FREE training with TSG: Using Power Automate with Dynamics CRM and Microsoft Word to automate and improve your processes

It’s important you get value and a demonstrable ROI from your Microsoft solutions, as well as understanding how to use these tools in innovative ways.

That’s why TSG, as your Microsoft Gold partner, is hosting monthly training sessions covering the various Microsoft solutions that you have with us, starting with the added value you can get from Power Automate and the powerful ways you can combine it with Dynamics 365 CRM and Microsoft Word.

Please note this training session is only available to TSG customers who have a Microsoft solution with us and places are very limited, so please book ASAP by using the form on the right.

This session will be delivered by TSG’s Microsoft experts at our Leicester office between 10am-2pm (with lunch provided).

Agenda

10am: Introduction to the day (Abu Numan, Head of Practice D365 CE)

10:15am: Tips and tricks for getting started with Power Automate (Matt Collins-Jones, Senior D365 CE Consultant)

  • This session will introduce the basic concepts of Power Automate, which is the successor to classic workflows in D365 Customer Engagement and Microsoft Flow. This is a powerful tool that can connect to multiple data sources, automate many business processes and empower users to do more.

12pm: Lunch

12:30pm: Word templates – building, automation and branding (Ilyas Khan, Solution Delivery Manager)

  • This session will go through the basics of Word templates, a great and free reporting and template generation tool. You can automate Word templates and create them to reflect your companies branding with no custom code; just easy-to-use Microsoft Word functionality.

1:45pm: Q&A

2pm: Finish

As your Microsoft Gold partner, we’re committed to helping you get the most out of your technologies to maximise your investment and help you achieve your strategic goals.

Power Automate is Microsoft’s flagship automation tool, so if you’re looking to automate any tasks in Dynamics CRM – from sending emails when a case closes to creating a task for a salesperson to review an opportunity or even updating hundreds of records – this is the tool for you!

Word templates give customers the ability to create reports quickly and easily, without needing to know custom coding languages. They can be used to generate quotes or invoices, account summaries, event guest lists and so many other things. This is all done through Word, a programme everyone is familiar with.

This focused, interactive training session will give you the knowledge to use your Microsoft applications to their full potential and help you achieve a number of strategic goals - whether that’s improved processes, consistent company branding and better employee productivity.

We’re expecting places for this FREE training session to fill up fast and they’ll be allocated on a first-come, first-served basis so please use the form on the right to register and confirm your place.

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