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Microsoft Dynamics 365

All our available trainings for Microsoft Dynamics 365

Maximize your system's potential with our training sessions. Gestisoft ensures your team is fully equipped to use Microsoft Dynamics 365 effectively, boosting productivity. Our training is flexible – available online, at your premises, or in our offices – and adaptable to individual or group needs. Dive into our training programs, whether for comprehensive implementation projects or targeted learning, and unlock the full power of your solution.
  • Training For users

    Intro to Microsoft Dynamics 365 Sales

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

    Duration Upcoming

    Cost $585

  • Training For users

    How to create charts & dashboards

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

    Duration Upcoming

    Cost $390

  • Training For users

    How to create views and use advanced search

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

    Duration Upcoming

    Cost $195

  • Training For admins

    Introduction to customizing Dynamics 365

    Get a good understanding of Microsoft Dynamics customization.

    Duration Upcoming

    Cost $390

  • Training For admins

    Creating and modifying forms

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

    Duration Upcoming

    Cost $390

  • Training For admins

    Creation of system views and advanced search

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

    Duration Upcoming

    Cost $390

  • Training For admins

    Workflow creation and modification (automation)

    Create automation in Dynamics 365 to simplify information entry.

    Duration Upcoming

    Cost $585

  • Training For admins

    Introduction to Microsoft Power BI

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

    Duration Upcoming

    Cost $585

  • Training For admins

    Integration with SharePoint, Microsoft Teams and Outlook

    Integrate your Microsoft Dynamics 365 solutions and Microsoft 365 apps with SharePoint, Microsoft Teams and Outlook.

    Duration Upcoming

    Cost $585

  • Training For admins

    Importing data into Microsoft Dynamics 365

    Import the accounts or contacts data into Microsoft Dynamics 365

    Duration Upcoming

    Cost $390

  • Training For admins

    Creation and modification of security roles

    Protect your data and create appropriate roles.

    Duration Upcoming

    Cost $585

  • Training Pay per session workshop

    Data insights transformed into action

    Boost your data strategy. Merge Power BI with Dynamics 365 for insightful dashboards. Our experts help you fully leverage Power BI for smarter business choices.

    Duration 1h

    Cost $130

  • Training Sales and services consultant

    Master CRM Dynamics — your strategy, your growth

    Elevate your sales and service game. Our sessions are tailored to CRM professionals eager to expand their capabilities and drive business success.

    Duration 1h

    Cost $130

  • Training Pay per session workshop

    Automate with ease with PowerApps

    Innovate with automation. Whether developing new apps or refining flows, our consultants make it simple, sharing the keys to streamlined Dynamics 365 automation.

    Duration 1h

    Cost $130

Sales

Empower your sales force

With Dynamics 365 Sales at your fingertips, infuse your sales process with smart automation and real-time insights, seamlessly integrated into your team’s workflow. Accelerate your sales success, equip your team with the tools to navigate customer relationships more effectively and drive revenue growth.

  • AI-enhanced sales insights
  • Seamless integration
  • Sales forecasting precision

Customer Service

Enhanced service, enhanced loyalty

Transform customer service with Dynamics 365, employing AI to understand and meet customer needs effectively, ensuring every interaction is personalized and impactful. Deliver service that not only resolves issues but also wins customer loyalty through efficient and informed interactions.

  • Empowering agents with AI
  • Intuitive customer care
  • Streamlined service solutions

Customer Insights

Smart insights, smarter marketing

Transform your marketing strategy with Dynamics 365 Customer Insights. This tool merges data from various touchpoints, providing a comprehensive understanding of customer behaviors and preferences. Utilize advanced analytics for segmentation and targeting, enhancing customer engagement with personalized content.

Don't take our word for it!

  • Energy

    We had initially had excellent references on Gestisoft regarding their services. We were charmed to meet a very well-structured team dedicated to its customers. It's a real pleasure to work with such passionate people.

    David Lafrance
    Director, Data and analytics
  • Transportation

    The addition of Gestisoft to our team has been more than relevant in meeting our CRM objectives. With its qualified and certified players, Gestisoft has been a proactive and committed partner in addressing our daily challenges.

    Caroline Maltais
    Head of Client Solutions Development
  • Services

    Everything has changed! We have better tracking capability that allows us to effectively manage our leads and opportunities. Our dashboard provides us with greater insight into opportunities and outcomes.

    Julie Bouffard
    Business Development & Marketing

Frequently asked questions

  • Microsoft Dynamics 365 stands out as an integrated, modular solution, offering seamless connectivity across various business applications like sales, marketing, and customer service. This integration not only prevents data duplication but also ensures up-to-date information across departments.

    Moreover, Microsoft's unique Power Platform enhances Dynamics 365's capabilities. It allows for process automation with Power Automate, custom app creation with Power Apps, and access to a vast range of add-ons from global Microsoft partners through App Source.

    The real edge, however, lies in Microsoft's proven reliability and ongoing investment in development, including in areas like artificial intelligence and the Internet of Things. With Dynamics 365, you get a comprehensive and flexible ecosystem, ready to meet both current and future organizational needs, and the convenience of hundreds of connectors for effortless system integration.

Have more specific questions?

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