CRM Education for Microsoft Dynamics 365

Effective Training and User Adoption


Duration: 3 Days

If you have the responsibility to conduct end-user training for your CRM system, you need both a foundational understanding of CRM, as well as training skills and practice with effective training. In this CRM Train-the-Trainer course, you will learn training techniques and tips for designing and building a successful training program. You will experience a sample of an end-user training session on CRM for sales. Then you will learn about the process of planning, preparing, facilitating and evaluating CRM training. Finally, you will have an opportunity to practice the skills and techniques learned.


It is not required but highly recommended for participants to attend the CRM Boot camp or CRM Fast Track to get a foundational knowledge of CRM’s capabilities before attending Train-the-Trainer.

Topics Covered

Components of effective training

Sample training on CRM for sales users

Best practices and tips for training success

Planning and preparing for training

Facilitating CRM training

Evaluating training

Upcoming Train-the-Trainer Trainings