Basic User Training
Opt for this training to gain a comprehensive understanding of the fundamental functionalities of Microsoft Dynamics 365. Learn to operate the system efficiently and handle basic operations with confidence.
Advanced User Training
Select this training to explore the advanced features and capabilities of Microsoft Dynamics 365. Master the tools necessary to fully utilise the solution and optimise your business processes.
Technical Training
Enroll in this training to delve into the technical aspects of Microsoft Dynamics 365 CRM or ERP solutions. Acquire the skills needed to customise and modify the system to meet your specific business requirements.
Instructor Training
Empower your in-house instructor with specialised knowledge through this training. Equip them with the expertise needed to train your team effectively, ensuring consistent and thorough learning across your organisation.
This foundational course provides a comprehensive overview of the Microsoft Dynamics 365 platform, guiding users through the user interface, navigation, and essential features. Participants will learn to work with accounts, contacts, leads, and activities, enabling them to streamline their daily workflows and enhance productivity from the outset.
Tailored for sales professionals, this training module delves into the sales management functionalities of Dynamics 365. Participants will gain insights into progressing leads and opportunities, utilising process flows, creating and managing quotes, and personalising views to optimise their sales processes.
Designed for marketing teams, this training equips participants with the skills to leverage Dynamics 365’s powerful marketing capabilities. From building targeted segments and creating personalised email campaigns to crafting marketing journeys and analysing real-time insights, this module empowers organisations to maximise their marketing efforts and drive customer engagement.
Enhancing customer experiences is a top priority for businesses, and this training module focuses on leveraging Dynamics 365’s customer service tools. Participants will learn to create and manage cases efficiently, utilise process flows and service-level agreements (SLAs), escalate cases when necessary, and leverage integrated knowledge resources for seamless customer support.
Tailored for IT professionals and system administrators, this training delves into the intricacies of managing and maintaining a Dynamics 365 deployment. Participants will gain proficiency in user management, security configurations, data integration, customisations, and supporting internal users, ensuring optimal system performance and security.
As data-driven decision-making becomes increasingly crucial, our Power BI Training equips participants with the skills to leverage this powerful business intelligence tool. From connecting Power BI to various data sources and manipulating data to creating visually compelling reports and customised dashboards, this training empowers organisations to derive actionable insights from their data.
Recognising the growing demand for low-code solutions, our Power Platform Training covers the development and management of Power Automate flows and the creation of low-code applications. Participants will learn to automate processes, streamline workflows, and build custom applications tailored to their unique business requirements.
Efficient Learning
Our guided and interactive modules are designed to facilitate efficient learning, enabling users to build confidence and practice in a safe environment. Most modules can be completed in less than 30 minutes, making them ideal for busy professionals seeking bite-sized learning opportunities.
Knowledge Expansion
In addition to introductory modules, our eLearning platform offers deep-dive courses that broaden user skills and knowledge. Participants can explore advanced features, stay updated on the latest Dynamics 365 releases, and continually expand their capabilities, ensuring they remain at the forefront of technological advancements.
Cost-effective Training
By providing access to our eLearning Academy as part of our managed services, we offer a cost-effective solution for organisations seeking comprehensive training without incurring additional expenses. Our on-demand resources are available 24/7, ensuring that your team can access relevant training materials whenever and wherever needed.
Enhanced Efficiency
Through our training programs, your team will gain mastery of best practices and optimised workflows, enabling them to streamline their daily tasks and maximise productivity. By eliminating inefficiencies and embracing standardised processes, your organisation can achieve a competitive edge in a rapidly evolving business landscape.
Improved Business Intelligence
Data-driven decision-making is crucial for organisational success, and our training equips your team with the skills to harness the power of business intelligence tools like Power BI. By understanding and analysing the vast array of data available, your employees can uncover valuable insights, identify trends, and make informed decisions that drive growth and profitability.
Expertise in Specialised Roles
Within every organisation, there are individuals with specialised roles and responsibilities. Our tailored training programs ensure that these subject matter experts receive targeted instruction, enabling them to leverage the full capabilities of Dynamics 365 within their respective domains. From finance and supply chain management to project operations and field service, our training empowers your specialists to excel in their areas of expertise.
Finance Management Proficiency
Financial management is a critical aspect of any business, and our training services equip finance teams with the necessary skills to navigate Dynamics 365's finance capabilities effectively. Participants will gain proficiency in managing transactions, accounts, and generating financial reports, ensuring accurate and timely financial data for informed decision-making.
One of the key responsibilities of management is to review and analyse data to identify trends, evaluate performance, and make strategic decisions. Our training programs equip managers with the skills to perform advanced reporting from Microsoft Dynamics 365 and Business Central, enabling them to extract meaningful insights and drive data-driven decision-making.
Streamlining processes and optimising workflows are essential for enhancing operational efficiency and productivity. Our training sessions guide managers in leveraging Dynamics 365’s powerful process automation and workflow management capabilities, empowering them to identify bottlenecks, eliminate redundancies, and continuously improve business operations.
Successful implementation of any new technology requires effective change management and user adoption strategies. Our training programs provide managers with valuable insights and best practices for fostering a culture of continuous learning, addressing resistance to change, and ensuring seamless user adoption across the organisation.
By harnessing the power of Dynamics 365’s advanced analytics and forecasting tools, managers can gain a comprehensive understanding of market trends, customer behaviours, and organisational performance. Our training sessions equip managers with the skills to leverage these tools, enabling them to make informed strategic decisions and develop robust plans for future growth and expansion.
Remote Support and Consultation
Our dedicated support team is available to address any questions or challenges your employees may encounter during their daily operations. Through remote support channels, we offer prompt assistance, guidance, and troubleshooting, ensuring that your team can leverage the full potential of Dynamics 365 without interruptions.
Advanced Training and Upskilling
As your organisation's needs evolve and new features or updates are introduced to the Dynamics 365 platform, we offer advanced training and upskilling opportunities. These sessions equip your team with the latest knowledge and skills, ensuring they remain proficient in utilising the most recent functionalities and enhancements.
Customised Training Materials
Recognising the unique requirements of each organisation, we provide customised training materials tailored to your specific processes, customisations, and business needs. These materials serve as valuable resources for your team, enabling them to reinforce their learning and refer to relevant information as needed.
Knowledge Transfer and Mentorship
Our consultants take a proactive approach to knowledge transfer and mentorship, fostering a culture of continuous learning within your organisation. Through regular check-ins, workshops, and collaborative sessions, we ensure that your team members have access to our expertise, enabling them to develop their skills and become self-sufficient in managing and optimising their Dynamics 365 environment.
Our customers typically schedule training sessions once they have had a free consultation with our team. Our team to discuss your specific requirements, and we will gladly guide you through the booking process.
As part of our comprehensive CRM managed services, all Dynamics Online users within your organisation can receive full access to the Carbon and Finch eLearning Academy at no additional cost. This inclusive access ensures that every member of your team can benefit from our on-demand training resources, fostering continuous learning and skill development.
Our eLearning Academy offers a vast library of over training courses, catering to diverse roles and skill levels. These courses include essential modules for new Dynamics 365 users, as well as role-based training for sales, marketing, customer service professionals, and dedicated systems administrator eLearning modules. Regardless of your team’s specific needs, our comprehensive eLearning platform has you covered.
Absolutely! At Carbon and Finch, we understand that every organisation has unique processes and customisations. We are more than happy to produce personalised eLearning content tailored to your specific Dynamics 365 setup, incorporating your relevant processes and customisations. Our team will work closely with you to develop these bespoke training videos, ensuring they align seamlessly with your organisational requirements.