Training · Microsoft Dynamics 365
A Dynamics 365 training is only as good as the trainer's practical experience. With us, MCT-certified Microsoft Certified Trainers each with 8+ years of implementation practice train you. In-house, standard, or in a training subscription — with your data, at your pace, tailored to your modules.
Microsoft Dynamics 365 is the CRM and ERP backbone for thousands of mid-sized companies in DACH. But the platform is broad: Sales, Customer Service, Field Service, Project Operations, Business Central, plus Customer Insights, Copilot features, and ever-new releases. To use Dynamics 365 productively, you need more than Microsoft learning paths on Learn.microsoft.com — you need trainers who know where the real stumbling blocks lie.
We have been training Dynamics 365 since 2003, that is, since Microsoft CRM 1.2. Our trainers are Microsoft Certified Trainers (MCT) and, in parallel, active solution architects in running projects — not pure speakers. That makes the difference: you not only learn what the standard functionality can do, but also where it typically hits its limits and which alternatives exist.
What this training covers
We train the entire Customer Engagement and ERP family of Microsoft Dynamics 365. Each module with its own curriculum for end users, power users, and administrators.
Lead and opportunity management, sales pipeline, forecasting, Sales Accelerator, Copilot for sales. We train sales reps as well as sales managers who want to evaluate pipeline reports and improve forecast accuracy.
Case management, SLAs, knowledge base, multichannel service (omnichannel), Customer Service Workspace, Copilot answer suggestions. For service teams that must keep ticket backlog and customer satisfaction under control simultaneously.
Work order dispatch, Resource Scheduling Optimization, mobile app for technicians, IoT integration, warranty and service contract management. For machine building, plant engineering, building technology, and all companies with service field force.
Project handling from acquisition through planning to billing. Resource utilization, time tracking, expenses, project forecast, integration with Microsoft Project. For services firms, consultancies, and project-based companies.
ERP for the mid-market: financial accounting, inventory, purchasing, sales, production, service management. Training focus for accountants, planners, buyers, and management. Including integration with Customer Engagement and Power BI.
Customer Insights — Data (CDP) and Customer Insights — Journeys (real-time marketing). Segmentation logic, journey builder, A/B tests, lead scoring, and marketing-to-sales handoffs.
Three formats
Which format fits depends on team size, commitment, and pace. All three formats are combinable.
At your site or remote, with your real or anonymized data. One trainer, one group, one day — maximum learning transfer.
Fixed annual day quota, flexibly callable. For teams that learn continuously — new releases, new staff, new features.
Classic one-day training from the catalog — at our location, remote, or in a partner training center. Ideal for individuals or small groups.
Training topics in detail
Standard sales trainings use Adventure Works demo data — a fictional bicycle company with 300 clean opportunities. The problem: your real pipeline looks different. Before the training, we load your real lead, opportunity, and account records (or an anonymized copy) into a sandbox environment and train with your pipeline, your phases, your sales owners. Participants instantly recognize their daily use cases.
The SLA logic in Dynamics 365 Customer Service is powerful — and tricky. Pause conditions, escalation tiers, routing rules via unified routing: this is where typical errors lie in real implementations. We walk through the 7 most common SLA configuration traps (business-hours logic, holiday calendars, escalation triggers) that we know from 20 years of project practice.
RSO is the optimization engine that automatically plans technician routes. It is only as good as the skills matrix, territory definition, and work-order durations you maintain. Training focus: how do you configure RSO so dispatch becomes noticeably better instead of worse? Which skills models work, which collapse under real complexity?
Project Operations offers two worlds: Project-for-the-Web (lighter) and Resource/Non-Stocked (heavier but more detailed). Which variant fits your business model? We train both variants but particularly address the question when which is better — a decision many projects get wrong and later correct expensively.
Business Central is a standalone ERP — the integration to the Customer Engagement apps (Sales, Service) runs via Dataverse and Dual-Write. Training focus for solution owners: which entities synchronize bidirectionally, which unidirectionally, where do typical conflicts arise (e.g., customer master data sovereignty)? We show solution patterns from real migration and integration projects.
Typical questions from participants
Answer: usually too many uncompressed views, missing indexes, or serial FetchXML queries that should run in parallel. In the training, we show the performance profiling tool Microsoft ships with the Power Platform admin center — and which typical anti-patterns we find in 80% of cases.
Answer: yes — but the question is with which solution strategy. Anyone overwriting the standard form without a layer concept will have problems with upgrades and rollout pipelines later. We walk through solution layering concretely (unmanaged → managed, patches, upgrade layers) and which convention has proven itself in practice.
Answer: technically 50,000, sensibly 5,000. Anyone who needs more should think about virtual tables, Power BI Embedded, or dedicated reporting architectures. We train when a view is the right answer and when it is not.
Answer: it depends on the license model. Microsoft has changed API request limits several times over the past years; premium connectors may require per-user or per-flow licenses. We show current limits and how you avoid licensing pitfalls in solution planning.
Answer: clean environment strategy (Dev / Test / UAT / Prod), ideally with ALM pipelines via Azure DevOps or Power Platform Pipelines. We train solution promotion and the typical errors in data-schema comparison between environments.
FAQ
We train all common Dynamics 365 modules: Sales, Customer Service, Field Service, Project Operations, and Business Central. Plus Customer Insights Journeys and the Sales/Service-specific Copilot features. Trainers are MCT-certified and each has at least 8 years of active implementation practice.
In-house training day for an entire group, independent of participant count. Standard trainings per format indication per person and day. Training subscription per year for a fixed day quota. Pricing on request.
Typically 2 days for end users per module, 3 days for power users with customization topics, 3–4 days for administrators. For Business Central we plan 3–5 days depending on functional depth.
Yes — for in-house trainings we work with your real or anonymized data. If needed, we prepare an isolated sandbox environment. The learning effect is significantly higher than with Microsoft demo data.
MCT = Microsoft Certified Trainer — Microsoft's official trainer program. MCTs keep their certifications updated annually and are authorized to deliver official Microsoft curricula. Our trainers combine MCT status with 20+ years of real project practice.
Related
Background on the platform: architecture, modules, license models, roadmap.
User and admin training on Microsoft Dynamics 365 for CRM-specific roles.
Business Central-specific training for financial accounting, purchasing, inventory.
After the training, maintain your Dynamics 365 application as a flat rate.
Request Dynamics 365 training
30-min initial conversation with an MCT trainer — we clarify module scope, format, date, and price. Concrete offer promptly.
