Dynamics Training With FormusPro

FormusPro’s Dynamics training ensures everyone in your organisation has the level of knowledge and understanding they need to fully harness Microsoft’s Dynamics 365, The Power Platform, Data Engineering, Artificial Intelligence and more…

Our dynamics training packages help you though the challenging stages of introducing something new to staff who may be a little daunted or reluctant to leave the old behind and step outside their comfort zone into the new. We know it’s not always comfortable but we are here to make it as easy as possible. With four types of training, there’s something for everyone. 

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End User Dynamics Training 

This level of training aims to educate end users in the basic features of the system. It focuses on performing tasks in relation to their roles, with introductions in:

  • System navigation
  • How to input data such as customers
  • Using filters and views
  • Producing reports

 

User training caters for end-users who will be using the basic features of the system on a daily basis but do not need to know how to trouble shoot or change the settings of the system. For this level of capability ether Administrator, Configuration or Developer Training options are required.

Administrator Dynamics Training 

The advantage of this training is that it gives your more advanced users the ability to make changes to the system on top of knowing how to use it. A set up overview is included, which covers:

  • User setup
  • Data management and best practices
  • Advanced finds
  • Mail integration
  • Template configuration

 

Not covered is the technical level training needed for trouble shooting or making changes to the settings of the system. 3rd party application training is also not included in ether the admin or user training. For these abilities you would require Configuration Training or Developer Training.

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the office

Dynamics Configuration Training 

Configuration is a large part of what we do with our systems that stands us apart from the rest. It’s the hidden third way of customising a system with more economy and speed. Read more about the truth about customisation in our article. Configuration training includes:

  • Creation of entities
  • Customisation of forms
  • Adding fields and managing data relationships
  • Creation of business rules
  • Building dashboards

 

3rd party application training is also included in this level where the end user and administration training packages do not.

Trainees at this level must have completed the Administrator Training before they start Configuration Training.

 

Dynamics Developer Training 

Developer Training is for those who are already proficient in .NET stack development, and provides an introduction into Dynamics 365 system design and best practices for coding and deployment.

It is ideal for systems specialists who wish to conduct reporting, integration, or development work within their Dynamics 365 environments. Developer training includes:

  • 3rd party application training
  • Custom report building
  • JavaScript functions and event handlers
  • C# plugins, custom workflows and Azure function apps
  • Creation and management of web portals
fully customisable solutions for your organisation

How Dynamics Training Works

Our Dynamics raining packages help you though the challenging stages of introducing something new to staff…

Where Is The Training Based?

Our training courses are designed so that they can be delivered either remote, or in person depending on your needs. These are 1 day training courses. Which can be delivered to up to 8 people, with the exception of developer training which is designed for up to 5 people. 

What Do We Need For The Training?

We will provide you with the training course documentation for all of our training courses. You simple need to attend, ready to learn. 

What Skill Level Do I Need For The Training? 

Each training session is designed to be catered to your skillset. They are as follows: 

  • End User Training – No skill level required
  • Administrator Training – End User Training Advised 
  • Configuration Training – Administrator Training Required 
  • Developer Training – .NET Stack Requied

What Training Course Is Best Suited For Front End Configuration?

Both the configuration training and the developer training include front end configuration training as part of the course. This is not something included in end user training or administrator training. 

What Course Will Teach Me Back End Customisation

The only course that will teach back end customisation is the developer training course

Frequently Asked Questions

Software Training

  • What do we mean by adoption in training?

    Adoption is the process of embedding new systems into everyday working life. Training supports adoption by building confidence, reducing resistance and showing users how the technology makes their roles easier.

  • How do we get started with training?

    The first step is to discuss your needs. From there, we’ll propose a tailored programme and schedule sessions at a pace that suits your team.

  • What sectors do you provide training in?

    We deliver training across NonProfit, Public Sector, Membership, Professional Services, Private Healthcare, Clean Energy, Manufacturing & Distribution and many others.

  • Can you provide ongoing training support?

    Yes. We can schedule refresher sessions, run drop-in clinics or provide updates as Microsoft releases new features.

  • What’s the cost of software training?

    Costs depend on the format, number of sessions and level of tailoring. We’ll provide a clear proposal before any training begins.

  • How does training improve user adoption?

    Training makes users confident, reduces resistance to change and helps embed new ways of working. This leads to better adoption and stronger return on investment.

  • Do you provide training materials afterwards?

    Yes. We provide guides, recordings and reference materials so users can revisit content whenever they need it.

  • How long does training take?

    Training can be delivered in short sessions, half-days or multi-day programmes. We’ll agree a format that works around your team’s availability.

  • Can training cover new features like Copilot?

    Definitely. We provide training on Microsoft Copilot, AI capabilities and other new features, helping your people adopt them confidently.

  • Do you offer role-based training?

    Yes. We create sessions tailored to different user groups, such as administrators, managers or frontline staff, so everyone learns what’s most relevant to them.

  • How do you tailor training to our organisation?

    We take time to understand your roles, processes and sector. That allows us to design sessions that are directly relevant and easy to apply in day-to-day work.

  • What formats do you offer for training?

    We offer a mix of on-site workshops, remote sessions, hands-on labs and self-service resources. We’ll recommend the best format depending on your needs.

  • Can you deliver training separately from a project?

    Absolutely. We provide standalone training programmes for organisations that want to upskill their teams or refresh knowledge of existing systems.

  • Do you provide training as part of a system build?

    Yes. Training and knowledge transfer are built into every project we deliver, so your people can hit the ground running at go-live.

  • Why is training important for Microsoft projects?

    Training ensures your team adopts the system successfully, reduces mistakes and gets maximum value from your investment. Without it, even the best-built solution risks low adoption. 

  • What do we mean when we say software training?

    Software training is the process of equipping your people with the skills and confidence to use Microsoft solutions effectively. At FormusPro, that means tailored sessions on Dynamics 365, Power Platform, Fabric and other Microsoft tools.  

Anthony Nolan

We first embarked on a digital transformation journey with Anthony Nolan back in 2012. With a range of implementations and solutions over the years, this transformation is constantly evolving.

Anthony Nolan wanted to move their Dynamics 2016 On-Premise solution into Dynamics 365 Online. This would mean less reliance on internal servers to maintain and run the platform. They would also benefit from the Microsoft Update process, continuously making new features available.

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Speak To An Expert

To find out about how we create systems around the Microsoft D365 platform or to ask us about the specific industry focused digital management systems we create, get in touch.

Tel: 01432 345191

A quick call might be all you need, but just in case it isn’t, we’re happy to go a step further by popping by to see you.

We travel all over the UK.

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