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.
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.
Would you like to schedule training on-demand?
Increase skills and adoption with free training hours when you subscribe to our Premium Managed Service.
Microsoft Dynamics 365 Course Guide
Learn more about our suggested user training coursesDownload Now
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
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.
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.
Customer Service User Training
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.
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.
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
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 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.
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
Our Clients Include
"When we look for emerging trends and patterns we could easily spend 20 hours or more collecting and analysing our data but using Power BI everything we need is available in real-time.”
- The Matthew Project
- Malin Holm, Data Lead
We are delighted with the recent CRM training, it went really well and your trainer was brilliant, the feedback from all the sales people was very positive. He is very knowledgeable and understanding of the different levels of users. He was very helpful to me on admin side of the CRM and nothing was too much effort. Looking forward to having him back!
- Ali Ball, CTO
We’ve been delighted with the back-up we’ve received from Preact. Their support team are responsive to our questions and keep us updated so I have no hesitation in recommending their services. Our managed agreement includes additional time for training and it’s good to know that we can always schedule these extra resources whenever we want to top up our CRM user skills.
- Able Canopies
- Tracy Meakins, Managing Director
We've received excellent support from Preact through their account management, technical help and consultancy. A key part of this has been the continuity in speaking to people who understand our business and how we use Dynamics.
- DDC Dolphin
- Alan Hyde, Operations Director
I’ve been very pleased with Dynamics 365 and found it to be a highly reliable cloud system which has proved instrumental in helping our business grow and sustain success during a period of unprecedented change in our industry. The support we’ve received from Preact has been a success story and we've reaped the rewards of their help.
- BeBa Energy
- Darren Oliver, Technical Director
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.