Work with Microsoft Outlook
Learn to master of one of the best features of Dynamics 365: Microsoft Outlook
- Maximize Productivity
- Effectively use Microsoft Outlook
- Document Management Best Practices
Support & Services
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ReadyToGoCRM.com offers incredible support packages and training
offerings for a fraction of the price you will find anywhere else.
Training Packages
Get ready for our one-hour virtual live instructed trainings, led by fully certified Microsoft Dynamics 365 staff members.
Learning Options
Ultimate Success Package
A kick-start into how to use the system. This training focuses on day-to-day usage, searching and reporting. Upon completion of this training, you'll be able to navigate through the system, create and manage data as well as find data with varying search criteria. Start here for your successful start to Dynamics 365 with ReadyToGoCRM.com
Work with Microsoft SharePoint
This training is excellent if your goal is improved document collaboration.
- Using SharePoint with Dynamics 365
- Improved Document Collaboration
- Document Management Best Practices
We will cover document management within your Dynamics 365 system after the SharePoint connection is enabled. In addition to the best practices of working with the two platforms, we will cover several tips and tricks to maximize efficiency.
Customize My Layout
For users looking to design and perform changes to their own layout.
- Making Changes to Views
- Focus on What's Most Important
- Improving Efficiency
This training will walk you through how to add or remove fields as well as make configuration and layout changes to your forms for an improved look and feel unique to your organization.
Advanced Searching & Segmentation
For users looking to drill down and use complex criteria to find and segment data
- Master the Advanced Find Feature
- Easily Search and Sort Your CRM Data
- Create Defined Views & Dashboards
This training will cover topics such as advanced searching, grouping, and cross table searching. Additionally, we will show you how to save these searches so you can quickly and easily re-use them and even share them with the rest of the organization. Upon completion of this training, no data will be able to hide from you!
Microsoft Excel & Data Migration
If you work with leads and other data that you need to regularly upload into your system
- Easily Sync Batches of Data
- Edit Entities in Microsoft Excel
- Utilize Microsoft Excel Templates
We will walk you through the usage of preferred/recommended upload templates for moving data from business cards, excel or other files into your Dynamics 365 system quickly and efficiently.
Advanced Customization
Just not happy with the look or feel of your system and want to change how it works?
- Master the Advanced Find Feature
- Easily Search and Sort Your CRM Data
- Create Defined Views & Dashboards
This training will cover advanced topics such as how to create new interfaces, fields, and even tables, as well as covering best practices for management of those changes including how to export/import them into varying environments and even roll them back if they don't work.
Become a ReadyToGoCRM.com customer today and take advantage of these incredible trainings!
Get ready for our one-hour virtual live instructed trainings, lead by fully certified Microsoft Dynamics 365 staff members.
Learning Options
A kick-start into how to use the system. This training focuses on day-to-day usage, searching and reporting. Upon completion of this training, you'll be able to navigate through the system, create and manage data as well as find data with varying search criteria. Start here for your successful start to Dynamics 365 with ReadyToGoCRM.com
Learn to master of one of the best features of Dynamics 365: Microsoft Outlook
- - Maximize Productivity
- - Effectively use Microsoft Outlook
- - Document Management Best Practices
This training covers not only how to work with Microsoft Outlook quickly and easily, but also provides a deep dive into how to effectively use the integration between Microsoft Outlook and Microsoft Dynamics 365 to maximize productivity outcomes
This training is excellent if your goal is improved document collaboration.
- - Using SharePoint with Dynamics365
- - Improved Document Collaboration
- - Document Management Best Practices
We will cover document management within your Dynamics 365 system after the SharePoint connection is enabled. In addition to the best practices of working with the two platforms, we will cover several tips and tricks to maximize efficiency.
For users looking to design and perform changes to their own layout.
- - Making Changes to Views
- - Focus on What's Most Important
- - Improving Efficiency
This training will walk you through how to add or remove fields as well as make configuration and layout changes to your forms for an improved look and feel unique to your organization.
If you work with leads and other data that you need to regularly upload into your system
- - Easily Sync Batches of Data
- - Edit Entities in Microsoft Excel
- - Utilize Microsoft Excel Templates
We will walk you through the usage of preferred/recommended upload templates for moving data from business cards, excel or other files into your Dynamics 365 system quickly and efficiently.
For users looking to drill down and use complex criteria to find and segment data
- - Master the Advanced Find Feature
- - Easily Search and Sort Your CRM Data
- - Create Defined Views & Dashboards
This training will cover topics such as advanced searching, grouping, and cross table searching. Additionally, we will show you how to save these searches so you can quickly and easily re-use them and even share them with the rest of the organization. Upon completion of this training, no data will be able to hide from you!
Just not happy with the look or feel of your system and want to change how it works?
- - Master the Advanced Find Feature
- - Easily Search and Sort Your CRM Data
- - Create Defined Views & Dashboards
This training will cover advanced topics such as how to create new interfaces, fields, and even tables, as well as covering best practices for management of those changes including how to export/import them into varying environments and even roll them back if they don't work.
Support Plans
We are ready to set you up for success!
Support Tiers
Basic+
Free
Premier
$99/Mo*
System Setup
System Setup
| ReadyToGoCRM.com Foundation | ||
|---|---|---|
| In-App Live Chat | ||
| Initial and New User Setup | ||
| Office 365 Integration | ||
| Third Party Enablement | ||
| Support Portal Training | ||
| New System Training | ||
| User and Role Administration | ||
| Simple Data Migration | ||
| Complex Data Migration | ||
| Custom Onboarding |
Ongoing Support
Ongoing Support
| Monthly Support Hours | 0 | 4 |
|---|---|---|
| Live Chat | ||
| Break/Fix for ReadyToGoCRM.com Platform | ||
| Scheduled Updates and Upgrades | ||
| Security Role Management | ||
| Training Library Access | ||
| Support Portal Access | ||
| Dynamics 365 App Configuration | ||
| Dynamics 365 Customizations (OOTB Only) | ||
| Customized Workflow & Dialog Config | ||
| Dynamics 365 Data Backups | ||
| Entity Configuration (Incl. Custom Entities) | ||
| Customized Business Process Flow | ||
| Business Rules Configuration | ||
| Synchronization Configuration | ||
| Priority Response Time | ||
| Ad-hoc Training for "How To" Questions | ||
| Post Project Feature Review & Planning |
