Microsoft Dynamics CRM Help & Training
Microsoft Dynamics
CRM Help & Training
Search Microsoft Dynamics CRM Help & Training

Training & Adoption Kit for Microsoft Dynamics CRM

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

For CRM Online 2015 Update 1 For 2015 For 2013  

Here's what's in the kit for CRM Online 2015 Update 1


eBooks for end users

  • 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

eBooks for admins

  • Customize a business process

  • Create or customize system dashboards

User guide

  • CRM Basics for sales pros and service reps

Here's what's in the kit for CRM Online 2015 Update and CRM 2015 (on-premises)


eBooks for end users

  • 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

eBooks for admins

  • Customize a business process

  • Create or customize system dashboards

User guides and quick ref card

  • 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

Here's what's in the kit for CRM 2013


eBooks for end users

  • 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

  • Go mobile with CRM for tablets

  • Go mobile with CRM for phones express

  • 5 cool things you can do with CRM for tablets

eBooks for admins

  • Customize a business process

  • Create or customize system dashboards

User guides and quick ref card

  • Quick ref card for customer service reps

  • CRM basics for sales pros and service reps

  • CRM for Outlook Basics

  • Microsoft Dynamics CRM 2013 User Guide

 
Was this information helpful?