How to Train Your Co-Workers to Use Microsoft Dynamics CRM Correctly

Microsoft Dynamics CRM is one of the best tools out there for companies, but that doesn’t mean that everyone has the ability to master it. Learning is different for everyone, and that’s why you need to take the necessary steps to make sure that everyone is not only aware of the changes that are coming, but confident in their ability to use the software and perform their daily tasks. If you follow the listed guidelines below, you’ll be able to track the progress of your team members and ensure that they reach their highest potential.

#1. Use a Variety of Training Methods 

It’s a known fact that people process information differently. Some people like a more hands-on approach while others prefer a classroom-oriented approach. There is no incorrect way to teach a person something, but it can be difficult to have all of your bases covered. You can cast a very wide net if you consider the most popular strategies out there, which are cross-training, demonstrations, and one-on-one guidance.

The best thing that you can do is think about the learning styles for the majority of your teams and teach those people first. This will ensure that there will be fewer people who are “lost” and need extra time from their daily duties to complete their learning.

#2. Periodically Check Progress 

Even if someone tells you that they have learned everything that they need to in order to properly perform their job, it’s best to be cautious about that claim. This isn’t to say that your employees are lying to you but there is also a chance that they haven’t had the time to implement everything that they have learned.

In order to really gauge your team’s performance, you want to check their progress from time to time and see who’s struggling. This will also give you a good idea of how the training went because you can see if everyone is stuck on the same area or not. By using progress-measuring tools, you can have the upper hand and see an issue before it becomes a headache, and that’s something that everyone can appreciate.

#3. Provide Feedback 

When you are first starting out, you really want to provide your teams with as much feedback as you can. Be open to communication and let them know where they are doing well and where they need to improve. Don’t make this an opportunity to criticize too much, as the learning process can be difficult for everyone. Instead, take the time to provide positive feedback and tips that you have mastered so that everyone can become the best at what they do.

#4. Receive Feedback 

Feedback can go both ways. While you can provide your teams with the information they need to succeed, they can give you insight as to what they are concerned about and what you can change. Take this advice to heart and remember that you want to have the largest amount of progress in the least amount of time. Communication is essential and will close the gap between you and your teams tremendously. Don’t make them feel like you are unreachable, take the time to sit down and hear their concerns out. You might just learn about something that you weren’t aware of previously.

Learn and Grow Together

When you are in charge of a team, you grow as a team. Follow the necessary steps and ensure that everyone is moving forward with Dynamics and they can pass that knowledge onto their customers. When you have the right tools and the proper training for your team, you’ll be able to reach new heights.


Michael is the Lead Author & Editor of DynaMe. DynaMe is a blog focused on cloud based Microsoft Dynamics.