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


Dec 17, 2014 | 10:00 am CT - 10:30 am CT

Do you have a sales process where you wish you could do more with the Product Catalog in CRM?

Wish no more, CRM 2015 is bringing a lot of enhancements to the Product Catalog. This webinar from PowerObjects CRM University will cover working with Product Families to Territory Based Price Lists, as well as all the exciting enhancements to the Product Catalog in CRM 2015, followed by a live demonstration of some of these features.  Join us for this webinar to get the first look at these enhancements and start thinking about how you can use them in your organization.

Presenter: Juliana Hickey | CRM Training Consultant | PowerObjects

Category: Webinar

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Dec 17, 2014 | 2:00 pm CT - 3:00 pm CT

The way people buy has changed. Now more than ever, if companies want results, they need to be customer-focused. Join Steve Kane, Director of Mid-Market Sales at PowerObjects, for a discussion of the growing importance of engaging with the customer on their terms, and how sales productivity tools have changed to meet this new paradigm.

Category: Webinar

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Dec 30, 2014 | 2:00 pm CT - 2:30 pm CT

Take Service Level Agreements (SLA’s) to the next level with this Service functionality that has been enhanced and improved in CRM 2015.

This 30-minute webinar from PowerObjects CRM University is your chance to learn to support the lifecycle of your support cases.  These new features include not only the ability to pause the SLA timers but also expand the KPI’s with the new SLA KPI Instance entity.

This session will include a live demonstration so that you can get a sneak peak at these exciting enhancements. If you are already leveraging SLA’s in your CRM 2013 SP1 environment or you’re new to this functionality, sign up for how this feature can help your organization provide world-class Customer Service.

Presenter: Tad Thompson | CRM Microsoft Certified Trainer & Senior Technical Advancement Developer | PowerObjects

Category: Webinar

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Jan 08, 2015 | 11:00 am CT - 11:30 am CT

You already follow recipes to make great dinners, so why not let Business Process Flows be your recipe for SUCCESS in sales, service and marketing in CRM 2015.

During this 30-minute webinar we will discuss all the great new features available for Business Process Flows in CRM 2015. Once we cover all the new features, we’ll show you the new business process flows in action!  Join us to find out how your organization can benefit from Business Process Flows in CRM 2015.

Presenter: Liam Glover | CRM Training Consultant | PowerObjects

Category: Webinar

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Jan 12, 2015 - Jan 16, 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

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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Jan 13, 2015 | 11:00 am CT - 11:30 am CT

Use Portable Business Logic to quickly apply powerful form level customizations to your CRM organization-all without the need to write custom code!

In this 30 minute webinar we will take a closer look at the enhancements made to the Portable Business Logic/Business Rules in the all-new CRM 2015. We will discuss the new options available with PBL and then create a few new business rules in our demo organization and see how it works in a live organization.

Sign up for this webinar today and see how the powerful new portable business logic can truly make your CRM system your own!

Presenter: Liam Glover | CRM Training Consultant | PowerObjects

Category: Webinar

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Jan 21, 2015 | 2:00 pm CT - 2:30 pm CT

There is no better way to maximize the hierarchical relationships within CRM than to VISUALIZE them—and now you can with CRM 2015. 

This 30-minute webinar is your chance to learn all about the new relationship charts feature.  After exploring the features, we’ll provide a live demonstration so that you can see the relationship charts in action.

Sign up for this webinar to catch a vision of how you can take advantage of the new relationship charts feature in CRM 2015.

 
Presenter: Gretchen Opferkew | Director of Education | PowerObjects

Category: Webinar

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Jan 26, 2015 - Jan 30, 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

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: TBD – Near PowerObjects Dallas Office Plano TX

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Feb 02, 2015 - Feb 06, 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

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 1A32 Mississauga Ontario

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Feb 03, 2015 - Feb 05, 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.

Audience: Intermediate with CRM 2011 administration experience required.

Category: CRM 2015 | Location: PowerObjects Headquarters Minneapolis MN

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Feb 09, 2015 - Feb 10, 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.

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: CRM Training | Location: TBD – Near PowerObjects Dallas Office Plano TX

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Feb 11, 2015 - Feb 12, 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.

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

Category: CRM Training | Location: TBD – Near PowerObjects Dallas Office Plano TX

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Feb 23, 2015 - Feb 27, 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

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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Feb 23, 2015 - Feb 24, 2015 | 8:30 am CT - 4:30 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.

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

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Feb 25, 2015 - Feb 27, 2015 | 8:30 am CT - 4:30 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.

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 Training | Location: PowerObjects Headquarters Minneapolis MN

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Mar 02, 2015 - Mar 06, 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

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 Boot Camp | Location: PowerObjects Headquarters Minneapolis MN

View


Mar 03, 2015 - Mar 05, 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.

Audience: Intermediate with CRM 2011 administration experience required.

Category: CRM 2015 | Location: TBD – Near PowerObjects Dallas Office Plano TX

View


Mar 09, 2015 - Mar 10, 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.

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: CRM Training | Location: PowerObjects Headquarters Minneapolis MN

View


Mar 11, 2015 - Mar 12, 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.

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

Category: CRM Training | Location: PowerObjects Headquarters Minneapolis MN

View


Mar 23, 2015 - Mar 27, 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

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: TBD – Near PowerObjects Dallas Office Plano TX

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Mar 31, 2015 - Apr 02, 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.

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

Category: CRM Training | Location: PowerObjects Headquarters Minneapolis MN

View


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

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 1A32 Mississauga Ontario

View


Apr 13, 2015 - Apr 14, 2015 | 8:30 am CT - 4:30 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.

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: TBD – Near PowerObjects Dallas Office Plano TX

View


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.

Audience: Intermediate with CRM 2011 administration experience required.

Category: CRM 2015 | Location: PowerObjects Headquarters Minneapolis MN

View


Apr 15, 2015 - Apr 17, 2015 | 8:30 am CT - 4:30 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.

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 Training | Location: TBD – Near PowerObjects Dallas Office Plano TX

View


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

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

View


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.

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: CRM Training | Location: PowerObjects Headquarters Minneapolis MN

View


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.

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

Category: CRM Training | Location: PowerObjects Headquarters Minneapolis MN

View


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

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

View


May 11, 2015 - May 12, 2015 | 8:30 am CT - 4:30 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.

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 - 4:30 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.

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 Training | Location: PowerObjects Headquarters Minneapolis MN

View


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

Category: CRM 2015 | Location: TBD – Near PowerObjects Dallas Office Plano TX

View


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.

Audience: Intermediate with CRM 2011 administration experience required.

Category: CRM 2015 | Location: PowerObjects Headquarters Minneapolis MN

View


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.

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

Category: CRM Training | Location: PowerObjects Headquarters Minneapolis MN

View


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.

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: CRM Training | 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.

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

Category: CRM Training | Location: PowerObjects Headquarters Minneapolis MN

View


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

Category: CRM 2015 | Location: TBD – Near PowerObjects Toronto Office Toronto 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.

Audience: Intermediate with CRM 2011 administration experience required.

Category: CRM 2015 | Location: TBD – Near PowerObjects Dallas Office Plano TX

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