FREE training session: Getting the most out of Dynamics 365 CRM and the Power Platform

As part of our ongoing series of exclusive Microsoft training events for our customers, we’re delivering two webinar training sessions on CRM in Dynamics 365 and enhancing your solution with the Microsoft Power Platform.

These sessions are designed to provide direct engagement with our subject matter experts and further enhance your individual knowledge, helping you to get the most out of your Microsoft investments.

The training webinars will be held on Thursday 2nd April between 10.20am-12.20pm and 1.20pm-3.20pm.

This focused training will be delivered in two concentrated sessions – one in the morning and one in the afternoon – giving you the flexibility to sign up to the most relevant session or both if they’ll benefit you.

We’ll give you guidance to help you use your system to its full potential, with the opportunity to submit your questions/use cases beforehand or during the webinars. Our Microsoft-certified, expert consultants will deliver the training sessions and will be on hand to answer any questions you might have.

Full agendas 

Webinar 1: Word and Excel document templates – become a template wizard

10.20am-11.20am: Word templates

  • What are Word templates and why use them?
  • How to build Word templates
  • How to automate Word templates
  • Q&A

11.20am-12.20pm: Excel templates

  • What are Excel templates and why use them?
  • How to build Excel templates
  • Q&A

Webinar 2: Reporting and dashboards – the art of surfacing and utilising data

1.20pm-2.20pm: Finding data

  • Category search
  • Relevance search
  • Advanced finds

2.20pm-3.20pm: Viewing data

  • Charts
  • Classic dashboards
  • Interactive dashboards

These sessions will be hosted on the Microsoft Teams Live Event platform. Please click the relevant link below at the session start time for the webinar you wish to join.

Join webinar 1

Join webinar 2