Dynamics 365 Training
Built Around Your Team
Generic Dynamics 365 training covers every feature equally. We cover the features your team actually uses in your environment, with your data, mapped to your workflows.
Built for Every Role in Your Team
Sales teams
Leads, opportunities, activities, forecasting, mobile access
Customer service
Cases, queues, SLA management, knowledge base
Operations managers
Dashboards, reports, pipeline visibility, KPI tracking
Admin & data users
Record management, data quality, bulk updates, views
Training Modules
CRM fundamentals & navigation
Master the interface, search, and personal settings.
Leads, contacts & accounts
Proper record management and relationship tracking.
Opportunities & sales pipeline
Managing deals from qualification to close.
Activities, tasks & calendar
Embedding CRM habits into your daily routine.
Dashboards, reports & views
Self-serving data and tracking personal KPIs.
Data quality & hygiene habits
Keeping the system clean and trustworthy.
How We Deliver
On-site
Hands-on workshops at your office. Best for team bonding and deep focus.
Full or half day. Max 12 people.
Remote
Interactive screen-share sessions via Teams. Flexible and recordable.
3-hour blocks. No limit.
Blended
A mix of on-site kick-off and remote follow-up sessions.
Custom schedule.
What Good Dynamics 365 Adoption Looks Like
Before training
Low adoption, inconsistent data.
After training
Confident users, reliable data.
Before training
Staff avoid the system and revert to spreadsheets.
After training
CRM is part of the daily workflow for every user.
Before training
Managers lack pipeline visibility.
After training
Accurate forecasting and reporting managers can trust.
Before training
Training was a one-off event at go-live.
After training
Ongoing reinforcement builds habits that last.
Before training
CRM is seen as an admin burden.
After training
CRM is seen as a tool that saves time.
Frequently Asked Questions
Ready to Get Your Team Actually Using Dynamics 365?
Written and maintained by Martin Prosser, Microsoft Dynamics 365 specialist with over a decade of hands-on experience. Last reviewed: February 2026.