Microsoft Dynamics 365 Customization and Configuration Corporate Training
Instructor-led Dynamics 365 customization training that builds your team's skill in Dataverse modeling, forms and views, business rules, process flows, and security.
This program prepares functional consultants, solution architects, and platform administrators to customize and configure Microsoft Dynamics 365. Learners work in a live environment across Dataverse tables and relationships, forms and views, business rules, business process flows, workflows, and security roles.
Instructor-led group trainingVirtual / on-site / off-site10 languagesDelivered inEnglish, Spanish, Mandarin, German, Arabic, Portuguese, Hindi, French, Japanese, Italian100+ countriesWe have delivered inUnited States, United Kingdom, India, Canada, Germany, France, Netherlands, UAE, Saudi Arabia, Singapore, Australia, Japan, Brazil, South Africa and 90+ more countries
How we build a high-performing platform customization team
The Edstellar PLATFORM CUSTOMIZATION Capability Model
Diagnose
We assess your current Dynamics 365 customizations, configuration standards, and the gaps that slow delivery.
Standardize
We align your team on proven practices for data modeling, form design, and solution layering.
Practice
Learners build tables, forms, rules, and flows in guided labs that mirror real customization work.
Measure
We check configuration accuracy and design fluency with checkpoints after every major module.
Scale
Your team leaves with templates and playbooks to extend clean customization across apps and teams.
Need more than one program?Get a group quote
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Program Overview: What is Microsoft Dynamics 365 Customization and Configuration?
Microsoft Dynamics 365 Customization & Configuration is Edstellar's instructor-led program for functional consultants and admins who extend Dynamics 365 without writing code. It covers solution strategy, Dataverse tables and relationships, forms, views, business rules, process flows, security, dashboards, and reporting. Participants learn to shape the platform to the business instead of forcing the business into the platform.
Training is build-heavy, with participants extending a live Dynamics 365 environment module by module across the program. Each session pairs guided design with configuration labs: data models, forms, automation, security roles, and dashboards. Instructors review each solution, enforcing the solution-layering discipline and naming conventions that keep customizations upgrade-safe. The program closes with a capstone where participants deliver a complete configured business solution.
Uncontrolled customization is how Dynamics 365 environments turn into unmaintainable tangles. This program teaches the opposite discipline: model data cleanly, configure with solutions, secure by role, and document everything. The payoff is a system that matches the business today and still upgrades cleanly tomorrow.
The proof is the Configured Business Solution capstone: a complete no-code extension to Dynamics 365, with a clean data model, automated processes, role-based security, and dashboards, built in a managed solution and demoed as a finished product.
Functional consultants, solution architects, and platform administrators learn how Dataverse tables, forms, views, business rules, and process flows work together as one configurable platform. The program covers solution layering, data modeling, form and view design, business rules, business process flows, classic workflows, Power Automate integration, security roles, and dashboards. By the final capstone, each learner has delivered a working configured solution and can support day-to-day customization with confidence.
What's Included in this Workshop for Your Enterprise Teams
- 1
Platform foundations
Map the D365 architecture and plan solution strategy.
- 2
Dataverse modeling
Design tables, columns, and relationships.
- 3
Forms and views
Build model-driven app interfaces and views.
- 4
Rules and flows
Automate logic with business rules and process flows.
- 5
Security and reporting
Configure roles, dashboards, and reports.
- 6
Capstone solution
Deliver a complete configured solution for review.
- Instructor-led delivery, virtual, onsite, or hybrid
- Guided practice tenant for every learner
- Lab guides and procedure workbooks
- Session recordings for later review
- Pre-training skills check with readout
- Post-training office hours and support
Build your team's skills. Anywhere in the world.
Real-world use cases
from day one
Instructor-led training
for your teams
Delivered globally
in 100+ countries
Enterprise Training Solutions Customized for Your Company
One partner for instructor-led corporate training, delivered the way your teams work.
Request a Training Quote- Customized Training Delivery
- Scale Your Training: Small to Large Teams
- In-person Onsite, Live Virtual or Hybrid Training Modes
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- Hands-On Labs on Live Infrastructure, Led by Industry Experts
Microsoft Dynamics 365 Customization and Configuration Course Topics and Program Outline
A 24-hour instructor-led program with guided labs in every module, from solution strategy to a full configuration capstone.
Built by Edstellar with Dynamics 365 customization practitioners
Built by functional consultants who customize Dynamics 365 for enterprise clients, shaped around your stack and use cases.
We map your current Dynamics 365 customizations, standards, and skill gaps so the program targets what your team needs most.
Instructor-led sessions cover platform architecture, solution strategy, and Dataverse modeling with live demonstrations.
Guided labs build tables, forms, rules, and flows in a live Dynamics 365 environment with instructor support.
A capstone solution brings data modeling, interfaces, and automation together in one realistic business scenario your team presents.
Deliver a complete configured solution from data model to automated workflows in guided labs.
Delivered as
Delivered live by an instructor across 24 hours, with every module anchored in hands-on practice inside a real Dynamics 365 environment.
