Microsoft D365 Training - Locus IT Services

Microsoft D365 Training

Microsoft D365 Training

Whether you are new to Dynamics 365, if you are an experienced user, or somewhere in between, Microsoft D365 Training will help you unlock the full capability of the technology.

Choose Locus IT for your Microsoft D365 Training

Locus IT has trained ERP and CRM consultants and as a Microsoft Gold Certified Partner, you can be sure of working with a trusted partner who will quickly help you achieve better results. With Microsoft D365 training from Locus IT, you’ll benefit from:

  • Expert insight from our consultants 
  • Bespoke tuition using your own system and data
  • Training carried out at your office, or from on-premises
  • Tuition to fit your new skill level and job role
  • Microsoft D365 Training is a part of our Managed Service 

Benefits of MS Dynamics 365 Training

If you have implemented Dynamics 365 recently, or if you are just looking to support your staff in using Dynamics 365 to its full capacity, training is an effective and engaging way to drive buy-in and user adoption.

Our courses can be delivered in online, classroom, on-site at your premises, or carried out remotely. Each and every session will be tailored to your specific needs and desired learning outcomes.

Training Contents

Introduction to Microsoft Dynamics 365

Training course overview: A one day course helping present users master the main features, processes and interface of Dynamics 365.

Learning outcomes include:

  • Navigating Dynamics 365
  • Working with D365 in Outlook
  • The relationship between account, contact and lead records
  • Creating and managing records and activities
  • Searching and finding data
  • Personalizing views
  • Working with dashboards, reports and charts
Sales User Training

Training course overview: Covering the key Dynamics sales functions to improve processes that will lower sales cycles, reduce administration and improve the quality of sales forecasting.

Learning outcomes include:

  • Work with the main record types used in sales management
  • Qualify and disqualify leads and opportunities
  • Progressing leads and opportunities using process flows
  • Working with product tables
  • Create sales quotes and orders
  • Apply automated sales workflows
ClickDimensions or Marketing User Tuition

Training course overview: It helps you to get started with ClickDimensions by covering its main processes to send email messages and multi-step campaigns.

Learning outcomes include:

  • Creating email templates
  • Scheduling emails
  • Customizing marketing views and dashboards
  • Working with ClickDimensions forms
  • Using Campaign Automation for lead nurturing
  • Best practices for managing ClickDimensions data
Customer Service User Training

Training course overview: This course will empower support teams and customer service to improve service delivery and increase client retention through Dynamics 365.

Learning outcomes include:

  • Using Dynamics to create service and support cases
  • How to progress case service using Dynamics process flows
  • Understand case queues and automated case queuing
  • Working with SLA’s and case escalation processes
  • Using D365 to manage contracts and renewals
  • How to use integrated knowledge posts

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