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 free to all users for Preact managed service clients. If you aren't already using this resource, 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

Money

Dynamics 365 Sales Training Modules

Working with Leads

Creating & Progressing Sales Opportunities

Administration

Administrator Training Modules

Working with Security Roles

Importing Data

Editing the User Interface

Creating New Form Fields

Creating & Restoring Backups

Creating & Moving Solutions

Telemarketer

Customer Service Modules

Working with Service Cases

Working with Entitlements

Working with Service Level Agreements

Social marketing

Dynamics 365 Marketing Modules

Creating Marketing Emails

Working with Customer Segments

Creating Customer Journeys

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

- 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 our managed service for Dynamics 365.

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