Everything you need to know about the upcoming Free Dynamics 365 Training Bootcamp at Microsoft UK London Paddington offices

CRM Saturday and CRM Boutique Mentoring programme are arranging a FREE Dynamics 365 CRM classroom training delivered by a number of Microsoft MVPs and Dynamics Experts. The event will also be used to raise funds to the London Fire Relief, British Red Cross. 100% of donations go directly to the charity. Trainers are volunteering and dedicating their Saturday to give back to the Dynamics community through training and to raise money to a good cause.

Thanks to Microsoft UK and our sponsors, there will be free lunch and refreshments throughout the day!

This hands-on classroom based training has 3 Tracks:

  1.  Track A: Application Core for those looking to learn the basics of Dynamics 365 functional capabilities. The focus of this track is at professionals and individuals moving into Dynamics 365 who want to learn the core Dynamics 365 CRM Sales and Customer Services application from a functional, capability and features knowledge. If a consultant already knows Dynamics 365 application good enough, then they should look at registering an interest in Track B: Configuration and Customisations of Dynamics 365. There will be a hands-on project expected to be delivered by groups of attendees in this track.
  2. Track B: Configuration and Customisation with No Code or Custom Development: for individuals who know Dynamics features and capabilities but want to learn how to configure the platform without code or development. It’s specifically aimed at professionals and End Users who want to get a hands-on training on how to configure and customise the system using out of the box configuration capabilities. Attendees must understand the application functionality well to attend this track, otherwise please register your interest in track A. There will be a hands-on project expected to be delivered by groups of attendees in this track.
  3. Track C: Unified Service Desk Specialist training. This is a highly specialised Unified Service Desk training by Microsoft MVP Neil Parkhurst with a combination of lessons and labs to get everyone a hands-on experience on setting up and configuring Dynamics 365 USD.

Securing your place:

Places are limited so please register your interest here as soon as possible before we close down the registration of interest: http://crm.boutique/register

Please remember to fill in all details included under the options section of the registration page.

If you have registered with CRM Boutique before, then you only need to update your account page. Make sure you update the options to confirm your interest in joining the bootcamp and which track you would like to be considered for.

Registration of interest must have details on how you see this training can help your career.

Registration of interest without full information including why you should be allocated a place, will be disregarded.

Places are allocated by application NOT on first come first serve basis.

 

Fundraising and Donations:

To extend the benefit of this bootcamp training we are using the event to raise funds for the London Fire Relief, British Red Cross. Trainees are expected to make a donation to this cause via the following Just giving page:

https://www.justgiving.com/fundraising/saturday-bootcamp

Please note that 100% of all donations go straight from Just Giving to the Charity directly. We do not take any donations and we don’t even process it.

Sponsors:

Thanks to our sponsors,

  1. Microsoft UK, our host
  2. Scribe Software, Platinum Sponsor, and,
  3. Nigel Frank International, Gold Sponsor,

Thanks to them, this training has been made a reality. Without our sponsors, we wouldn’t have a venue, food and refreshments all day and we wouldn’t have been able to cover all training costs. Our Sponsors are the ones who made this event free!

Any sponsorship money left after covering the event costs, will be donated to the same JustGiving page for the British Red Cross.

Featuring these exceptional experts and MVPs: Raz Dynamics , Neil Parkhurst , Baris KANLICA , Janet Robb and more!

Hands-on Projects and Labs:

Tracks A and B will have hands-on projects to be delivered by groups of trainees. Track C will have a number of Labs. For this reason, all trainees are expected to bring in their own laptops with them. All trainees will also need to register for a free 30 days trial Dynamics 365 instance ahead of coming to the training. This is very important as otherwise, trainees will not be able to participate and may not get the full benefit of the training.

Awards and Prizes:

In addition to all of this, our sponsors will be offering valuable prizes as awards to highest performing trainees in the bootcamp. There will also be a raffle with excellent prizes.

More details to be announced on the day!

Full information here: https://www.linkedin.com/pulse/free-dynamics-365-training-bootcamp-microsoft-london-offices-mostafa

CRM Saturday is a free non-for-profit Microsoft Dynamics 365 event held in multiple cities around the world from Europe to Australia which has been extremely well received globally with very positive feedback and excellent participation.

CRM Boutique is a free Dynamics 365 Mentoring programme which has gained a large audience and membership over the past few months.

Gaining access to Dynamics Learning Portal: Essential Dynamics 365 Learning & Study material – Part 3

In the past 2 articles, I discussed some of the basics for learning Microsoft Dynamics 365 including an Introduction to Learning Dynamics 365, setting up trial Dynamics 365 Online instances and Creating your Learning Plans in Dynamics Learning Portal

In this article, I’m trying to give some guidance to new Dynamics 365 learners on how to gain access to the essential Dynamics Learning Portal (DLP). You can access DLP through this link: https://mbspartner.microsoft.com/Home

However, you need to make sure that you are using Microsoft logins that are associated with a Dynamics Partner or Customer who have access to the Dynamics Learning Portal. Otherwise, you will not be able to access DLP.

Alternatively, if you do not have access to DLP via your employer, either as a partner or customer, then your next best option is to register as a consultant at https://www.365talentportal.com/. Talent 365 Portal can give you access to DLP as a signed up consultant with them. Please talk directly to them if you require further guidance.

Once you gain access to DLP, my advice is to build up a learning plan (as per my previous post) that can help you learn Dynamics 365 step by step through video tutorials, live sessions, etc. You should always start with the “Introduction to Microsoft Dynamics 365” video (level 200) and then move to the value proposition.

