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Self-service training for Microsoft Dynamics 365

Self-service training for Microsoft Dynamics 365.

Your training in using your system ensures that it is being used properly for maximum productivity. Whether as part of an implementation project or for specific needs, Gestisoft offers training programs online, in a company or in its offices, on an individual or group basis.

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Self-service training booking portal

Book directly our user and administrator training courses for Microsoft Dynamics 365

With Microsoft technologies, we have set up a tool that allows you to book our consultants and developers available at your leisure. You are responsible for informing the consultant of your needs upon registration to ensure they are prepared for your request.

Select your application

Our self-service offers for the Microsoft Dynamics 365 CRM solution

Introduction to Microsoft Dynamics 365 (A to Z)

Discover all the functions of the Microsoft Dynamics 365 Sales solution.

Duration: 3 Hours | Cost: 450$
Type: Users

Creation of charts and dashboards

Visualize the data important to you with the creation of new dashboards.

Duration: 2 Hours | Cost: 300$
Type: Users

Creation of views and advanced search

Learn how to use advanced search to create custom views for you.

Duration: 1 Hour | Cost: 150$
Type: Users

Introduction to Customizing Dynamics 365

Get a good understanding of Microsoft Dynamics customization.

Duration: 2 Hours | Cost: 300$
Type: Admin

Creating and modifying forms

Learn how to modify your accounts, contacts, opportunities, prospects forms and create a new one.

Duration: 2 Heures | Cost: 300$
Type: Admin

Creation of system views and advanced search

Learn how to use advanced search to create views personalized to your organization.

Duration: 2 Hours | Cost: 300$
Type: Adm

Workflow creation and modification (automation)

Create automations in Dynamics 365 to simplify information entry.

Duration: 3 Hours | Cost: 450$
Type: Admin

Introduction to PowerBI and Microsoft Dynamics 365

Learn how to create PowerBi dashboards with data from Microsoft Dynamics 365.

Duration: 3 Hours | Cost: 450$
Type: Admin

Integration with Sharepoint, Microsoft Teams and Outlook

Integrate with Microsoft Dynamics 365 and Microsoft 365 apps.

Duration: 3 Hours | Cost: 450$
Type: Admin

Importing data into Microsoft Dynamics 365

Import the accounts or contacts data into Microsoft Dynamics 365.

Duration: 2 Hours | Cost: 300$
Type: Admin

Creation and modification of security roles

Protect your data and create appropriate roles.

‍Duration: 3 Hours | Cost: 450$
Type: Admin

Our self-service offers for the Microsoft Dynamics 365 Business Central solution

Reconciliation of bank accounts

Ensure accurate cash records for all your bank accounts.

Duration: 3 Hours | Cost: 450$
Type: Users

Closing of exercises and periods

Administrative tasks to be performed at the end of a fiscal period or year.

‍Duration: 3 Hours | Cost: 450$
Type: Users

Using dimensions

Use of analytical axes to facilitate the execution of the analysis of your financial data

‍Duration: 2 Hours | Cost: 300$
Type: Users

Create GL budgets

Creation of a budget and use in analyzes and financial statements.
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Duration: 1 Hour | Cost: 150$
Type: Users

Reverse journal postings and cancel receipts / deliveries

Cancellation of an erroneous report
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Duration: 1 Hour | Coût: 150$
Type: Users

Data analysis (Business intelligence)

Business Central functionality to collect and analyze your data
‍
Duration: 4 Hours | Cost: 600$
Type: Users

Setting up a cash flow analysis

Walkthrough: Create Cash Flow Forecasts Using Analysis Tables
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Duration: 2 Hours | Cost: 300$
Type: Users

Using Power BI with Business Central

Activate and use Business Central dashboards in Power BI.
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Duration: 2 Hours | Cost: 300$
Type: Users

oData and Excel (Analysis and reports)

Using oData and Excel to create analysis tables and financial reports
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Duration: 2 Hours| Cost: 300$
Type: Users

Customize reports

Selection of reports | Selection of presentation | Report presentation
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Duration: 3 Hours | Cost: 300$
Type: Users

Create a reporting extension

Setting up the development environment | Tools | Visual Studio Code | Report Builder | Word Templates | Define the structure
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Duration: 4 Hours | Cost: 600$
Type: Admin

Speak with our Legio 365 experts to schedule a training

Legio 365 offers you a multitude of functionalities adapted to professional orders and associations. Speak with one of our advisors to plan tailor-made training for your team.

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Have your training needs evaluated by one of our consultants.

Ask our Customer Success Manager to assess your needs so that we can get back to you quickly with a plan to improve your solution.

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