We offer a range of Dynamics 365 training to help get your users up and running quickly, or to train key users so you can take control of your own system. We offer these training sessions in your own office environment, and can provide either standard or customised training and training materials.
We also provide customised hands-on ClickDimensions training.
We provide training for groups of end users, such as sales, marketing or frontline staff. If you prefer, we can do key user / train the trainer sessions to enable you to provide your own in-house training. You may wish to deliver your in-house training with the support of one of our consultants to make sure you have everything covered. We recommend full day training sessions for end users, but we can offer shorter training sessions for lighter users of the system.
Overview, terminology, navigation, how data is set up and linked in Dynamics 365
Accounts – creating and editing records, hierarchies, relationships between accounts and other data
Contacts – creating and editing records, linking to accounts, relationships between contacts and other data
Communications/Outlook – Dynamics 365 app in Outlook, email tracking, activities and tasks, notes, phone calls
Leads and Opportunities – creating and editing records, the lead to opportunity process steps and stages, winning and losing opportunities, sales pipeline reporting
Searching – sorting and filtering views, advanced find
Mobile app
We provide training for small groups of key users / administrators to enable you to make changes and take control of your own system. These training sessions can run for 1-2 days, depending on the number of participants and the amount and type of content you wish to cover.
Setting up users – roles, permissions and security
Working with fields – field types, creating new fields, changing and adding option set values
Rollup and calculated fields
Creating and editing forms – adding and removing fields, subgrids, changing the layout of a form
Working with views – adding and removing columns, changing the order, format, sorting and filtering
Business rules – hide or show a field on a form or make a field optional or mandatory based on business rules
Creating and editing charts
Creating and editing dashboards
If you want to take control of your system and prefer a less formal/more agile way of working, we can get you up and running quickly and effectively with Dynamics 365 by spending a full day with you in a hands-on training workshop. A Senior Consultant can work with you in a session which is a mix of scoping business requirements, doing some basic customisation, and providing you with some training, in the combination that works best for you.
Set up user accounts and configuration with Outlook for tracking email
Discussion of your business requirements and priorities
Training on how to use relevant parts of CRM so that you can begin using it immediately
Set up some custom fields and views (and remove/clean up unwanted fields) to allow you to record and retrieve your contact and account information easily
Training on how you can do your own basic customisation of the system yourselves beyond this initial session
Set up of mobile apps to access CRM data
Provide advice and templates for moving any existing data from spreadsheets to CRM
Get in touch by filling out the form below, or call us on (03) 9841 7799 to discuss your training needs.
