Education

Microsoft Dynamics CRM Events

Whether you’ve come to learn about upcoming Microsoft Dynamics CRM events or you’re here to find content from past events, you’ve come to the right place. Here you’ll be able to learn more and register for webinars, workshops, boot camps, and conferences relating to Microsoft Dynamics CRM. Our list not only includes events hosted by PowerObjects, but also other organizations such as Microsoft.

Previous webinars are available on demand, whether or not you attended the original event. Access to the full list of on demand webinars is just one click away.

PowerObjects is constantly updating our events page, so bookmark it and check back often!

Suggest a TrainingSign Up for Event NotificationsWebinars On Demand


Apr 06, 2015 - Apr 10, 2015 | 8:30 am CT - 5:00 pm CT

PowerObjects is excited to offer a series of three classes aimed at empowering you to create the best CRM implementation for your organization! This week long training will give you a concentrated overview of the CRM 2015 system and its processes. We will use lectures, demonstrations, hands-on labs and discussions as learning tools.

5 Day Microsoft Dynamics CRM 2015 ‘Boot Camp’
Day 1 and 2 : MS Dynamics CRM 2015 Introduction
Day 3: MS Dynamics CRM 2015 Analytics
Day 4 and 5: MS Dynamics CRM 2015 Administration

For more information, please visit our CRM Overview Training page.

Audience: Intermediate technical recommended. Understanding of data and relational databases helpful. Since the CRM Boot Camp is focused on the application and not on processes, this training is not recommended for end-users, but rather is more appropriate for those who will be customizing or supporting the application.

Category: CRM 2015 | Location: Microsoft Canada Head Office – Conference Room Mead 1X11 Mississauga Ontario

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Apr 08, 2015 | 1:00 pm CT - 2:00 pm CT

Customer Service organizations are looking to transform their customer care centers by providing a superior engagement platform for customers, prospects, and partners. CRM is the key to providing an excellent level of customer service across any channel, by providing the right information to the right agents at the right time.

Many leading analysts project that around 50% of Customer Service CRM deployments fail to meet an organization’s objectives and goals. To ensure the implementation of a successful CRM solution, it is critical to understand CRM best practices and how to mitigate deployment risks.

Category: Webinar

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Apr 13, 2015 - Apr 14, 2015 | 8:30 am CT - 5:00 pm CT

New to Microsoft Dynamics CRM? This “mini boot camp” will take you through the entire application in two days. With only a few hands-on labs, the trainer will demonstrate the built-in features of Microsoft Dynamics CRM and discuss their business use. From there, you’ll take a look under the hood to see how CRM can be customized to support unique business processes. Students will be given access to a demo environment. Laptops are highly recommended, but not required.

As part of the CRM Developer Certificate offered through PowerObjects, this training is paired with the three-day Developer Fast Track. For more information on the Key User Training, please visit our CRM Overview Training page.

Audience: Intermediate technical to advanced technical understanding and previous experience with similar CRM systems will be necessary to follow the CRM walk-through with few hands-on exercises.

Category: CRM Training | Location: SMU in Plano Building 4 Room 122 Plano TX

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Apr 14, 2015 - Apr 16, 2015 | 8:30 am CT - 5:00 pm CT

As you prepare to train end users for the changes in 2015, you also need to understand how to configure the new features for business use. This three-day training assumes prior knowledge of CRM 2011 basics and offers both a view of the new features of CRM 2013 and CRM 2015 from the end-user view, and also covers how an administrator would use the new features to support the end-user processes. Note: This training may not be attended remotely.

For more information, please visit our Upgrade Training page.

Audience: Intermediate with CRM 2011 administration experience required.

Category: CRM 2015 | Location: PowerObjects Headquarters Minneapolis MN

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Apr 15, 2015 - Apr 17, 2015 | 8:30 am CT - 5:00 pm CT

For technical people who say “Just show me how to extend CRM!”, this is the whirlwind introduction you need.

First, this course will discuss when and why you extend CRM with custom code, and what various custom code options are supported through the Software Development Kit (SDK). Then, there will be a hands-on portion where you will learn how to create and deploy web resources, as well as create and deploy plugins within your CRM environment. Finally, this course will go over the nuances of creating CRM reports and the integration options with CRM.

As part of the CRM Developer Certificate offered through PowerObjects, this training is paired with the two-day Key User Training. For more information on the CRM Developer Fast Track, please visit our CRM Developer Training page.

Audience: Advanced technical. Experience with relational databases, SQL, SSRS, and light programming required. Understanding of basic CRM functionality and CRM customization knowledge required.

