Role Based Training Labs and Implementation Starter Packages

How does it work?

Success with Microsoft Dynamics CRM Online success depends on user education, user adoption and business fit. CRM Online LABS offers online instructor-led implementation services to reinforce your purchase of Microsoft Dynamics CRM Online. Our website offers online instructor-led role based learning sessions for Microsoft Dynamics CRM Online. With access to our online elearning libraries and initial setup starter packages. CRM Online Labs get will help your organization get up and running on Microsoft Dynamics CRM Online within a few hours. There are six user training roles that we focus on as our foundation for Microsoft Dynamics CRM Online education. In addition to CRM training roles we also offer complete Vertical Industry Accelerators, Data import services, CRM customization General CRM consulting services and report development services. In the left-hand column of this page you will find a list of roles by user type and specific packages to help you get started on Microsoft Dynamics CRM online. To purchase training roles or learning/starter packages. Simply select the product category that you're most interested in and add these to your shopping cart. Once you have selected the desired packages you can check out through our secure website and complete your purchase with a credit card, PayPal or Corporate PO (OAC).

Discounts are available when multiple sessions are pre-purchased as a package.

Sales Professional Role elive Package

This package is 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 Lab
Understanding the Sales Process Lab
Using the Advanced Find and List management
Lead Management Lab
Importing and Exporting Data Lab
Email Templates and other productivity tools Lab Click here to sign up.

Sales Management Role elive Package

This package is designed to help sales managers navigate CRM online and manage Sales Professionals, defined best practice processes and reporting results using Microsoft CRM.

Includes the following elive labs Working with Records Lab
Sales Management Lab 1
Sales Management Lab 2
Importing and Exporting Data Lab
Analyzing Sales and data Lab
Email Templates and other productivity tools Lab Click here to sign up.

Marketing Manager Role elive Package

This package is designed to help marketing managers navigate CRM Online and plan and track marketing events, defined best practice processes and reporting results using Microsoft CRM.

Includes the following elive labs
Working with Records Lab
Using the Advanced Find and List management
Marketing Automation Lab 1
Marketing Automation Lab 2
Importing and Exporting Data Lab
Email Templates and other productivity tools Lab Click here to sign up.

Customer Service Role elive Package

This package is designed to help customer service representatives navigate CRM online and respond to cases, work with queues, manage contracts, working with knowledge base articles, service scheduling and reporting results using Microsoft CRM.

Includes the following elive labs
Working with Records Lab
Creating and managing service cases Lab
Service Contract Management Lab
Creating a Knowledge Base Lab
Managing Service Queues
Service Scheduling Life Cycle
Email Templates and other productivity tools Lab Click here to sign up.

Customer Service Manager Role

This package is designed to help Customer Service Managers navigate CRM Online and manage customer service workers, track cases, work with queues, manage contracts, working with knowledge base articles, service scheduling and reporting results using Microsoft CRM.

Includes the following elive labs Working with Records Lab
Creating and managing service cases Lab
Service Contract Management Lab
Scheduling Administration Lab
Managing Service Queues
Analyzing Service and Case data
Email Templates and other productivity tools Lab Click here to sign up.

CRM Administrator Role

This package is designed to help CRM administrators configure and maintain Microsoft Dynamics CRM Online. CRM administrators will learn the tools that are available for solving complex business issues and maintaining user adoption throughout the CRM system.
Setup & Getting Started Lab
Planning your CRM Implementation
Customization Methods Lab
Understanding the Reporting Methods Lab
Understanding Workflow 1
Importing and Exporting Data Lab. Click here to sign up.

Discounts are available when multiple sessions are pre-purchased as a package.

Small Business SM Starter Kit - CRM for sales focused organization

CRM Online Labs SM Starter Kit was designed for new customers who are under 19 users of Microsoft Dynamics CRM online. Our Senior and certified consultants will not only configure your application to meet your business needs but will also provide the knowledge transfer necessary for your team to manage on-going configuration and administration of CRM Online. Click here to sign up.

Small Business CS Starter Kit - CRM for Customer Service focused organizations

CRM Online Labs CS Starter Kit was designed for new customers who are under 19 users of Microsoft Dynamics CRM online. Our Senior and certified consultants will not only configure your application to meet your business needs but will also provide the knowledge transfer necessary for your team to manage on-going configuration and administration of CRM Online. Click here to sign up.

Discounts are available when multiple sessions are pre-purchased as a package.

Working with Records Lab

This Lab explores the Microsoft Dynamics CRM Online applications from a Sales Professionals perspective. It begins with an introduction to the core concepts of Microsoft Dynamics CRM then an overview of account and contact creation. . Application functionality covered in this course includes CRM Navigation, User Interface, Outlook Client, and the best practices for working with records in Microsoft Dynamics CRM Online. Click here to sign up.

