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CRMUG Academy - Training and Beyond: Successful User Adoption for CRM (August 2013)

Instructor-led training on-line!
It’s OK to admit it – most organizations struggle with User Adoption – but we can help! Join us for this interactive and inspiring class to learn about helpful tools, ideas, and actions you can take to enhance user adoption of your CRM system.

There are many factors that go into successful user adoption of any business system. You can have the best technology in the world, but that doesn’t always mean users will adopt it. That is why a focus on training and user adoption is critical to get a return on your investment in Microsoft Dynamics CRM. This workshop will look at three areas: training, reinforcement, and ongoing communication and support for Microsoft Dynamics CRM. We'll discuss what motivates users to adopt CRM and how to layer in multiple motivating factors to increase success. Through the course content and through exchanging ideas with the group, you’ll also be filling out your plan on the worksheets provided. At the end of the workshop, you’ll be well on your way! With a good training and user adoption plan, you can truly impact the success of Microsoft Dynamics CRM in your organization.

This course is open to all CRMUG members.

Learning Objectives:

• Take away tools to build a training plan for new users.
• Be able to address who owns the within your organization.
• Develop a plan for communicating with end users and leaders.
• Gain the experiences shared by others working with Microsoft Dynamics CRM.
• Gather ideas for reinforcing concepts and enhancing knowledge of your users.
• Develop a strategy for motivating users into action.

Instructor: Gretchen (Mann) Opferkew, Director of Education, PowerObjects


• Business Analysts
• CRM System Administrators
• CRM Champions or Power Users
• Business Managers
• Corporate Trainers

Level: Beginner


• A basic understanding of CRM functionality: Account and Contact records, Activities, and the integration with Outlook.
• Understanding of advanced functions such as Advanced Find, Dashboards, Customizations, Users and Security is helpful but not required.

Preparation: The detailed instructions for connecting and attending the class will be sent one to two days prior to class. Students have the option of connecting to the class via conference call or VOIP. If using VOIP, a headset with a microphone is strongly recommended. If your instructor will use the hands-on training environment you will receive a separate email with the setup instructions, and a dual monitor is strongly recommended to facilitate navigation.

Delivery Method: Group Internet-based

CPE Credits: By participating in this class you are eligible to earn up to 4 CPE credits. You must request CPE credit via the class survey, which will be distributed after class. The survey will be open for 30 days, after which it will be closed and you will not be able to request credit. Your CPE certificate will be sent via email approximately 2 weeks after the survey is closed. Class participation will be monitored and you will not receive CPE credit for any portion of the class that you do not appear fully engaged.

The CRMUG Academy offers the unique ability to learn from recognized experts while sitting at your own desk. CRMUG Academy provides an instructor-led learning environment coupled with hands-on training. You can practice the content and apply the curriculum immediately, instead of just watching. Classes are conducted with a combination of a conference call/VOIP, and a remote desktop connection. The detailed instructions for connecting and attending the class will be sent a day or two prior to class.

Note: Preview Members are not eligible for the Premium Member discount.

To maintain an optimal training environment, each person attending the class is required to register separately. If more than one attendee per registration participates, their organization will be billed for the additional attendees. With registration, you agree to the terms related to Distance Learning classes as included here. Instructor and/or agenda are subject to change.

Event Type

Academy Training

Registration Costs

Basic Membership Cost: $269.00
Premium Membership Cost: $199.00



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