Microsoft Dynamics 365 Training

Whether you are new to Dynamics 365, if you are an experienced user, or somewhere in between, training will help you unlock the full capability of the technology.

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Do you want to increase Dynamics 365 user skills?

Develop user skills and increase knowledge by scheduling bespoke training at a convenient time and place.

Maximise Dynamics 365 

Are you missing out on important features?

Unlock the full potential of Dynamics 365 by mastering more features and functions. 

Complimentary training

Would you like to schedule training on-demand?

Increase skills and adoption with free training hours when you subscribe to our Premium Managed Service.

Why Choose Preact For Your Dynamics Training

Preact has trained CRM users since 1993 and as a Microsoft Gold accredited consultancy, you can be sure of working with a trusted partner who will quickly help you achieve better results. With Dynamics 365 training from Preact, you'll benefit from:

  • Expert insight from our consultants 
  • Bespoke tuition using your own system and data
  • Training carried out at your premises, or from our office in Maidenhead
  • Tuition to fit your job role and skill level
  • Free Dynamics 365 training as part of our Premium Managed Service 

If you are interested in a quick-start, or are looking to engage in a series of courses that will provide an in-depth look across multiple Dynamics 365 apps, download our training course guide and read recommendations to help you plan your training.

Phone us now or request a call back to discuss your training requirements and arrange a quote.

Benefits of Dynamics 365 Training

If you’ve recently implemented Dynamics, or if you are just looking to support your staff in using Dynamics 365 to its full capacity, training is an effective and engaging way to drive buy-in and user adoption.

All of our courses can be delivered in-house at our Maidenhead office, on-site at your premises, or carried out remotely. Each session will be tailored to your specific needs and desired learning outcomes. 

Introduction to Microsoft Dynamics 365

Training course overview: A one day course helping new users master the main processes, features and interface of Dynamics 365.

Learning outcomes include:

  • Navigating Dynamics 365
  • Working with D365 in Outlook
  • The relationship between account, contact and lead records
  • Creating and managing records and activities
  • Searching and finding data
  • Personalising views
  • Working with dashboards, reports and charts

Sales User Training

Training course overview: Covering the main Dynamics sales functions to improve processes that will shorten sales cycles, reduce administration and improve the quality of sales forecasting. 

Learning outcomes include: 

  • Work with the core record types used in sales management
  • Qualify and disqualify leads and opportunities
  • Progressing leads and opportunities using process flows
  • Working with product tables
  • Create sales quotes and orders
  • Apply automated sales workflows

ClickDimensions / Marketing User Tuition

Training course overview: Helping you get started with ClickDimensions by covering its main processes to send email messages and multi-step campaigns. 

Learning outcomes include: 

  • Creating email templates
  • Scheduling emails
  • Customising marketing views and dashboards
  • Working with ClickDimensions forms
  • Using Campaign Automation for lead nurturing
  • Best practices for managing ClickDimensions data

Customer Service User Training

Training course overview: This one day course will empower customer service and support teams to improve service delivery and increase client retention through Dynamics 365. 

Learning outcomes include:

  • Using Dynamics to create service and support cases
  • How to progress service cases using Dynamics process flows
  • Understand case queues and automated case queuing
  • Working with service level agreements and case escalation processes
  • Using D365 to manage contracts and renewals 
  • How to use integrated knowledge posts

System Administrator Training

Bespoke training delivered over one or more days focused on empowering individuals to configure, customise and manage a deployment of Microsoft Dynamics 365.

New Feature Training

Helping you transition to the latest version and benefit from the latest features and improvements. The course content will vary depending on which version of Dynamics you are upgrading from, and your job role.

Bespoke Training

Our bespoke courses are tailored exactly to your training needs and processes. Before the day we'll contact you to carry out a pre-training consultation to ensure we have a clear understanding of your objectives.

Schedule Your Training With Preact

Book onto one of our training courses and you are your team will come away feeling confident about how to use Dynamics and understand the enormous benefits and efficiencies it can bring to your business. 

Our Trainers

Our consultants are seasoned experts and Microsoft accredited CRM professionals who have extensive experience of working with Dynamics. They will answer your questions, on the day or post-training as part of an ongoing managed service

Facilities

We offer an excellent environment for training at our premises. Our office in Maidenhead is located close to the town centre with the rail station less than two miles away, providing fast access to London Paddington. Junction 8/9 of the M4 Motorway is a short drive away and provides access to the motorway network and Heathrow Airport.

INFOGRAPHIC: How To Prepare For Your Dynamics 365 Training

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