Dynamics 365 Foundation Skills in Melbourne
Description
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About the Course:
Duration: 1 Full Day (8 Hours)
Delivery Mode: Classroom (In-Person)
Language: English
Credits: 8 PDUs / Training Hours
Certification: Course Completion Certificate
Refreshments: Lunch, Snacks and beverages will be provided during the session
Course Overview:
This one-day foundational course introduces you to Microsoft Dynamics 365, a powerful suite that integrates CRM and ERP capabilities to improve business performance. You will explore essential modules, learn core navigation, understand workflows, and discover how Dynamics 365 enhances customer engagement and operational efficiency. Through practical examples and guided activities, you will gain clarity on how its features support sales, service, operations, and analytics. By the end of the session, you will have a strong baseline understanding to begin using Dynamics 365 confidently in real-world business environments.
Learning Objectives:
By the end of the course, you will:
Understand the structure and purpose of Dynamics 365 CRM and ERP modules.
Navigate the platform confidently and use essential features effectively.
Manage data, records, and dashboards with clarity.
Recognize how automation and workflows improve business processes.
Understand the role of integrations and the Power Platform.
Apply best practices that support efficient usage and adoption.
Strengthen your understanding of how Dynamics 365 supports real business functions.
Target Audience:
IT professionals, business analysts, CRM/ERP users, and administrators.
Why is it the Right Fit for You?
This course provides a clear, practical introduction to Dynamics 365, making it ideal for both technical and non-technical professionals. It simplifies the structure of CRM and ERP systems so you can immediately understand how different modules work together. The session includes guided hands-on activities to help reinforce learning and boost user confidence. Whether you are exploring Dynamics 365 for the first time or looking to strengthen your foundational knowledge, the training gives you the clarity needed to use the platform effectively. It prepares you to support business processes, enhance productivity, and make better use of Microsoft’s integrated ecosystem.
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Looking to train your team on Dynamics 365?
We offer in-house sessions designed to fit your organization’s unique system setup and business processes. The course can be customized to focus on specific modules, workflows, or user roles to maximize relevance. Whether your team is transitioning to Dynamics 365 or looking to improve adoption, our tailored training ensures an efficient and impactful learning experience.
📧Ready to bring this powerful workshop to your team? Contact us at info@mangates.com to schedule your customized in-house session.
Gallery
Agenda
Module 1: Introduction to Dynamics 365 Ecosystem
• Overview of CRM and ERP capabilities • Key applications within Dynamics 365 • Benefits of unified business processes • Activity
Module 2: Core Navigation & User Interface
• Home screen, dashboards, and workspaces • Searching, filtering, and personalizing views • Understanding roles, permissions, and security basics • Activity
Module 3: Dynamics 365 Customer Engagement (CRM) Modules
• Sales module overview • Customer service features • Marketing module introduction • Activity
Module 4: Dynamics 365 Finance & Operations (ERP) Fundamentals
• Basics of finance processes • Supply chain and operations overview • Workflow and approval processes • Activity
Module 5: Data Management & Reporting
• Working with forms, fields, and records • Importing and exporting data • Using dashboards and reports • Activity
Module 6: Automation & Basic Workflows
• Creating automated tasks and approvals • Understanding rules and triggers • Benefits of process automation • Activity
Module 7: Integration & Extensibility Overview
• Connecting Dynamics 365 with Microsoft 365 • Power Platform basics: Power Apps, Power Automate, Power BI • Enhancing productivity through integrations • Case Study
Module 8: Best Practices & User Adoption
• Ensuring data accuracy and quality • Improving user engagement and efficiency • Common mistakes to avoid • Role Play
FAQs
- 1. Do I need prior experience with CRM or ERP systems?
No, the course is designed for beginners and provides an easy-to-understand introduction to core concepts.
- 2. Is this course hands-on?
Yes, you will complete guided exercises to practice navigation, workflows, and data management.
- 3. Will I learn about specific CRM modules?
Yes, the course covers Sales, Customer Service, and Marketing fundamentals.
- 4. Is the ERP portion covered in detail?
You will learn foundational Finance & Operations concepts suitable for beginners.
- 5. Do I need to install Dynamics 365 before attending?
No, access will be provided during the training session if required.
- 6. Will I learn about automation tools?
Yes, you will explore basic workflows and simple automation ideas.
- 7. Does the course cover Power BI or Power Apps?
You will get an introductory overview to help understand how the Power Platform enhances Dynamics 365.
- 8. Will I receive a certificate after completion?
Yes, a Course Completion Certificate is provided.
- 9. Can this course help me improve my job performance?
Absolutely—your understanding of CRM/ERP systems will help streamline tasks and improve efficiency.
- 10. Is team or organizational training available?
Yes, the course can be delivered in-house and customized for team requirements.
- 11. What is the refund policy?
You are eligible to request a refund up to 7 days before the event.
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