Microsoft Dynamics 365 Training Guide - Preact

Microsoft Dynamics 365 Training Guide

If you are new to Microsoft Dynamics 365, or you want to do more with the product, we offer flexible training solutions to match your requirements.

Preact has trained CRM users since 1993, and as a Microsoft Gold Partner and an Inner Circle member for Microsoft Business Applications, you can be sure of working with a trusted provider. Schedule tutor-led Dynamics 365 sessions, or access eLearning content on-demand.

Reasons why you may need training:

? Quickly onboard new users. ? Empower teams to do more with Dynamics 365 by increasing user knowledge. ? Master the latest CRM features and functionality. ? Empower administrators to better support end users.

Group training sessions

1-to-1 training sessions

eLearning Academy

Role specific training

Training the trainers

preact.co.uk

Microsoft Dynamics 365 Training Guide

Contents

eLearning Academy Course Examples

Bespoke Training Introduction Training Sales User Training Service Management User Training Marketing User Training ClickDimensions Starter Training ClickDimensions Advanced Training Introduction to Power BI Database Administrator Training How To Prepare For Dynamics 365 Training Training Recommendations

3

4 5 6 7 8 9 10 11 12 13 14-15

preact.co.uk

Preact's eeLLeeaarrnnininggAcademy

How To Access Modules

Our Elevate 365 managed service clients receive entitlement to access our eLearning Academy at no additional cost.

INCREASE KNOWLEDGE

Watch step-by-step breakdowns of Dynamics features to ensure proficiency.

ACTIVE LEARNING

Test understanding by completing guided simulations to practice in a safe environment.

SIMPLIFY ON-BOARDING

On-demand training helps new users quickly get started with Dynamics 365.

CONSISTENCY

Ensure all team members receive the same up-to-date training.

Learning Modules Include

Navigating Dynamics 365 Creating events in D365 Marketing Creating & Progressing Sales Opportunities

Working with Security Roles Working with Service Level Agreements

Creating Customer Journeys

Creating surveys in Customer Voice Using Dashboards & Charts Working with Service Cases Editing the User Interface Using Outlook Integration Working with Chatbots

Elevate 365 customers also receive access to helpdesk support, technical consultancy and packaged solution, to boost Dynamics 365 performance.

Learn more about Elevate 365 managed service

If you an existing customer, contact us to activate your eLearning account.

preact.co.uk

Microsoft Dynamics 365

Bespoke Training

Bespoke tuition that is precisely tailored to your training needs and business processes.

Prior to the day we will contact you by phone to carry out a pre-training consultation to ensure we have a clear understanding of your objectives. This will include advising on best practices and providing insight based on our years of training and consulting experience. A bespoke training session can combine selected topics across multiple suggested courses shown in this guide.

Microsoft Dynamics 365

Introduction Training

An introduction to Dynamics 365 for Sales or Service applications empowers new users to quickly master the core functions and user interface.

Our introductory tuition is typically delivered in a half day session with a further half day focused on sales or service user content. Suggested introduction content will cover:

? Navigating Microsoft Dynamics 365 ? Introducing the Dynamics 365 sales or service module ? Working with Dynamics in Outlook ? Personalising views and settings ? How to search and find Microsoft Dynamics 365 data ? The relationship between account, contact and lead records ? Record ownership and sharing access ? Creating and managing records ? Assigning records and important considerations ? Scheduling activities ? Working with Dynamics dashboards, reports and charts ? Using Dynamics 365 Help and Resource Centre

preact.co.uk

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download