• Are you maintaining and updating your own D365 environment?
  • Have you tried to update something and got stuck?
  • Do you want some help to learn the skills to ‘fix’ it but not sure where to start?

In which case our D365 Guided Support Training may be the solution for you!

This isn’t training and it isn’t support it’s Guided Support Training.

It is a hybrid between the 2 items. We offer a series of online sessions. They are £195 and are delivered through a web meeting. You work on your environment and are coached / trained / taught by us to achieve a specific goal. You can have up to 5 attendees from your organisation, more than that makes it hard for us to provide help in an online environment. All of these are non code training so and as long as you have a system admin security role and know what you are trying to achieve you have all the skills you need to proceed 🙂

Guided Support Training – Working together to achieve your goals!

To book have a look at the items below and see what session will suit your needs and then click on the booking link, choose a date / time and book. An Invoice will be sent and on receipt of this your session will be confirmed. If you have a requirement and it isn’t detailed below, please contact us on D365@D365LifeWithoutCode.com or 0208 1678 365 and we can see if we can help you.

D365 – Advanced Finds

This is an online session and it will take you through the creation of Advanced Finds (on your environment). This can be user views or system views. Whether you want to create something new or you have tried and got stuck we can help you. You need to ensure the fields are on your system that you want to run the query on or display and when you have that you are good to go.

D365 – Business Rules

This is an online session and it will take you through the creation of Business Rules (on your environment). Whether you want to create something new or you have tried and got stuck we can help you. You need to ensure the fields are on your system that you want to use in the rule and when you have that you are good to go.

D365 – Creating Fields & Option sets

This is an online session and it will take you through the creation of Fields and Option Sets (on your environment). Whether you want to create something new or you have tried and got stuck we can help you. You need to ensure you know what data you want to have in the fields and what entities they will be on and when you have that you are good to go.

D365 – Form Management

This is an online session and it will take you through updating and amending forms (on your environment). Whether you want to create something new or you have tried and got stuck we can help you. You need to ensure the fields are on your system that you want to display on your forms and then when you have that you are good to go.

WordPress and Dynamics Integration

This is an online session and it will take you through the integrations between WordPress and Dynamics (on your environment). We will look at your contact forms, use a connector to link with dynamics and map how they then appear as a Lead. If there is time we can start exploring how workflows can then be applied on the lead.

D365 – Business Process Flows

This is an online session and it will take you through updating and amending Business process flows (on your environment). Whether you want to create something new or you have tried and got stuck we can help you. You need to ensure the fields are on your system that you want to display on your flow and where you want to see them and then when you have that you are good to go.

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