A tailored course, built for your situation
Mastering ISO 42001 for CRM and Dynamics 365 Transformation Leaders
Build defensible AI governance positions grounded in real implementation decisions
$199 one-time
24-hour access provisioning
30-day money-back guarantee
Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
Losing alignment in AI governance discussions due to weak justification frameworks
The situation this course is for
Even experienced transformation leads face pushback when stakeholders question AI governance choices. Without a structured way to explain decisions using recognized standards, conversations stall and momentum dies.
Who this is for
Senior Microsoft Dynamics 365 and CRM transformation lead at a global consultancy, working with financial institutions to modernize systems and embed governance early
Who this is not for
Junior consultants, developers without architecture responsibility, or teams focused on non-governance aspects of CRM deployment
What you walk away with
- Map ISO 42001 controls directly to Dynamics 365 configuration decisions
- Explain AI governance choices using precedent from financial sector implementations
- Defend recommendations with framework-aligned reasoning and documented examples
- Turn peer challenges into alignment opportunities using structured justification
- Produce audit-ready rationale packs for governance sign-off
The 12 modules (with all 144 chapters)
Module 1. Understanding ISO 42001 Core Principles
Ground your governance approach in the foundational clauses of ISO 42001, focusing on intent, scope, and organizational context.
12 chapters in this module
- What ISO 42001 solves in AI governance
- Clause 4: Organizational context mapping
- Clause 5: Leadership commitment requirements
- Clause 6: Planning for AI risk treatment
- Clause 7: Support and documentation needs
- Clause 8: Operational control design
- Clause 9: Performance evaluation methods
- Clause 10: Continuous improvement cycle
- How ISO 42001 differs from SOC 2
- Integration with NIST AI standards
- Common misconceptions about the standard
- Implementation timeline planning
Module 2. Aligning ISO 42001 with Dynamics 365 Architecture
Map ISO 42001 controls directly to Dynamics 365 modules, fields, and data flows in financial services contexts.
12 chapters in this module
- CRM data lifecycle overview
- Mapping clause 8 to entity configuration
- Field-level governance controls
- AI feature permission frameworks
- Data lineage in Power Platform
- Integration with Azure AI services
- Audit trail requirements
- User role alignment with controls
- CRM-specific risk registers
- Change control workflows
- Versioning compliance tracking
- Third-party connector governance
Module 3. Control Mapping for Financial Institution Requirements
Tailor ISO 42001 controls to meet OSFI B-13, PIPEDA, and CSA NI 52-109 expectations in CRM modernization.
12 chapters in this module
- OSFI B-13 overlap with clause 6
- PIPEDA consent tracking in forms
- CSA NI 52-109 reporting alignment
- Data residency controls in Dynamics
- AI-driven decision documentation
- Model risk management integration
- Audit readiness for regulators
- Cross-border data transfer rules
- Encryption standards mapping
- Breach response coordination
- Third-party risk assessments
- Vendor due diligence templates
Module 4. Documenting Governance Rationale
Create clear, reusable justification packs for governance decisions tied to ISO 42001 control implementation.
12 chapters in this module
- Rationale pack structure
- Control-to-decision traceability
- Precedent from tier 1 banks
- Versioned decision logs
- Stakeholder-specific summaries
- Executive briefing templates
- Technical implementation notes
- Audit-facing documentation
- Change history tracking
- Peer challenge response library
- Internal review workflows
- Archive and retrieval protocols
Module 5. Building Defensible AI Oversight Frameworks
Establish clear ownership, escalation paths, and approval workflows for AI features in CRM systems.
12 chapters in this module
- AI feature inventory methods
- Oversight committee design
- Approval workflows in Power Automate
- Model performance thresholds
- Bias detection protocols
- Human-in-the-loop configuration
- Explainability requirements
- Drift monitoring setups
- Incident response playbooks
- Vendor AI oversight rules
- Internal audit coordination
- Regulatory engagement planning
Module 6. Stakeholder Communication Using ISO 42001
Translate technical governance decisions into business-aligned language for different stakeholder groups.
12 chapters in this module
- Leadership communication frameworks
- Legal team briefing packs
- Risk committee reporting
- Audit team collaboration
- Compliance training materials
- Board-level summary templates
- Peer discussion guides
- Vendor negotiation scripts
- Customer-facing transparency
- Internal FAQ development
- Crisis communication planning
- Change management integration
Module 7. Implementing Governance in Agile CRM Projects
Embed ISO 42001 controls into sprint planning, backlog grooming, and delivery milestones.
12 chapters in this module
- Sprint-level control checks
- Backlog tagging for governance
- User story acceptance criteria
- Definition of done enhancements
- Governance refinement sessions
- Stakeholder review integration
- Risk-based prioritization
- Compliance debt tracking
- Automated policy checks
- Toolchain integration points
- Retrospective governance review
- Scaling across teams
Module 8. Third-Party and Vendor Risk Integration
Apply ISO 42001 controls to vendor-built AI components, integrations, and managed services.
12 chapters in this module
- Vendor risk classification
- Contractual control clauses
- Due diligence questionnaires
- AI component assurance
- API security validation
- Data handling agreements
- Audit rights negotiation
- Subprocessor governance
- Performance monitoring
- Incident response alignment
- Termination protocols
- Ongoing compliance verification
Module 9. Audit Preparation and Response
Prepare for internal and external audits with ISO 42001-aligned evidence collections and response workflows.
12 chapters in this module
- Audit scope definition
- Evidence collection templates
- Control testing procedures
- Management representation letters
- Finding response protocols
- Corrective action tracking
- Pre-audit readiness checks
- