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What is Microsoft Dynamics?

Microsoft Dynamics is a series of software applications for customer relationship management (CRM) and enterprise resource planning (ERP) along with solutions for small and medium-sized businesses.

As a Microsoft product, Dynamics applications can easily be integrated with other Microsoft applications such as Office 365, Azure, SharePoint, and Outlook. Industries that can get the most benefits out of Microsoft Dynamics include:

  • Manufacturing
  • Financial services
  • Public sector
  • Service
  • Retail

When implementing Microsoft Dynamics, or upgrading to new versions, there can be a steep learning curve for both the technical and user side. Above, you will find Microsoft Dynamics training to help your organization with a range of the different applications available.

Training in Microsoft Dynamics CRM

To be successful with both sales and marketing today, company's must have some kind of CRM, or customer relationship management solution in place. There are many of these to choose from including solutions from Salesforce, Hubspot, and Oracle.

Many companies using other Microsoft solutions choose Microsoft Dynamics CRM to complete this essential business function, because of how easily they can be integrated.

Any organization using Microsoft Dynamics CRM should ensure that they have training options in place for both the tech team that will be implementing and administrating it and those who will be using it.

Microsoft Dynamics CRM Training for Users

In general, training for users of Microsoft Dynamics CRM will be focused on one specific version of the application. Sometimes these courses will even be specifically focused on updating skills to the newest version. Other courses are targeted towards new or advanced users. In general, one of these courses will include training in:

  • Navigating the application
  • Functions of the CRM
  • Integration with Office programs
  • Charts and dashboards
  • Customer service
  • Reporting

Microsoft Dynamics CRM Training for Admins

If you are going to use Microsoft Dynamics CRM, it's essential that your tech team has the knowledge to implement it flawlessly. One of these courses will generally include:

  • Software and system requirements
  • Upgrading to a newer CRM version
  • Email management
  • Integrating with Outlook
  • Installing Microsoft Dynamics CRM Server

microsoft dynamics training

Training in Microsoft Dynamics 365

Microsoft Dynamics 365 is part of the Microsoft's Dynamic product line released in 2016. Dynamics 365 is a cloud based version of Microsoft Dynamics, that includes many of the same functionalities including CRM and ERP.

Get training in Microsoft Dynamics 365 to ensure that it is set up properly for your business as well as to make sure that your employees know how to use this newer interface.

Training in Microsoft Dynamics AX

Microsoft Dynamics AX is an ERP system that combines robust core functions with industry-specific capabilities. While Microsoft Dynamics AX has now been replaced with Microsoft Dynamics 365, many companies are still using and developing this software. Some topics covered on one of these courses could include:

  • Development in Microsoft Dynamics AX
  • Project management functionality
  • Upgrading to a new version
  • Order processing
  • Sales and marketing

Microsoft Dynamics Training Formats

After choosing which Microsoft Dynamics course topic is right for you, it's time to consider the best format! Do you prefer online or classroom learning? Sort these courses by format to narrow your choices to those most relevant to you.

Classroom Microsoft Dynamics training is available across North America in a location near you. Get in touch with the provider to find out more about their course or to sign up!

Online Microsoft Dynamics is a great choice if you would prefer to study at your own pace and time. You will be able to apply immediately for many of the Dynamics training courses available online.

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