Many of our partners are capitalizing on the opportunity to grow their business by expanding their portfolio to attach CRM Online to their Office 365 subscriptions.
The SMB CRM Team have created a new partner readiness schedule; including a monthly CRM Online Technical Webcasts, and an in person, Zero2Hero – How to demo CRM online course.
These resources are perfect those that are looking to find out:
- More about CRM Online,
- The value to your customers and prospects,
- And how to demo CRM Online, and up-skill your pre-sales resources.
CRM Online SMB Partner Tech Web Cast Series – 3rd Friday of every month
This series will focus on the core capabilities of Dynamics CRM Online; and are suitable for SMB partners of all shapes and sizes that have a general interest in CRM Online, are looking for more information, or looking to up-skill your Sales, Pre-Sales and Technical resources.
Please use the Registration links provided to sign up for future sessions. Recordings of the historical sessions are available from the “On Demand” links.
Date/Time | Title: | Synopsis: | Registration / On Demand |
18/09/15 11:00-12:00 | CRM Online – Introduction & Overview | This session will provide an overview of the basic functionality within CRM Online, the Outlook client, Windows application and browser interfaces. A demonstration of account/contact and lead/opportunity management, sales pipeline and process reporting will also be provided. | |
16/10/15 11:00-12:00 | CRM Online – Implementing Standard SMB Solutions | This session will provide insights into implementing standard CRM Online solutions for SMB customers covering user logon, identity management and authentication, setting up a basic security model, migrating data into CRM Online and basic configuration and vertical market considerations together with providing an overview of any templates currently available. | |
20/11/15 11:00-12:00 | CRM Online – Dashboards and Reporting | This session will provide an overview of what’s included out of the box including how to work with dashboards, advanced find, views and interactive charts, standard reports and powerful Excel integrations. | |
18/12/15 11:00-12:00 | CRM Online – Mobility and User Adoption | This session will provide an overview of the different clients available to help drive user adoption across multiple platforms. Windows, Windows Phone, Outlook Client and other user experiences will be covered together with offline and online working. | |
15/01/16 11:00-12:00 | CRM Online – Roadmap & Fall Release Update | This session will cover the recent updates to CRM Online & Social Engagement code-named Ara/Corvus providing insights into new features and functionality and guidance on best practice for customers to schedule updates. | |
19/02/16 11:00-12:00 | CRM Online – Microsoft Social Engagement | This session will provide an overview and demonstration of the Microsoft Social Engagement service and provide details of the value proposition, use case scenarios and integration with CRM Online. | |
18/03/16 11:00-12:00 | CRM Online – Field Service Overview | This session will provide an overview of CRM Online service capabilities including effective case management, knowledge base interaction, service level agreements and entitlements and the service calendar. | |
15/04/16 11:00-12:00 | CRM Online – Reporting with Power BI | This session will provide an overview of Power BI with CRM Online including how to connect and utilise out of the box reports, how to create your own reports and dashboards and how to connect to other data sources to deliver a consolidated view for management reporting. | |
20/05/16 11:00-12:00 | CRM Online – Competitive Landscape | This session will provide an overview of the competitive landscape to help with compete scenarios and highlight unique Microsoft selling points over the main competitors in the market today. |
Zero2Hero – How to demo CRM Online University – 1st Wednesday of every month
These courses are in person at Microsoft Offices in either Reading or London.
They are designed to help Partners understand the value of Dynamics CRM Online and the building block components, leaving the Partner better placed to deliver effective product demonstrations to help shape their customer’s future platform of choice.
Agenda includes:
- Why customers should consider CRM Online
- How to create and configure demonstration environments
- Sales Productivity – The SMB hero customer demonstration
- Dashboards, reporting and business intelligence
- User experience, mobile clients, user adoption
- Microsoft Social Engagement and the new social selling
- After sales service – Case management, knowledge base and SLA
- Competitive landscape and market overview
- Knowledge check and group presentations
As spaces are limited for these courses, please register your interest with your Microsoft Partner Sales Executive or Microsoft Contact.