Dynamics 365 Training
Expert Training for Microsoft Dynamics 365
Our Microsoft Dynamics 365 training curriculum is based on 20 years of providing training on the platform. We can deliver training online (live instructor-led), in-person at your business, or at our training facility in Marlton, NJ.
We offer training on all areas of Dynamics 365 CRM including personalized training developed for your business that incorporates your unique configuration and use cases.
Our unique training methodology engages the users, re-enforces knowledge through hands-on labs, and assures their longer-term success by providing takeaway tools they can refer back to. We can also provide assessments to assure knowledge retention.
Schedule a call with one of our training specialists to discuss how we can set your team up for success.
In today’s dynamic business environment, equipping your workforce with the right skills is crucial for success. Microsoft Dynamics 365 empowers businesses to streamline operations, enhance customer interactions, and gain valuable data insights. To unlock the full potential of Dynamics 365, investing in comprehensive training is essential.
Organizations implementing Dynamics 365 can reap numerous benefits from well-structured training programs.
Why Training Matters
- Improved User Adoption: When employees understand how to properly use the system they will see the value of using it everyday. With proper training, they are more likely to embrace the system and leverage its capabilities effectively.
- Enhanced Productivity: Training equips users with the skills to navigate Dynamics 365 efficiently, automating tasks and optimizing workflows, leading to significant time savings and increased productivity.
- Reduced Errors: Thorough training minimizes errors caused by unfamiliarity with the platform, ensuring data accuracy and process consistency.
- Drive New Business through Targeted Marketing: with proper training, your marketing team will be able to execute targeted, multi-channel campaigns that drive new business.
- Close More Sales: with proper training your sales team will be able to leverage the powerful sales tools that will help them close more business.
- Better Customer Service: Dynamics 365 empowers teams to deliver exceptional customer service. Training equips them to manage customer interactions efficiently, personalize experiences, and resolve issues promptly.
- Maximized ROI: Investing in training helps businesses extract the maximum value from their Dynamics 365 investment. A skilled workforce can utilize the platform’s features to their full potential, driving better business outcomes.
Our instructors have experience not only training on Dynamics 365 but also helping businesses implement the platform and using it firsthand daily. This enables us to deliver the best training content incorporating many valuable perspectives into the content.
All training includes:
Hands-On Exercises – Listening to complex/technical topics alone will not enable your learners to fully absorb and retain the content. All our training workshops include hands-on exercises which has been proven to increase knowledge retention by over 60%.
Training is conducted using your Dynamics 365 environment (preferably a non-production environment). This enables us to base the training on your specific configurations and use cases.
Quizzes & Tests– we can optionally include a quiz/test at the end of each session to gauge retention of the training content.
Attendee Reports– We can provide full attendee reports including their level of engagement during the session(s).
Access to On-Demand recordings of your training sessions. All attendees are provided access to the on-demand recordings of the sessions they enroll in. This provides the ability to refer back to any part of the session at any time.
Marketing
By Role:
Admin – Setup & Configuration
Marketing Representative
Marketing Manager
Marketing Executive
By Course:
Setup & Administration
Marketing Overview
Email Marketing
Social Media Integration
Landing Pages & Forms
Lead Scoring
Journeys
Segments
Event Management
Reporting & Analysis
Sales
By Role:
Sales Representative
Sales Admin.
Sales Manager
Sales Executive
By Course:
Plan a Successful Implementation
Sales Core
Lead Management
Opportunity Management
Account Management
Sales Process Design
Goal Management
Sales Insights Admin.
Sales Insights User
Relationship Sales
Reporting & Analysis
Customer Service
By Role:
Customer Service Rep.
Customer Service Manager
Customer Service Executive
By Course:
Plan a Successful Implementation
Customer Service Core
Case/Ticket Management
Service Level Agreements
Queue Management
Knowledgebase
Service Business Process Design
Reporting & Analysis
Field Service
By Role:
Field Service Administrator
Field Service Manager
Field Service Technician
By Course:
Setup & Administration
Work Order Management
Resource Management
Scheduling
Asset Management
Agreement Management
Inventory Management
Invoicing/Billing
Manage Time Entry
Reporting & Analysis.
Project Service
By Role:
Project Service Administrator
Project Manager
Project Resources
By Course:
Setup & Administration
Service & Billing Accounts
Project Management
Resource Management
Scheduling Resources
Agreement Management
Reporting & Analysis
CRM Admin.
Administrator Training is 1-4 Days
Depending on Courses Selected
Courses:
General Overview
Deployment
Power Platform Overview
Settings
Database Schema
Customizing Dynamics 365
Template Management
User & Security Management
Data Management
Workflow Development
Regular System Maintenance
Reporting & Analysis