2026 Cohort: Self-Study - D365CE Item by Item Training – Sales
2026-07-06 09:00 - 16:00 (America/Chicago)
Self-Study: D365 Sales IBI Training
These learning modules are self-paced and support your pursuit of the PL-200 and MB-910 Certifications. You will only have 30 days to complete this self-study. Delivered virtually via Teams to all students.
The Sales curriculum is crafted specifically for individuals who are new to Dynamics 365 Sales. It offers a clear, step-by-step introduction to the tools and workflows that help manage customer relationships and drive sales. Through 37 easy-to-follow micro-courses and guided learning paths, learners gain hands-on experience navigating the system and understanding the end-to-end sales cycle.

Get familiar with the Sales app interface and navigation
Learn how to manage customer data with accounts and contacts
Track emails, calls, and tasks using activity management
Understand how to create and move opportunities through the sales pipeline
Explore how to create quotes and use sales forecasting tools

This beginner-friendly curriculum ensures learners develop a strong grasp of CRM fundamentals and are prepared to use Dynamics 365 Sales in real-world contexts.

2026 Cohort: Self-Study - D365CE Item by Item Training - Customer Service App
2026-07-08 09:00 - 16:00
Self-Study: D365CE Item by Item Training – Customer Service App
Perfect for those new to customer support systems, the Customer Service curriculum introduces learners to the basics of managing customer issues with Dynamics 365. With 45 micro-courses tailored to beginners, it builds core skills needed to navigate service workflows, resolve cases, and support customers effectively.

Learn the structure and purpose of customer service cases
Understand how to search and use a knowledge base to resolve issues
Get introduced to Service Level Agreements (SLAs) and how they work
Explore tools for tracking customer communications and case progress
Gain visibility into how agents and teams collaborate within the system

By the end of this curriculum, first-time users will feel confident using D365 to handle and track customer service interactions.

2026 Cohort: Self-Study - D365CE Item by Item Training - Field Service App
2026-07-10 09:00 - 16:00
Self-Study: D365CE Item by Item Training – Field Service App
The Field Service curriculum is built for individuals with no prior experience in Dynamics 365 or field operations systems. It walks learners through the foundational concepts of delivering service in the field, managing technicians, and using technology to improve efficiency.

Understand what work orders are and how they’re created and completed
Learn how dispatchers assign tasks and optimize technician schedules
Get introduced to managing service parts, assets, and customer equipment
Explore how service agreements are created and used for recurring work
Become familiar with mobile tools used by field staff on the go

This set of 56 beginner-level micro-courses ensures learners are well-prepared to support and deliver field service using Dynamics 365.

2026 Cohort: Enterprise Resource Planning & What it Means in the Modern Workplace - Day 1
2026-07-13 09:00 - 16:00
Enterprise Resource Planning & What it Means in the Modern Workplace
Course description TBD.

2026 Cohort: Enterprise Resource Planning & What it Means in the Modern Workplace - Day 2
2026-07-14 09:00 - 16:00
Enterprise Resource Planning & What it Means in the Modern Workplace – Day 2
Course description TBD.

2026 Cohort: Self-Study - D365 FSCM IBI Training (2-Day Session)
2026-07-15 09:00 - 16:00, 2026-07-16 09:00 - 16:00
Self-Study: D365 FSCM IBI Training (2-Day Session)
The “Introduction to ERP” curriculum is designed for newcomers to Dynamics 365 Finance and Supply Chain. It provides a high-level orientation through a selection of sample micro-courses from IBI’s full D365 FSCM catalog. The curriculum builds familiarity with theD365 FSCM’s user interface, basic workflows, and major business areas, laying a strong foundation for future learning.

Learn how to navigate the D365 FSCM interface with confidence
Explore key business processes in Finance and Supply Chain
Preview typical business processes and workflows
See how data is entered and flows across functional areas

This introduction helps first-time users understand what D365 FSCM can do and prepares them to dive deeper into functional or role-specific training later on.
