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Orientation resources for CRM admins/customizers

  • 1.  Orientation resources for CRM admins/customizers

    SILVER CONTRIBUTOR
    Posted Oct 13, 2017 03:02 PM
    I have a new employee onboarding in a couple weeks who will be working with me on CRM customization and BI projects. He has not worked in Dynamics CRM before but has good experience doing similar work in another system. Any thoughts in the UG community on resources to help get him oriented? I've located a few but wonder what others have done. We are on 2013 R2 but will hopefully have time to undertake an upgrade project now that we have more human resources.

    ------------------------------
    David Vaughan
    Manager, Information Systems
    ProResp Inc.
    London ON
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  • 2.  RE: Orientation resources for CRM admins/customizers

    Posted Oct 14, 2017 11:14 PM
    David,

    on the CRM front we honestly keep it pretty simple and have people start their onboarding with the Microsoft training videos and taking the Exams. Getting that basic understanding is key when you're coming in with no exposure to the Dynamics platform. I had zero when I started and prep for the exams and then practice did the trick and got me caught up quickly.

    Hope that at least gives you a little help.

    ------------------------------
    Mallory Lawhorne
    Consultant
    Cobalt
    Arlington VA
    ------------------------------



  • 3.  RE: Orientation resources for CRM admins/customizers

    GOLD CONTRIBUTOR
    Posted Oct 16, 2017 02:43 PM
    Hello David,

    I been job hunting for CRM BSA, BA or Admin roles.  I had the opportunity to talk to a partner on what they recommend.  I was recommended to work on the Microsoft Certifications. MB2-715, MB2-716, MB2-717, MB2-718 courses for 365. These are the current courses. However, they should be similar or you can find ones for your version.

    CRMUG has their black belt courses. I was considering doing those myself.  I hear you don't get materials and it is a one time through on videos. I was thinking on doing some screen recording when I take those classes.  So I can review.

    If you have LinkedIn premium accounts you get LinkedIn learning for free. Which is Lynda.com.   They have several good videos on CRM. You can even work along if you use a Roku or something to watch it on TV and follow along on the computer.

    I did also do some Plural Sight courses on CRM as well. These tend to be more technical and programing on this learning site.

    I find going through some of the other products CRM links to like SharePoint very helpful to see a bigger picture.

    What is nice about LinkedIn Learning (Lynda.com) and Microsoft is you can always go back. The sites keep track of your progress through the materials and they are organized in small modules or sections. So 10 min here and 5 here if you need to sneak them in between  other things.  Microsoft wise, I download the additional materials like the slides and the  CC transcripts. Then organized and edited them to make a good notes.

    Those are my suggestions off the top of my head.

    ------------------------------
    Brant Paquette, MCP
    (Seeking Employment)
    Business Analyst
    Milwaukee, WI
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  • 4.  RE: Orientation resources for CRM admins/customizers

    TOP CONTRIBUTOR
    Posted Oct 16, 2017 03:13 PM
    Hi, David ~

    Some good suggestions so far. Depending on the funds available for training, PowerObjects (in-person) and ONLC (remote) also provide quality training.

    Hope you find the right match...

    John

    ------------------------------
    John Ireland
    CRM System Coordinator
    American Board of Family Medicine
    Lexington KY
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  • 5.  RE: Orientation resources for CRM admins/customizers

    TOP CONTRIBUTOR
    Posted Oct 16, 2017 03:30 PM
    ​Hi David,
    Another resource to add to the list...
    Being a new admin last year, I took an academy class at Summit that was absolutely amazing and set me up to be successful in my first year with CRM.  I am not sure if this is something that is only offered at Summit or if it is accessible throughout the year as well, but it definitely worth looking into.
    @Seth Bacon was the instructor at Summit last year and this year.