Using the Advanced Find and List management

This Lab explores the Microsoft Dynamics CRM Online applications from a user's perspective. It begins with an introduction to the core search concepts of Microsoft Dynamics CRM Online. Then an overview of searching for data in CRM Online. Application functionality covered in this Lab includes Find, Advanced Find, creating lists, creating quick campaigns from search results and the best practices for getting a more specific set of results when searching records within CRM. Click here to sign up.

Understanding the Sales Process Lab

This Lab explores the Microsoft Dynamics CRM Online applications from a Sales Professionals perspective. It begins with understanding the sales process. Application functionality covered in this course includes, working with leads, converting opportunities, and tracking quotes, and automating the sales process using workflow tasks. Click here to sign up.

Lead Management

This Lab explores the Microsoft Dynamics CRM Online applications from a user's perspective. It begins with an introduction to the core concepts of lead Management for Microsoft Dynamics CRM. Application functionality covered in this Lab includes the process for using Leads in Microsoft Dynamics CRM. Cost 250.00 US + plus taxes were applicable. Click here to sign up.

Importing and Exporting Data Lab

This Lab explores the Microsoft Dynamics CRM Online applications from a user's perspective. It begins with an introduction to the core concepts of Data Management within Microsoft Dynamics CRM Online. Application functionality covered in this Lab includes migrating, importing or enriching your data using the Import Data Wizard and the best practices for data map creations in Microsoft Dynamics CRM Online Click here to sign up.

Email Templates and other productivity tools Lab

This Lab explores the Microsoft Dynamics CRM Online applications from a user's perspective. It begins with an introduction to the core concepts of email communication for Microsoft Dynamics CRM Online. Application functionality covered in this Lab includes email templates, Microsoft word mail merging and quick campaign and Bulk Email. Click here to sign up.

Discounts are available when multiple sessions are pre-purchased as a package.

Working with Records Lab

This Lab explores the Microsoft Dynamics CRM Online applications from a Sales Professionals perspective. It begins with an introduction to the core concepts of Microsoft Dynamics CRM then an overview of account and contact creation. . Application functionality covered in this course includes CRM Navigation, User Interface, Outlook Client, and the best practices for working with records in Microsoft Dynamics CRM Online. Click here to sign up.

Sales Management Life Cycle

This Lab explores the Microsoft Dynamics CRM and CRM ONLINE applications from a Sales Manager perspective. It begins with an introduction to the core concepts of Sales Management for Microsoft Dynamics CRM. Application functionality covered in this Lab includes planning and implementing a sales process to increase sales effectiveness, reduce sales cycle time and improve customer retentions. Click here to sign up.

Sales Management Lab 2

This extended Lab gives you background for managing sales teams, and getting user adoption from Microsoft Dynamics CRM Online. With addition of an in-depth look at techniques to audit and measure results. Click here to sign up.

Importing and Exporting Data Lab

This seminar will take you through a detailed instruction on how to import records from external data sources into CRM Online and export records from CRM Online to Microsoft Excel or csv files. Examples would be importing trade show leads and purchased lists in Microsoft Dynamics CRM. Click here to sign up.

Email Templates and other productivity tools Lab

This Lab explores the Microsoft Dynamics CRM Online applications from a user's perspective. It begins with an introduction to the core concepts of email communication for Microsoft Dynamics CRM Online. Application functionality covered in this Lab includes email templates, Microsoft word mail merging and quick campaign email blasts. Click here to sign up.

Analyzing Sales and data Lab

This Lab explores the Microsoft Dynamics CRM Online application from a Sales Manager perspective. This lab demonstrates additional features in Microsoft Dynamics CRM Online that are used to analyze the data that is captured in the system. We will look at tools such as Microsoft Excel and the Microsoft Dynamics CRM Online report wizard to produce reports and spreadsheets to help you manage sales forecasting. Click here to sign up.

Discounts are available when multiple sessions are pre-purchased as a package.

Working with Records Lab

This Lab explores the Microsoft Dynamics CRM Online applications from a Sales Professionals perspective. It begins with an introduction to the core concepts of Microsoft Dynamics CRM then an overview of account and contact creation. . Application functionality covered in this course includes CRM Navigation, User Interface, Outlook Client, and the best practices for working with records in Microsoft Dynamics CRM Online. Click here to sign up.

