Microsoft Dynamics 365 Training in Leon

This instructor-led, live training in Leon (online or onsite) is aimed at beginner-level to intermediate-level treasury and finance professionals who wish to reinforce their knowledge, improve report generation, and maximize the use of Dynamics 365 for financial operations.

By the end of this training, participants will be able to:

• Navigate and customize the Dynamics 365 Finance and Operations interface.
• Generate and analyze financial reports efficiently.
• Manage treasury functions, including cash flow and bank reconciliations.
• Enhance financial workflows for better operational efficiency.

This instructor-led, live training in Leon (online or onsite) is aimed at beginner-level to intermediate-level participants who wish to enhance their customer service operations using Dynamics 365 Customer Service.

By the end of this training, participants will be able to:

• Understand the core features and functionalities of Dynamics 365 Customer Service.
• Set up and configure the D365 Customer Service environment.
• Manage customer interactions and cases efficiently.
• Utilize analytics to improve service delivery.
• Integrate Dynamics 365 Customer Service with other Microsoft applications.

This instructor-led, live training in Leon (online or onsite) is aimed at beginner-level to intermediate-level participants who wish to gain a comprehensive understanding of Dynamics 365 Sales and effectively use the platform to enhance their sales operations.

By the end of this training, participants will be able to:

• Understand the core features and functionalities of Dynamics 365 Sales.
• Set up and configure the D365 Sales environment.
• Manage customer relationships and sales processes using D365 Sales.
• Utilize data and analytics to drive sales decisions.
• Integrate Dynamics 365 Sales with other Microsoft applications.

This instructor-led, live training in Leon (online or onsite) is designed for beginner to intermediate participants seeking to utilize the MS Dynamics 365 Sales Insights module for smarter sales strategies and improved customer engagement.

Upon completing this training, participants will be able to:

• Grasp the key features and advantages of the Sales Insights module.
• Utilize AI-driven analytics to boost sales outcomes.
• Tailor and configure the module to meet specific business requirements.
• Apply insights for lead scoring, assessing relationship health, and managing the sales pipeline.
• Seamlessly integrate Sales Insights with other Dynamics 365 modules and third-party tools.

This instructor-led live training in Leon (online or onsite) is tailored for business analysts seeking to optimize their marketing and sales workflows using Microsoft Dynamics 365.

By the conclusion of this training, participants will be equipped with the ability to:

• Utilize various Microsoft Dynamics 365 modules to manage process flows.
• Integrate the Power Platform into Microsoft Dynamics 365.
• Structure common data models such as records, segment charts, and more.
• Automate processes with Microsoft Flow integration.

This instructor-led, live training in Leon (online or onsite) is designed for intermediate-level customer experience analysts and marketing operations professionals who wish to utilize Dynamics 365 Customer Insights to unify customer data and deliver targeted, compliant customer journeys.

By the end of this training, participants will be able to: connect and unify data sources, create segments and measures, build and publish journeys, and monitor and troubleshoot results.