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Gill Walker CRM Success Catalyst - Speaker-Educator-Mentor-Trainer–Troubleshooter–Project Manager In Person & Online Available Globally

Getting Started with Microsoft Dynamics 365

Getting Started with Microsoft Dynamics 365

This one-day introductory course is ideal for people ready to deploy Microsoft Dynamics 365 who want to understand the basic end-user functionality within Microsoft Dynamics 365.  Business Analysts who are not familiar with Microsoft Dynamics 365 and who are helping people make design and feature decisions will find this course extremely beneficial.  This course is also very useful for technical implementers who want to understand how a user will interact with Microsoft Dynamics 365.  

This course provides an overview of the main features of Microsoft Dynamics 365.

At the end of this course, you will have an understanding of:

  • Navigating Microsoft Dynamics 365
  • How Dynamics 365 helps you manage your customers – creating for you that single source of truth
  • Managing communication in a many to many business environment
  • How Dynamics 365 supports sales, service, and marketing
  • Introductory reporting with Dynamics 365

This course is delivered using vanilla (out of the box) Microsoft Dynamics 365, so you will develop an understanding of the functionality that you get before embarking on any configuration or customisation. 

Getting Started with Microsoft Dynamics 365 has chapters that walk you through:

  • Navigating Microsoft Dynamics 365
  • Customer Management in Microsoft Dynamics 365
  • The Sales Process in Microsoft Dynamics 365
  • Marketing with Microsoft Dynamics 365
  • Service Management in Microsoft Dynamics 365
  • Understanding the product model in Microsoft Dynamics 365
  • Getting useful information out of Microsoft Dynamics 365

Like all of our training, this is a very practical hands-on course. 

Getting Started with Microsoft Dynamics 365

Target Audience for Getting Started with Microsoft Dynamics 365

  • People thinking of deploying Microsoft Dynamics 365
  • Business Analysts who need to understand the functionality of Microsoft Dynamics 365 to make good design decisions
  • Technical Implementers who want to increase their understanding of end-user Microsoft Dynamics 365 functionality

Course Length

One day

 

Why Opsis?

Opsis is all about the clarity, security, and success of your Microsoft Dynamics 365. 

Gill Walker - Dynamics 365 trainer (MCT) and CRM Success Catalyst

Hello, I'm Gill Walker, the Principal of Opsis.  My commitment is your success with Microsoft Dynamics 365.

My knowledge and experience are available to you through education, consulting, training your people, and speaking at conferences and other events.  I speak and train in person and virtually / online. 

I am a Microsoft Certified Trainer (MCT) and the President of the NSW chapter of Professional Speakers Australia (PSA).  I have been a Professional Member of PSA for several years.  I am a Microsoft Certified Professional and I hold the Microsoft Dynamics 365 Sales Functional Consultant Associate, the Microsoft Dynamics 365 Customer Service Functional Consultant Associate, and the Microsoft Dynamics 365 / Power Platform Solution Architect awards. I am also a ClickDimensions Certified Consultant.

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Five fundamentals of a foolproof CRM implementation strategy by Gill Walker

Five Fundamentals of a Foolproof CRM Strategy

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