Corporate Microsoft Dynamics 365 - Customization and Configuration Training Course

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.

24 - 32 hrs

Instructor-led (On-site/Virtual)

English

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Microsoft Dynamics 365 - Customization and Configuration Training

About Learning Outcomes Benefits Course Outline Pricing Target Audience Pre-requisites Trainers

Drive Team Excellence with Microsoft Dynamics 365 - Customization and Configuration Training for Employees

Empower your teams with expert-led on-site/in-house or virtual/online Microsoft Dynamics 365 - Customization and Configuration Training through Edstellar, a premier corporate training company for organizations globally. Our tailored Microsoft Dynamics 365 - Customization and Configurationcorporate training course equips your employees with the skills, knowledge, and cutting-edge tools needed for success. Designed to meet your specific needs, this Microsoft Dynamics 365 - Customization and Configuration group training program ensures your team is primed to drive your business goals. Transform your workforce into a beacon of productivity and efficiency.

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.

Key Skills Employees Gain from Microsoft Dynamics 365 - Customization and Configuration Training

Microsoft Dynamics 365 - Customization and Configuration skills corporate training will enable teams to effectively apply their learnings at work.

Custom Workflow Automation
UI and Dashboard Configuration
Data Model Management
Entity Customization
Business Rule Development
Integration with External Applications

Microsoft Dynamics 365 - Customization and Configuration Training for Employees: Key Learning Outcomes

Edstellar’s Microsoft Dynamics 365 - Customization and Configuration training for employees will not only help your teams to acquire fundamental skills but also attain invaluable learning outcomes, enhancing their proficiency and enabling application of knowledge in a professional environment. By completing our Microsoft Dynamics 365 - Customization and Configuration workshop, teams will to master essential Microsoft Dynamics 365 - Customization and Configuration and also focus on introducing key concepts and principles related to Microsoft Dynamics 365 - Customization and Configuration at work.

Employees who complete Microsoft Dynamics 365 - Customization and Configuration training will be able to:

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

Key Benefits of the Microsoft Dynamics 365 - Customization and Configuration Corporate Training

Attending our Microsoft Dynamics 365 - Customization and Configuration classes tailored for corporations offers numerous advantages. Through our on-site/in-house or virtual/online Microsoft Dynamics 365 - Customization and Configuration training classes, participants will gain confidence and comprehensive insights, enhance their skills, and gain a deeper understanding of Microsoft Dynamics 365 - Customization and Configuration.

Explores innovative ways to leverage Dynamics 365 for improved customer engagement and service delivery
Learns to adapt Dynamics 365 environments to meet evolving business needs, promoting agility and responsiveness
Equips professionals with knowledge of configuring security, forms, and views, ensuring data integrity and accessibility
Develops expertise in creating and implementing workflows and business processes that streamline operations and enhance productivity
Empowers professionals with the skills to configure the system for optimized operation, ensuring smoother workflows and improved data management

Microsoft Dynamics 365 - Customization and Configuration Training Topics and Outline

Our virtual and on-premise Microsoft Dynamics 365 - Customization and Configuration training curriculum is divided into multiple modules designed by industry experts. This Microsoft Dynamics 365 - Customization and Configuration training for organizations provides an interactive learning experience focused on the dynamic demands of the field, making it 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

This Corporate Training for Microsoft Dynamics 365 - Customization and Configuration is ideal for:

What Sets Us Apart?

Microsoft Dynamics 365 - Customization and Configuration Corporate Training Prices

Our Microsoft Dynamics 365 - Customization and Configuration training for enterprise teams is tailored to your specific upskilling needs. Explore transparent pricing options that fit your training budget, whether you're training a small group or a large team. Discover more about our Microsoft Dynamics 365 - Customization and Configuration training cost and take the first step toward maximizing your team's potential.

Request for a quote to know about our Microsoft Dynamics 365 - Customization and Configuration corporate training cost and plan the training initiative for your teams. Our cost-effective Microsoft Dynamics 365 - Customization and Configuration training pricing ensures you receive the highest value on your investment.

Request for a Quote

Our customized corporate training packages offer various benefits. Maximize your organization's training budget and save big on your Microsoft Dynamics 365 - Customization and Configuration training by choosing one of our training packages. This option is best suited for organizations with multiple training requirements. Our training packages are a cost-effective way to scale up your workforce skill transformation efforts..

