Home / Microsoft Dynamics 365 / Training

Microsoft Dynamics 365 Training

Whether you are new to Dynamics 365, an experienced user, or somewhere in between, Preact offers training to help you 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 courses, available through our eLearning platform

Download Training Guide

Learn More

Develop Dynamics user skills and increase knowledge with tutor-led training.

Increase Skills

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

eLearning Option

Access high-quality Dynamics 365 training courses and resources through our eLearning Academy.

If you are looking for a Training Provider CRM solution, find out about our Course Manager application.

Dynamics 365 training courses at a glance

Our courses are 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 the 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.

Microsoft Dynamics 365 Sales Training

Understand the Dynamics 365 record types used in sales management, how to progress leads/opportunities using guided process flows, qualify/disqualify leads, personalise sales views, work with quote templates, and create 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.

ClickDimensions Training

How to create email templates, schedule emails, customise marketing views and dashboards, use ClickDimensions campaign automation for lead nurturing, manage subscriptions, use web forms, customise lead scoring and manage ClickDimensions data.

Administrator Training

Bespoke training to help individuals increase their administration proficiency to manage a deployment of Microsoft Dynamics 365 and maintain 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.

Microsoft Power BI Training

Featuring: connecting Power BI to data sources, manipulating data, creating charts and filters, working with dashboards and embedding Power BI in Dynamics.

New Features Training

Helping you understand and leverage the latest features and improvements within your Dynamics 365 environment.

Power Platform Training

Bespoke courses can also be tailored to your unique training needs and processes across Dynamics 365 and the Microsoft Power Platform.

Why Choose Preact For Microsoft 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
Or, access on-demand Dynamics training through our eLearning Academy

Demonstrating Preact's eLearning Academy

Video Transcript

Introducing Preact's eLearning Academy for Microsoft Dynamics 365. Our training platform provides on-demand resources, a…

Introducing Preact's eLearning Academy for Microsoft Dynamics 365.

Our training platform provides on-demand resources, available for FREE to all Preact Managed Service clients. Use the eLearning Academy to watch, learn and practice Dynamics 365 in a safe environment.

Quickly get new team members up to speed and empower existing users to increase their Dynamics knowledge. It’s the perfect way to learn more about the application and keep up to date as new features are released.

Work your way through engaging courses led by our Microsoft accredited trainers. These modules cover a range of popular Dynamics topics including…

Navigating the Dynamics user interface…

Working with accounts and contacts…

Using the Sales and Customer Service applications to manage opportunities and cases and administration training

Online training can be a passive experience; just reading pages and pages of information or watching presentations. This often results in reduced attentiveness and a slower pace of learning.

Preact promotes active learning. That’s why we’ve built practice sessions into each module. Watch narrated videos and then practice by following step-by-step guided simulations in a safe environment.

Our aim is to help users build confidence by allowing learning points to be tested with freedom to make mistakes without consequences to your live Dynamics 365 system.

We want to empower users to do MORE with Dynamics 365.

The eLearning Academy is freely available as part of Preact’s Managed Service. This also includes access to support and consultancy services, as well as packaged solutions from our product catalogue which helps organisations make continuous improvements through Dynamics 365.

Study from home, in the office, or on the go.

The eLearning Academy quickly fills gaps in Dynamics expertise, and with new content being added each month this resource helps users keep their skills and knowledge current and relevant.

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!

Technimove
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

Download Case Studies

Schedule Your Training With Preact

Book a training session with Preact, and 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 have extensive experience working with Dynamics. They will answer your questions on the day or post-training through our managed service, Elevate 365.

Microsoft Dynamics 365 Course Guide

Download our user training guide to read more about our Dynamics 365 courses

Download Today

Frequently Asked Questions

How much does Microsoft Dynamics 365 Training cost?

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 ordered in a one-off session. For example, our rate for a full day course is £950+VAT. Elevate 365 managed service clients 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.