Getting started with Dynamics Sales Professional is a 4 day classroom or daily webinar sessions run over 2 weeks! The main aim is to introduce you to the functional side of Dynamics.

Existing Dynamics users
Existing Dynamics users

Your company “We Mind, You Matter” started out as a babysitting company with you and a friend. Over the years it has grown, you now employ 30 people who work with you to provide childcare and child-minding services in your local town. As you have grown, the manual boards and diaries you used are no longer adequate. Your new office manager has suggested you use a database and you have chosen D365.

You decided to start using D365 to hold details of your customers and potential requirements coming up, so you were advised to use Accounts, Contacts and Opportunities. After starting to use it, you have found the screens don’t do exactly what you need, and you are clicking and scrolling to get to the new information.  You have been tasked with starting to implement those changes in D365 as you “enjoy clicking on computers” and have the vision of what needs to be achieved from an information perspective.

To help you manage that, you attend this course.

What is the Agenda

Introduction

  • Course introduction

Starting with a solution

  • Terminology
  • Creating a Solution
  • OOB entities
  • Basic Fields
  • Amending forms
  • Simple Views
  • Basic Charts
  • Exporting a solution

Creating your own items

  • Intro to option sets and custom entities
  • Create a field and an option set together
  • Create an option set and apply to a field
  • Custom entity as an option set (look up, grid down)
  • Adding access to the new entities (Introduction to site maps and apps)

Identifying your workflow

  • Creation of new entities
  • Apps and site maps (advanced)
  • Relationships
  • A simple workflow to change a record

Data Preparations and Calculations

  • Introduction to data preparation
  • Introduction to Calculations
  • Getting Ready
  • Bulk Edits
  • Export / import of data
  • CSV / excel import of data
  • Workflow
  • Simple calculated fields (maths)
  • Rollup Fields
  • Mirror Fields
  • Calculated if statements (v lookup)

Who should attend

This course is for a Super User and shows you how to customise and extend Dynamics to support your business. You do not need any technical / coding experience but you do need to understand what a CRM system is and concepts of a sales process and customer journey and why things would need to link.

The session is run using the out of the box sales hub on unified interface and designed to give you the confidence to work on your own application.

When is it Running?

This course runs in 4 formats.

  • 4 days express in the classroom
  • 5 days relaxed in the Classroom
  • Online over 20 sessions

The online course runs at 10:00 am and 4:30 pm daily. The format is teaching in the morning and then exercises / discussions in the afternoon. You will also be required to work outside the session. On average you should set aside 4 hours each day for the course sessions and work.

You also need to ensure that you finish the set exercises before the next session. If you wish you can just pay / attend the learning only BUT you must ensure that you complete the exercises before the next session as the learning is progressive and builds upon the exercise work.

What are the costs?

VIP
Standard
Charity
  • Classroom4 Days Express

  • £ 960
    £ 1,200
    £ 840

  • Accommodation Included
  • Access to a trial System
  • Number of days available after course
    20
  • Facebook Support group
  • Classroom5 days relaxed

  • £ 1,200
    £ 1,500
    £ 1,050

  • Accommodation Included
  • Access to a trial System
  • Number of days available after course
    20
  • Facebook Support group
  • Webinar / Remote20 sessions (25 hours)

  • £ 800
    £ 1,000
    £ 700

  • Accommodation Included
  • Access to a trial System
  • Number of days available after course
    15
  • Facebook Support group
  • Webinar / Remote10 sessions (20 hours)

  • £ 640
    £ 800
    £ 560

  • Accommodation Included
  • Access to a trial System
  • Number of days available after course
    15
  • Facebook Support group

Who are your trainers?

Claire D365 Life Without Code
Claire D365 Life Without Code

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