Using the Advanced Find and List management

This Lab explores the Microsoft Dynamics CRM Online applications from a user's perspective. It begins with an introduction to the core search concepts of Microsoft Dynamics CRM. Then an overview of searching for data in LIVE CRM. Application functionality covered in this Lab includes Find, Advanced Find, creating lists, creating quick campaigns from search results and the best practices for getting a more specific set of results when searching records within CRM. Click here to sign up.

Marketing Automation Lab 2

This Lab explores the Microsoft Dynamics CRM Online applications from a Marketing Manager perspective. The Lab expands upon the marketing automation Lab with the addition of an in-depth executing marketing campaigns and tracking results. Click here to sign up.

Marketing Automation Lab 1

This Lab explores the Microsoft Dynamics CRM Online applications from a marketing managers perspective. It begins with an introduction to the core concepts of Marketing Automation within Microsoft Dynamics CRM and Live CRM. Application functionality covered in this Lab includes the process for setting up formalized campaigns and quick campaigns with creating, analyzing, and segmenting targeted customer lists. Click here to sign up.

Lead Management

This Lab explores the Microsoft Dynamics CRM Online applications from a user's perspective. It begins with an introduction to the core concepts of lead Management for Microsoft Dynamics CRM. Application functionality covered in this Lab includes the process for using Leads in Microsoft Dynamics CRM. Click here to sign up.

Importing and Exporting Data Lab

This Lab will take you through a detailed instruction on how to import records from external data sources into CRM Online and export records from CRM Online to Microsoft Excel or csv files. Examples would be importing trade show leads and purchased lists in Microsoft Dynamics CRM. Click here to sign up.

Email Templates and other productivity tools Lab

This Lab explores the Microsoft Dynamics CRM Online applications from a user's perspective. It begins with an introduction to the core concepts of email communication for Microsoft Dynamics CRM. Application functionality Click here to sign up.

Discounts are available when multiple sessions are pre-purchased as a package.

Working with Records Lab

This Lab explores the Microsoft Dynamics CRM Online application from a Customer Service perspective. It begins with an introduction to the core concepts of Microsoft Dynamics CRM then an overview of account and contact creation. . Application functionality covered in this course includes CRM Navigation, User Interface, Outlook Client, and the best practices for working with records in Microsoft Dynamics CRM and CRM Online. Click here to sign up.

Service Scheduling Life Cycle $250

This Lab explores the Microsoft Dynamics CRM Online application from a service representative's perspective. It begins with an introduction to the core concepts of the service scheduling. Application functionality covered is scheduling services, and then discusses the other activities related to scheduling. Click here to sign up.

Service Contract Management Lab

This Lab explores the Microsoft Dynamics CRM Online application from a service representative's perspective. It begins with an introduction to the core concepts of Contract Management and discusses how organizations can use service level agreements to determine customer entitlement. Application functionality covered in this course includes creating, deleting, and editing contracts, and then discusses the other activities related to contract management, such as contract templates. Click here to sign up.

Managing Service Queues $250

This Lab explores the Microsoft Dynamics CRM Online application from a service representative's perspective. It begins with an introduction to the core concepts of the creating a managing service queues. Application functionality covered in this Lab includes creating assigning, accepting queues, and then discusses the other activities related to case routing. Click here to sign up.

Creating and managing service cases Lab

This Lab explores the Microsoft Dynamics CRM Online application from a service representative's perspective. It begins with an introduction to the core concepts of service management life cycle and responding to customer service issues. Application functionality covered in this course includes the case process flow in Microsoft Dynamics CRM Online. Click here to sign up.

Creating a Knowledge Base Lab

This Lab explores the Microsoft Dynamics CRM Online application from a service representative's perspective. It begins with an introduction to the core concepts of the creating a knowledge repository and discusses how organizations can browse, locate and share information in this repository. Application functionality covered in this Lab includes creating, deleting, editing, and then discusses the other activities related to knowledge base management, such as publishing and unpublishing knowledge base articles. Click here to sign up.

Discounts are available when multiple sessions are pre-purchased as a package.

Working with Records Lab

This Lab explores the Microsoft Dynamics CRM Online application from a Customer Service perspective. It begins with an introduction to the core concepts of Microsoft Dynamics CRM then an overview of account and contact creation. . Application functionality covered in this course includes CRM Navigation, User Interface, Outlook Client, and the best practices for working with records in Microsoft Dynamics CRM and CRM Online. Click here to sign up.

Service Scheduling Life Cycle $250

This Lab explores the Microsoft Dynamics CRM Online application from a service representative's perspective. It begins with an introduction to the core concepts of the service scheduling. Application functionality covered is scheduling services, and then discusses the other activities related to scheduling. Click here to sign up.

