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, Preact offers flexible training solutions to match your requirements.

Preact have been training 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 personalised training at a time that is convenient to you. Or, access Dynamics 365 training content on-demand using our eLearning Academy.

Group training sessions

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

1-to-1 training sessions

? Enable CRM administrators to better support end users

Preact eLearning Academy

Role specific training

Training the trainers

Microsoft Dynamics 365 Training Guide

Contents

Preact's 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

2 3-12

4 5 6 7 8 9 10 11 12 13 14-16

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Preact's eLearning Academy

How To Access Modules

Preact Elevate 365 managed service clients receive entitlement to access our eLearning Academy at no additional cost. This automatically covers new learning modules that are released each month.

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 Preact's Elevate 365 managed service here.

If you're already a Preact Elevate 365 managed service customer, get in touch with us and we will activate your eLearning account.

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Course Examples

Preact offers a range of courses that can help boost knowledge of your Dynamics 365 and help users make the most of your system. Our trainers are Microsoft accredited, experienced in the teaching environment, and have extensive experience working with Dynamics. From bespoke, to function specific, we can help you with your specific training needs.

"Preact has helped with training and support which has enabled us to get CRM to a much better place. I feel I'm always learning and it's exciting to discover new things which I can share with the rest of the team."

- Joanne Court , CRM Administrator (Dart Valley Systems)

"We are delighted with the recent training, the feedback from all the sales people was very positive. He is very knowledgeable and understanding of the different levels of users. He was also helpful on admin side and nothing was too much effort. Looking forward to having him back!"

- Ali Ball, CTO (Technimove)

"Our managed agreement includes additional time for training and it's good to know that we can always schedule this whenever we want to top up our Dynamics user skills."

- Tracy Meakins, Managing Director (Able Canopies)

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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.

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