Dynamics Training
.
Get your team productive in Dynamics 365. CRM, sales, customer service — tailored to how your organisation actually works.
Dynamics 365 Fundamentals
- Navigation and interface
- Records, views, and dashboards
- Search and filtering
- Personal settings and preferences
- Mobile app usage
Sales Module
- Leads and opportunities
- Accounts and contacts
- Sales pipeline management
- Quotes and orders
- Activities and follow-ups
Customer Service Module
- Cases and queues
- Knowledge base
- Service level agreements
- Customer communication
Customisation Basics
- Personal views and charts
- Dashboard customisation
- Understanding forms and fields
Optional Copilot Integration
Copilot in Dynamics 365 can summarise records, draft emails, and provide insights from your CRM data.
Discovery
We review your Dynamics 365 configuration and how teams currently use (or struggle with) the system. Every implementation is different.
Programme Design
Training is built around your specific Dynamics setup, terminology, and processes. We work in your environment, not a demo tenant.
Delivery
Hands-on sessions focused on the tasks your team actually performs. Role-specific training ensures relevance.
Delivery Options
- Sales user training: Pipeline, opportunities, and customer management
- Service user training: Cases, queues, and customer support
- Manager training: Dashboards, reports, and team oversight
- Admin training: Configuration, customisation, and security
This Training Is For
- Teams new to Dynamics 365
- Organisations migrating from other CRMs
- Users struggling with adoption
- Teams not using Dynamics to its potential
Common Scenarios
- Dynamics rolled out but adoption is poor
- Sales team keeping their own spreadsheets instead
- Inconsistent data entry making reports useless
- Features available but nobody knows they exist
Ready to get more from Microsoft 365?
Book a free consultation to talk through where you are and where you want to be. No pressure, no hard sell — just an honest conversation.
