
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!

(Virtual / On-site / Off-site)
Available Languages
English, Español, 普通话, Deutsch, العربية, Português, हिंदी, Français, 日本語 and Italiano
Drive Team Excellence with Microsoft Dynamics 365 Customization and Configuration Corporate Training
Empower your teams with expert-led on-site/in-house or virtual/online Microsoft Dynamics 365 Customization and Configuration Training through Edstellar, a premier Microsoft Dynamics 365 Customization and Configuration training company for organizations globally. Our customized training program equips your employees with the skills, knowledge, and cutting-edge tools needed for success. Designed to meet your specific training 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 AutomationCustom 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 ConfigurationUi 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 ManagementData 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 CustomizationEntity 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 DevelopmentBusiness 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 ApplicationsIntegration 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.
Key Learning Outcomes of Microsoft Dynamics 365 Customization and Configuration Training Workshop
Edstellar’s Microsoft Dynamics 365 Customization and Configuration group training 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 Group Training
Attending our Microsoft Dynamics 365 Customization and Configuration classes tailored for corporations offers numerous advantages. Through our Microsoft Dynamics 365 Customization and Configuration group 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
- Equips professionals with knowledge of configuring security, forms, and views, ensuring data integrity and accessibility
- Learns to adapt Dynamics 365 environments to meet evolving business needs, 365 promoting agility and responsiveness
- 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
Topics and Outline of Microsoft Dynamics 365 Customization and Configuration Training
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.
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
Target Audience for Microsoft Dynamics 365 Customization and Configuration Training Course
The Microsoft Dynamics 365 Customization and Configuration training program can also be taken by professionals at various levels in the organization.
- 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
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.
Corporate Group Training Delivery Modes
for Microsoft Dynamics 365 Customization and Configuration 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 for companies. This approach has proven to be effective, outcome-oriented, and produces a well-rounded training experience for your teams.
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Our virtual group training sessions bring expert-led, high-quality training to your teams anywhere, ensuring consistency and seamless integration into their schedules.
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Edstellar's onsite group training delivers immersive and insightful learning experiences right in the comfort of your office.
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Edstellar's off-site group training programs offer a unique opportunity for teams to immerse themselves in focused and dynamic learning environments away from their usual workplace distractions.
Explore Our Customized Pricing Package
for
Microsoft Dynamics 365 Customization and Configuration Corporate Training
Need the cost or quote for onsite, in-house, or virtual instructor-led corporate Microsoft Dynamics 365 Customization and Configuration training? Get a customized proposal that fits your team's specific needs.
64 hours of training (includes VILT/In-person On-site)
Tailored for SMBs
Tailor-Made Licenses with Our Exclusive Training Packages!
160 hours of training (includes VILT/In-person On-site)
Ideal for growing SMBs
400 hours of training (includes VILT/In-person On-site)
Designed for large corporations
Unlimited duration
Designed for large corporations
Edstellar: Your Go-to Microsoft Dynamics 365 Customization and Configuration Training Company
Experienced Trainers
Our trainers bring years of industry expertise to ensure the training is practical and impactful.
Quality Training
With a strong track record of delivering training worldwide, Edstellar maintains its reputation for its quality and training engagement.
Industry-Relevant Curriculum
Our course is designed by experts and is tailored to meet the demands of the current industry.
Customizable Training
Our course can be customized to meet the unique needs and goals of your organization.
Comprehensive Support
We provide pre and post training support to your organization to ensure a complete learning experience.
Multilingual Training Capabilities
We offer training in multiple languages to cater to diverse and global teams.
What Our Clients Say
We pride ourselves on delivering exceptional training solutions. Here's what our clients have to say about their experiences with Edstellar.
"Edstellar's IT Service Management training has been transformative. Our IT teams have seen significant improvements through multiple courses delivered at our office by expert trainers. Excellent feedback has prompted us to extend the training to other teams."
"Edstellar's quality and process improvement training courses have been fantastic for our team of quality engineers, process engineers and production managers. It’s helped us improve quality and streamline manufacturing processes. Looking ahead, we’re excited about taking advanced courses in quality management, and project management, to keep improving in the upcoming months."
"Partnering with Edstellar for web development training was crucial for our project requirements. The training has equipped our developers with the necessary skills to excel in these technologies. We're excited about the improved productivity and quality in our projects and plan to continue with advanced courses."
"Partnering with Edstellar for onsite ITSM training courses was transformative. The training was taken by around 80 IT service managers, project managers, and operations managers, over 6 months. This has significantly improved our service delivery and standardized our processes. We’ve planned the future training sessions with the company."
"Partnering with Edstellar for onsite training has made a major impact on our team. Our team, including quality assurance, customer support, and finance professionals have greatly benefited. We've completed three training sessions, and Edstellar has proven to be a reliable training partner. We're excited for future sessions."
"Edstellar's online training on quality management was excellent for our quality engineers and plant managers. The scheduling and coordination of training sessions was smooth. The skills gained have been successfully implemented at our plant, enhancing our operations. We're looking forward to future training sessions."
"Edstellar's online AI and Robotics training was fantastic for our 15 engineers and technical specialists. The expert trainers and flexible scheduling across different time zones were perfect for our global team. We're thrilled with the results and look forward to future sessions."
"Edstellar's onsite process improvement training was fantastic for our team of 20 members, including managers from manufacturing, and supply chain management. The innovative approach, and comprehensive case studies with real-life examples were highly appreciated. We're excited about the skills gained and look forward to future training."
"Edstellar's professional development training courses were fantastic for our 50+ team members, including developers, project managers, and consultants. The multiple online sessions delivered over several months were well-coordinated, and the trainer's methodologies were highly effective. We're excited to continue our annual training with Edstellar."
"Edstellar's IT service management training for our 30 team members, including IT managers, support staff, and network engineers, was outstanding. The onsite sessions conducted over three months were well-organized, and it helped our team take the exams. We are happy about the training and look forward to future collaborations."
"Edstellar's office productivity training for our 40+ executives, including project managers and business analysts, was exceptional. The onsite sessions were well-organized, teaching effective tool use with practical approaches and relevant case studies. Everyone was delighted with the training, and we're eager for more future sessions."
"Edstellar's quality management training over 8 months for our 15+ engineers and quality control specialists was outstanding. The courses addressed our need for improved diagnostic solutions, and the online sessions were well-organized and effectively managed. We're thrilled with the results and look forward to more."
"Edstellar's digital marketing training for our small team of 10, including content writers, SEO analysts, and digital marketers, was exactly what we needed. The courses delivered over a few months addressed our SEO needs, and the online sessions were well-managed. We're very happy with the results and look forward to more."
"Edstellar's telecommunications training was perfect for our small team of 12 network engineers and system architects. The multiple online courses delivered over a few months addressed our needs for network optimization and cloud deployment. The training was well-managed, and the case studies were very insightful. We're thrilled with the outcome."
"Edstellar's professional development training was fantastic for our 50+ participants, including team leaders, analysts, and support staff. Over several months, multiple courses were well-managed and delivered as per the plan. The trainers effectively explained topics with insightful case studies and exercises. We're happy with the training and look forward to more."
Get Your Team Members Recognized with Edstellar’s Course 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 employee's acquired skills and is a powerful motivator, inspiring them to enhance their expertise further and contribute effectively to organizational success.


We have Expert Trainers to Meet Your Microsoft Dynamics 365 Customization and Configuration Training Needs
The instructor-led 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 Access practices.