Category: CRM Developer Training | Location: SMU in Plano Building 4 Room 122 Plano TX

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Apr 20, 2015 - Apr 24, 2015 | 8:30 am CT - 5:00 pm CT

PowerObjects is excited to offer a series of three classes aimed at empowering you to create the best CRM implementation for your organization! This week long training will give you a concentrated overview of the CRM 2015 system and its processes. We will use lectures, demonstrations, hands-on labs and discussions as learning tools.

5 Day Microsoft Dynamics CRM 2015 ‘Boot Camp’
Day 1 and 2 : MS Dynamics CRM 2015 Introduction
Day 3: MS Dynamics CRM 2015 Analytics
Day 4 and 5: MS Dynamics CRM 2015 Administration

For more information, please visit our CRM Overview Training page.

Audience: Intermediate technical recommended. Understanding of data and relational databases helpful. Since the CRM Boot Camp is focused on the application and not on processes, this training is not recommended for end-users, but rather is more appropriate for those who will be customizing or supporting the application.

Category: Atlanta | Location: Alpharetta Microsoft Customer Conference Center Alpharetta GA

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Apr 27, 2015 - Apr 28, 2015 | 8:30 am CT - 4:30 pm CT

Microsoft Dynamics CRM online offers powerful reporting and analytics. This training will review all the unique CRM reporting capabilities of Advanced Find views and charts, reports using the built-in report wizard, custom CRM reports with FetchXML and the Report Authoring Add-in. We also do a deep dive into the Power BI suite leveraging PowerView and PowerMap, and using PowerQuery and PowerPivot to query and transform your CRM data. You will leave with all the necessary knowledge and resources to create powerful analytics from your CRM system. Laptops are required as each section has hands-on labs to apply what you’re learning.

Note: Some content in this class applies exclusively to CRM Online and On-premise. The instructor will indicate those differences in class.

As part of the CRM Administrator Certificate offered through PowerObjects, this training is paired with the two-day Advanced Processes training. For more information on the Becoming a Business Intelligence Wizard Training, please visit our Reporting Training page.

Audience: Intermediate or advanced technical. Knowledge of Microsoft Dynamics CRM basic functionality is recommended. Experience with Microsoft SQL Database is helpful but not required.

Category: Business Intelligence Wizard | Location: PowerObjects Headquarters Minneapolis MN

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Apr 28, 2015 | 10:00 am CT - 11:00 am CT

PowerObjects CRM University provides the foundational training for CRM administrators, customizers, developers, analysts, and trainers. In this webinar, you’ll find out about the CRM University offerings including CRM boot camp, the user adoption workshop, and advanced technical classes. We’ll discuss how to go about learning to design and support the CRM application for your organization and some of the best practices PowerObjects recommends for rolling out and training end-users for successful user adoption.

Register now

Category: CRM University

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Apr 29, 2015 - Apr 30, 2015 | 8:30 am CT - 4:30 pm CT

After a quick review of the processes basics, this course goes in depth with numerous hands-on exercises that enable students to master the workflows, dialogs, and process flows.

This class will start with a simple workflow and move into working on advanced workflows with child workflows and real-time workflows. Although no coding will be done in class, this course will briefly touch on how workflows can be extended with code. In the same fashion, dialogs will be covered from basics to using workflow and child dialogs within a process. Lastly, you will leave understanding how to create and update process flow stages, categories, and steps, and create processes that go across entities or branch at various stages.

As part of the CRM Administrator Certificate offered through PowerObjects, this training is paired with the two-day Becoming a Business Intelligence Wizard training. For more information on the Advanced Processes training, please visit our Advanced Processes Training page.

Audience: Intermediate or advanced technical. Basic understanding of Microsoft Dynamics CRM functionality required. Strong understanding of relational databases required.

Category: Advanced CRM Processes | Location: PowerObjects Headquarters Minneapolis MN

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Apr 30, 2015 | 2:00 pm CT - 3:00 pm CT

Speaker Nick WassenbergBuilding a high performance marketing function in the digital age means starting with a strong understanding of customers. That means CRM has become the marketer’s best friend.

Join Nick Wassenberg, Marketing Solutions Practice Director at PowerObjects this webinar to get a firsthand view of the trends that have changed marketing and CRM forever, and how today’s marketing leaders are using CRM to outsmart, outpace and outperform the competition.

