Dynamics 365 Foundation Skills: 1 Day Workshop in Canberra, ACT

Tue, 27 Jan, 2026 at 09:00 am to Wed, 17 Jun, 2026 at 05:00 pm UTC+11:00

Regus - Canberra, Gateway Business Center | Canberra

MG Aussie
Publisher/HostMG Aussie
Dynamics 365 Foundation Skills: 1 Day Workshop in Canberra, ACT
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Understand Dynamics 365’s CRM and ERP power, learn practical navigation, and see how automation strengthens business efficiency.
About this Event

Bring your team and save:

1. Groups of three or more receive a 10% discount

2. Organizations hosting an in-house session with 10+ participants enjoy a 15% discount.


Duration: 1 Full Day (8 Hours)
Delivery Mode: Classroom (In-Person)
Language: English
Credits: 8 PDUs/Training Hours
Certification: Course Completion Certificate
Refreshments: Lunch, Snacks and beverages will be provided during the session


Course Overview:

This one-day foundational course introduces you to Microsoft Dynamics 365, a powerful suite that integrates CRM and ERP capabilities to improve business performance. You will explore essential modules, learn core navigation, understand workflows, and discover how Dynamics 365 enhances customer engagement and operational efficiency. Through practical examples and guided activities, you will gain clarity on how its features support sales, service, operations, and analytics. By the end of the session, you will have a strong baseline understanding to begin using Dynamics 365 confidently in real-world business environments.


Learning Objectives:

By the end of this course, you will be able to:

  • Understand the structure and purpose of Dynamics 365 CRM and ERP modules.
  • Navigate the platform confidently and use essential features effectively.
  • Manage data, records, and dashboards with clarity.
  • Recognize how automation and workflows improve business processes.
  • Understand the role of integrations and the Power Platform.
  • Apply best practices that support efficient usage and adoption.
  • Strengthen your understanding of how Dynamics 365 supports real business functions.

Who can Attend?
  • IT professionals, business analysts, CRM/ERP users, and administrators.

Why Choose this Course?

This course provides a clear, practical introduction to Dynamics 365, making it ideal for both technical and non-technical professionals. It simplifies the structure of CRM and ERP systems so you can immediately understand how different modules work together. The session includes guided hands-on activities to help reinforce learning and boost user confidence. Whether you are exploring Dynamics 365 for the first time or looking to strengthen your foundational knowledge, the training gives you the clarity needed to use the platform effectively. It prepares you to support business processes, enhance productivity, and make better use of Microsoft’s integrated ecosystem.

©2025 MG Aussie Events. This content is protected by copyright law. Copy or Reproduction without permission is prohibited.


Looking to train your team on Dynamics 365?

We offer in-house sessions designed to fit your organization’s unique system setup and business processes. The course can be customized to focus on specific modules, workflows, or user roles to maximize relevance. Whether your team is transitioning to Dynamics 365 or looking to improve adoption, our tailored training ensures an efficient and impactful learning experience.

Contact us today to schedule a customized in-house, face-to-face session:


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Agenda
Module 1: Introduction to Dynamics 365 Ecosystem

Info: • Overview of CRM and ERP capabilities
• Key applications within Dynamics 365
• Benefits of unified business processes
• Activity


Module 2: Core Navigation & User Interface

Info: • Home screen, dashboards, and workspaces
• Searching, filtering, and personalizing views
• Understanding roles, permissions, and security basics
• Activity


Module 3: Dynamics 365 Customer Engagement (CRM) Modules

Info: • Sales module overview
• Customer service features
• Marketing module introduction
• Activity


Module 4: Dynamics 365 Finance & Operations (ERP) Fundamentals

Info: • Basics of finance processes
• Supply chain and operations overview
• Workflow and approval processes
• Activity


Module 5: Data Management & Reporting

Info: • Working with forms, fields, and records
• Importing and exporting data
• Using dashboards and reports
• Activity


Module 6: Automation & Basic Workflows

Info: • Creating automated tasks and approvals
• Understanding rules and triggers
• Benefits of process automation
• Activity


Module 7: Integration & Extensibility Overview

Info: • Connecting Dynamics 365 with Microsoft 365
• Power Platform basics: Power Apps, Power Automate, Power BI
• Enhancing productivity through integrations
• Case Study


Module 8: Best Practices & User Adoption

Info: • Ensuring data accuracy and quality
• Improving user engagement and efficiency
• Common mistakes to avoid
• Role Play


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Event Venue & Nearby Stays

Regus - Canberra, Gateway Business Center, Canberra Airport Level 4, Plaza Offices East, 35 Terminal Avenue, Canberra, Australia

Tickets

AUD 572.03 to AUD 741.45

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