Microsoft Dynamics 365 Training Services
Empower your teams to get the best out of Microsoft Dynamics 365
Get the maximum out of your Microsoft Dynamics 365 with role-based training, tailored to the requirements of your industry. At Aegis Softtech, our experts assist you in training your employees to ensure that they can use Dynamics 365 effectively. Our training courses enhance productivity, improve user adoption, and reduce support requests across your organization.
- Microsoft Certified Dynamics 365 Trainers
- 20+ years of enterprise technology experience
- Experience in the Complete Microsoft Ecosystem
- Global Training Delivery Across 20+ Countries
Trusted Microsoft Dynamics 365 Training Partner
Choosing the right Dynamics 365 training partner starts with proven expertise. Explore our certifications, Microsoft partnerships, and industry recognitions by clicking the logos below.
Why Microsoft Dynamics 365 Training Is Important
Successful Dynamics 365 implementation depends on user adoption. Our role-based training helps employees confidently use the platform, improving productivity, reducing support requests, and accelerating ROI.
Our training programs help organizations:
- Increase user adoption across departments
- Reduce resistance to new business processes
- Improve employee productivity
- Minimize data entry errors
- Reduce dependency on IT and support teams
- Improve reporting accuracy
- Accelerate onboarding for new employees
- Increase return on your Dynamics 365 investment
Instead of just providing standard training for Microsoft products, our training at Aegis Softtech is customized to fit your company’s processes, goals, and user roles so they can utilize their new skills instantly.
Our Dynamics 365 Training Delivery Formats
Employees work with Dynamics 365 differently depending on their positions. Every position implies different knowledge and duties. That is why we have designed training programs based on roles to provide each participant with the necessary knowledge and skills.
End User Training
Developed for employees working daily with Dynamics 365, our end-user training concentrates on business processes rather than product features. Users learn how to complete their daily work more efficiently while following your organization's processes.
Training is available for:
- Sales representatives and managers
- Customer service agents
- Finance teams
- Warehouse and operations staff
- Field technicians
- Retail users
- Business users across departments
The learning modules include:
- Understanding Dynamics 365
- Managing customer and business records
- Daily workflows and approvals
- Dashboards and reporting
- Mobile application usage
- Collaboration tools
- Copilot features for improved productivity
- Security and data quality best practices
Administrator Training
Administration is the key to maintaining the stability and security of your Dynamics 365 environment. In our Dynamics 365 administrator training, we enable your people to manage your Dynamics 365 environment autonomously.
Training covers:
- User and license management
- Security roles and permissions
- Business units and teams
- Forms and views
- Business rules
- Environment administration
- Data management
- Power Automate fundamentals
- Monitoring and troubleshooting
- Release and update management
Dynamics 365 Developer Training
We offer Dynamics 365 developer training for your technical teams tasked with extending and integrating the platform.
Developers receive practical guidance on Microsoft's recommended development practices while working with real-world business scenarios.
Topics include:
Solution management
Plugin development
JavaScript customization
Web APIs
Power Platform integration
PCF controls
Custom connectors
Application Lifecycle Management (ALM)
Performance optimization
Integration best practices
From developing bespoke business applications to integrating Dynamics 365 with external systems, our training enables developers to apply best practices in their work.
Functional Consultant Training
Functional consultants act as a link between business users and technical experts. Our role-based training enables consultants to set up Dynamics 365 according to business needs without over-customization.
Training includes:
- Requirement gathering
- Business process mapping
- Configuration best practices
- Business process flows
- Security setup
- Reporting and dashboards
- User acceptance testing
- Documentation
- User support techniques
Executive and Leadership Training
Executives need visibility into business performance rather than detailed system functionality. Our executive sessions focus on how Dynamics 365 supports strategic decision-making.
Topics include:
- Executive dashboards
- Sales performance monitoring
- Customer insights
- Financial reporting
- AI-powered business insights
- Copilot capabilities
- Operational KPIs
- Decision support analytics
Power Platform Training
Microsoft Dynamics 365 operates with Power Platform. We offer training for both business professionals and technical personnel to assist organizations in customizing Dynamics 365 using low-code functionality. Business professionals are trained on automation of repetitive tasks, creation of business applications, and development of dashboards.
Training covers:
- Power Apps
- Power Automate
- Power BI
- Copilot Studio
- Dataverse fundamentals
- Governance and security
- Application lifecycle management
- Integration with Dynamics 365
Microsoft Dynamics 365 Applications We Train On
Our Microsoft Dynamics 365 training services include the full Microsoft business application environment.