Starter Package

125 licenses

64 hours of training (includes VILT/In-person On-site)

Tailored for SMBs

Microsoft Dynamics 365 - Customization and Configuration Course Completion Certificate

Upon successful completion of the Microsoft Dynamics 365 - Customization and Configuration training course offered by Edstellar, employees receive a course completion certificate, symbolizing their dedication to ongoing learning and professional development. This certificate validates the employees' acquired skills and serves as a powerful motivator, inspiring them to further enhance their expertise and contribute effectively to organizational success.

Target Audience for Microsoft Dynamics 365 - Customization and Configuration Training Course

Microsoft Dynamics 365 - Customization and Configuration training course is ideal for system administrators, CRM analysts, IT professionals, business analysts, and project managers.

The Microsoft Dynamics 365 - Customization and Configuration training program can also be taken by professionals at various levels in the organization.

Microsoft Dynamics 365 - Customization and Configuration training for managers

Microsoft Dynamics 365 - Customization and Configuration training for staff

Microsoft Dynamics 365 - Customization and Configuration training for leaders

Microsoft Dynamics 365 - Customization and Configuration training for executives

Microsoft Dynamics 365 - Customization and Configuration training for workers

Microsoft Dynamics 365 - Customization and Configuration training for businesses

Microsoft Dynamics 365 - Customization and Configuration training for beginners

Microsoft Dynamics 365 - Customization and Configuration group training

Microsoft Dynamics 365 - Customization and Configuration training for teams

Microsoft Dynamics 365 - Customization and Configuration short course

Prerequisites for Microsoft Dynamics 365 - Customization and Configuration Training

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

Assess the Training Effectiveness

Bringing you the Best Microsoft Dynamics 365 - Customization and Configuration Trainers in the Industry

The instructor-led Microsoft Dynamics 365 - Customization and Configuration training is conducted by certified trainers with extensive expertise in the field. Participants will benefit from the instructor's vast knowledge, gaining valuable insights and practical skills essential for success in Microsoft Dynamics 365 - Customization and Configuration Access practices.

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Training Delivery Modes for Microsoft Dynamics 365 - Customization and Configuration Group Training

At Edstellar, we understand the importance of impactful and engaging training for employees. To ensure the training is more interactive, we offer Face-to-Face onsite/in-house or virtual/online Microsoft Dynamics 365 - Customization and Configuration training for companies. This method has proven to be the most effective, outcome-oriented and well-rounded training experience to get the best training results for your teams.

Virtual

Instructor-led Training

Engaging and flexible online sessions delivered live, allowing professionals to connect, learn, and grow from anywhere in the world.

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On-Site

Instructor-led Training

Customized, face-to-face learning experiences held at your organization's location, tailored to meet your team's unique needs and objectives.

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Off-site

Instructor-led Training

Interactive workshops and seminars conducted at external venues, offering immersive learning away from the workplace to foster team building and focus.

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Corporate Microsoft Dynamics 365 - Customization and Configuration Training Course

Drive Team Excellence with Microsoft Dynamics 365 - Customization and Configuration Training for Employees

Key Skills Employees Gain from Microsoft Dynamics 365 - Customization and Configuration Training

Microsoft Dynamics 365 - Customization and Configuration Training for Employees: Key Learning Outcomes

Key Benefits of the Microsoft Dynamics 365 - Customization and Configuration Corporate Training

Microsoft Dynamics 365 - Customization and Configuration Training Topics and 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

This Corporate Training for Microsoft Dynamics 365 - Customization and Configuration is ideal for:

What Sets Us Apart?

Microsoft Dynamics 365 - Customization and Configuration Corporate Training Prices

Microsoft Dynamics 365 - Customization and Configuration Course Completion Certificate

Target Audience for Microsoft Dynamics 365 - Customization and Configuration Training Course

Prerequisites for Microsoft Dynamics 365 - Customization and Configuration Training

Assess the Training Effectiveness

Bringing you the Best Microsoft Dynamics 365 - Customization and Configuration Trainers in the Industry

Request a Training Quote

Training Delivery Modes for Microsoft Dynamics 365 - Customization and Configuration Group Training

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