Category: Webinar

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May 04, 2015 - May 08, 2015 | 8:30 am CT - 5:00 pm CT

PowerObjects is excited to offer a series of three classes aimed at empowering you to create the best CRM implementation for your organization! This week long training will give you a concentrated overview of the CRM 2015 system and its processes. We will use lectures, demonstrations, hands-on labs and discussions as learning tools.

5 Day Microsoft Dynamics CRM 2015 ‘Boot Camp’
Day 1 and 2 : MS Dynamics CRM 2015 Introduction
Day 3: MS Dynamics CRM 2015 Analytics
Day 4 and 5: MS Dynamics CRM 2015 Administration

For more information, please visit our CRM Overview Training page.

Audience: Intermediate technical recommended. Understanding of data and relational databases helpful. Since the CRM Boot Camp is focused on the application and not on processes, this training is not recommended for end-users, but rather is more appropriate for those who will be customizing or supporting the application.

Category: CRM 2015 | Location: PowerObjects Headquarters Minneapolis MN

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May 11, 2015 - May 12, 2015 | 8:30 am CT - 5:00 pm CT

New to Microsoft Dynamics CRM? This “mini boot camp” will take you through the entire application in two days. With only a few hands-on labs, the trainer will demonstrate the built-in features of Microsoft Dynamics CRM and discuss their business use. From there, you’ll take a look under the hood to see how CRM can be customized to support unique business processes. Students will be given access to a demo environment. Laptops are highly recommended, but not required.

As part of the CRM Developer Certificate offered through PowerObjects, this training is paired with the three-day CRM Developer Fast Track. For more information on the Key User Training, please visit our CRM Overview Training page.

Audience: Intermediate technical to advanced technical understanding and previous experience with similar CRM systems will be necessary to follow the CRM walk-through with few hands-on exercises.

Category: CRM Training | Location: PowerObjects Headquarters Minneapolis MN

View


May 13, 2015 - May 15, 2015 | 8:30 am CT - 5:00 pm CT

For technical people who say “Just show me how to extend CRM!”, this is the whirlwind introduction you need.

First, this course will discuss when and why you extend CRM with custom code, and what various custom code options are supported through the Software Development Kit (SDK). Then, there will be a hands-on portion where you will learn how to create and deploy web resources, as well as create and deploy plugins within your CRM environment. Finally, this course will go over the nuances of creating CRM reports and the integration options with CRM.

As part of the CRM Developer Certificate offered through PowerObjects, this training is paired with the two-day Key User Training. For more information on the CRM Developer Fast Track, please visit our Developer Training page.

Audience: Advanced technical. Experience with relational databases, SQL, SSRS, and light programming required. Understanding of basic CRM functionality and CRM customization knowledge required.

Category: CRM Developer Training | Location: PowerObjects Headquarters Minneapolis MN

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May 18, 2015 - May 22, 2015 | 8:30 am CT - 5:00 pm CT

PowerObjects is excited to offer a series of three classes aimed at empowering you to create the best CRM implementation for your organization! This week long training will give you a concentrated overview of the CRM 2015 system and its processes. We will use lectures, demonstrations, hands-on labs and discussions as learning tools.

5 Day Microsoft Dynamics CRM 2015 ‘Boot Camp’
Day 1 and 2 : MS Dynamics CRM 2015 Introduction
Day 3: MS Dynamics CRM 2015 Analytics
Day 4 and 5: MS Dynamics CRM 2015 Administration

For more information, please visit our CRM Overview Training page.

Audience: Intermediate technical recommended. Understanding of data and relational databases helpful. Since the CRM Boot Camp is focused on the application and not on processes, this training is not recommended for end-users, but rather is more appropriate for those who will be customizing or supporting the application.

Category: CRM 2015 | Location: SMU in Plano Building 4 Room 122 Plano TX

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May 19, 2015 - May 21, 2015 | 8:30 am CT - 5:00 pm CT

As you prepare to train end users for the changes in 2015, you also need to understand how to configure the new features for business use. This three-day training assumes prior knowledge of CRM 2011 basics and offers both a view of the new features of CRM 2013 and CRM 2015 from the end-user view, and also covers how an administrator would use the new features to support the end-user processes. Note: This training may not be attended remotely.

For more information, please visit our Upgrade Training page.

Audience: Intermediate with CRM 2011 administration experience required.

Category: CRM 2015 | Location: PowerObjects Headquarters Minneapolis MN

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Jun 09, 2015 - Jun 11, 2015 | 8:30 am CT - 5:00 pm CT

Successful CRM rollout and training involves so much more than just great technology. This training bundles all of the NON-TECHNICAL success factors into 3 days of training and rollout best practices.