Service Contract Management Lab

This Lab explores the Microsoft Dynamics CRM Online application from a service representative's perspective. It begins with an introduction to the core concepts of Contract Management and discusses how organizations can use service level agreements to determine customer entitlement. Application functionality covered in this course includes creating, deleting, and editing contracts, and then discusses the other activities related to contract management, such as contract templates. Click here to sign up.

Scheduling Administration Lab $250

This Lab explores the Microsoft Dynamics CRM Online application from a Service Managers perspective. It begins with an introduction to the core concepts of scheduling administration and set up process, Application functionality covered begins by selecting the working hours for your business, resources and so on, and then discusses the other activities related to ensuring that the scheduling engine has all required information to begin the scheduling process. Click here to sign up.

Defining Services Lab $250

This extended Lab builds on the Scheduling Administration Lab and is intended Service Managers. The focus is on defining the services that your organization provides, and how resources are added to these services to ensure that Microsoft Dynamics CRM Online selects the appropriate resource to perform the service activities. Click here to sign up.

Creating and managing service cases Lab

Creating and managing service cases Lab This Lab explores the Microsoft Dynamics CRM Online application from a service representative's perspective. It begins with an introduction to the core concepts of service management life cycle and responding to customer service issues. Application functionality covered in this course includes the case process flow in Microsoft Dynamics CRM Online. Click here to sign up.

Analyzing Service and Case data $250

This Lab explores the Microsoft Dynamics CRM Online application from a Service Managers perspective. This lab demonstrates additional features in Microsoft Dynamics CRM Online that are used to analyze the data that is captured in the system. We will look at tools such as Microsoft Excel and the Microsoft Dynamics CRM report wizard to produce reports and spreadsheets to help respond to customer's needs and manage customer service representatives. Click here to sign up.

Discounts are available when multiple sessions are pre-purchased as a package.

Understanding Workflow 1

This Lab explores the Microsoft Dynamics CRM Online application from an application site administrator or implementation leader perspective. It begins with an introduction to the core concepts of workflow for Microsoft Dynamics CRM Online. The objectives of this Lab are to provide understanding of the tools and strategies our customers can use to produce workflows for Microsoft Dynamics CRM Online within their organization. Click here to sign up.

Understanding the Reporting Methods Lab CRM

This Lab explores the Microsoft Dynamics CRM Online application from an application site administrator or implementation leader perspective. It begins with an introduction to the core concepts of reporting for Microsoft Dynamics CRM Online. The objectives of this Lab are to provide understanding of the tools and strategies our customers can use to produce reports for Microsoft Dynamics CRM Online within their organization. Click here to sign up.

Setup & Getting Started Lab

This Lab explores the Microsoft Dynamics CRM Online application from an application site administrator and application setup perspective. It begins with an introduction to the core concepts of getting started and required elements to setup Microsoft Dynamics CRM Online. Application functionality covered in this Lab includes configuring Microsoft Dynamics CRM business units, users, and teams, with defining the security model, including security roles, privileges, and access levels. Click here to sign up.

Planning your CRM Implementation

This Lab explores the Microsoft Dynamics CRM Online applications from an application site administrator or implementation leader perspective. It begins with an introduction to the core concepts of planning your implementation for Microsoft Dynamics CRM and Live CRM. The objectives of this Lab are to provide prescriptive guidance, project management strategies, tools, and templates that our customers can use to implement Microsoft Dynamics CRM within their organization. Click here to sign up.

Importing and Exporting Data Lab

This seminar will take you through a detailed instruction on how to import records from external data sources into CRM Online and export records from CRM Online to Microsoft Excel or csv files. Examples would be importing trade show leads and purchased lists in Microsoft Dynamics CRM. Click here to sign up.

Customization Methods Lab

This Lab explores the Microsoft Dynamics CRM Online application from an application site administrator or implementation leader perspective. It begins with an introduction to the core concepts of planning customizing your for Microsoft Dynamics CRM and Live CRM. The objectives of this Lab are to provide understanding of the tools and strategies our customers can use to customize Microsoft Dynamics CRM Online within their organization. Click here to sign up.

Discounts are available when multiple sessions are pre-purchased as a package.

General Consulting and Customization

Purchase bulk hours of consulting services and customization services. Click here to sign up.

Discounts are available when multiple sessions are pre-purchased as a package.

Integrate Your Website with CRM Online

Web 2 Lead connects a customer’s existing web site directly to Microsoft CRM Online. With Web 2 Lead, customer leads are directly integrated with the customers Microsoft CRM lead management workflow process. Web 2 Lead requires no programming on behalf of the customer. Customers can get started immediately by simply specifying the fields they wish to collect from potential leads. Note : in addition to the package price some customers may be subject to $150 per year hosting charge for the Web to lead application. Click here to sign up.