Explore a live Dynamics 365 environment and create a publisher and solution.
learna)Dynamics 365 architecture and Dataverse overview
b)Model-driven and canvas app concepts
c)Solution types: managed vs unmanaged
d)Solution layering and ALM basics
Design tables, columns, and relationships for a business scenario.
practicea)Standard and custom tables
b)Column types and data formats
c)Relationships: 1:N, N:N, and lookups
d)Choices, calculated and rollup columns
Build forms and views, then add business rules for validation.
practicea)Main, quick create, and quick view forms
b)Form components: tabs, sections, subgrids
c)System and personal views
d)Business rules and client-side logic
Build a process flow and a workflow that automates record updates.
practicea)Business process flows and stages
b)Branching and conditional logic
c)Classic workflows: triggers and steps
d)Power Automate integration basics
Configure security roles and build an interactive dashboard.
practicea)Security roles and privileges
b)Business units and field-level security
c)Interactive dashboards and charts
d)System reports and export options
Deliver a complete configured business solution and present it for review.
applya)Scenario briefing and success criteria
b)Data model and relationship setup
c)Forms, views, and rule configuration
d)Process flow and workflow automation
e)Handover documentation and review
Customize this program tailored to your team?
Tell us your training needs: what your team already works with, the level they’re at, and the topics you want them to focus on. We’ll adjust the modules, duration and hands-on labs, and send you a customized outline for your group.
Key Skills and Outcomes Your Team Will Gain
Practical outcomes your team will demonstrate by the end of the program.
Plan solution architecture
Choose managed and unmanaged solutions and layer customizations safely.
Model data in Dataverse
Design tables, columns, and relationships that match business processes.
Design forms and views
Build main forms, quick create forms, and views that users find intuitive.
Apply business rules
Add client-side logic and validation without writing code.
Automate with process flows
Build business process flows and workflows that guide users and automate updates.
Configure security and reporting
Set security roles and build dashboards and reports for stakeholders.
Support configured solutions
Maintain, troubleshoot, and extend no-code customizations with confidence.
Teams that Benefit from this Microsoft Dynamics 365 Customization and Configuration Group Training
Functional consultants, solution architects, and platform administrators who customize Microsoft Dynamics 365. Content adapts to each cohort's role and experience, so every group practices the configuration workflows it owns.
Deliver cleaner customizations faster
For functional consultants who gather requirements and configure Dynamics 365 apps.
Workflow friction
- Over-customized solutions
- Messy data models
- Inconsistent form design
How the program helps
- Faster requirement turnaround
- Cleaner solution design
- Fewer rework cycles
Practice use cases
- solution design labs
- form and view labs
- rule configuration
Keep the platform stable and governed
For administrators who manage environments, solutions, and security roles.
Workflow friction
- Solution sprawl
- Unmanaged changes
- Security role gaps
How the program helps
- Better solution hygiene
- Reliable environment management
- Tighter access control
Practice use cases
- solution layering labs
- security role setup
- environment review
Turn requirements into working apps
For business analysts who translate process needs into Dynamics 365 configuration.
Workflow friction
- Lost requirements
- Slow prototyping
- Weak stakeholder demos
How the program helps
- Clearer requirement mapping
- Working prototypes faster
- Better stakeholder demos
Practice use cases
- process flow labs
- view design
- prototype builds
Support custom apps with confidence
For application teams who support configured Dynamics 365 apps and integrations.
Workflow friction
- Undocumented customizations
- Broken integrations
- Slow troubleshooting
How the program helps
- Faster issue triage
- Cleaner integration points
- Documented configurations
Practice use cases
- workflow review labs
- data model review
- documentation practice
Each cohort's labs and scenarios are tuned to the departments in the room.
Prerequisites: This program suits functional consultants, solution architects, and administrators who work with Microsoft business applications. Familiarity with business processes or Dynamics 365 helps but is not required. Each cohort's labs adapt to the configuration scenarios the team actually runs.
Functional Consultant to Solution Lead
Learners progress from understanding platform architecture to independently designing configured business solutions.
One program that grows with customization careers, from platform basics to confident solution design.
Mixed cohort, or several teams at once?
We can tailor the training to different teams, roles, and experience levels within the same program.
Certificate of Training Completion.
On successful completion, employees receive an Edstellar course completion certificate, recognizing their commitment to ongoing learning and professional development. It validates the skills they have built and motivates them to keep growing and contribute to organizational success.
Earned, not attended. Awarded on completion of all hands-on labs and the capstone project.
Training Delivery Modes: Virtual, Onsite and Hybrid
Instructor-led Dynamics 365 customization and configuration training delivered in the format that fits your team: live virtual, onsite, or hybrid.
Hybrid Training
Blend live virtual sessions with onsite practice days so your Microsoft Dynamics 365 Customization and Configuration team learns the platform without pausing projects.