First you will start with the strategy PowerObjects brings with our years of experience in rolling out and training users on CRM. The user adoption workshop focuses on 10 ingredients to successful user adoption using the User Adoption Planning Guide and Playbook. Then you’ll concentrate more specifically on training skill development and how to provide users with the best training experience. Participants will practice training and have the opportunity to receive positive and constructive feedback on training techniques.

For more information, please visit our Effective CRM Training and User Adoption Workshop page.

Audience: Beginner or Intermediate. Knowledge of Microsoft Dynamics CRM basic functionality recommended but not required.

Category: CRM Training | Location: PowerObjects Headquarters Minneapolis MN

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Jun 15, 2015 - Jun 16, 2015 | 8:30 am CT - 4:30 pm CT

Microsoft Dynamics CRM online offers powerful reporting and analytics. This training will review all the unique CRM reporting capabilities of Advanced Find views and charts, reports using the built-in report wizard, custom CRM reports with FetchXML and the Report Authoring Add-in. We also do a deep dive into the Power BI suite leveraging PowerView and PowerMap, and using PowerQuery and PowerPivot to query and transform your CRM data. You will leave with all the necessary knowledge and resources to create powerful analytics from your CRM system. Laptops are required as each section has hands-on labs to apply what you’re learning.

Note: Some content in this class applies exclusively to CRM Online and On-premise. The instructor will indicate those differences in class.

As part of the CRM Administrator Certificate offered through PowerObjects, this training is paired with the two-day Advanced Processes training. For more information on the Becoming a Business Intelligence Wizard Training, please visit our Reporting Training page.

Audience: Intermediate or advanced technical. Knowledge of Microsoft Dynamics CRM basic functionality is recommended. Experience with Microsoft SQL Database is helpful but not required.

Category: Business Intelligence Wizard | Location: PowerObjects Headquarters Minneapolis MN

View


Jun 17, 2015 - Jun 18, 2015 | 8:30 am CT - 4:30 pm CT

After a quick review of the processes basics, this course goes in depth with numerous hands-on exercises that enable students to master the workflows, dialogs, and process flows.

This class will start with a simple workflow and move into working on advanced workflows with child workflows and real-time workflows. Although no coding will be done in class, this course will briefly touch on how workflows can be extended with code. In the same fashion, dialogs will be covered from basics to using workflow and child dialogs within a process. Lastly, you will leave understanding how to create and update process flow stages, categories, and steps, and create processes that go across entities or branch at various stages.

As part of the CRM Administrator Certificate offered through PowerObjects, this training is paired with the two-day Becoming a Business Intelligence Wizard training. For more information on the Advanced Processes training, please visit our Advanced Processes Training page.

Audience: Intermediate or advanced technical. Basic understanding of Microsoft Dynamics CRM functionality required. Strong understanding of relational databases required.

Category: Advanced CRM Processes | Location: PowerObjects Headquarters Minneapolis MN

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Jun 22, 2015 - Jun 26, 2015 | 8:30 am CT - 5:00 pm CT

PowerObjects is excited to offer a series of three classes aimed at empowering you to create the best CRM implementation for your organization! This week long training will give you a concentrated overview of the CRM 2015 system and its processes. We will use lectures, demonstrations, hands-on labs and discussions as learning tools.

5 Day Microsoft Dynamics CRM 2015 ‘Boot Camp’
Day 1 and 2 : MS Dynamics CRM 2015 Introduction
Day 3: MS Dynamics CRM 2015 Analytics
Day 4 and 5: MS Dynamics CRM 2015 Administration

For more information, please visit our CRM Overview Training page.

Audience: Intermediate technical recommended. Understanding of data and relational databases helpful. Since the CRM Boot Camp is focused on the application and not on processes, this training is not recommended for end-users, but rather is more appropriate for those who will be customizing or supporting the application.

Category: CRM 2015 | Location: Microsoft Canada Head Office – Conference Room Mead 1X11 Mississauga Ontario

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Jun 23, 2015 - Jun 25, 2015 | 8:30 am CT - 5:00 pm CT

As you prepare to train end users for the changes in 2015, you also need to understand how to configure the new features for business use. This three-day training assumes prior knowledge of CRM 2011 basics and offers both a view of the new features of CRM 2013 and CRM 2015 from the end-user view, and also covers how an administrator would use the new features to support the end-user processes. Note: This training may not be attended remotely.

For more information, please visit our Upgrade Training page.

Audience: Intermediate with CRM 2011 administration experience required.

Category: CRM 2015 | Location: SMU in Plano Building 4 Room 122 Plano TX

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