Microsoft Dynamics 365 Customer Service (MB-230) Training Course

This instructor-led training in the UK delves into Dynamics 365 Business Central warehouse operations. Learners will acquire the skills to manage stock, integrate Warehouse Insight for mobile task execution, and implement licence plating. It is ideally suited for teams seeking to optimise ERP workflows through hands-on practice.

Aimed at business analysts seeking to refine marketing and sales operations using Microsoft Dynamics 365, this instructor-led live training is delivered in the UK (either online or onsite).

By the end of the programme, participants will be able to:

• Utilise distinct Microsoft Dynamics 365 modules to oversee process flows.
• Integrate the Power Platform with Microsoft Dynamics 365.
• Organise common data models, such as records and segment charts.
• Automate workflows via Microsoft Flow integration.

This instructor-led, live training in the UK (available online or onsite) is designed for beginner-level to intermediate-level participants aiming to improve their customer service operations using Dynamics 365 Customer Service.

By the end of this training, participants will be able to:

• Understand the key features and functionalities of Dynamics 365 Customer Service.
• Configure and set up the D365 Customer Service environment.
• Manage customer interactions and cases with efficiency.
• Use analytics to enhance service delivery.
• Integrate Dynamics 365 Customer Service with other Microsoft applications.

This instructor-led, live training in the UK (delivered online or in-person) targets treasury and finance professionals at beginner to intermediate levels. It aims to strengthen their foundational knowledge, refine report generation techniques, and ensure optimal utilisation of Dynamics 365 for financial operations.

By the end of this session, participants will be positioned to:

• Navigate and personalise the Dynamics 365 Finance and Operations interface.
• Generate and analyse financial reports with enhanced efficiency.
• Manage treasury operations, including cash flow oversight and bank reconciliations.
• Streamline financial workflows to achieve better operational outcomes.

This instructor-led live training, conducted in the UK (either online or on-site), is designed for participants at a beginner to intermediate level who aim to develop a thorough understanding of Dynamics 365 Sales and utilise the platform to enhance their sales operations.

Upon completion of this training, participants will be able to:

• Understand the core features and functionalities of Dynamics 365 Sales.
• Set up and configure the D365 Sales environment.
• Manage customer relationships and sales processes using D365 Sales.
• Utilize data and analytics to drive sales decisions.
• Integrate Dynamics 365 Sales with other Microsoft applications.

This instructor-led, live training in the UK (delivered online or on-site) is designed for intermediate-level customer experience analysts and marketing operations professionals who aim to use Dynamics 365 Customer Insights to unify customer data and deliver targeted, compliant customer journeys.

By the end of this training, participants will be able to: connect and consolidate data sources, create segments and measures, build and publish journeys, and monitor and resolve issues.

This instructor-led, live training in the UK (online or onsite) is targeted at participants from beginner to intermediate level who aim to utilise the MS Dynamics 365 Sales Insights module for smarter sales strategies and enhanced customer engagement.

By the end of this training, participants will be able to:

• Understand the features and benefits of the Sales Insights module.
• Use AI-driven analytics to enhance sales performance.
• Customise and configure the module for specific business needs.
• Leverage insights for lead scoring, relationship health, and pipeline management.
• Integrate Sales Insights with other Dynamics 365 modules and third-party tools.

This instructor-led, live training in the UK explores the core principles and practical foundations of Dynamics 365 F&O, enabling developers and support staff to cultivate essential skills for customising ERP functions, integrating systems, and maintaining solutions in a professional setting.