MS Dynamics CRM Usability

Our primary focus is on Microsoft Dynamics CRM usability & training issues, but other issues will appear from time to time.

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First Florida CRM Training Camp is a success!

May 22, 2009

Our first belated 'winter' Dynamics CRM training camp in Tampa was held in May, 2009 at New Horizons of Tampa. We delivered all of the Dynamics CRM 4.0 training curriculum over a 2 week period using three CRM instructors. It seem the students enjoyed it too, as we got all 9's on the evaluation from all attendees.Fortunately, even during a down year for training, companies still had budget to participate.

Posted by Steve Noe on 05/22 at 01:11 PM
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Links to CRM 4.0 Training & Certification Exam Resources

April 01, 2009

I got a request today for further information on resources to prepare for CRM 4.0 certification. I spent a little time putting together a summary page that should help.

Posted by Steve Noe on 04/01 at 08:17 AM
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Dynamics CRM 4.0 Competency Boot camp in Tampa FL on May 11, 2009!

March 25, 2009

Check out our CRM training boot camp that we're offering in Tampa Florida starting on May 11th.

In addition to the normal boot camp classes that are offered (CRM 4.0 Applications 8913, CRM 4.0 Installation and Deployment 8911, and CRM 4.0 Customization and Configuration 8912) that build CRM skills for planning, installing and customizing Microsoft CRM 4.0, we've also added some advanced classes not usually seen,

Posted by Steve Noe on 03/25 at 11:55 AM
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Exam MB2-634 CRM 4.0 Extending Microsoft Dynamics released

September 24, 2008

Finally! The last of the major Microsoft Dynamics CRM 4.0 exams is available. I found this today:

Posted by Steve Noe on 09/24 at 01:41 PM
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CRM Implementation Success Psychology

September 11, 2008

Customer management relationship (CRM) software implementations are an inherently complex process involving multiple stakeholders with different goals.  There are a number of factors that have an impact on the success of a CRM implementation.  These factors include:

  • Customer Relationship Management is a process not software
  • Management commitment
  • Project goal setting & scope
  • Balance between usability and data collection
  • Stakeholder motivation
  • End-user training

Posted by Steve Noe on 09/11 at 10:44 AM
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New CRM 4.0 Workflow Courseware now available!

September 09, 2008

The long-awaited CRM 4.0 workflow course is now available!  80003A:  Workflow in Microsoft Dynamics CRM 4.0 is designed to give a non-technical one-day introduction to using the new CRM 4.0 workflow engine.  We've been waiting for this course with anticipation since both Mitch Milam and I had the privilege of contributing to the courseware as subject matter experts. This one-day course is the perfect way to jumpstart using CRM 4.0 workflow to automate manual processes within your organization.

Posted by Steve Noe on 09/09 at 01:26 PM
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CRM 4.0 Extending (8969) Course is now available!

August 04, 2008

Posted by Steve Noe on 08/04 at 12:53 PM
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Microsoft CRM 4.0 Certification Crazy - 5 CRM exam appointments in 1 week.

July 25, 2008

Posted by Steve Noe on 07/25 at 01:23 PM
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Microsoft Dynamics CRM 4.0 Installation and Deployment #8911

July 07, 2008

Posted by Steve Noe on 07/07 at 09:26 AM
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Microsoft Dynamics CRM 4.0 Customization & Configuration Course 8912 review

July 01, 2008

Posted by Steve Noe on 07/01 at 10:44 PM
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Microsoft Dynamics CRM 4.0 Certification Exams Available!

April 25, 2008

The core exams required for certification in Microsoft dynamic CRM 4.0 are now available for those of you who are interested! 

Posted by Steve Noe on 04/25 at 09:21 AM
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Free Microsoft Dynamics CRM 4.0 End User Training Webinar!

April 09, 2008

We are offering our CRM 101 training seminar on Friday, April 18 at no charge for a limited time.

Posted by Steve Noe on 04/09 at 01:55 PM
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Microsoft Dynamics CRM 4.0 Applications Course 8913 review

February 09, 2008

Posted by Steve Noe on 02/09 at 11:42 AM
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CRM Sales Training Relevance makes a difference!

December 07, 2007

I delivered CRM sales training to a large group of sales people for a client recently. My classes were not the first attempt to get the sales group trained in CRM. I found that the biggest issue they had was the frustration that the training did not relate to their day to day activities.

Posted by Steve Noe on 12/07 at 02:59 PM
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