Opportunity! Improve Our Training Materials

You can help us to improve our training materials for the upcoming “Titan” release of Microsoft Dynamics CRM.

We are authoring training material for the next release of Microsoft Dynamics CRM, and we want to know how our customers and partners feel about the existing training materials. Since the training materials for Microsoft Dynamics CRM 3.0 will serve as the foundation for our new training content, we want to take this opportunity to improve the existing content related to features and functionality that will not change in the new release.

Perhaps you have taught a Microsoft Dynamics CRM 3.0 class, have been a student in one, have taken one or more of our eLearning courses, or have learned about Microsoft Dynamics CRM 3.0 through self study. If you have experienced any of these training opportunities, then you are just the person we would love to hear from. Any information or opinions you share will definitely help us improve the training content for the upcoming release.

If you would like to help us out, we would greatly appreciate your feedback on the following areas:

  • Is there important information that should be included in the content that is not covered?
  • How can we improve the existing content for the next release?
  • Is there information that should be removed from the training material?
  • Is the content in logical order, or should topics, sections be merged or broken out?

When posting comments please specify which course you are referring to. For example: Microsoft Dynamics CRM 3.0 Installation and Configuration, or Microsoft Dynamics CRM 3.0 Customization, and so on.

Please respond to this post using either the Comments feature, or by emailing us at trblog@microsoft.com.

Thank you,

Tony Frink

Microsoft Dynamics CRM Training Development

Comments (4)

  1. CRM training material in general: The test yourself sections have been the biggest help in preparing for the exams. Would love to see those expanded with more questions and scenarios.

  2. Vous avez des remarques/observations/suggestions à formuler sur les supports de formation MSCRM ? Lisez

  3. Van Yang says:

    All suggestions pretain to MS Dynamics CRM 3.0

    materials in general.

    1) Create a "Master Palatte" of graphics, perhaps hidden at the beginning of a ppt slide or in a graphics folder.  Training material can then be easily customized to the business-unique workflows and configurations.  

    Let your partners leverage all the pretty pictures the gfx department spent so much time creating (which ARE very pretty.)

    2) Invest time in a "General Use" series of training material.  The entire concept of CRM is alien to many businesses, especially small ones, which we focus on.  I always have a series of labs that demo the basic functionalities; then I go into role specific features.

    3) Provide Word versions of worksheets so that your partners can custimze headers and footers with partner/client-specific gfx and labels.  This also allows for quick "click ‘n slash" creation of client specific training material.

    Beautiful rough outlines that can be filled in are more helpful since there is so much client-specific configuration.

    I find that my biggest challenge in training new users to MS CRM is not with the specific modules, but with the very concept that people can keep track of everything they have to do on a "digital desktop" in CRM Activities.

    I spend most of my training prep and follow-up time converting already familiar concepts in Outlook into an "Outlook on steroids" CRM.  


    1) Instead of taking Notes on everything they DID (which is their habit with other CRM programs), using Tasks, Phone Calls, Faxes, and Letters to track what they should DO, and letting CRM create the digital-trail that keeps track of that history.

    I’d be more then happty to share with you guys some of my training materials and ideas to contribute to this worthy cause.

    Lastly, thank you for keeping this blog; it’s an immeasurably valuable resource for us all.

    Van Yang

    Lite Technology


  4. Paul Turner says:

    Generaly, I have found the training material to be ok.  The biggest issue… customization.  With almost every customer I have trained or internal staff member, I need to relate the changes made to their specific CRM implementation to the course material.  Simple things like renaming entities ‘breaks’ the training material.  Almost always I need to customize it.

    I think that is why Word versions of the material are sooooo important.

    There material also lacks basic modules on what CRM can do for your business.  I have also found the MS Press book (Working with Microsoft Dynamics CRM) to be an excellent resource for both the application and customization courses.

    I would be more than happy to provide whatever assitance is needed to enhance the course material.


    Paul Turner

    MCT, MCDBA, MCTS, MCAD, MCSD, MCSD.NET, MBS Certified Master – CRM


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