Training For users
Intro to Microsoft Dynamics 365 Sales
Discover all the functions of the Microsoft Dynamics 365 Sales solution.
Microsoft Dynamics 365
Dynamics 365 CRM training that turns CRM into a daily habit
Dynamics 365 CRM training from Gestisoft is built to drive adoption fast—through role-based, hands-on sessions that match how your sales and service teams actually work.
- Train users and admins with practical, job-based scenarios
- Improve data quality and reporting trust through consistent usage
- Reduce “workarounds” and spreadsheet dependency through guided workflows
- Accelerate onboarding for new hires with structured CRM enablement
What you get with Dynamics 365 CRM training
Learning how to use Microsoft Dynamics 365 CRM is better when you have the right team by your side. Our experts will be with you throughout the process and ensure to answer your questions.
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Role-based training plan
We tailor sessions to roles (sales reps, sales managers, service agents, supervisors, admins) so each group learns what they need for day-to-day execution.
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Sales user training (core workflows)
Train sellers on pipelines, activities, follow-ups, and productivity habits in Dynamics 365 Sales, including structured onboarding-focused sessions.
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Customer Service user training (core workflows)
Train service teams on case handling fundamentals and consistent service execution—so agents can resolve issues faster and document interactions properly.
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Dashboards, charts, and reporting basics
Teach users how to read and act on CRM data—and how to build basic dashboards/charts so teams stop exporting everything to spreadsheets.
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Admin training: customization fundamentals
Enable admins to manage fields, forms, views, and configuration safely—so your team can evolve CRM without breaking processes.
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Data quality and governance habits
Define what “good data” means (required fields, definitions, ownership) and train teams to maintain clean CRM data that leaders can trust.
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Targeted workshops (pay-per-session)
For specific blockers, book short workshops focused on practical outcomes (customization, reporting, Power BI dashboards, or CRM usage problems).
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Self-service reinforcement (guides + learning assets)
Use step-by-step guidance to reinforce training after sessions—helping users retain workflows and onboard faster.
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Training that fits implementations or standalone needs
Training can support a full rollout or be delivered as targeted learning—ideal for post-go-live adoption boosts or onboarding new teams.
Microsoft Dynamics 365 trainings
For users
Dynamics 365 trainings
For admins
CRM command centre: elevate your impact
Amplify your CRM skills with quick, targeted training sessions. Whether enhancing sales, service, or custom fields, our experts deliver the know-how you need to excel—fast.
Make Dynamics 365 CRM training the lever that improves adoption
Book a call with Gestisoft to define the right training plan (users vs admins, Sales vs Customer Service, dashboards/customization), choose the delivery format, and schedule sessions that fit your go-live or optimization timeline.
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Dynamics 365 CRM training is structured enablement for users and admins to work effectively in Dynamics 365—improving adoption, consistency, and productivity.
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Yes—training is available online, at your premises, or in Gestisoft offices, and can be adapted for individuals or groups.