Hope this helps! Feel free to comment below if you need help accessing DLP and I’ll see what I can do. You can also register for the Free Dynamics 365 Mentoring Programme on the CRM Boutique: http://crm.boutique

Introduction to basic and essential Dynamics 365 Learning & Studying material and content – Part 2

This is the second article of my series on the introduction and first steps to study and learn Dynamics 365 if you are new to the technology and platform. If you have missed the first post, then I suggest you read it first please to ensure you keep up with the flow.

Now that you have a Dynamics 365 instance, you need to start following a step by step training or guide to learn Dynamics 365 functionality. I strongly suggest using Microsoft Dynamics Learning Portal as it has training videos, virtual sessions, live online training and training guides and content for Dynamics 365 across the various modules: Sales, Services, Field Services, Project Services, Marketing, etc. This is all delivered through what is called “Dynamics Learning Plans”.

In summary, the Dynamics Learning portal offers two types of learning plans:

  • Readiness Learning Plans are recommended, product-specific, role-based, sequentially ordered and category-driven plans that prompt users through the curriculum, while highlighting certification and specialized topics.
  • My Learning Plans have an intuitive, user-friendly UI that provides more flexibility and customization without sacrificing current features. My Learning Plans are offered in two views:
    • Tracks and Capabilities view offers users the option of viewing a taxonomy-driven format that displays the training assets in your learning plan alphabetically by track and capability. While users will not be able to edit from within this plan, they will have the ability to track progress, print, export and apply filters.
    • Customized view offers a taxonomy free, cross product, sequentially ordered format, enabling users to organize their unique plan, while providing the flexibility that is required to fit partner’s business model. Users can select this view to create new plans, add assets, edit the plan, reorder groups or training assets, create, add or rename groups, apply filters, track progress, share, print and export.

My suggestion is that you choose the Readiness Learning Plan, select levels 100 and 200,

select “Application Consultant” role

and then select the business application you are most interested in (Sales, Customer services, etc.)

Here are the results that come back from these selections:

Once you got the results, you can start adding these results to your learning plan using the “+” under my learning plan in the bottom right hand corner.

In my next blog post, I will discuss more about how to gain access to Dynamics Learning Portal if you don’t have it through your Microsoft partner or customer account. I will also cover the next learning and development areas and options available to progress your career in Dynamics 365.

Introduction & First steps to Learning Microsoft Dynamics 365 for those who want to move to the Dynamics Domain & Market

This is my first post in a series of articles I’ll be publishing to help new comers into the Dynamics 365 domain learn the technology and the platform to become Dynamics 365 consultants, developers and Architects. This series is aimed at graduates looking to study and learn Dynamics 365 so they can become consultants or analysts in this striving and growing market. It is also aimed at other IT consultants who are moving into Dynamics 365 from other CRM and ERP platforms such as SAP, Oracle, SalesForce, etc. The series might also be helpful to junior consultants at the early stages of their career in Dynamics 365.

So, if any of the above applies to you, you must have wondered what are the first steps to learn Dynamics 365 so I can sell the platform, implement it or even just talk confidently about it.

My recommendation is that you should always focus on learning the functionality and studying the capability of the solution before trying to learn how to extend the platform with custom code and custom development, even if you are a seasoned .Net developer. The reason for this is that you should always try to use Dynamics 365 built-in functionality and features to its maximum (and there is a lot to utilise here) before you consider writing any custom code or extending the platform with .net plugins, custom workflow activities, custom actions or even JavaScript web resources. The organisation that has acquired Dynamics 365 licenses to utilise the platform is expecting to be get the best out of the built-in functionalities and capabilities before paying for expensive custom development that would require even more costs in the future to maintain, support and upgrade. Finally, with the Dynamics 365 Cloud has now become the norm, as opposed to Dynamics 365 on-premise option, you have twice a year upgrade to your Dynamics 365 instance so it’s best practice, Microsoft’s recommendation and for the benefit for everyone that your Dynamics 365 solution sticks to the out of the box capabilities and utilise built-in features as much as possible.

This is a long but really important introduction as the above could literally shape your career in Dynamics and you should start on the right foot by following the best practices and Microsoft recommendation for implementing Dynamics 365 solutions.

 

Now, the first ever step you should do to start learning Dynamics 365 is to get yourself a Dynamics 365 CRM Online (Cloud) instance. You can get this from your organisation / company where you work, or alternatively if this is not available, then you should subscribe to a free 30 (or 90) days trial Dynamics 365 instance. The simplest action is to get the 30 days free trial using the following link:

Dynamics 365 Free 30 days trial

If the above link doesn’t work, you can search online for Dynamics CRM Online Free trial and get the relevant page for the free trial in your country. If all of this doesn’t work, please comment below and I can send you an invitation for a 30 days free trial (subject to availability) from my Microsoft partner account.

The other option to the Dynamics 365 30 days free trial is to get a 90 days free trial Microsoft Dynamics 365 tenant with office 365 using the Microsoft Demos website. This option is only available for Microsoft Partners though.

In my next article, I will be taking you through the step by step guide on where to start your learning of Dynamics 365 and how to apply your learning onto a Dynamics 365 solution built on your new free trial instance you have.

Hope this helps!

Note: You can always register with the free Dynamics 365 Mentoring programme on CRM Boutique and get help from a Dynamics 365 expert as your career Mentor