CRM Trainings

in dealing with Dynamics 365 CE

The right CRM training for your users is the be-all and end-all for a successful CRM project and promotes acceptance of the solution.
Processes become more effective, routines are established and new workflows are created. Only when users feel confident in using the software can the full potential of Dynamics 365 CE unfold for your company.

Your solution – our CRM training

CRM trainings

Our Dynamics 365 CE training courses are aimed at anyone who wants to get more out of Dynamics 365 CE, whether you are a user, administrator or developer. We have the right offer for everyone, tailored to specific requirements and goals. Our experienced Dynamics 365 CE experts will provide you with practical knowledge and show you how to use Dynamics 365 CE efficiently in your day-to-day work.

We train your users in the general handling of Dynamics 365 CE and the jointly developed and implemented processes.

  • Maintain master data
  • Create data records
  • Manage activities
  • Assign tasks
  • Storing notes
  • Qualify inquiries
  • Manage sales opportunities
  • Manage service requests
  • and much more.

We train your administrators and key users in the special handling of Dynamics 365 CE.

  • Customize Dynamics 365 CE
  • Configure Dynamics 365 CE
  • User administration
  • Manage administration
  • Create and manage security roles
  • Manage ERP interface
  • Create and manage forms and fields
  • Define business rules
  • Configure workflows
  • Customize entities
  • and much more.

We train your users, key users and administrators on other Microsoft solutions and applications.

  • Plug-ins
  • Web resources
  • Power Apps
  • Power Automate
  • Power BI
  • and much more.

Individual trainings

We offer our training courses both face-to-face and online. We offer a flexible choice of dates. We are happy to adapt to individual learning speeds and the selection of topics. You will also receive accompanying teaching material from us.

  • Process automation in sales for lead generation, lead qualification and customer acquisition
  • Effective marketing campaigns with personalized content and offers for your target groups
  • Provide improved customer service and increase loyalty through fast and consistent communication in response to inquiries and complaints
  • Increase collaboration and productivity by combining and using other Microsoft applications such as Microsoft 365, Power Platform, Azure, etc
Young woman in plaid blazer pointing at diagrams. The image stands for CRM training by awisto.

If your employees need support, then take advantage of our CRM training courses and contact us. We look forward to hearing from you.

Request now

Contakt us

Our awisto Sales Manager Tobias Heck advises you on open questions about CRM, Power Platform, CRM Service, industry solutions & CRM add-ons

“We make you fit with CRM training and our expertise.”

Tobias Heck

Sales Manager

+49 (711) 490534-30

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