Microsoft Dynamics 365 for Training Providers

Microsoft Dynamics 365 helps training organisations reduce course overheads and concentrate on client focused activity to deliver outstanding training.

Connected workflows with Training Provider Solution

Connected workflows

Are you spending too much time on course administration?

Save time with guided processes & automated tasks that transform productivity.

Smarter scheduling with Training Provider solution

Smarter scheduling

Do you want to better optimize your training resources?

Quickly find & schedule the best resources for each new training requirement.

Clear insights with Training Provider solution

Clear Insights

Want to be able to manage your processes in one place?

Manage your customers, delegates, courses & trainers through a single interface.

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

Demonstrating Dynamics 365 for Training Providers

Examples of how Preact can implement Dynamics 365 solutions for training providers. This features examples of using Dynamics to manage courses, schedule trainers and streamline workflows to handle bookings and minimise course administration.

Video Transcript

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Preact’s training solution sits on top of Dynamics 365, this can be for Sales or Service apps. This is packaged up with …

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

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

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Dynamics 365 for Training Providers

Read more about how Dynamics 365 helps training providers manage courses and increase productivity.

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