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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.

Contact the host of Dynamics 365 Foundation Skills in Newcastle