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Boost user skills and increase Dynamics knowledge with tutor-led training.
Unlock the full potential of Dynamics 365 by mastering more features and functions.
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 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.
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.
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.
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.
Includes: Creating email templates, scheduling emails, customise marketing views, using campaign automation, managing subscriptions, web forms, customising lead scoring and managing marketing data.
Bespoke training to help individuals increase their administration proficiency to manage and maintain a deployment of Microsoft Dynamics 365 and support internal users.
Featuring: connecting Power BI to data sources, manipulating data, creating reports, customising dashboards and embedding Power BI in Dynamics.
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.
Helping you understand and use the latest features and improvements within your Dynamics 365 environment.
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:
Download our user training guide to read more about our Dynamics 365 courses
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.
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.