Struggling to Understand Which Dynamics 365 Modules Fits Your Business Needs?
Many organisations invest in Dynamics 365 Customer Engagement (CE) but struggle to determine which app to use for different business functions. The result? Underutilised licenses, inefficiencies, and lost opportunities to optimise business processes.
Does This Sound Familiar?
❌ Unclear on which module (Sales, Customer Service, Marketing, Field Service, Project Operations) serves what purpose?
❌ Paying for licenses but not leveraging all available features?
❌ Struggling to align Dynamics 365 with your workflows and business goals?
❌ Lacking automation and AI-powered insights that could improve efficiency?
If these challenges resonate, this workshop is for you!
We’ll show you how to maximise your Dynamics 365 investment, ensuring your team uses the right tools, streamlines operations, and improves ROI.
📌 What You’ll Learn in This Workshop
✅ Understand the Purpose of Each Module – Learn how Sales, Customer Service, Marketing, Field Service, and Project Operations work together.
✅ Optimise Your Existing Licenses – Ensure you’re getting the most out of your D365 subscriptions.
✅ Automate Workflows & Processes – Reduce manual work and improve team efficiency with AI-powered automation.
✅ Leverage Built-In AI & Insights – Learn how Copilot, Power Automate, and AI-driven analytics can enhance productivity.
✅ Align CRM with Business Goals – Map Dynamics 365 functionalities to your specific business processes for maximum impact.
✅ Earn a Certification & Badge – Complete a short exam at the end of the workshop to receive an official certificate & LinkedIn badge.
✅ Access to Online Assessment – Reinforce key learnings with an online assessment on CX CRM Academy and showcase your expertise with a digital badge.
🎯 Who Should Attend?
👤 Business & IT Leaders – Align Dynamics 365 with company strategy.
👤 Sales & Customer Service Managers – Improve efficiency & process automation.
👤 CRM Administrators & Consultants – Optimise and configure modules for better adoption.
👤 Marketing & Field Service Teams – Understand how Dynamics 365 supports their workflows.
🗓️ Workshop Agenda
Session 1: Foundations of Dynamics 365 Customer Engagement
- Understanding Customer Engagement and its importance.
- Overview of Microsoft Power Platform and its role in D365 apps.
- Introduction to Microsoft Dataverse for secure data storage and management.
- Exploring Dynamics 365 Customer Engagement apps and their use cases.
- Overview of Copilot AI in Dynamics 365.
Session 2: Dynamics 365 Customer Engagement Applications
- D365 Sales: Lead, opportunity, and pipeline management.
- D365 Customer Service: Case management, SLA automation, and omnichannel support.
- D365 Marketing (Customer Insights): Campaigns, segmentation, and automation.
- D365 Field Service: Work order management, scheduling, and mobile support.
- D365 Project Operations: Managing projects, resources, and finances.
Session 3: Working with Customers & Activities
- Understanding B2B, B2C, and hybrid customer models in D365.
- Managing accounts and contacts for better customer interactions.
- Tracking activities (emails, calls, tasks) across modules.
- Optimising search, filtering, and data management in CRM.
Session 4: Reporting, Insights & Integrations
- Using Power BI & Dashboards for real-time analytics.
- Exploring Excel & Outlook integration for productivity.
- Microsoft Teams & SharePoint integration for collaboration.
- Using Copilot AI for automation and insights.
📌 Final Activity: Online Assessment & Certification
- Participants will complete an online assessment on CX CRM Academy.
- Successful participants will receive an official certification & LinkedIn badge showcasing their expertise.
🌟 Why This Workshop?
🎯 Led by Microsoft Certified Experts – Delivered by MCTs & MCPs with real-world experience.
🎯 18+ Years of Global CRM & Business Application Deployments – Learn from professionals who have optimised D365 implementations worldwide.
🎯 100% Hands-On & Practical – No theory—just action, real-world scenarios, and live demos.
🎯 Instant ROI – Walk away with clear strategies to maximise your existing licenses and streamline processes.
🎯 Tailored to Your Business Needs – We customise the session to fit your organisation’s structure and CRM strategy.
🎯 Accredited Certification & Digital Badge – Earn an official certificate and LinkedIn badge upon completing the final exam.
💰 Pricing & Custom Options
✅ Small Teams (Up to 5 Participants): $2,500 – $3,500 (1-Day Live Workshop)
✅ Medium Teams (6-15 Participants): $4,500 – $6,000
✅ Enterprise Custom Pricing (16+ Participants): $7,500+ (Includes tailored case studies & consultation)
💡 Invest in your CRM success – Businesses that optimise Dynamics 365 module adoption experience a significant boost in productivity, automation, and customer engagement.
📩 Request a custom quote based on your team size and needs!
❓ Frequently Asked Questions
❓ Q: Will I receive a certification for completing this workshop?
✅ A: Yes! You will receive an official certificate & LinkedIn badge upon successfully completing the final exam.
❓ Q: How long is the workshop?
✅ A: The duration varies based on agenda and needs. It can be half a day to three days, split into half-day sessions (3-4 hours) or structured to fit your team’s availability.
❓ Q: Can the workshop be customised for our business?
✅ A: Yes! We tailor the content based on your CRM strategy, licensing structure, and business processes.
Ready to Maximise Your Dynamics 365 Investment? 🚀
📩 Book a Workshop – Master Dynamics 365 Customer Engagement Modules
📚 Case Studies & Success Stories
HP Inc.: Enhancing Customer Support with D365 Customer Service
HP Inc. implemented Dynamics 365 Customer Service to unify customer data and streamline support processes. This transformation led to a 50% reduction in case resolution time and a significant increase in customer satisfaction.
Toyota: Revolutionising Field Operations with D365 Field Service
Toyota adopted Dynamics 365 Field Service to optimise its field operations, resulting in a 20% improvement in service efficiency and enhanced customer experiences.
UNICEF Netherlands: Personalising Donor Engagement with D365 Marketing
UNICEF Netherlands utilised Dynamics 365 Marketing to tailor communications with donors, achieving a 25% increase in engagement and improved campaign effectiveness.
4. Grant Thornton: Streamlining Sales Processes with D365 Sales
Grant Thornton leveraged Dynamics 365 Sales to automate sales processes and gain insights into client interactions, leading to a 35% increase in sales productivity and better client relationship management.
5. Citta Metropolitana di Milano: Enhancing Project Management with D365 Project Operations
The Metropolitan City of Milan adopted Dynamics 365 Project Operations to manage complex projects efficiently, resulting in improved resource allocation and project delivery timelines.
These case studies demonstrate the transformative impact of Dynamics 365 Customer Engagement apps across various industries, highlighting improvements in efficiency, customer satisfaction, and overall business performance
📩 Make the Most of Your Dynamics 365 Customer Engagement Modules Today – Request Your Workshop Now! 🚀
Trusted by
