Additional Training and Guides

Basic CRM Training - CRM training offered by Microsoft

Along with the base CRM training above additional CRM training is offered via webinars on an ongoing basis. Invitations for redistribution are sent to the leadership and CRM contacts (champions) for each branch. PDF versions of powerpoint guides used in previous training sessions are listed below for your use and reference.

Sales

• Sales Feature Updates and Tips PDF Guide
• Sales Automation Training PDF Guide
• How to use the Wait List feature PDF Guide

Accounting

• How to use Advanced Billing Features in CRM PDF Guide
• Making Payments with PayPal in CRM PDF Guide

Marketing

• Managing Web Content in CRM PDF Guide
• Emails with Quick Campaigns PDF Guide
• GDPR Compliance PDF Guide