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Mastering Dynamics 365 Implementation and Configuration

$199.00
When you get access:
Course access is prepared after purchase and delivered via email
How you learn:
Self-paced • Lifetime updates
Your guarantee:
30-day money-back guarantee — no questions asked
Who trusts this:
Trusted by professionals in 160+ countries
Toolkit Included:
Includes a practical, ready-to-use toolkit with implementation templates, worksheets, checklists, and decision-support materials so you can apply what you learn immediately - no additional setup required.
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What does the Dynamics 365 Implementation and Configuration course cover?

Dynamics 365 Implementation and Configuration is covered here in 9 modules: Introduction to Dynamics 365: Overview of Dynamics 365, Dynamics 365 modules and applications, Dynamics 365 Configuration: Creating and managing views, Configuring fields and forms, Data Modeling and Entity Configuration: Creating and managing fields and 6 more.

How do you approach Dynamics 365 Implementation and Configuration step by step?

The work is sequenced in 9 stages. It starts with Introduction to Dynamics 365: Overview of Dynamics 365, Dynamics 365 modules and applications, moves through Dynamics 365 Configuration: Creating and managing views, Configuring fields and forms and Data Modeling and Entity Configuration: Creating and managing fields, and ends at Advanced Topics and Best Practices: Using Power Apps and Power Automate.

What is in Module 1 of the Dynamics 365 Implementation and Configuration course?

Module 1 is Introduction to Dynamics 365: Overview of Dynamics 365, Dynamics 365 modules and applications. It works through Overview of Dynamics 365, dynamics 365 modules and applications, Benefits and features of Dynamics 365 and 1 more. It sets the vocabulary the remaining 8 modules build on.

How is the Dynamics 365 Implementation and Configuration course delivered?

The Dynamics 365 Implementation and Configuration course is fully self-paced with immediate online access after enrolment. Access does not expire and future updates are included at no cost. It can be taken on any device, and a certificate of completion is issued by The Art of Service when you finish.

How much does the Dynamics 365 Implementation and Configuration course cost?

The Dynamics 365 Implementation and Configuration course is $199 as a one time payment. There is no subscription, no per seat licence and no hidden fee. Enrolment carries a 30 day satisfied or refunded guarantee, so it can be assessed in full before you commit.

Closely related courses: Configuration Items in Microsoft Dynamics Dataset, Microsoft Dynamics NAV.

More answers: what you get with every course, refund policy, all help answers.

Mastering Dynamics 365 Implementation and Configuration



Course Overview

This comprehensive course is designed to equip participants with the skills and knowledge required to implement and configure Dynamics 365. Upon completion, participants will receive a certificate issued by The Art of Service.



Course Objectives

  • Understand the Dynamics 365 platform and its applications
  • Configure and implement Dynamics 365 modules
  • Design and implement data models and entities
  • Develop and implement business processes and workflows
  • Integrate Dynamics 365 with other systems and applications
  • Troubleshoot and optimize Dynamics 365 implementations


Course Outline

Module 1. Introduction to Dynamics 365: Overview of Dynamics 365, Dynamics 365 modules and applications

  • Overview of Dynamics 365
  • Dynamics 365 modules and applications
  • Benefits and features of Dynamics 365
  • Implementation and configuration options

Module 2. Dynamics 365 Configuration: Creating and managing views, Configuring fields and forms

  • Configuring Dynamics 365 settings
  • Creating and managing entities
  • Configuring fields and forms
  • Creating and managing views
  • Configuring business rules and workflows

Module 3. Data Modeling and Entity Configuration: Creating and managing fields

  • Understanding data models and entities
  • Creating and managing entities
  • Configuring entity relationships
  • Creating and managing fields
  • Configuring data validation and business rules

Module 4. Business Process and Workflow Configuration: Using business process flows

  • Understanding business processes and workflows
  • Creating and managing business processes
  • Configuring workflows and business rules
  • Using business process flows
  • Integrating workflows with other Dynamics 365 modules

Module 5. Integrating Dynamics 365 with Other Systems: Configuring API connections

  • Understanding integration options
  • Using data integration tools
  • Configuring API connections
  • Integrating with other Microsoft products
  • Integrating with third-party applications

Module 6. Security and Access Control: Managing users and teams, Using hierarchical security

  • Understanding Dynamics 365 security
  • Configuring security roles and permissions
  • Managing users and teams
  • Configuring field-level security
  • Using hierarchical security

Module 7. Reporting and Analytics: Creating and managing reports, Using advanced analytics tools

  • Understanding reporting and analytics options
  • Creating and managing reports
  • Using Power BI with Dynamics 365
  • Configuring dashboards and charts
  • Using advanced analytics tools

Module 8. Troubleshooting and Optimization: Troubleshooting common issues

  • Troubleshooting common issues
  • Optimizing Dynamics 365 performance
  • Using monitoring and logging tools
  • Configuring error handling and debugging
  • Best practices for maintenance and support

Module 9. Advanced Topics and Best Practices: Using Power Apps and Power Automate

  • Advanced configuration and customization
  • Using Power Apps and Power Automate
  • Integrating with other Microsoft services
  • Best practices for implementation and configuration
  • Staying up-to-date with the latest Dynamics 365 features


Course Features

  • Interactive and engaging content: Learn through a mix of video lessons, interactive simulations, and hands-on projects.
  • Comprehensive and up-to-date content: Stay current with the latest Dynamics 365 features and best practices.
  • Personalized learning: Learn at your own pace and track your progress.
  • Expert instructors: Learn from experienced professionals with real-world expertise.
  • Certificate upon completion: Receive a certificate issued by The Art of Service.
  • Flexible learning: Access the course from anywhere, on any device.
  • User-friendly interface: Navigate the course easily and find the resources you need.
  • Mobile-accessible: Learn on-the-go, on any mobile device.
  • Community-driven: Connect with other learners and get support.
  • Actionable insights: Apply what you learn to real-world scenarios.
  • Hands-on projects: Practice your skills with practical exercises.
  • Bite-sized lessons: Learn in manageable chunks.
  • Lifetime access: Return to the course materials at any time.
  • Gamification: Stay motivated with interactive challenges and rewards.
  • Progress tracking: Monitor your progress and stay on track.


What You'll Receive

  • A comprehensive understanding of Dynamics 365 implementation and configuration
  • A certificate issued by The Art of Service upon completion
  • Lifetime access to the course materials
  • Ongoing support and community connection
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