Microsoft Dynamics 365 for Training Providers

Our training provider solution for Microsoft Dynamics 365 helps training companies reduce course administration and concentrate on client-focused activity to deliver outstanding training.

Power BI uncover insights

Unify Course Data

Want to manage all course and contact information in one place?

Use a single application to manage delegates and instantly check the status on each course.

Power automate quickly automate

Connected Workflows

Spending too much time on course admin?

Improve handling of routine tasks with guided processes and workflow automation.

Training providers feedback

Consistent Experience

Looking to improve training feedback?

Get closer to delegates with timely, personalised messages at every step.

Looking for Dynamics 365 user training? Visit our Dynamics 365 CRM training course page.

Examples of our Dynamics 365 solutions for training providers include:

  • Connecting clients, courses, attendees, venues and tutors to a single platform
  • Resource scheduling
  • Managing a training product catalogue
  • Automating post-training surveys
  • Handling course certification
  • Connecting CRM with ERP applications to automate order processing and invoicing
Train Prov Ss

Course Scheduler

Use native Dynamics 365 scheduling tools to optimise training course resources and manage your bookings.

  • Quickly find the best resource for each training requirement
  • Match trainers by location, skills, preferred resource and availability
  • Schedule training programmes as recurring bookings
  • Track the current status of resources in real-time
  • Integrated schedule board includes training orders awaiting booking, resource finder, map view and calendar view

Course Entity

We'll configure a courses record form that will capture all the detail specific to your training delivery process.

Training Course Entity
  • Assign the date and time for each course and track all courses using a group calendar view
  • Manage bookings for each training venue
  • Set course duration to automatically calculate end times
  • Manage course accreditation by setting certification terms for each session
  • Profile courses by type including public workshop and private tuition
  • Associate contacts with each course including delegates, speakers and trainer

Delegate Management

Profile and segment each course delegate by tracking booking detail.

Manage Delegates
  • Associate each delegate record with a course record and contact
  • Automatically calculate certification expiry dates and use this data to handle renewal processes
  • Create personalised certificates for each delegate record using pre-defined Word templates
  • Profile each delegate with a status reason e.g. interest, paid, attended and did not attend
  • Send joining instruction emails using a field triggered automated process

Request Callback

Contact us to chat over your requirements and learn more about our solutions training providers.

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