Novice to Ninja: Mastering CRM User Training and Adoption with the CRM Blackbelt Program
Session Overview:
This course is designed to help organizations define competency for their CRM system, discover the current baseline of users, and develop a structured program that includes specific training modules for each level. Participants will learn effective roll-out and adoption strategies, and how to enable sensei leadership to guide their teams to success. By the end of the course, attendees will be equipped with the knowledge and skills to master CRM user training and adoption, and lead their teams to achieve blackbelt excellence.
Learning Objectives:
- Learn how to define what actual CRM competency looks like
- Discover an effective model to tie competency to achievement levels
- Take back strategies to arm your sensei members with necessary leadership skills
Speakers: Jody McCullough
Recorded at: Community Summit NA 2025
Type: Customer Case Study
Ability Level: 201 – Intermediate
Primary Product: Dynamics 365 CE (CRM)
Tracks: Administration; System Administration, Leadership, Training and User Adoption
Terms: All rights reserved by the speaker, Community Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities.
