Need Assistance with Your Current Microsoft Dynamics 365?
Looking for Support, Workshops or Training for Microsoft Dynamics 365?
Receive Prompt, Professional, and Knowledgeable Assistance from the Leading Team of Microsoft Dynamics 365 Experts at QuantaCRM When You Subscribe to the OnTrack CRM Adoption System
Microsoft Dynamics 365 Support
A big part of what we do also involves supporting existing Microsoft Dynamics 365 customers and partners on a variety of technical and project management needs.
A team of dedicated and certified Microsoft Dynamics 365 experts work hand-in-hand with both the partner and customer to ensure success at each stage of the service lifecycle.
We bring extensive product and industry experience to each engagement, along with direct access to expert product development and support personnel.
As part of your OnTrack subscription, gain access to the OnTrack Support Portal, Support Chat, Phone Support, Knowledgebase and Remote Administration services – where questions are answered quickly, so your organization can keep moving forward.
Microsoft Dynamics 365 Workshops
Investing in the training of your employees on your CRM system is one of the most important investments your company can make.
A few hours of training can pay huge dividends by ensuring you are not wasting your resources from system misuse.
When you subscribe to the QuantaCRM OnTrack CRM Adoption System, you can participate in Deep Dive Sessions – periodic one-hour in-depth training on specific aspects of CRM designed to maximize the return on your CRM investment.
Deep Dive Sessions are recurring interactive sessions with your OnTrack Success Coach that ensure you are maximizing the return on your Microsoft Dynamics 365 investment.
Each Deep Dive Session is a one-hour in-depth look at a particular aspect of your CRM system.
Deep Dive Sessions are part of the Premium and Preferred OnTrack Plans.
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Activity and Calendar Management
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Adoption Management
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Advanced Integration
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Advanced Security Management
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Advanced View Management
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Customer Service
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Dashboards
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Exchange Integration and Usage
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Group (List) Management
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Import / Export
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Marketing
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Mobility Usage
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Outlook Client Usage
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PowerBI Usage
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Process Automation
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Reports
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Sales Management
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Social Listening and Usage
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Telephone Integration
Microsoft Dynamics 365 Training
When CRM implementations don’t deliver the desired results, it can often be traced back to one specific oversight – the lack of system training.
When your team is properly trained on Microsoft Dynamics 365, they will have the knowledge and skills required to make the most of the new system.
As part of the OnTrack subscription, you have access to training videos, so when you hire new staff, they can be on-boarded quickly. Or, if someone needs a brush-up, the training is always available.
Dashboards
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System dashboards & functionality
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Creating new dashboards
Searching
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Search/Wildcards
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Advanced Search
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Views & Lists
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Performing a mass action against search results
Sales
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Accounts
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Contacts
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Activities – tasks, appointments, phone calls, emails
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Creating, Assigning, and Qualifying Leads
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Creating Opportunities & working with stages
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Creating quotes and converting to orders/invoices
Cases/Customer Service
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Creating a case
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Viewing and working through case stages
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Linking a document to a case
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Knowledge Base Articles
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Assigning a case to another user or team
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Sharing a case with another user or team
Emails and Documents
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Email from Outlook, Set Regarding to CRM
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Sending an email from Dynamics 365
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Attaching a document to a Note
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Attaching a document to Documents (SharePoint)
