Dynamics 365 Workshop

Achieving business application project success

We run our free discovery sessions to help UK organisations discover Dynamics 365 and the Power Platform and to help existing Dynamics customers get the maximum value from their investment. Through our project experience, we have built a great understanding of common pain-points and successful business application  project approaches, allowing us to share this knowledge.  

Although these educational workshops follow a standard format, the session is flexible and can be tailored to meet your requirements. This workshop is available for UK organisations. 

“I learnt more in this one afternoon than I did during a paid three-day onsite training course last year”

Technology Development Manager

Typical workshop format

Challenges

To kick off the workshop, we discuss your goals, challenges and concerns around Dynamics 365. We listen and learn about your organisational priorities, allowing us to tailor the workshop’s content to ensure you get the most value out of the session.

Best practices

We give an overview of best practices and discuss the Dynamics 365 platform. We’ll share our first-hand experiences, outline options which align with your requirements and highlight the strengths and weaknesses of each approach.

Technologies

We’ll discuss Dynamics 365 and the Power Platform (Flow, PowerApps and Power BI) and review the features, functionality and upcoming changes. We’ll advise on how to best leverage Dynamics 365 within your budget and discuss how it aligns and integrates with your existing technology stack.

Recommendations

With an understanding of your challenges and goals, we’ll provide recommendations on your next steps, providing potential options which will enable you to go into your next Dynamics 365 project fully prepared with an optimal project approach.

TOPICS AND TECHNOLOGIES

Some of the most common technologies and discussion areas that we cover in our Dynamics 365 workshops include:

  • Dynamics 365 
  • Power Platform – Flow, PowerApps, Power BI
  • Common Data Service / Model
  • Migration and Data Cleansing
  • Updates and Upgrades
  • Evo 365 – our charity/membership accelerator
  • ClickDimensions Marketing Automation
  • Integrations
  • Custom Development and Clean Code
  • Training and Resources
  •  

Clients

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