Dynamics CRM Training

There are several approaches to training for Microsoft Dynamics CRM 4.0. The following resources can be used independently or in conjunction with each other to build and maintain your training program.

CRM 4.0 Training Resources

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Dynamics CRM User Manual

The Dynamics CRM 4.0 User Manual is available for download from Microsoft.com. It is available in both PDF and Microsoft Word (.docx) formats.

This document can be altered and customized to your Dynamics CRM deployment, as the default document is geared toward the out-of-the-box functionality and usage.

Click Here for Dymanics CRM 4.0 User Manual
Dynamics CRM Help System & Resource Centre

The Dynamics CRM Help System and Resource Center come by default with every Dynamics CRM implementation. The Help System can be accessed from the top right-hand corner of the application. Help is context sensitive by using the “help on this page” feature, and can be browsed by the Table of Contents, and searched using keywords. Many articles in the help system are tutorials for how to complete a task or process in Dynamics CRM. The help system can also be customized to your implementation and include information specific to your business and its process.

The Resource Center is the bottom module in the CRM application. It’s a dashboard of links to articles on tips, tutorials, videos and much more on Dynamics CRM. You can view the dashboard via the highlights, or narrow it down to Sales, Service, Marketing or Settings. The content changes daily as new articles are published, so it provides a dynamic resource for frequent review.
Dynamics CRM Books
There are many Dynamics CRM books published and available at local retail stores and online. Here are a few of the titles at various levels you can use to get started.
- Beginner – Microsoft Dynamics CRM 4 for Dummies, Microsoft Dynamics CRM 4.0 Step by Step
- Intermediate – Working with Microsoft Dynamics CRM 4.0
- Advanced – Microsoft Dynamics CRM 4.0 Unleashed, Programming Microsoft Dynamics CRM 4.0
As with any book purchase, it’s best to read reviews and comments before making your purchase to ensure the resource is targeted at the appropriate audience and content.
Customized Dynamics CRM Training from pavliks.com

As your Microsoft Partner for Dynamics CRM, pavliks.com consultants are experts in both the Dynamics CRM platform and the customizations made to your system around your business. We can blend many complementing training materials together to provide an effective and targeted training program from end users, to developers, to system administrators. Contact your pavliks.com account manager for more information.
General Dynamics CRM Training from an authorized Microsoft Training Centre

Microsoft has worked with authorized training facilities to put together classroom based training, and provide similar courses through an online medium on Microsoft.com. Here are a few links to provide more information on the courses available and how to locate a training center near you.

General Training Offerings from Microsoft Training Manager – This will give the consolidated view of all options.

Silverlight Learning Snacks – These are free short videos on a variety of Dynamics CRM topics.

Online Training – Courses delivered online.

Classroom Training – Courses delivered in a classroom at a Microsoft Training Facility.

Locate Classroom Training Near You
Online Training for Microsoft Customers enrolled in a qualifying plan

Microsoft Customers can purchase the Customer enhancement / service plans available from Microsoft. As a benefit of these, unlimited training is available in an online format.

If you are on a Microsoft enhancement / service plan for Dynamics, click here for details on the training options available.
Dynamics CRM SDK

The Dynamics CRM SDK (software development kit) offers documentation on the development / expansion of your implementation. There are many code samples, a styling guide, and a CHM file with a programmer's and report writer’s reference. It’s a great resource for technical users that have programming experience.
Click here to download the SDK.
Dynamics CRM Implementation Guide

Mainly provided for the implementer, the Implementation Guide has tools and documentation for planning, installing and operating/ maintaining your Dynamics CRM implementation. This information would be useful for system administrators and IT professionals in your organization.

Click here to download the Dynamics CRM Implementation Guide