Microsoft Dynamics 365 Training

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

Knowledge Transfer

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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.

Unlock Dynamics Features

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 on Dynamics 365

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.

Request a call back to arrange your Dynamics 365 training quote today.

Why Choose Preact For Your Dynamics Training

Preact has trained CRM users since 1993 and as a Microsoft Gold accredited consultancy and Microsoft Inner Circle member, you can be sure of working with a trusted partner that will quickly help you achieve better results with Dynamics 365. 

With Dynamics 365 training from Preact, you'll benefit from:

  • Expert insight from our consultants 
  • Tuition across all Dynamics 365 Customer Engagement apps
  • 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
  • Receive free Dynamics 365 training with our Premium Managed Service 

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. Rather than a one size fits all Microsoft Dynamics training course, each session will be tailored to your specific needs and desired learning outcomes. 

Introduction to Microsoft Dynamics 365 Course

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

Learning outcomes include: how to navigate Dynamics 365, work with Dynamics in Outlook, understand relationship between account, contact and lead records, create and manage records + activities, search and find data, personalise views and work with Dynamics 365 reporting dashboards and charts.

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Dynamics 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: Understand the core Dynamics 365 record types used in sales management, how to progress leads / opportunities using guided process flows, how to qualify / disqualify leads, personalising sales list views, working with quote templates, creating sales charts and dashboards.

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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 365 to create service and support cases, how to progress cases using guided process flows, understanding case queues and automated case queuing, working with service level agreements and case escalation processes and how to use integrated knowledge posts.

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ClickDimensions Training

Training course overview: an introductory session for users who are new to ClickDimensions with a further advanced training course covering the wider capabilities of this solution. Preact is an accredited ClickDimensions Platinum Partner.

Learning outcomes include: How to create email templates using ClickDimensions, scheduling emails, how to customise marketing views and dashboards, using ClickDimensions campaign automation for lead nurturing, managing subscriptions, using web forms, customising lead scoring and managing ClickDimensions data.

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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.

Web Portal Training

Working with integrated Dynamics 365 / PowerApps web portals including:

  • Setting up portal contacts
  • Add knowledge base articles
  • How to manage cases logged through the portal
  • Customising portal forms

Power BI Training

Training course overview: covering the basics of using Power BI to transform data, build reports and discover new insights.

Learning outcomes include: how to connect Power BI to data sources, manipulating data, creating charts and filters, publishing and sharing Power BI charts 

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New Features in Dynamics 365 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 Dynamics 365 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.

Microsoft Dynamics 365 Training Examples

For tuition across more Dynamics 365 features and capabilities, and how to adapt these to fit your business processes, contact us to schedule your training.

Our Clients Include

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Receive Your Training Quotation Today

Dynamics 365 training can be scheduled using inclusive hours from our Managed Service, or by a purchasing training day(s) - complete the form to request a quote.