Corporate Microsoft Dynamics 365 Customization and Configuration Training Course

Name: Microsoft Dynamics 365 Customization and Configuration Training
Availability: InStock

Edstellar's instructor-led Microsoft Dynamics 365 Customization and Configuration training equips professionals with the skills to customize and configure the Microsoft Dynamics 365 software to meet the organization’s requirements. This training enables teams to enhance CRM and ERP solutions, ensuring seamless integration. Join the training today!

Duration

24 - 32 hrs

Delivery Type

Instructor-led Group Training
(Virtual / On-site / Off-site)

Training Available in

10 Languages

Multiple Locations

View Course Outline Enquire Now

Looking for multiple trainings? Get a detailed quote for group training

About Learning Outcomes Key Benefits Course Outline Target Audience Training Modes Certificate Trainers Request a Training Quote

Drive Team Excellence with Microsoft Dynamics 365 Customization and Configuration Corporate Training

Microsoft Dynamics 365 Customization and Configuration training is an essential course that provides an in-depth understanding and skills for customizing and configuring Microsoft Dynamics 365, a powerful CRM and ERP tool. This training is vital for teams aiming to tailor Dynamics 365 to their needs, optimizing business processes and enhancing customer engagement. The course addresses the growing demand for tailored CRM solutions and the need for skilled professionals capable of effectively managing these customizations.

Edstellar's instructor-led Microsoft Dynamics 365 Customization and Configuration training stands out with its practical, hands-on approach, delivered virtually/onsite. Taught by industry experts with years of experience in the domain, our course offers a customized curriculum that blends theoretical knowledge with real-world applications. This training is not just about learning; it's about applying what you learn to benefit the organization directly.

Get Customized Expert-led Training for Your Teams

Customized Training Delivery

Scale Your Training: Small to Large Teams

In-person Onsite, Live Virtual or Hybrid Training Modes

Plan from 2000+ Industry-ready Training Programs

Experience Hands-On Learning from Industry Experts

Delivery Capability Across 100+ Countries & 10+ Languages

Skills Your Employees Will Gain

These are the core, hands-on capabilities your team builds during the program.

Custom Workflow Automation
Custom Workflow Automation involves designing tailored processes to streamline tasks and enhance efficiency. This skill is important for roles in project management and operations, as it optimizes productivity and reduces errors.
UI and Dashboard Configuration
Ui And Dashboard Configuration involves designing user interfaces and dashboards for data visualization. This skill is important for roles like data analysts and ux designers, as it enhances user experience and data accessibility.
Data Model Management
Data Model Management involves designing, maintaining, and optimizing data models to ensure accurate data representation. This skill is important for data analysts and database administrators, as it enhances data integrity, supports decision-making, and drives business insights.
Entity Customization
Entity Customization is the ability to tailor data structures and attributes in software systems. this skill is important for roles in software development and data management, as it enhances system functionality and user experience.
Business Rule Development
Business Rule Development involves creating guidelines that govern business processes and decisions. This skill is important for roles in business analysis and process management, ensuring efficiency and compliance.
Integration with External Applications
Integration With External Applications is the ability to connect and synchronize software systems. this skill is important for developers and IT professionals to enhance functionality, streamline processes, and improve data flow across platforms.

What Your Team Will Achieve After This Training

Apply custom workflows in Dynamics 365 to streamline and automate specific business processes
Configure user interfaces and dashboards to provide relevant information efficiently to various user groups
Implement data models and entities to manage and utilize organizational data within Dynamics 365 effectively
Develop business rules and logic to automate and enhance business operations within the Dynamics 365 environment
Integrate Dynamics 365 with other applications, ensuring seamless data flow and functionality across business systems

Topics & Program Outline

The curriculum is organized into focused modules built by industry experts and delivered virtually or on-premise. Interactive sessions reflect the evolving demands of the workplace, keeping the learning both relevant and practical.

