Gill Walker – CRM Success Catalyst, Speaker, Educator, D365 Project Manager, Microsoft Dynamics 365 Functional Consultant, Solution Architect, Advisor, Trainer, MCT, MVP, DTM

 

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Getting Started with Microsoft Dynamics 365: Build a Strong Foundation

Getting Started with Microsoft Dynamics 365

Start Your Dynamics 365 Journey with Confidence

Stepping into Dynamics 365 can feel overwhelming, but with the right guidance, you can unlock its full potential—fast.  Whether you're new to CRM or transitioning from another system, this "Getting Started with Microsoft Dynamics 365" course gives you the solid foundation you need to succeed.

This one-day introductory course is ideal for

  • people ready to deploy Microsoft Dynamics 365 who want to understand the basic end-user functionality within Microsoft Dynamics 365
  • Business Analysts who are not familiar with Microsoft Dynamics 365 and who are helping people make design and feature decisions will find this course extremely beneficial. 

This course is also very useful for technical implementers who want to understand how a user will interact with Microsoft Dynamics 365.  

What You’ll Learn:

✅ Navigation & Interface Mastery – Get comfortable with the Dynamics 365 and find what you need, when you need it.

✅ Essential Data Management – Learn how to create, update, and search for records effortlessly.

✅ Become familiar with customers -  accounts, and contacts.

✅ Understanding CRM Processes – Discover how Dynamics 365 handles leads, opportunities and cases

✅ Collaboration & Integration – See how Dynamics 365 connects with Microsoft 365 (Outlook, Teams, and SharePoint) for seamless teamwork.

This course is delivered using vanilla (out of the box) Microsoft Dynamics 365, so you will develop an understanding of the functionality that you get before embarking on any configuration or customisation. 

Getting Started with Microsoft Dynamics 365 walks you through:

  • Navigating Microsoft Dynamics 365
  • Customer Management in Microsoft Dynamics 365
  • The Sales Process in Microsoft Dynamics 365
  • Marketing with Microsoft Dynamics 365
  • Service Management in Microsoft Dynamics 365
  • Understanding the product model in Microsoft Dynamics 365
  • Getting useful information out of Microsoft Dynamics 365

Like all of our training, this is a very practical hands-on course. 

Who will benefit from Getting Started with Microsoft Dynamics 365

This course is ideal for new users, administrators, and business decision-makers who need a practical, hands-on introduction to Dynamics 365 including:

  • People thinking of deploying Microsoft Dynamics 365
  • Business Analysts who need to understand the functionality of Microsoft Dynamics 365 to make good design decisions
  • Technical Implementers who want to increase their understanding of end-user Microsoft Dynamics 365 functionality

Course Length of Getting Started with Microsoft Dynamics 365

One day

Gill Walker's showreel QR code

Opsis is an expert Microsoft Dynamics 365, Microsoft Power Platform and CRM strategy consulting company. Our focus is your CRM success, with Microsoft Dynamics 365 / Microsoft Power Platform or any CRM technology - not licence sales or billable hours. As Principal CRM Success Catalyst, Gill oversees all business operations, strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions.  We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  Gill is the creator of SuccessRM - your blueprint for CRM success.  We offer:

  • Strategy for your successful CRM
  • Microsoft Dynamics 365 and Power Platform
    • scoping
    • implementation
    • technical support
    • training
    • consulting, advice and guidance
    • assistance with your centre of excellence
  • Mentoring for CIOs and other decision makers tasked with implementing CRM.