Training Offerings
CRM365 Solutions trainers have been delivering CRM training for over 20 years, and specifically in Dynamics 365 since 2012, providing training for both end users and technical administrators.
We provide a series of “standard” courses that we have developed using out of the box functionality and the standard Microsoft Trial instance (with a few key changes to improve the environment and data for the UK market). This enables us to always use the most up to date release for the training.
We can also modify the standard courses to reflect the specifics of your environment.
Our Courses
These courses can be delivered “as is” if required, or more typically they form the basis for a discussion to establish your specific requirements and they are then enhanced to reflect your implementation and the training needs of your users.
Standard Courses
Courses are available covering a wide range of topics and we can advise and customise the content to meet your individual requirements.
Detailed course outlines are available on request. If a topic you require training on is not listed – please call us as we can probably help.
Each of the courses listed below lasts one-day from 10:00 to 16:30 with time is scheduled for breaks. Alternatively all courses can be delivered remotely via Microsoft Teams as a series of (typically) 2-hour sessions.
Foundation - System Overview, Navigation, Searching, Creating and Updating Records, Activity Management
Sales – managing sales opportunities and quotes with D365
Marketing – Lead and Campaign Management with D365 CE for Sales (note this is not the Marketing App)
Customer Service – managing Cases, Queues, Entitlements and SLAs
Database Administrator – Merge, Bulk Update, Import, Export, Dealing with Duplicates, Auditing, System Settings.
Automation – Business Rules, Business Process Flow, Workflow, Introduction to PowerAutomate
Reporting – Advanced Find, Goals, Excel Templates, Report Wizard
Model-Driven Apps – Customise your system
Detailed course outlines are available on request. If a topic you require training on is not listed – please call us as we can probably help.
Training in Your Office
All training takes place at your offices, minimising the time your staff need away from their day job. To ensure your environment is suitable we will provide (and discuss with you) a checklist of requirements.
If the course is to be customised to reflect the specifics of your specific system and processes we will require a Sandbox environment to deliver the training; we never train on Live systems! Again, we can help you with this if necessary.
All our courses are “hands on” so each attendee will need to bring a laptop to the training, and for this reason we also limit the course to 6 attendees to allow the trainer to spend time with each person as necessary during the training practical sessions.
A training manual will be provided for each attendee, with detailed notes and the practical exercises for future reference.