Getting Started with Microsoft Dynamics 365
Build a Strong Foundation for CRM Success
Stepping into Microsoft Dynamics 365 can feel overwhelming.
Whether you're preparing for implementation, transitioning from another system, or onboarding new team members, the right foundation makes all the difference.
Getting Started with Microsoft Dynamics 365 is designed to provide clarity, confidence and practical capability from day one.
This is not theoretical software training. It is structured, business-focused learning aligned to how organisations actually use CRM.
Who This Course Is For
This course is ideal for:
- New users of Microsoft Dynamics 365
- Organisations planning a CRM deployment
- Business analysts involved in design decisions
- Project teams preparing for go-live
- Managers who need to understand CRM capability
- Technical implementers wanting end-user perspective
If you want your CRM project to start strong — this is where it begins.
What You Will Learn
This course introduces core Dynamics 365 functionality using practical, real-world examples.
- Navigation & Interface Mastery – Understand the layout, workspaces, views and how to move efficiently through the system.
- Core Data Management – Create, update and manage accounts, contacts and activities confidently.
- Sales Process Fundamentals – Leads, opportunities and pipeline management explained clearly.
- Service & Case Management Overview – How Dynamics 365 supports customer service workflows.
- Microsoft 365 Integration – Understanding how Outlook, Teams and SharePoint connect with CRM.
- Understanding the CRM Data Model – Why structure matters and how it supports reporting and automation.
Participants leave with a clear understanding of how Microsoft Dynamics 365 supports business processes — not just how to click through screens.
Why Foundational Training Matters
Many CRM projects struggle because users never fully understand:
- How the system supports their daily work
- Why processes exist
- How their data impacts reporting
- How automation fits into the bigger picture
Without early clarity, bad habits form quickly.
Our Getting Started course ensures your organisation builds strong usage patterns from the beginning.
Course Format & Delivery
- One-day intensive foundation course
- Virtual live delivery
- In-person training (Australia-wide)
- Customised to your configuration (recommended)
All sessions are delivered by experienced Microsoft Dynamics 365 specialists with real implementation experience.
Outcomes You Can Expect
- Confident new users
- Reduced post-go-live support burden
- Improved data consistency
- Stronger early adoption
- Better implementation decision-making
Strong foundations prevent expensive corrections later.
Why Train with Opsis?
Opsis is not a generic IT training provider.
We are a specialist Microsoft Dynamics 365 consultancy focused on CRM success, governance and long-term capability.
Training is delivered by Gill Walker, award-winning Microsoft MVP and CRM Success Catalyst, with decades of experience guiding organisations through CRM transformation.
You are not just learning software.
You are learning how to operate CRM successfully.
Ready to Get Started?
If your organisation is beginning its Microsoft Dynamics 365 journey, start with clarity.
Book a Getting Started Training Consultation
Or explore our full training pathway: