Webfortis delivers custom start-to-finish guidance for planning, customizing, deploying, integrating, and managing Dynamics CRM in your unique business and technical environment. In addition to end-user training, Webfortis can “train the trainer” for your company. Choose one representative to become CRM certified by Webfortis and train other users in your company.

Onsite Training

Our qualified instructors offer customized training either at your location or at a training facility near you. Save time and money by not traveling to inconvenient training centers that deliver extraneous content according to their agenda.

Note: Onsite Training is offered by day (1 day minimum), and class sizes are limited to 12 students maximum per day.

Remote Training

If in-person training is too difficult to arrange, take advantage of customized training delivered virtually. There are no class size restrictions, and the meetings can be recorded for easy reference/playback at future dates.

Plus, Over 6 Hours of Free Online Training!!!

Video: General Overview - Time 15:00 Video: Sales Overview - Time 12:00
Video: Customer Service Overview - Time 14:54 Video: Marketing Overview - Time 21:04
Video: Service Scheduling Overview - Time 13:55 Video: Reporting Overview - Time 15:29
Video: Working with Accounts and Contacts - Time 05:30 Video: Mail Merge - Time 08:03
Video: Internet Marketing - Time 02:29 Video: Internet Marketing: Web to Lead- Time 10:55
Video: CRM Client for Outlook Installation and Setup - Time: 11:55 Video: Using Advanced Find - Time: 10:02
Video: New Service Update Quick Review Time: 13:47 Video: Add User: Adding a new user - Time: 06:45
Video: Customization Overview - Time: 13:00 Video: Entity Relationship Overview - Time: 11:00
Video: Working with Security Roles - Time: 09:58 Video: Configuring Data Duplication Settings - Time: 08:27
Video: Introduction to custom proposal solution using Word - Time: 05:45 Video: Bulk Data Export Overview - Time: 7:15
Video: Data Migration Overview - Time: 10:00 Video: Workflow - Trade Show Lead Process - Time: 10:30
Video: Workflow - Sales Process Overview - Time: 25:00 Video: Mapping Example. - Time: 04:11
Video: Territory Management - Time: 10:00 Video: Lead Assignment - Time: 5:45
Video: Document Management - Time: 07:00 Video: Report Scheduler Tool - Time: 10:00
Video: Windows Live Service - Time: 10:48 Video: eService Accelerator Online - Time: 27:00
Video: Introduction to Azure - Time: 18:00 Video: XRM Introduction - Vacation Rental - Time: 10:00
Video: Sitemap Modification Overview - Time: 16:42