Training & Adoption Kit for Microsoft Dynamics 365

Dynamics CRM 2016
 

Updated: November 1, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM Online

Replace images and screen shots, edit the text, use your own logo — whatever works to make your training materials match your system and style.

Tailor these training materials for your org

Customer Engagement Basics

Dynamics 365 for Sales

Dynamics 365 for Service

Dynamics 365 for Field Service

Dynamics 365 for Project Service Automation

 

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Tailor these training materials for your org

Microsoft Dynamics 2016 User Guide

CRM Basics for sales pros and service reps

CRM for Outlook Basics

Quick ref card for customer service reps

Start working in CRM

Import contacts into CRM

Intro to business processes

Meet your service goals with SLAs and entitlements

Give great customer service with CRM

Use CRM knowledge base articles to help your customers

Customize a business process

Create or customize system dashboards

 

Download now


Tailor these training materials for your org

  • Start working in CRM

  • Import contacts into CRM

  • Intro to business processes

  • Meet your service goals with SLAs and entitlements

  • Give great customer service with CRM

  • Use CRM knowledge base articles to help your customer

  • Go mobile with CRM for tablets

  • Go mobile with CRM for phones express

  • 5 cool things you can do with CRM for tablets

  • Introducing Microsoft Social Engagement

  • Customize a business process

  • Create or customize system dashboards

  • Quick ref card for customer service reps

  • CRM Basics for sales pros and service reps

  • CRM for Outlook Basics

  • Microsoft Dynamics CRM Online 2015 Update 1 User Guide

 

Download now


  • Start working in CRM

  • Import contacts into CRM

  • Intro to business processes

  • What's new in CRM customer service?

  • Meet your service goals with SLAs and entitlements

  • Give great customer service with CRM

  • Use CRM knowledge base articles to help your customer

  • Go mobile with CRM for tablets

  • Go mobile with CRM for phones express

  • 5 cool things you can do with CRM for tablets

  • Customize a business process

  • Create or customize system dashboards

  • Quick ref card for customer service reps

  • CRM basics for sales pros and service reps

  • CRM for Outlook Basics

  • Microsoft Dynamics CRM 2015 User Guide

 

Download now

Tailor these training materials for your org

  • What's changed in CRM 2013 on-premises?

  • Start working in CRM

  • Import contacts into CRM

  • Intro to business processes

  • Meet your service goals with SLAs and entitlements

  • What's new in CRM customer service?

  • Give great customer service with CRM

  • Use CRM knowledge base articles to help your customer

  • Create your first marketing campaign

  • Go mobile with CRM for tablets

  • Go mobile with CRM for phones express

  • 5 cool things you can do with CRM for tablets

  • Customize a business process

  • Create or customize system dashboards

  • Quick ref card for customer service reps

  • CRM for Outlook Basics

  • Microsoft Dynamics CRM 2013 User Guide

 

Download now

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