Dynamics 365 Workshop

Free Microsoft Dynamics 365 Workshop

Free Microsoft Dynamics 365 workshop, designed to help you learn more about Microsoft’s CRM platform and the possibilities for your organisation.

Free Microsoft Dynamics 365 Workshop

Helping you achieve CRM success with Dynamics 365

We run free discovery sessions to help UK organisations discover and achieve more with Dynamics 365 and the Power Platform. Through our project experience, we have a great understanding of common pain-points and can share successful project approaches.

Although these educational workshops follow a standard format, the session is flexible and can be tailored to meet your requirements.

Ready to book your free workshop? Enquire today.

I learnt more in this one afternoon than I did during a paid three-day onsite training course last year.

Technology Development Manager

Free Workshop

Common workshop topics

  • Microsoft Dynamics 365
  • Microsoft Power Platform
  • Microsoft Dataverse
  • Evo 365 charity accelerator
  • Dynamics 365 updates and upgrades
  • Dynamics 365 integrations
  • Dynamics 365 data migration and data cleansing
  • Dynamics 365 custom development
  • ClickDimensions marketing automation

Typical workshop format

Challenges and Aims

To kick off the workshop, we discuss your goals, challenges and concerns around Dynamics 365. We listen and learn about your organisational priorities, allowing us to tailor the workshop’s content to ensure you get the most value out of the session.

Title Best Practices

We give an overview of best practices and discuss the Dynamics 365 platform. We’ll share our first-hand experiences, outline options which align with your requirements and highlight the strengths and weaknesses of each approach.

Technologies

We’ll discuss Dynamics 365 and the Power Platform (Flow, PowerApps and Power BI) and review the features, functionality and upcoming changes. We’ll advise on how to best leverage Dynamics 365 within your budget and discuss how it aligns and integrates with your existing technology stack.

Recommendations

With an understanding of your challenges and goals, we’ll provide recommendations on your next steps, providing potential options which will enable you to go into your next Dynamics 365 project fully prepared with an optimal project approach.

  • Challenges and Aims

    To kick off the workshop, we discuss your goals, challenges and concerns around Dynamics 365. We listen and learn about your organisational priorities, allowing us to tailor the workshop’s content to ensure you get the most value out of the session.

  • Title Best Practices

    We give an overview of best practices and discuss the Dynamics 365 platform. We’ll share our first-hand experiences, outline options which align with your requirements and highlight the strengths and weaknesses of each approach.

  • Technologies

    We’ll discuss Dynamics 365 and the Power Platform (Flow, PowerApps and Power BI) and review the features, functionality and upcoming changes. We’ll advise on how to best leverage Dynamics 365 within your budget and discuss how it aligns and integrates with your existing technology stack.

  • Recommendations

    With an understanding of your challenges and goals, we’ll provide recommendations on your next steps, providing potential options which will enable you to go into your next Dynamics 365 project fully prepared with an optimal project approach.

Accreditations

Committed to the highest standards

Case Study

Helping the RAC transition to Dynamics 365

Find out how we supported the RAC transition from an on-premise data management system to Microsoft Dynamics 365 following an agile project methodology.

Companies we work with

  • RAC
  • Hills
  • Suez
  • University Of Bristol
  • Unite Students
  • Buro Happold
  • ECB
  • A-GAS
  • esri
  • Ian Williams
  • Fairtrade Foundation
  • Bailey