Our Dynamics 365 Training Framework
Our Dynamics 365 training program is built in such a way that it trains the employees before deploying the solution, assists them in going live, and helps in learning after deployment to achieve better user adoption, higher productivity, and get the maximum benefits from your investment.
Understand Learning Needs
User roles, business processes, and skills of employees are evaluated to define knowledge gaps and develop role-specific training paths.
Develop a Customized Training Program
We develop training programs according to your Dynamics 365 environment, workflows, and goals rather than using standard training materials.
Provide Hands-on Training
Instructor-led classes, virtual labs, and sandbox training provide hands-on experience in real business cases.
Reinforce Learning During Go-Live
Our consultants provide practical guidance, answer user questions, and reinforce best practices to help employees confidently apply their training after deployment.
Promote Continuous Learning
With our refresher classes, new features training, and onboarding of new staff members, we facilitate continuous learning and improvement.
Our Dynamics 365 Training Delivery Methods
Organizations have varied preferences, teams, and needs when it comes to training. We provide flexible Microsoft Dynamics 365 training delivery formats, tailored to your organizational needs.
Instructor-Led Training
Our instructor-led sessions are available both onsite and virtually. The training includes live demos, business discussions, hands-on exercises, and Q&A sessions.
This format allows:
- Live product demonstrations tied to real business scenarios
- Open discussions around process and workflow questions
- Practical exercises participants complete during the session
- Questions and answers to discuss team-specific issues
Best For: Organizations where different teams use Dynamics 365 in different ways. Teams require training that focuses on their specific jobs as opposed to one-size-fits-all sessions.
Role-Based Workshops
Different users perform different tasks in Dynamics 365. Instead of providing the same training to everyone, we organize role-specific workshops for:
- Sales teams
- Customer service representatives
- Finance users
- Warehouse teams
- Field technicians
- Business analysts
- Administrators
- Developers
Best for: Organizations where different departments use Dynamics 365 in different ways and need training tailored to their specific tasks rather than a one-size-fits-all session.
Hands-On Sandbox Training
People learn faster when they use the system themselves. This hands-on training is carried out in sandbox or non-production environments. It allows the user to go through various processes in the system without putting any production data at risk. Our hands-on session includes:
- Guided exercises in a safe, non-production environment
- Practicing various business processes in a non-production environment
- Room for making mistakes and learning.
- Confidence-building before working in the live system
Best For: Groups and individuals who want to practice before going live. It is also good for people who learn from doing, not from watching.
Self-Paced Learning
Organizations with distributed or global teams often require flexible learning options. We provide self-paced learning resources including:
- Recorded training sessions
- Video tutorials
- User manuals
- Step-by-step guides
- Frequently asked questions
- Quick reference documents
Best For: Teams spread throughout time zones, new employees who require onboarding content at their own pace, and anyone requiring a refresher without scheduling a live training session.
Train-the-Trainer Courses
For many businesses, developing internal know-how is better than hiring external consultants for everything. The Train-the-Trainer course helps selected individuals become internal Dynamics 365 champions capable of:
- Supporting colleagues
- Answering day-to-day questions
- Training new employees
- Reinforcing best practices
- Encouraging long-term adoption
Best for: Organizations looking to use Dynamics 365 in the long run and seeking decreased reliance on external consultants, alongside developing internal know-how.
Customized Dynamics 365 Training for Your Business
Generic software demonstrations rarely prepare employees for real work. Every organization configures Dynamics 365 differently, with custom entities, workflows, security roles, integrations, and business processes.
That's why we customize every training engagement. Our learning programs are tailored to your:
- Business processes
- Industry requirements
- Custom workflows
- Security model
- User roles
- Business terminology
- Custom forms and dashboards
- Integrations with third-party systems
Dynamics 365 Training Deliverables
Learning should be a lifelong process after completing the classroom-based learning sessions. All training engagements come with reusable learning material that will help staff members when they require assistance.
Based on the extent of the project, deliverables may include:
- Role-based user manuals
- Quick start guides
- Step-by-step process documentation
- Recorded training sessions
- Video tutorials
- Frequently asked questions
- Troubleshooting guides
- Sandbox exercises
- Administrator runbooks
- Process documentation mapped to Dynamics 365 workflows
Our Dynamics 365 Adoption Services
Dynamics 365 Champions Program
Sustain long-term Dynamics 365 adoption by empowering internal champions who reinforce best practices, support end users, and drive continuous improvement across the organization.
Our Champions Program helps you build:
- Department champions
- First-level support contacts
- Internal trainers
- Process advocates
- Change ambassadors
New Employee Onboarding
Keep every new team member productive with structured Dynamics 365 onboarding tailored to your business processes, user roles, and system configuration. We provide reusable learning resources that help maintain consistent knowledge across your organization.
