Do you work with Dynamics 365 already? Do you feel as though you do not use the system to its complete efficiency? This course has been designed for you.
At Dynamix Systems, we are passionate about ensuring that users of Dynamics 365 are utilising their system to its full capacity and are able to gain all benefits possible from it to result in a streamlined, consistent and user friendly internal process.
After some time, it is important that Dynamics 365 CRM training is replenished in order to ensure that users haven’t fallen into any ‘bad habits’ or new users are able to use the system as intended! at Dynamix Systems, we offer basic retraining of your current system to all users; from admin staff to senior management.
Dynamics 365 Replenishment course
The Dynamics 365 replenishment course will allow participants to understand the basics of Dynamics 365 in depth. It will allow the participants to be able to identify all the different applications Dyanmics 365 has to offer, some you may already be using, and some may be missed however, would be of great benefit.
- Those that already have a Dynamics 365 system in place
- Those that feel they no longer use the system as it was intended
- Those that find the system difficult and complex to use
- Those that have been through organisational resturctures; thus need to ensure everyone is using the system for its intended purpose
Location: Stockport, Cheshire, Greater Manchester (can be arranged on site)
Duration: 2 day training
Cost: £1500 – prices may vary for bespoke training all prices ex vat.
Dynamics 365 Replenishment course includes:
This entry level Dynamics 365 course allows an in depth understanding of Dynamics 365 for those that need to go back to basics. Many of the features which are outlined in the course allow participants to be able to customise a Dynamics 365 systems which may have already been implemented internally. The course lasts 2 days in which participants will cover the following areas:
- Understanding the concept of Dynamics 365
- What is Dynamics?
- Basic understanding of licenses
- Dynamics initial set up (time, date, currency, language)
- MS Dynamics branding
- Navigating MS Dynamics 365
- Dynamics in Outlook
- Personalising views or settings
- Searching for data
- Advanced find
- Record ownership and sharing access
- Creating and managing records
- Assigning records
- Dynamics dashboard and charts
- Basic form customisation
- Understanding the basics of relationships
- Basic workflows
- Creating basic reports
- Basics of role management (security)
The cousre costs £1500 per company which includes a Microsoft Professional to teach the course, course materials electrotnically sent out allowing you to have materials to take away and reuse, in depth understanding of the basic, yet understated features of Dynamics 365.
If you are looking for a bespoke training course in which you would like one of our professionals to study your system and train you on it accordingly, we do provide this as a seperate service; please do not hesitate to contact us at [email protected]
Request a booking
If you would like to book onto this course, please fill details below and we will be in touch to confirm. We run numerous sessions, therefore, please let us know the date you are interested in attending (the 3 days will be consecutive unless on a bespoke package), and we will let you know whether the courses are running on these dates or the closest course to the one chosen.