Dynamics 365 CRM Training

Need help using Microsoft Dynamics 365 CRM? You’ve come to the right place. NexTec offers courses for CRM administrators and sales teams for up to 25 people remotely. You don’t have to be a current client of NexTec to take our training. If you’re a NexTec client who purchased CRM through us, you receive 50% off all courses.

Unsure of which courses to take? Look for these icons in the course headings:


Recommended for end-users

Recommended for administrators

Recommended for both

Introduction to CRM

This session provides level set functionality and definitions for all levels of CRM users, administrators and marketing staff.

Topics include:

  • CRM overview
  • Navigation and search
  • Connecting with Outlook

Time: 2 hours

Introduction for administrators

This session provides level set functionality and definitions for CRM administrators.

Topics include:

  • System and personal settings
  • Role management
  • Data import and duplicate detection
  • Outlook configuration

Time: 2 hours

Intermediate CRM

Prerequisite: Introduction to CRM

This session is perfect for users looking for a deeper understanding of their CRM system.

Topics include:

  • Views, charts and dashboards
  • Marketing lists
  • Data query

Time: 2 hours

Advanced CRM

Prerequisite: Introduction to CRM

This session covers advanced functionality in your CRM system, perfect for CRM super users.

Topics include:

  • Views, charts and dashboards
  • Form creation and business rules
  • Workflows (background and real-time)

Time: 3 hours

Custom training session

Prerequisite: Introduction to CRM

A Microsoft CRM consultant works with you to define your processes and create custom training materials based on your company’s business rules.

Time: TBD

Contact us today to learn more about CRM Foundations and why NexTec customers never leave us. Embrace technology. Transform your business.