Our onboarding programs support:
- New hires
- Internal role changes
- Department transfers
- Business expansion
- Mergers and acquisitions
Why Choose Aegis Softtech for Dynamics 365 Training & Adoption Services
Just like the technology you choose to implement, finding the right training partner is equally crucial. At Aegis Softtech, we offer Microsoft Dynamics 365 expertise along with practical and role-based training to help your organization’s staff embrace the technology platform and gain maximum benefit from it.
Training by Experienced Dynamics 365 Consultants
The training programs at our end are led by Microsoft Dynamics 365 consultants who bring in the practical knowledge related to implementation, customization, integration, and support of Dynamics 365 technology solutions.
Role-Based & Business-Focused Learning
Each training program is customized based on the user roles, business process workflow, and system configurations to help employees understand the integration of Dynamics 365 within their daily business operations and thus adopt the tool effectively.
Industry-Specific Training
Our customized approach towards training includes industry-specific business scenarios related to Manufacturing, Healthcare, Retail, Banking, Insurance, Logistics, Public Sector, Professional Services, Oil & Gas, and more, making the training programs effective and relevant.
Complete Microsoft Ecosystem Expertise
Be it Dynamics 365 CRM or Dynamics 365 ERP, Dynamics 365 Business Central or Dynamics 365 Finance & Operations, Power Platform or Microsoft Copilot, we cover all of it under our comprehensive training programs.
Flexible Global Delivery
No matter whether your workforce is located in the USA, UK, Europe, Australia, UAE, Singapore, Canada, or India, we will provide training programs for your team that will be convenient as per your schedule and timezone.
Long-Term Adoption Support
The training won't be the end of our engagement with your company; we'll provide you with refreshers, new hires' onboarding, updated training, and constant adoption assistance to keep up with new features introduced by Microsoft.
Outcome-Focused Training
We don't only aim to train users in Dynamics 365 but also to assist your organization in achieving a better user adoption rate, higher data quality, reduced number of support calls, increased productivity, and better return on investment in Microsoft Dynamics 365.
Dedicated Microsoft Partner for End-to-End Services
In addition to training services, we provide Dynamics 365 Implementation Services, Customization Services, Integration Services, Data Migration Services, Managed Services, and Support Services, which makes us a reliable vendor for all of your Dynamics 365 needs.
Dynamics 365 Training Success Stories
Platform Utilization & 35% Rise in Data Accuracy
The client is a global commercial real estate firm struggling with low CRM engagement and fragmented workflows. We deployed role-based training, in-app guidance, and interactive sandboxes, scaling active daily adoption from 28% to 90% and boosting data accuracy by 35%.
Rapid Feature Utilization & 45% Drop in Process Bottlenecks
The client is a national healthcare logistics provider facing user resistance following a platform upgrade. We introduced persona-led learning paths, real-time usage analytics, and embedded micro-simulations. This drove active platform utilization to 88% and reduced workflow blockages by 45%.
Flexible Engagement Models
Each organization has different learning requirements, and we offer flexible engagement models based on your implementation schedule, workforce size, and other aspects.
Choose from:
- One-time onboarding and go-live training for new implementations
- Regular training programs at quarterly or semi-annual intervals for continuous learning.
- Per-user training for onboarding new employees
- Managed adoption retainers with ongoing coaching, health checks, and support
- Services are combined into one package for organizations interested in using one service provider
Leadership Behind Your Project Success
FAQs
Dynamics 365 training helps employees, administrators, consultants, and developers learn how to use Microsoft Dynamics 365 effectively. It improves user confidence, increases adoption, and enables organizations to maximize the value of their Dynamics 365 investment.
Yes. We provide training for Dynamics 365 Sales, Customer Service, Field Service, Customer Insights, Finance, Supply Chain Management, Finance & Operations, Business Central, and the Microsoft Power Platform.
Yes. Our Dynamics 365 developer training covers Dataverse, plugins, JavaScript, Web APIs, Power Platform, Power Automate, PCF controls, solution management, integrations, and application lifecycle management (ALM).
Yes. We provide instructor-led onsite workshops, virtual training, hybrid delivery models, hands-on sandbox sessions, and self-paced learning resources.
Yes. We help organizations train users on Microsoft Copilot capabilities within Dynamics 365 and the Power Platform, enabling teams to adopt AI-powered features confidently and responsibly.
Yes. We offer standalone training services as well as bundled engagements that include Dynamics 365 implementation, customization, migration, adoption, managed services, and ongoing support.