Essential Skills for Dynamics CRM

The training’s so good, you’ll forget how efficient it is!

Even a casual reader of the Trick Bag will know that I never ever would have survived by writing ad copy. The headline of this article is another proof of this point, but I wanted something snappy to communicate the essence of the Dynamics CRM Essentials training series I’m delivering in the coming months, in conjunction with United Training.Essentials-logo Here’s the spiffy new logo I had my designer (me) create:

The Essentials are a series of 1-day live online training sessions, delivered by yours truly. Here’s the schedule current as of late January, 2010

  • Friday, Jan 29 2010: Building Workflows in Dynamics CRM 4.0
  • Thursday, Feb 4 2010: Customizing Dynamics CRM and the XRM Platform
  • Thursday, Feb. 25 2010: Building Value on Dynamics CRM Applications

I’ve designed the training content myself, and I think for a lot of people it will be just the right combination of efficiency and learning effectiveness. The one-day format is aggressive for a product as broad as Dynamics CRM, but here’s why (and for whom) it will work:

  1. These sessions are targeted to experienced users, power-users, customizers and IT professionals. You do NOT have to be an expert to take these (the point is to turn you into one!), but if you don’t have any experience in Dynamics CRM you’d be better off with a more traditional training delivery.
  2. I cover a lot of topics…but I use my editorial judgment about what are really the most important things for you to know. (Hence the “Essentials” bit). There’s no fluff, for one thing. For another, I’ll simply skip topics that would be covered in a longer format class (For example,  I won’t cover how to create resource selection rules for the scheduling engine, nor will I cover how to work with contracts. Not that those both aren’t cool feature areas…but for most people they really aren’t essential)

In fact, I believe in this training so much, not only will you get a full refund if you aren’t satisfied, but I’ll also give you my recipe for made-from-scratch buttermilk pancakes!

For more information (including downloadable PDF files with detailed outlines) or to register, here’s the Dynamics CRM Essentials landing page on our web site.  I hope to see you in one of these upcoming sessions!

I mentioned we’re doing these  in partnership with United Training, North America’s largest consortium of independent Microsoft training firms. Here’s a link to the United Training web site.UnitedTrainingLogo

2 Comments »

  1. Anne Stanton Said,

    December 4, 2009 @ 6:12 am

    Excellent idea although I will be curious as to how the audience filtering works out.

  2. Richard Knudson Said,

    December 4, 2009 @ 7:01 am

    Thanks Anne. Yes, there’s always a risk in that regard. At least we’ve got a fallback position: the recorded materials go through the content in a more “leisurely” fashion, so if somebody feels like the one-day format is too fast-paced — or if they ABSOLUTELY must understand contracts :-) — they’ve always got the self-paced content.

    Cheers –

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