10 Success Tips for CRM Power Users

10 high leverage tips you can implement today to become more productive and create a better user experience

10 Success Tips for CRM Power Users covers 10 high leverage tips that you can implement in just a few minutes that will improve your productivity and create a better CRM experience for your users. These tips cover a range of topics, from simple settings tweaks to a little under-the-hood configuration, that every Dynamics CRM Power User should know.


Course Curriculum


  10 Success Tips for CRM Power Users
Available in days
days after you enroll

Your Instructor


Charlie Fink
Charlie Fink

Hi, I'm Charlie, CRM Consultant and Founder of Learn Dynamics CRM. I'm a Microsoft Certified Professional who’s been working with CRM systems since 2003, and being the CRM nerd that I am, I also hold an MBA specialized in CRM from Baylor University (Sic 'em Bears!). As a CRM consultant, I’ve seen first hand the challenges that CRM users and administrators face on a daily basis. That’s what inspired me to create Learn Dynamics CRM, a website dedicated to providing high-quality, on-demand CRM training that’s straight-to-the-point and available whenever you need it.


Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What version of CRM is covered?

This course is based on Dynamics CRM 2015 Online (Update 1), but the training is relevant for any Dynamics CRM 2013 or 2015 implementation (Online or On-Premise).

We've customized our CRM environment quite a bit - will this training still be relevant?

Yes! This course takes place in an un-customized CRM environment, and although you won't see your customizations, the concepts, principles and best practices covered will still apply to your custom CRM environment.

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