    Below I have copied the description of the topics covered.
    • Configuration of the Dynamics 365 including entities, fields, forms, and views
    • Process Automation including Business Rules and Workflows
    • Security Roles and Field Level Security
    • Data Imports
    • Learning Objectives:
    • Demonstrate how to configure an entity form with fields and updated a system view
    • Explain the different options and when to use them when creating automation in Dynamics 365
    • Solutions
    • Advance Find
    • Charts
    • Dashboards
    • Word and Excel Templates
    • Some of the key XRMToolBox features
    • Learning Objectives:
    • Explain when to use a solution in Dynamics 365
    • Demonstrate how to combine charts and lists into one component of a dashboard
    • Demonstrate how to create Word and Excel Templates in Dynamics 365
    • Demonstrate how to connect and use the XRMToolboxSolutions
    • Advance Find Charts Dashboards Word and Excel Templates
    • Some of the key XRMToolBox features
    • Learning Objectives: Explain when to use a solution in Dynamics 365 Demonstrate how to combine charts and lists into one component of a dashboard
    • Demonstrate how to create Word and Excel Templates in Dynamics 365 Demonstrate how to connect and use the XRMToolbox


    ------------------------------
    Diane Taylor
    CRM Project Lead Manager
    Synergy Credit Union
    Lloydminster, SK Canada
    CRM 2016 On-premise
    ------------------------------



  • 6.  RE: Orientation resources for CRM admins/customizers

    GOLD CONTRIBUTOR
    Posted Oct 17, 2017 04:58 AM
    ​David,
    Within Customersource, we have the eLearning modules available which are the equivalent of the Dynamics learning portal that partners use to skill up on new software, the e-learning content is very strong.

    Check if you have the eLearning by accessing Customer Source via this link, https://mbs.microsoft.com/customersource/Global/home and then click on the button called "Get Trained with E-Learning", and then it should take you through https://imagineacademy.microsoft.com/ website where you can see courses like "Introduction to Microsoft Dynamics 365, 7 modules, 5 hours.

    This content might be at additional cost outside of your subscription, I don't know how much extra it might cost.

    ------------------------------
    Scott Jackson
    Lead CRM Business Analyst
    Metro Bank Plc
    London
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  • 7.  RE: Orientation resources for CRM admins/customizers

    SILVER CONTRIBUTOR
    Posted Oct 18, 2017 04:25 PM
    David,

    Once your new person comes up for breath on the CRM basics, point him to our training classes or our YouTube Channel.

    Insights, powered by InsideView is a sales intelligence tool that is included at no additional cost with most CRM online licenses.  It is built into Dynamics 365 so that users don't have to leave CRM to do account and contact research.

    Bi-monthly Training
    YouTube Channel
    Resource Page


    ------------------------------
    *Microsoft includes Insights powered by InsideView at no additional cost for most Dynamics 365 online customers in the US and Canada.

    Resources
    - Support - contact Microsoft Support
    - Training & Questions - insights@insideview.com
    - Licensing - www.insideview.com/microsoft-insights/

    Michelle Horn
    Alliance Success Manager
    InsideView, Inc.
    Pasadena, CA
    michelle.horn@insideview.com
    ------------------------------



  • 8.  RE: Orientation resources for CRM admins/customizers

    TOP CONTRIBUTOR
    Posted Oct 19, 2017 08:27 AM
    ​David,

    Whatever avenue you decide, have your new Admin spin up a trial version and play, play and play some more.   Instructional videos, classes, etc are great but nothing like learning and making mistakes themselves.    There are materials (Free) out there that gives them Test cases to try.   In the trial they can be free to try and make mistakes without worry.

    All the instructional is great like I mentioned but most of them give you step by step on how to do a function and people only retain so much until they have to figure it out on their own.

    So not one answer but I would say do a combo of many..     I can give you more suggestions if you want to ping me that don't cost you anything but really it depends on timing and objective..   Give him/her goals so they realize they are making progress.

    Anyhow my 2 cents for what it is worth

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    Beth Burrell
    CRM Customer Success Coach
    Tribridge
    Tampa FL
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  • 9.  RE: Orientation resources for CRM admins/customizers

    SILVER CONTRIBUTOR
    Posted Oct 19, 2017 09:44 AM
    Some good material here and I am definitely going to leverage some of it even to help improve my own skills and get myself ready for 365. Thanks to all who've posted. I've signed my new employee up for the forums and I imagine we will both be getting involved with the Canadian chapter.

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    David Vaughan
    Manager, Information Systems
    ProResp Inc.
    London ON
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