Introduction to Microsoft Dynamics 365

Understanding dynamics 365 versions
- Historical evolution of Dynamics CRM to Dynamics 365
- Comparison of different versions
Exploring the dynamics 365 framework
- Core components and architecture
- Extension and customization capabilities
Navigating dynamics 365 interfaces, devices, and apps
- Overview of user interfaces
- Compatibility with different devices and apps
Tools for dynamics 365 customizers
- Key tools and their applications
- Best practices for customizers
Overview of solutions
- Introduction to Dynamics 365 solutions
- Basic concepts and terminologies
Understanding dynamics 365 organizations and environments
- Differences between organizations and environments

Initial Setup and Configuration

Introduction to dynamics 365 online setup
- Steps for setting up Dynamics 365 online
- Key considerations for online setup
Introduction to dynamics 365 on-premise setup
- Differences between online and on-premise setups
- Guidelines for on-premise installation
Reviewing the system settings area
- Navigating the system settings
- Customizing system settings for organizational needs
Configuring auto-save settings
- How to set up and customize auto save options?
Configuring format settings
- Understanding and applying format settings
Configuring email settings
- Setting up email integration and management
Configuring skype integration
- Integrating Skype for communication within Dynamics 365
Configuring SharePoint integration
- Steps for SharePoint integration and its benefits

Security

Designing and configuring business units
- Structure and management of business units
Configuring security roles
- Creating and managing security roles
Managing users and teams
- Best practices for user and team management
Implementing access teams
- Concepts and application of access teams
Configuring hierarchy security
- Setting up and managing hierarchy security

Creating and Managing Entities

Introduction to the dynamics 365 schema
- Understanding the database schema of Dynamics 365
Reviewing different entity types
- Types of entities and their use cases
Creating new custom entities
- Steps to create and manage custom entities
Managing entity ownership
- Concepts of entity ownership and implications
Managing entity properties
- Customizing properties for specific business needs
Custom entity security
- Ensuring security for custom entities

Customizing Fields

Introduction to field customization
- Basics of customizing fields in Dynamics 365
Understanding different field types
- Overview of field types and their applications
Reviewing field formats
- Different formats and their customization
Creating a new field
- Step-by-step process for field creation
Reviewing fields and solutions
- Managing fields within Dynamics 365 solutions
Implementing a calculated field
- Creating and using calculated fields
Configuring field level security
- Setting up security for individual fields

Customizing Relationships and Mappings

Introduction to relationships
- Understanding relationships in Dynamics 365
Reviewing different relationship types
- Types of relationships and their impact
Creating a relationship
- Steps to establish and manage relationships
Reviewing relationships and solutions
- Managing relationships within the solution framework
Understanding relationship behavior
- How relationship behavior affects data management?
Implementing a hierarchy relationship
- Setting up and using hierarchy relationships
Configuring field mappings
- Mapping fields across entities for data consistency

Customizing Forms, Views, and Visualizations

The process to create a new form
- Steps and guidelines for form creation
Reviewing different form types
- Exploring various form types and their uses
Using the form designer
- Tools and techniques in form design
Customizing the main, quick view, and quick create forms
- Specifics of customizing different form types
Configuring form security
- Ensuring security and access control in forms
Reviewing different view types
- Understanding and customizing views
Customizing system views
- Techniques for system view customization
Customizing system charts and dashboards
- Creating and modifying charts and dashboards

Processes: Workflows, Business Process Flows, and Custom Actions

Introduction to processes
- Basics of process management in Dynamics 365
Workflow
- Designing and implementing workflows
Business process flows
- Creating and managing business process flows
Custom actions
- Using custom actions to enhance functionality

Solution Management

An introduction to solution management
- Understanding the role of solutions in Dynamics 365
How to add and administer components in a solution?
- Managing solution components effectively
The differences between unmanaged and managed solutions
- Understanding managed vs unmanaged solutions
How to export and import a solution?
- Steps for solution export and import
How to set managed properties for a solution?
- Configuring managed properties
What happens when you delete a solution?
- Implications and best practices for solution deletion

Who Should Attend?

This program suits professionals at many levels across the organization, including:

Dynamics 365 Consultants
CRM Administrators
IT Managers
Business Analysts
Dynamics 365 Developers
Technical Support Specialists
Solution Architects
Application Consultants
Project Managers
CRM Managers
Systems Analysts
IT Consultants

What are the Prerequisites?

The Microsoft Dynamics 365 Customization and Configuration training can be taken by professionals who have a basic understanding of CRM and ERP systems.

Request a Quote for your Corporate Training Requirements

Delivering Training for Organizations across 100 Countries and 10+ Languages

Choose the Format That Fits Your Team

We design training your teams actually engage with, and deliver it the way that suits you best. Through a vetted global trainer network, Edstellar runs sessions in 10+ languages with consistent quality anywhere.

Virtual Microsoft Dynamics 365 Customization and Configuration Training

Virtual / online: expert-led live sessions delivered anywhere, with consistency and easy scheduling.

