Express Dynamics Training
Dynamics 365 Training that reduces operational time from day one
Optimize your ERP or CRM usage, increase team productivity, and recover hidden work hours in daily processes. Request a personalized free DEMO and evaluate the impact on your operations in less than a week.
THE CHALLENGE
More ERP usage, but not necessarily better usage
As an organization grows, ERP or CRM usage intensifies… but it is not necessarily optimized. Teams work more within Dynamics 365 or AX, but not always better. This generates silent inefficiencies that directly affect costs and time.
Common situations:
- Users repeating manual processes without knowing faster alternatives
- Constant data entry (dates, records, searches) without optimization
- Excessive mouse dependence in tasks that could be partially automated
- Negative perception of ERP due to its “complexity”
- Accumulated loss of minutes in repetitive tasks
Collectively, these small misalignments generate:
- Direct impact on overall productivity
- High operational costs per task
- Low end-user autonomy
- Incomplete adoption of system capabilities
- Feeling that ERP is an obstacle, not an enabler
Root of the problem
This scenario is usually not due to poor ERP or CRM implementation, but to operational factors:
- Lack of practical training focused on real efficiency
- Incomplete learning curve after implementation
- Priority on daily operations over optimization
- Lack of knowledge of advanced functionalities or quick access
The result is clear: the system has more capacity than is actually used.
THE SERVICE
Usability training focused on real productivity
At Revertis, we address this problem with a direct approach: usability training focused on real productivity.
We have developed high-performance express training specifically designed for users of Dynamics 365, Sales, and Dynamics AX.
Real usage analysis
We analyze how users actually interact with the ERP and CRM.
Shortcuts and quick access
We teach quick access and shortcuts that reduce operational time.
Process optimization
We optimize common processes (data entry, search, filtering).
Guided practice
We apply practical exercises in real-time to consolidate learning.
Structured session 3 h + 2 h
Single structured session: 3 hours of training + 2 hours of practice.
Immediate application
Immediate application of improvements in the real work environment.
OBJECTIVE
It’s not just about the ERP working, but about it truly working for the business.
Transformation
From users who “suffer” the ERP to teams who master it
Before
Repetitive manual processes
Limited system usage
High times for basic tasks
Low user perception of ERP or CRM
After
Significant reduction in time for operational tasks (20-40%)
More efficient use of native functionalities
Greater user autonomy
Improved system adoption and perception
Operational and measurable change, not conceptual
WHAT IT INCLUDES
Key areas of daily ERP and CRM use
Data optimization
- Efficient data entry (dates, records)
- Default value configuration
- Advanced filter and search management
Operational productivity
- Keyboard shortcuts and hotkeys
- Minimizing mouse usage
- Quick access to advanced functions
Customization
- Screen customization by role
- Adaptation to team level
- Guided practical exercises in a real environment
Training format
- 3 hours of training + 2 hours of practice
- Small groups (4-6 users)
- Single session during working hours
Compatible versions
- Dynamics 365 Finance & Operations
- Dynamics AX in its versions
- Dynamics 365 Sales and Customer Engagement
How much time does your team actually spend on repetitive tasks within Dynamics?
Request a personalized free DEMO. We analyze current usage and show you the potential for improvement with just one training session.
METHODOLOGY
A direct approach focused on operational results
01
Usage analysis
We observe how users interact with the system
02
Program design
We adapt content to the team’s level and role
03
Training (3 hours)
Shortcuts, optimization, and advanced functionalities
04
Guided practice (2 hours)
Real exercises to consolidate learning
05
Immediate application
Improvements applicable from the same day
RESULTS
Tangible results: 20-40% less time on repetitive tasks
Direct impact on operational metrics:
- Reduction in time for repetitive tasks: 20-40%
- Improvement in individual productivity from the first week
- Decrease in data entry errors
- Optimization of internal resource usage
At a business level:
- Lower operational cost per task
- Increased team capacity without expanding structure
- Better return on investment for ERP or CRM
SUPPORT
Training as an efficiency accelerator, not an isolated action
Immediate application
Visible improvements from day one
Best practices
Standardization among team users
Basis for evolution
Starting point for future optimizations
Sustained change
Results that are maintained over time
ABOUT REVERTIS
Specialists in efficiency and usability of Dynamics environments
+20 years
of Microsoft Partner experience
Practical approach
Real operational results, not theory
Proprietary methodology
Validated across multiple clients
Efficiency and usability
Specialization beyond implementation
User focus
Product mastery, adoption, and acceptance
