Microsoft Dynamics 365 Training
Personalised and on-demand training
Whether you are new to Dynamics 365, an experienced user, or somewhere in between, we offer training to help you unlock the full capability of Dynamics and the Power Platform. Request a call back now to discuss your training requirements.
Develop Dynamics user skills and increase knowledge with tutor-led training.
Unlock the full potential of Dynamics 365 by mastering more features and functions.
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 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
- Or, access on-demand Dynamics training through our eLearning Academy
Dynamics 365 courses at a glance
Examples of our courses, typically delivered in one or half-day sessions. Bite-sized training modules are available on-demand in our eLearning Academy. Find out more and how to access this resource.
Dynamics 365 Introduction
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 dashboards and charts.
Sales User Training
Understand the Dynamics 365 record types used in sales management, how to progress leads / opportunities using guided process flows, how to qualify / disqualify leads, personalising sales views, working with quote templates and creating sales dashboards.
Customer Service Training
Creating 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.
How to create email templates, scheduling emails, customising marketing views and dashboards, using ClickDimensions campaign automation for lead nurturing, managing subscriptions, using web forms, customising lead scoring and managing ClickDimensions data.
Bespoke training to help individuals increase their administration proficiency for managing a deployment of Microsoft Dynamics 365 and maintenance of the system.
Web Portal Training
Specialist tuition for managing integrated Dynamics 365 / Power Apps web portals including: setting up portal contacts, adding knowledge articles, managing cases logged through a portal and customising portal forms.
Power BI Training
Connect Power BI to data sources, manipulating data, creating charts and filters, working with dashboards, publishing and embedding Power BI in Dynamics 365.
New Features Training
Helping you understand and leverage the latest features and improvements within your Dynamics 365 environment.
Bespoke courses are tailored to your unique training needs and processes. Prior to the session, we'll contact you to carry out a pre-training consultation to ensure we have a clear understanding of your objectives.
What our clients say...
I haven’t been using Dynamics long, but I just wanted to say a BIG thank you to your support team and training team – they have always responded quickly to my (many!) queries, are always polite, patient, and helpful… and have put the technical blurb into Layman’s terms!
- Boomerang Media
- Sophie Hellyer, Marketing Executive
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 training, the feedback from all the sales people was very positive. He is very knowledgeable and understanding of the different levels of users. He was also helpful on admin side 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. Preact's support team are responsive 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 this whenever we want to top up our Dynamics 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. Preact's support has been a success story and we've reaped the rewards of their help.
- BeBa Energy
- Darren Oliver, Technical Director
Schedule Your Training With Preact
Book a training session with Preact, you will come away feeling more confident about how to make 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 CRM professionals who have extensive experience of working with Dynamics. They will answer your questions, on the day or post-training through our managed service, Elevate 365.
Dynamics 365 Training FAQs
How much is Dynamics 365 Training?
Many of our clients schedule interactive training session 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. As an example, our rate for a full day course is £950+VAT. Elevate 365 managed service clients also receive free access to our Dynamics eLearning Academy.
What Dynamics 365 training courses are available?
Tutor-led courses are available for any Dynamics 365 related topic based on knowledge level and job role. For new users, an Introduction 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 are also available in our eLearning Academy.
How is Dynamics 365 Training delivered?
At the current time our Dynamics 365 training is being delivered online due to Covid-19. As more people return to offices, we will be pleased to resume delivering training at our clients premises, and from our office in Maidenhead. We also provide on-demand training through our eLearning Academy.
Our Clients Include
Request a Training Quote
Request a callback to discuss your training requirements.