a package.
6. Importing and Exporting Data
Provides detailed instruction on how to import records from external data sources into Microsoft Dynamics CRM Online and export records to Microsoft Excel or csv files. Examples: Importing trade show leads or purchased lists into Microsoft Dynamics CRM. Click here to sign up.
5. Understanding Workflow 1
Explores the Microsoft Dynamics CRM Online application from an application site administrator or implementation leader perspective. Provides an introduction to core concepts of workflow for Microsoft Dynamics CRM Online. Objectives of this lab are to provide an understanding of the tools and strategies you can use to produce workflows for Microsoft Dynamics CRM Online within your organization. Click here to sign up.
4. Understanding Reporting Methods
Explores the Microsoft Dynamics CRM Online application from an application site administrator or implementation leader perspective. Provides an introduction to core concepts of reporting for Microsoft Dynamics CRM Online. Objectives of this lab are to provide an understanding of the tools and strategies you can use to produce reports for Microsoft Dynamics CRM Online within your organization. Click here to sign up.
3. Customization Methods
Explores the Microsoft Dynamics CRM Online application from an application site administrator or implementation leader perspective. Provides an introduction to core concepts of planning customization for Microsoft Dynamics CRM. Objectives of this lab are to provide an understanding of the tools and strategies you can use to customize Microsoft Dynamics CRM Online within your organization. Click here to sign up.
2. Planning your CRM Implementation
Explores the Microsoft Dynamics CRM Online applications from an application site administrator or implementation leader perspective. Provides an introduction to core concepts of planning your implementation for Microsoft Dynamics CRM. Objectives of this lab are to provide prescriptive guidance, and project management strategies, tools, and templates to implement Microsoft Dynamics CRM within your organization. Click here to sign up.
1. Setup & Getting Started
Explores Microsoft Dynamics CRM Online application from an application site administrator and application setup perspective. Provides an introduction to the core concepts of getting started and required elements to setup Microsoft Dynamics CRM Online. Application functionality covered in this lab:
- Configuring business units, users, and teams
- Defining the security model, including security roles, privileges, and access levels.
Discounts are available when multiple sessions are pre-purchased as a package.
Consulting & Customization Services
Our general consulting and customization services are available to assist you with all of your Microsoft Dynamics CRM needs. Click here to sign up.
Discounts are available when multiple sessions are pre-purchased as a package.
Integrate Your Website with CRM Online
Now you can connect your existing website directly to Microsoft CRM Online. With Web 2 Lead, your customer leads are seamlessly integrated with your Microsoft CRM lead management workflow process – without any programming on your part. Get started immediately by simply specifying the fields you wish to collect from potential leads.
Note: In addition to the package price, some customers may be subject to $150.00 US per year hosting charge for the Web 2 Lead application.
Click here to sign up.
Contact us:
Tel: 866.513.9949
Email: crmexpert@crmlivelab.com
Fax: 866.747.2603