This is a course that compliments our Tips and Tricks for the End user book.

Existing Dynamics users
  • Do you use Dynamics on a weekly / daily basis?
  • Are you having trouble finding what you need?
  • Would you like some pointers to make your day to day life easier?

If you have answered yes above then this may be your ideal next step. It doesn’t show you how to use Dynamics but instead it looks at some tips and tricks to make your day to day life easier and hopefully introduce you to functions you may not have made the best use of before.

Activities

Activities within Dynamics covers a lot of items. You can create in Dynamics a reminder for a key date or meeting that you need to attend. You can also use activities to record information such as phone calls or letters sent / received from the client.

Tasks, Phone Calls, Meetings and Appointments are all core activities that you can do against ALL items in D365. This allows you to create targeted information against each specific item / entity / record in D365.

The benefit of creating information here rather than in Outlook is that all users of Dynamics will be able to see the information and therefore have complete exposure to the current situation.

Views / Charts and Dashboards

Views allow you to see subsets of CRM data according to specific criteria that you can set e.g. Opportunities at a certain Status or where the topic / name contains a particular word.

A chart can be used alongside a view to give a graphical representation together with the data lines and Dashboards bring both Charts and views together in one place.

What is the Agenda

During this course we will look at the following items;

  • Terminology
  • Icon guide
  • Activities
  • Views / Advanced Finds
  • Charts
  • Dashboards
  • Teams and Sharing

Each of the sections in this course will be accompanied by hands on exercises.

Who should attend

This course is for an End User who is already familiar with Dynamics. It contains details of tips and tricks to you day to day using the system.

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 3 formats.

  • Online over 4 sessions
  • Classroom full day
  • Class room relaxed day 1/2

If you want an out of hours course, look for the cow in the photo . This course will end before 9am, start after 5pm or be at a weekend.

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What are the costs?

VIP
Standard
Charity
  • very long day

  • Classroom1 Day Express (Net)

  • £ 290
    £ 330
    £ 270

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

  • Classroom2 days relaxed (Net)

  • £ 472
    £ 537
    £ 439

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

  • Webinar / Remote4 x 2 hour sessions (Net)

  • £ 240
    £ 280
    £ 220

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

Who are your trainers?

Claire D365 Life Without Code
Claire D365 Life Without Code

What Next?

Why not sign up for the End user monthly Byte Sized training, the tips and tricks for end users or both.

Remember you can also follow us / keep up to date at…. Facebook / Linked In / Blogs or sign up for our newsletter D365 Byte Sized