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Microsoft Dynamics 365 Customization and Configuration Training

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

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.

  1. Understanding dynamics 365 versions
    • Historical evolution of Dynamics CRM to Dynamics 365
    • Comparison of different versions
  2. Exploring the dynamics 365 framework
    • Core components and architecture
    • Extension and customization capabilities
  3. Navigating dynamics 365 interfaces, devices, and apps
    • Overview of user interfaces
    • Compatibility with different devices and apps
  4. Tools for dynamics 365 customizers
    • Key tools and their applications
    • Best practices for customizers
  5. Overview of solutions
    • Introduction to Dynamics 365 solutions
    • Basic concepts and terminologies
  6. Understanding dynamics 365 organizations and environments
    • Differences between organizations and environments
  1. Introduction to dynamics 365 online setup
    • Steps for setting up Dynamics 365 online
    • Key considerations for online setup
  2. Introduction to dynamics 365 on-premise setup
    • Differences between online and on-premise setups
    • Guidelines for on-premise installation
  3. Reviewing the system settings area
    • Navigating the system settings
    • Customizing system settings for organizational needs
  4. Configuring auto-save settings
    • How to set up and customize auto save options?
  5. Configuring format settings
    • Understanding and applying format settings
  6. Configuring email settings
    • Setting up email integration and management
  7. Configuring skype integration
    • Integrating Skype for communication within Dynamics 365
  8. Configuring SharePoint integration
    • Steps for SharePoint integration and its benefits
  1. Designing and configuring business units
    • Structure and management of business units
  2. Configuring security roles
    • Creating and managing security roles
  3. Managing users and teams
    • Best practices for user and team management
  4. Implementing access teams
    • Concepts and application of access teams
  5. Configuring hierarchy security
    • Setting up and managing hierarchy security
  1. Introduction to the dynamics 365 schema
    • Understanding the database schema of Dynamics 365
  2. Reviewing different entity types
    • Types of entities and their use cases
  3. Creating new custom entities
    • Steps to create and manage custom entities
  4. Managing entity ownership
    • Concepts of entity ownership and implications
  5. Managing entity properties
    • Customizing properties for specific business needs
  6. Custom entity security
    • Ensuring security for custom entities
  1. Introduction to field customization
    • Basics of customizing fields in Dynamics 365
  2. Understanding different field types
    • Overview of field types and their applications
  3. Reviewing field formats
    • Different formats and their customization
  4. Creating a new field
    • Step-by-step process for field creation
  5. Reviewing fields and solutions
    • Managing fields within Dynamics 365 solutions
  6. Implementing a calculated field
    • Creating and using calculated fields
  7. Configuring field level security
    • Setting up security for individual fields
  1. Introduction to relationships
    • Understanding relationships in Dynamics 365
  2. Reviewing different relationship types
    • Types of relationships and their impact
  3. Creating a relationship
    • Steps to establish and manage relationships
  4. Reviewing relationships and solutions
    • Managing relationships within the solution framework
  5. Understanding relationship behavior
    • How relationship behavior affects data management?
  6. Implementing a hierarchy relationship
    • Setting up and using hierarchy relationships
  7. Configuring field mappings
    • Mapping fields across entities for data consistency
  1. The process to create a new form
    • Steps and guidelines for form creation
  2. Reviewing different form types
    • Exploring various form types and their uses
  3. Using the form designer
    • Tools and techniques in form design
  4. Customizing the main, quick view, and quick create forms
    • Specifics of customizing different form types
  5. Configuring form security
    • Ensuring security and access control in forms
  6. Reviewing different view types
    • Understanding and customizing views
  7. Customizing system views
    • Techniques for system view customization
  8. Customizing system charts and dashboards
    • Creating and modifying charts and dashboards
  1. Introduction to processes
    • Basics of process management in Dynamics 365
  2. Workflow
    • Designing and implementing workflows
  3. Business process flows
    • Creating and managing business process flows
  4. Custom actions
    • Using custom actions to enhance functionality
  1. An introduction to solution management
    • Understanding the role of solutions in Dynamics 365
  2. How to add and administer components in a solution?
    • Managing solution components effectively
  3. The differences between unmanaged and managed solutions
    • Understanding managed vs unmanaged solutions
  4. How to export and import a solution?
    • Steps for solution export and import
  5. How to set managed properties for a solution?
    • Configuring managed properties
  6. 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.

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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.

 Virtual trainig

Our virtual group training sessions bring expert-led, high-quality training to your teams anywhere, ensuring consistency and seamless integration into their schedules.

With global reach, your employees can get trained from various locations
The consistent training quality ensures uniform learning outcomes
Participants can attend training in their own space without the need for traveling
Organizations can scale learning by accommodating large groups of participants
Interactive tools can be used to enhance learning engagement
 On-site trainig

Edstellar's onsite group training delivers immersive and insightful learning experiences right in the comfort of your office.

Higher engagement and better learning experience through face-to-face interaction
Workplace environment can be tailored to learning requirements
Team collaboration and knowledge sharing improves training effectiveness
Demonstration of processes for hands-on learning and better understanding
Participants can get their doubts clarified and gain valuable insights through direct interaction
 Off-site trainig

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.

Distraction-free environment improves learning engagement
Team bonding can be improved through activities
Dedicated schedule for training away from office set up can improve learning effectiveness
Boosts employee morale and reflects organization's commitment to employee development

Explore Our Customized Pricing Package
for
Microsoft Dynamics 365 Customization and Configuration Corporate Training

Elevate your team's performance with our customized Microsoft Dynamics 365 Customization and Configuration training. Find transparent pricing options to match your training needs. Start maximizing your team's potential now.

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        Edstellar: Your Go-to Microsoft Dynamics 365 Customization and Configuration Training Company

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        Industry-Relevant Curriculum

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        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.

        Course Completion Certificate

        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.

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