Ranked Among Australia’s Top 20 Corporate Training Providers (2026): View Courses

Microsoft Dynamics 365 training

Manage customer relationships, sales pipelines and service delivery effectively – Get your team using Dynamics 365

Enquire now

About Microsoft Dynamics 365 training

CTO delivers customised Microsoft Dynamics 365 training across Australia, covering CRM fundamentals, sales and opportunity management, customer service, contact and account management, dashboards and integration with the Microsoft 365 environment. Sessions are tailored to your organisation’s specific Dynamics 365 modules and business processes. Onsite anywhere in Australia or live online.

Book a consultation

Microsoft Power Apps TrainingMicrosoft Dynamics 365 training – customised for your team

Microsoft Dynamics 365 is Microsoft’s enterprise CRM and business application platform. For organisations that have it, getting consistent adoption across the team is one of the most common and most expensive implementation challenges.

CTO’s Dynamics 365 training is built around the specific modules your organisation uses – Sales, Customer Service, Field Service or a combination and the workflows your team needs to perform. Introduction sessions cover the core interface and daily CRM tasks. More advanced sessions cover pipeline management, reporting, automation and customisation.

Who should attend

  • Sales and account management teams responsible for managing CRM records and pipeline
  • Customer service teams using Dynamics 365 for case management and service delivery
  • New employees being onboarded to Dynamics 365 as part of their role
  • Organisations with low CRM adoption who want consistent, trained use across the team

The Microsoft Dynamics 365 training pathway

  • What this course covers

    The course is built around the Dynamics 365 modules your team uses, starting with core navigation and records management.

    Core CRM and navigation

    • Navigating the Dynamics 365 interface: dashboards, views, records and navigation
    • Creating and managing contact, account and lead records correctly
    • Understanding the relationship between leads, contacts, accounts and opportunities
    • Using activities: logging calls, emails, appointments and tasks against records
    • Working with views and filters to find and manage records efficiently

    Sales, service and reporting

    • Managing the sales pipeline: creating, qualifying and progressing opportunities
    • Using dashboards and charts to monitor pipeline health and team activity
    • Case management in Dynamics 365 Customer Service: creating, routing and resolving cases
    • Using queues to manage shared team workloads in customer service contexts
    • Building and running reports and dashboards for sales and service performance
    • Connecting Dynamics 365 with Outlook and Teams for integrated communication management

    Course at a glance

    Foundation to Intermediate
    1 to 2 days
    None
    Onsite, online or hybrid
    Power Automate or Power Apps

    Ready to get your team using Dynamics 365 consistently and correctly?

    Book a discovery call Download Course PDF

  • Who this course is designed for

    Designed for business users and low-code developers who want to build practical Power Apps solutions without a traditional development background. Familiarity with Microsoft 365 is helpful. One day covers canvas app fundamentals. Two days allows participants to build a complete, deployable app during the session.

    Course at a glance

    Foundation to Intermediate
    1 to 2 days
    Familiarity with Microsoft 365 recommended
    Onsite, online or hybrid
    Power Automate or Copilot Studio

    Ready to build apps that solve real business problems?

    Book a discovery call

  • What you will be able to do

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

    • Navigate the Power Apps studio and understand the canvas app building approach
    • Connect an app to SharePoint, Excel or Dataverse as a data source
    • Build functional screens with galleries, forms and navigation that match a real workflow
    • Write Power Apps formulas for filtering, logic and data manipulation
    • Connect a Power Apps form to a Power Automate flow for approvals or notifications
    • Publish and share a working app with the right permissions for the intended audienc

    Course at a glance

    Foundation to Intermediate
    1 to 2 days
    Familiarity with Microsoft 365 recommended
    Onsite, online or hybrid
    Power Automate or Copilot Studio

    Ready to build apps that solve real business problems?

    Book a discovery call

  • How CTO delivers this training

    Before the session

    CTO works with the organising contact to identify the specific application or process problem your team wants to solve. The session is built around designing and building this app, using your actual data structure and workflow requirements.

    During the session

    Participants build a working canvas app during the session based on a real use case from your organisation. By the end of the day, participants have a functional app they can iterate on and deploy.

    After the session

    Participants receive a Power Apps formula reference and app design guide. Power Automate and Copilot Studio training are available for teams building out a broader Power Platform capability.

    Course at a glance

    Foundation to Intermediate
    1 to 2 days
    Familiarity with Microsoft 365 recommended
    Onsite, online or hybrid
    Power Automate or Copilot Studio

    Ready to build apps that solve real business problems?

    Book a discovery call

You may also be interested in related programs.

Automation & Workflows
Automation & Workflows (Power Automate)

Automation & Workflows
(Power Automate)

View more details

Automation & Workflows (Power Automate)

View more details
Business Apps
Business Apps (Power Apps)

Business Apps
(Power Apps)

View more details

Business Apps (Power Apps)

View more details
Microsoft Teams
Microsoft Teams

Microsoft Teams
Training

View more details

Microsoft Teams Training

View more details

Ready to get your team using Dynamics 365 consistently and correctly?

Talk to a CTO specialist about customised Dynamics 365 training for your organisation.

Call 1300 667 660