Microsoft Dynamics 365 Customizations & Configurations Training

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Microsoft Dynamics 365 Customizations & Configurations training teaches you to integrate the digital intelligence of Microsoft Dynamics 365 with sales and customer service management processes. This course on customization of Microsoft dynamics 365 for Sales and CRM focuses on the implementation and understanding of various tools available for personalizing and recreating the Dynamics 365 experience for your specific Sales and Service requirements.

A proper training on Microsoft Dynamics 365 Customizations & Configurations can impart the appropriate knowledge and skill to the participant that can be very helpful in discovering efficiencies for revenue growth. The training also provides an understanding of the following:

  • Introduction to Microsoft Dynamics 365
  • Advanced Field Customizations
  • Customization of Dynamics 365 Solutions
  • Customizations for Interactive Service Hub
  • Fundamentals of Entity and Field Customizations
Target audience

This course is ideal for the professionals, who are willing to develop their insight on CRM concepts such as: public and client dealing.

Prerequisites

To avail the training on Microsoft Dynamics 365 Customizations & Configurations, the aspirant should have the Basic Understanding of Office 365 and CRM Concepts.

1. Customization in Microsoft Dynamics 365 of Sales & Customer Service (CRM) [81059AE]

  • Introduction to Customizing Dynamics 365
  • Introduction to Dynamics 365 Solutions
  • Entity and Field Customization Basics
  • Addition Field Customizations
  • Relationships
  • Customizing Forms
  • Business Rules
  • View and Visualizations
  • Customizing for Interactive Service Hub
  • Customization for Mobile

2. Companion Guide for course 81060AE Configuration in Microsoft Dynamics 365 For Sales and Customer Service

  • Configuring Dynamics 365 Module
  • The Dynamics 365 Security Model Module
  • Implementing Hierarchical Security Module
  • Knowledge Management Module
  • Introduction to Processes Module
  • Business Process Flows Module
  • Dynamics 365 and Office 365

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