Training & Capability Building

Improvement Training

Deepening how experienced users work in D365 - advanced features, reporting self-service, and efficiency techniques.

Overview

Improvement training is for teams who are past the basics and ready to get more out of the platform - advanced reporting and Power BI self-service, workflow personalisation, batch processing, and lesser-used features that save real time once adopted. It's usually run a few months after go-live, once day-to-day usage has settled.

What's included

Where we typically start.

01Advanced-feature deep dives by role
02Power BI self-service report building
03Workflow & personalisation techniques
04Efficiency / shortcut training
05Power-user certification path

How we deliver it

  • Identify where experienced users are still working around limitations
  • Run deep-dive sessions on the advanced features that address those gaps
  • Teach self-service reporting so teams rely less on ad-hoc requests
  • Cover efficiency techniques - batch jobs, personalisation, shortcuts
  • Establish a power-user group to sustain knowledge internally

Ready to talk through improvement training?

Tell us where you are today - we'll map the fastest path to the outcome you need.

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