Microsoft Dynamics 365 Customer Service Training Course

This instructor-led, live training in New Zealand (online or on-site) is designed for business analysts seeking to optimise marketing and sales processes using Microsoft Dynamics 365.

By the end of this training, participants will be able to:

• Leverage the various modules within Microsoft Dynamics 365 to manage process flows effectively.
• Integrate the Power Platform into Microsoft Dynamics 365.
• Structure common data models, including records, segment charts, and more.
• Automate business processes through Microsoft Flow integration.

This instructor-led, live training in New Zealand (online or on-site) is designed for beginner to intermediate-level treasury and finance professionals who want to strengthen their knowledge, improve report generation, and get the most out of Dynamics 365 for financial operations.

By the end of this training, participants will be able to:

• Navigate and customise the Dynamics 365 Finance and Operations interface.
• Generate and analyse financial reports efficiently.
• Manage treasury functions, including cash flow and bank reconciliations.
• Enhance financial workflows to improve operational efficiency.

This instructor-led, live training in New Zealand (available online or on-site) is tailored for participants at beginner to intermediate levels who wish to gain a comprehensive understanding of Dynamics 365 Sales and effectively leverage the platform to enhance their sales operations.

By the conclusion of this training, participants will be able to:

• Understand the core features and functionalities of Dynamics 365 Sales.
• Set up and configure the D365 Sales environment.
• Manage customer relationships and sales processes using D365 Sales.
• Leverage data and analytics to drive informed sales decisions.
• Integrate Dynamics 365 Sales with other Microsoft applications.

This instructor-led, live training in New Zealand delves into the core principles and practical fundamentals of Microsoft Dynamics 365 Customer Service, assisting intermediate users in deploying omnichannel tools, setting up case automation, and crafting personalised support journeys.

This instructor-led, live training in New Zealand (offered online or on-site) targets intermediate-level customer experience analysts and marketing operations professionals aiming to use Dynamics 365 Customer Insights to unify customer data and deliver targeted, compliant customer journeys.

By the end of this training, participants will be able to: connect and consolidate data sources, create segments and measures, build and publish journeys, and monitor and troubleshoot results.

This instructor-led, live training in New Zealand (online or on-site) is designed for beginner to intermediate-level participants who wish to leverage the MS Dynamics 365 Sales Insights module to develop smarter sales strategies and enhance customer engagement.

By the end of this training, participants will be able to:

• Understand the features and benefits of the Sales Insights module.
• Use AI-driven analytics to boost sales performance.
• Customise and configure the module to meet specific business needs.
• Leverage insights for lead scoring, relationship health assessment, and pipeline management.
• Integrate Sales Insights with other Dynamics 365 modules and third-party tools.

This live, instructor-led training in New Zealand delves into the core concepts and practical fundamentals of Dynamics 365 F&O. It is designed to empower developers and support staff with the practical skills necessary to customise ERP functionality, integrate systems, and sustain solutions within a professional work environment.