eLearning Academy Course Catalogue & What's New

Each month, we release new online learning modules to expand training coverage across Microsoft Dynamics 365 and the Power Platform.

On this page, we've listed recent updates to help you discover and share our latest learning content. Our eLearning Academy is available at no additional cost as part of Preact's managed service, Elevate 365.

If you aren't already using our eLearning, contact us to activate your account.

eLearning Modules Include

User

Dynamics 365 Fundamentals

Navigating Dynamics

Adding Accounts & Contacts

Using Outlook Integration

Logging Phone Calls

Using the Mobile App

Creating Advanced Filters

Using Dashboards & Charts

Administration

Administrator Training Modules

Working with Security Roles

Importing Data

Editing the User Interface

Creating New Form Fields

Creating & Restoring Backups

Creating & Moving Solutions

Duplicate Detection

Social marketing

Dynamics 365 Marketing Modules

Creating Marketing Emails

Working with Customer Segments

Creating Customer Journeys

Creating Events

Setting up Rooms & Buildings for Events

Promoting Events & Registering Delegates

Money

Dynamics 365 Sales Training Modules

Working with Leads

Creating & Progressing Sales Opportunities

Telemarketer

Customer Service Modules

Working with Service Cases

Working with Entitlements

Working with Service Level Agreements

Customer Voice Training

Dynamics 365 Customer Voice

Creating Surveys in Customer Voice

Solutions Training

Preact's Solutions Hub

Using the DocuSign Connector

Configuring & Using Multi-Select Lookups

E Learning Power Automate

Power Automate Modules

An Introduction to Power Automate

Training Modules Coming Soon

Creating and Using Work Orders

using Dynamics 365 Field Service

Working with a Bookings entity

Working with Resources

using Dynamics 365 Field Service

Latest Training Modules

- March 2021 -

E Learning Using Power Automate

An Introduction to Power Automate

Sending Automated Emails - Updating Records - Testing Power Automate Flows

Multi select lookup icon

Configuring & Using Multi-Select Lookups

Adding a multi-line text field - Adding the Multi-Select Lookup control to the form - Using the Multi-Select Lookup control as end users

- February 2021 -

Docu Sign Training

Using the DocuSign Connector

Sending a document for signature - Viewing documents in Dynamics

Customer Voice Creating Surveys

Creating Surveys in Customer Voice

Creating a survey from a template - Creating a survey from scratch - Adding branching - Sending a survey

- January 2021 -

Dup Detection

Duplicate Detection Rules

Duplicate detection settings - Creating new detection rules - Editing rules - Running duplicate detection jobs

Placard event

Creating Events in Dynamics 365 Marketing

Creating records for Events, Tracks and Sessions - Making an Event Live in Dynamics 365 Marketing

Conference room

Creating Rooms & Building for Events

Adding Building records - Adding Room records - Defining Room Layouts

Tag ev

Promoting Events & Registering Delegates

Adding registration links to emails - Managing event registrations - Building a segment of registered contacts - Email confirmations - Check in processes

- October 2020 -

Dynamics 365 Marketing Training

Email marketing

Marketing Emails & Templates

How to create marketing emails - Adding images and video - Add personalisation - Saving as templates - Compliance settings

Segment 1

Working with Customer Segments

How to build contact lists based on demographic and behavioural information

Process 2

Creating Customer Journeys

Build a simple customer journey - Adding outcomes - Reporting on customer journeys

- September 2020 -

End User Training

Home

Creating & Using Dashboards

How to create dashboards - How to add charts and views - Sharing dashboards with other users

Stats

Creating & Using Charts

How to use existing charts - Creating new charts - Sharing charts

Outlook 1

Using Outlook Integration

How to track Outlook emails - Sync Appointments and Tasks to Outlook - Configure tracking options - Activity sync

Permission

Working with Entitlements

Creating Entitlements - Creating Cases against an Entitlement - Resolve Cases that consume time on an Entitlement

Meeting point

Working with SLAs

How to create a Service Level Agreement - SLA configuration and options

Administrator Training

Transfer

Importing Data

Importing records from an Excel template - Importing multiple related records - Importing unformatted data

- August 2020 -

End User Training

Compass

Navigating Dynamics

Selecting views - Searching records - Using recently viewed items - Setting home page

Contact

Adding Accounts & Contacts

Completing new records - Using quick create process - Adding contacts to accounts

Call

Logging Phone Calls

Adding completed calls - Tracking incoming calls

Filter results button

Creating Advanced Filters

Combining multiple criteria in filters - Add ‘OR’ statements to filters - Filter using related entities

Funnel

Working with Leads

Reasons for using leads - Adding leads - Qualifying / disqualifying leads

Process

Create & Progress Opportunities

How to create Opportunities - Progress through a defined sales process - Closing Opportunities as Won or Lost

Customer service

Working with Service Cases

Creating case records - Progress & resolve cases

Smartphone

Using the Mobile App

Select record types - Using shortcuts to call numbers - Adding notes, photos, recordings and voice to text - Using the Business Card scanner

Administrator Training

Browser u

Editing the User Interface

Moving items on forms - Adding form fields - Editing the sitemap

Plus

Creating New Form Fields

Different field types explained - Creating fields - Adding fields to record forms

User 1

Working with Security Roles

Adding security roles to user accounts - Assigning multiple security roles - Editing security roles

Cloud

Creating & Restoring Backups

Locating system back-ups - Restoring sandbox environments - Implement procedures for a live back-up

Puzzle piece

Creating & Moving Solutions

Locating / creating solutions - Setting up publishers - Apply customisations to solutions - exporting / importing solutions

Request eLearning Access

The eLearning Academy is free for Preact managed service clients. Contact us today to request access, or to find out more about Elevate 365, our managed service for Dynamics 365.

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