Dynamics CRM for Training Providers

Streamline admin, increase productivity and deliver a fantastic training experience

Training providers face a growing pressure to give learners’ dedicated and efficient support whilst managing a wealth of information with limited time and resources. Using a CRM solution (or TRM – training relationship management) solution reduces this pressure by automating and streamlining the entire end-to-end process. This reduces the need for extra resources, while increasing current staff productivity – allowing less time to be spent on administration and more time to be spent on improving learner satisfaction and delivering excellent training.

Microsoft Dynamics CRM is highly customisable and can be developed to allow training providers to manage every working stage from cradle to grave; such as enquiries, lead generation, email marketing, course bookings, trainer management, course documentation, invoicing, feedback and renewals. Chorus has a great understanding and experience of working with both training providers and Microsoft Dynamics CRM to deliver the best solution dependent on your business goals and requirements. 



How Dynamics CRM can help training providers



  • Can provide complete end-to-end solution to streamline internal procedures and organise training documentation
  • Deployment options to suit your business: on-premise, cloud-based and partner hosted
  • Connect Marketing and Sales and give them all the tools they need to increase course bookings
  • Future-proof solution with continual investment from Microsoft
  • Highly scalable and ideal for rapid expansion
  • Real-time visibility and powerful reporting to gain quick business insights
  • Automation of administration tasks to maximise staff resources, reduce admin time and remove human error
  • Maintain a clear brand message through all your literature and correspondence – all of which is tracked and reportable
  • Familiar Microsoft product with Outlook, Word and Excel integration
  • Fully customisable allowing bespoke development and system integration with existing solutions
  • Mobile and offline access with apps available for iOS, Android and Windows Phone to work out of the office

Connect your CRM with your website

We extensively build and develop Dynamics CRM and have created our own bespoke plugin, Harmony, which seamlessly connects Dynamics CRM with Umbraco CMS, allowing you to connect your website with your CRM system. A few examples of what this allows is automatic lead generation and the ability for users to login to your website and update their own details, saving you time and money while opening up many exciting capabilities, which we would be happy to walk you through. Find out more about website and CRM integration here.




Thanks to our expertise, we are Microsoft Gold Partners for Dynamics CRM. Our CRM team can develop, integrate and extend CRM to be completely customised to your business and as simple or as complex as you require. Microsoft continually invests in Dynamics, so you can rest assured it will always be at the forefront of technology with a strong community behind it. Find out more about what we can do with CRM development here.


Some of our clients:

  • The-Donkey-Sanctuary
  • Lifetime-Training-Group
  • National-Osteoporosis-Society
  • Sci-Mx

What next?

As well as being Microsoft Gold Partners for CRM, we also have vast experience working with training providers and understanding their business challenges.  To see how your organisation could benefit contact us for a demonstration or take away some information below.