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Microsoft Dynamics 365 Training
Whether you are new to Dynamics 365, an experienced user, or somewhere in between, we provide training that will enable you to unlock the full capability of Dynamics and the Microsoft Power Platform. We offer:
- Bespoke training for user groups
- One-to-one tuition
- Dynamics 365 training modules, available through our eLearning platform
Learn More
Boost user skills and increase Dynamics knowledge with tutor-led training.
Increase Skills
Unlock the full potential of Dynamics 365 by mastering more features and functions.
CRM eLearning
Access Dynamics 365 training module through our eLearning Academy.
If you are looking for a Training Provider CRM solution, find out about our Course Manager product.
Our Dynamics 365 training courses at a glance
Our courses are delivered in one or half-day sessions. These can be organised as a one-off booking, or scheduled using our Elevate 365 managed service.
CRM training modules are available on-demand in our eLearning Academy.
Dynamics 365 Introduction
Topics include: how to navigate the user interface, working with CRM in Outlook, using account, contact and lead records, creating and managing records, scheduling activities, searching for data, personalising views and working with dashboards.
Microsoft Dynamics 365 Sales Training
Includes: Dynamics record types used in sales management, how to progress leads/opportunities using process flows, qualify/disqualify leads, personalise views, work with quote templates and create sales dashboards.
Customer Service Training
Includes: creating cases, progressing cases using process flows, case queues and automated case queuing, working with SLAs, case escalation processes, and how to use integrated knowledge resources.
ClickDimensions Training
Includes: Creating email templates, scheduling emails, customise marketing views, using campaign automation, managing subscriptions, web forms, customising lead scoring and managing marketing data.
Administrator Training
Bespoke training to help individuals increase their administration proficiency to manage and maintain a deployment of Microsoft Dynamics 365 and support internal users.
Microsoft Power BI Training
Featuring: connecting Power BI to data sources, manipulating data, creating reports, customising dashboards and embedding Power BI in Dynamics.
Power Platform Training
Bespoke courses can also be tailored to your unique training needs and processes across Dynamics 365 and the Microsoft Power Platform. This can include how to build and manage Power Automate flows and develop Power Apps.
New Features Training
Helping you understand and use the latest features and improvements within your Dynamics 365 environment.
Why Choose Preact for Dynamics 365 Training
Preact has trained CRM users since 1993. 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.
If you have recently implemented Dynamics 365, or if you want to use this at a greater capacity, we will help you drive adoption and do more with the product. We offer:
- Expert product knowledge and CRM insight from Microsoft-certified trainers
- Tuition across all Dynamics 365 CRM apps
- Schedule bespoke tuition for individuals and teams
- Remote or in-person user training
- Inclusive training hours through our managed service
- Or, access on-demand Dynamics training through our eLearning Academy
Microsoft Dynamics 365 Course Guide
Download our user training guide to read more about our Dynamics 365 courses
Our Clients Include
Frequently Asked Questions
Many of our clients schedule interactive training sessions by allocating hours that are included with Preact's Elevate 365 managed service for Dynamics. Training can also be booked as a one-off session - our regular rate for a one-day course is £1085+VAT. Elevate 365 managed service clients receive free access to our Dynamics eLearning Academy.
Tutor-led courses are available for any Dynamics 365 related topic based on knowledge level and job role. See above for examples of our popular courses and download our couse guide. For new users, an introductory session covers the essentials. This can be followed by role-specific tuition for sales or service users. Other options include admin training, Power BI and ClickDimensions courses, and bespoke tuition. A wide selection of training modules is also available in our eLearning Academy.
In addition to remote-based sessions, we deliver in-person Dynamics 365 training at our client's premises and from our head office in Maidenhead. We also offer on-demand training resources through our eLearning Academy.
Schedule Your Dynamics 365 Training Session
Book a training session with Preact, and you will feel more confident about making better use of Dynamics 365 and understand the enormous benefits and efficiencies it can bring to your business.
Our consultants are seasoned experts and Microsoft-accredited consultants with extensive experience working with Dynamics. Phone us today, or complete the form below to request a call back and discuss your training requirements.