- Live instructor-led sessions, virtual and onsite
- Hands-on labs in a guided practice tenant
- Cohort schedule tuned to your team's calendar
- Same curriculum and labs across both modes
Onsite Training
Bring the instructor to your office for focused Microsoft Dynamics 365 Customization and Configuration working sessions built around your own processes and data.
- Instructor at your office for the full program
- Labs mapped to your real workflows and data
- Whiteboard design sessions with your team
- Direct Q and A with a platform practitioner
Live Virtual Training
Join live from anywhere: the full Microsoft Dynamics 365 Customization and Configuration program delivered online with screen-shared labs and instructor support.
- Live online instructor-led delivery
- Cloud practice tenant for every learner
- Breakout rooms for guided lab exercises
- Session recordings and lab guides included
Need a training format that works for your team?
Full days, half days across weeks, or split by module. Tell us the delivery window and we schedule the cohort around it.
Frequently Asked Questions
Share your team size and preferred dates, and we send a tailored quote within one business day.
Yes. A short discovery call with a customization specialist helps scope the program to your platform goals.
Yes. Live virtual delivery includes the same guided labs as onsite, with full instructor support.
Yes. Onsite delivery works worldwide; we coordinate labs, systems access, and scheduling with you.
The program runs 24 hours, typically across three to four days, scheduled to fit your team.
Question not answered here?
Put it in the request. A training specialist answers it directly, within one business day.
Where this Training Fits in Your Team's learning path.
Customising Dynamics 365 makes most sense once your team knows how the application is used day to day. Consultants then configure tables, forms and business rules, extend with the Power Platform, and finally hand complex requirements to developers working in code.
Why Choose Edstellar as Your Microsoft Dynamics 365 Customization and Configuration Corporate Training Provider
Enterprise Dynamics 365 customization and configuration training with practitioner instructors and hands-on labs.
EXPERT TRAINERS
YEARS DELIVERING
ORGANIZATIONS TRAINED
CERTIFIED
Tailored
Customization labs tuned to your data model and apps, so every exercise mirrors the tables, forms, and flows your team configures.
Proven Methodology
A proven arc from solution strategy to security and reporting, with checkpoints that verify configuration skill at each stage.
Practice-Based Learning
Guided practice in a live Dynamics 365 environment, from Dataverse modeling to a solution capstone reviewed by the instructor.
Expert Trainers
Practitioner trainers who customize Dynamics 365 for enterprise clients, matched to your delivery window.
Global Scale
Delivery across time zones in live virtual, onsite, or hybrid formats, coordinated around your team's schedule.
Measurable Outcomes
Measurable outcomes: configuration checklists, capstone reviews, and playbooks that track readiness after the program.
Connect Dataverse Configuration With Usable Processes, Security, and Reporting
Edstellar develops Dynamics 365 configuration capability through a business solution that joins data and user workflows. Participants model tables, design forms, and apply rules before automating processes and setting access. The final solution is reviewed for consistent relationships, useful interfaces, and configuration decisions that support the scenario's responsibilities and reporting needs.
- Step 01
Consult
We examine business-process knowledge and Dynamics 365 responsibilities to identify priorities in Dataverse modeling, form design, validation, workflow automation, and role-based access.
- Step 02
Plan
We establish solution foundations before tables and relationships, then develop forms, rules, and process automation before integrating security and reporting in the configured solution.
- Step 03
Align
We align Dynamics 365 configuration expertise with consultants, architects, and administrators, calibrating exercises to their business-process familiarity and experience designing application behavior.
- Step 04
Customize
A sample business process and fictional records reflect familiar configuration needs, supporting tailored relationships, approval paths, and reporting views without modifying an operational environment.
- Step 05
Execute
Participants create tables, build forms and rules, automate record updates, and configure roles and dashboards, receiving feedback on data consistency and process usability.
- Step 06
Evaluate
We assess the configured solution for coherent relationships, effective validation, functioning process flows, appropriate role access, and reporting that matches the scenario's business questions.
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Start an RFP shaped to your needs.
Answer three quick questions about team size, scope, and how often you need the program run, then send the request from the last step. Everything you choose travels with it, so you only fill this in once.
How many team members need training?
Microsoft Dynamics 365 Customization & Configuration Training Packages & Pricing
Where L&D holds an annual budget, license packages price the whole year at once instead of raising a purchase order per workshop. Hours and licenses are pooled across teams, programs and locations, so unused capacity is not stranded in one department.
Starter
120
trainee licenses64 hours of group training
Tailored for SMBs
Growth
320
trainee licenses160 hours of group training
Ideal for growing SMBs
Enterprise
800
trainee licenses400 hours of group training
Designed for large corporations
Custom
Unlimited
trainee licensesDuration set by the rollout
Multi-region and multi-year
Training Packages & Pricing
Choose the training format that works for your team. Pricing is customized based on your requirements, cohort size, and delivery needs.
Request Microsoft Dynamics 365 Customization and Configuration Training for Your Team
Tell us about your team size, apps, and timelines. A training advisor will scope a Dynamics 365 customization program around your needs and share a quote within one business day.