★★★★★
"The structure, the practice exams, the instructor — all top tier. Passed first try."
AS
Ranjan PradhanSenior Project Manager
— The journey
Course Outline
What the programme covers, module by module.
Module 1: Introduction to Microsoft Dynamics 365
- Dynamics 365 overview
- Business applications
- CRM concepts
- ERP concepts
- Dynamics 365 ecosystem
- Enterprise use cases
Module 2: Dynamics 365 Architecture
- Application architecture
- Cloud environment
- Business applications
- Microsoft Dataverse
- Power Platform
- Integration ecosystem
Module 3: Dynamics 365 Interface & Navigation
- Application interface
- Navigation
- Work areas
- Views
- Records
- Personal settings
Module 4: Microsoft Dataverse Fundamentals
- Dataverse concepts
- Tables
- Columns
- Relationships
- Records
- Business data
Module 5: Data Management
- Data creation
- Data import
- Data export
- Duplicate detection
- Data quality
- Data maintenance
Module 6: Dynamics 365 Sales
- Sales processes
- Leads
- Opportunities
- Accounts
- Contacts
- Sales activities
Module 7: Lead & Opportunity Management
- Lead qualification
- Opportunity creation
- Sales stages
- Activities
- Pipeline management
- Opportunity closure
Module 8: Product, Quote & Order Management
- Product catalogue
- Price lists
- Quotes
- Orders
- Sales documents
- Revenue information
Module 9: Dynamics 365 Customer Service
- Customer service concepts
- Cases
- Queues
- Service activities
- Knowledge management
- Customer interactions
Module 10: Case Management
- Case creation
- Case assignment
- Case lifecycle
- Priorities
- Resolution
- Case tracking
Module 11: Dynamics 365 Field Service Concepts
- Field service overview
- Work orders
- Resources
- Scheduling
- Service locations
- Field operations
Module 12: Dynamics 365 Finance Concepts
- Finance application overview
- General ledger concepts
- Accounts payable
- Accounts receivable
- Budgeting concepts
- Financial processes
Module 13: Supply Chain Management Concepts
- Supply chain overview
- Procurement
- Inventory
- Warehousing
- Sales orders
- Product management
Module 14: Business Process Flows
- Business processes
- Process stages
- Steps
- Process configuration
- Guided workflows
- Process management
Module 15: Workflow & Process Automation
- Automation concepts
- Business rules
- Workflow logic
- Automated actions
- Notifications
- Process optimisation
Module 16: Security & User Management
- Users
- Teams
- Security roles
- Business units
- Permissions
- Record access
Module 17: Power Platform Integration
- Power Apps
- Power Automate
- Power BI
- Dataverse integration
- Application connectivity
- Automation scenarios
Module 18: Reporting & Dashboards
- Views
- Charts
- Dashboards
- Business metrics
- Reporting concepts
- Data visualisation
Module 19: Dynamics 365 Customisation
- Tables
- Forms
- Views
- Columns
- Relationships
- Application configuration
Module 20: Integration & Data Connectivity
- Integration concepts
- APIs
- External systems
- Data connectors
- Microsoft ecosystem
- Integration scenarios
Module 21: Administration & Troubleshooting
- Environment management
- System settings
- User issues
- Data issues
- Process troubleshooting
- Performance considerations
Module 22: Integrated Dynamics 365 Business Solution
- Business requirement analysis
- Application configuration
- Data setup
- Process configuration
- Security configuration
- Reporting and validation
— 01.2 · Is it right for you?
Who it's for & what's included
Pick a delivery method to see exactly who it suits and everything you receive.
Who it's for
Classroom
Best for learners who want face-to-face tuition and to network with peers in person.
What's included
Everything you get
- ✓ Live instructor on-site
- ✓ Printed workbook & materials
- ✓ Group exercises & case studies
Who it's for
Online Instructor-Led
Best for learners who want a live instructor and a fixed schedule, without the travel.
What's included
Everything you get
- ✓ Live instructor via video call
- ✓ Digital workbook & resources
- ✓ Session recordings
Who it's for
Self-Paced
Best for self-motivated learners who need maximum flexibility around work and life.
What's included
Everything you get
- ✓ On-demand video lessons
- ✓ Interactive quizzes
- ✓ 24/7 access on any device
— About this course
Course Overview
The Microsoft Dynamics 365 program equips working professionals with practical knowledge of Microsoft’s enterprise business applications. Participants learn Dynamics 365 architecture, customer engagement, sales, customer service, finance, supply chain concepts, Dataverse, security, business processes, workflows, Power Platform integration, reporting, dashboards, data management, and solution configuration.