We deliver anywhere worldwide

Standardized content for consistent outcomes

Join from own workspace, no travel

We scale to large groups across sites

Interactive tools keep remote learners engaged

View Pricing Options

Enquire now

On-site Microsoft Dynamics 365 Customization and Configuration Training

On-site (in-house): immersive, instructor-led learning at your office.

Our trainers run face-to-face at your office

We tailor setup/content to your workplace and tools

Group exercises drive collaboration

Live demos + hands-on practice

Direct trainer access to clarify doubts

View Pricing Options

Enquire now

Off-site Microsoft Dynamics 365 Customization and Configuration Training

Off-site: focused, instructor-led group learning away from everyday workplace distractions.

We host your teams at a venue of your preferred choice

Built-in group activities for bonding

Full uninterrupted schedule for focus/retention

Boosts morale and signals commitment

View Pricing Options

Enquire now

What Sets Edstellar Apart

Experienced Trainers

Our trainers are drawn from a vetted global network and bring years of industry expertise, keeping every session practical and impactful.

Proven Quality

With a strong global track record, Edstellar is known for quality and engaging delivery.

Industry-Relevant Curriculum

Our programs are built by experts to match the demands of today's industry.

Fully Customizable

Every program can be tailored to your organization's goals.

Comprehensive Support

We provide pre- and post-session support for a complete learning experience.

Global Multi-Location & Multilingual Training Delivery

We deliver in multiple languages to support diverse global teams.

Hear from Organizations We've Trained

"The Microsoft Dynamics 365 Customization and Configuration course revolutionized how I approach my daily responsibilities. As a Platform Developer, understanding strategic frameworks was essential, and this training delivered real-world experience. I now handle complex technical scenarios with enhanced confidence and systematic efficiency. The instructor's insights on interactive labs have proven instrumental in my professional advancement.”

Donna Crawford

Platform Developer,

Global Technology Solutions Provider

"This Microsoft Dynamics 365 Customization and Configuration course was precisely what I needed to design robust technical mastery architectures. The hands-on approach to hands-on exercises and seamless integration projects using advanced techniques from this training. Client engagement and retention metrics have improved significantly across our practice. The comprehensive curriculum has elevated my solution delivery capabilities significantly.”

Ole Andersen

Technical Consultant,

Enterprise Software Development Firm

"As a Dynamics 365 Developer overseeing technical mastery initiatives, the Microsoft Dynamics 365 Customization and Configuration training significantly elevated our team's capabilities. The course expertly covered industry operational effectiveness. Our team's capability maturity level increased by three full stages within six months. Our department has achieved remarkable improvements, demonstrating this course's lasting organizational impact.”

Qasim Wasim

Dynamics 365 Developer,

IT Services and Solutions Provider

“Edstellar’s IT & Technical training programs have been instrumental in strengthening our engineering teams and building future-ready capabilities. The hands-on approach, practical cloud scenarios, and expert guidance helped our teams improve technical depth, problem-solving skills, and execution across multiple projects. We’re excited to extend more of these impactful programs to other business units.”

Aditi Rao

L&D Head,

A Global Technology Company

Recognition That Motivates Your Team

Upon successful completion of the training course offered by Edstellar, employees receive a course completion certificate, symbolizing their dedication to ongoing learning and professional development.

This certificate validates the employee's acquired skills and is a powerful motivator, inspiring them to enhance their expertise further and contribute effectively to organizational success.

Corporate Microsoft Dynamics 365 Customization and Configuration Training Course

Drive Team Excellence with Microsoft Dynamics 365 Customization and Configuration Corporate Training

Skills Your Employees Will Gain

What Your Team Will Achieve After This Training

Topics & Program Outline

Introduction to Microsoft Dynamics 365

Initial Setup and Configuration

Security

Creating and Managing Entities

Customizing Fields

Customizing Relationships and Mappings

Customizing Forms, Views, and Visualizations

Processes: Workflows, Business Process Flows, and Custom Actions

Solution Management

Who Should Attend?

What are the Prerequisites?

Choose the Format That Fits Your Team

Get a Proposal Shaped to Your Needs

What Sets Edstellar Apart

Experienced Trainers

Proven Quality

Industry-Relevant Curriculum

Fully Customizable

Comprehensive Support

Global Multi-Location & Multilingual Training Delivery

Hear from Organizations We've Trained

Recognition That Motivates Your Team

Other Related Corporate Training Courses

Explore More Courses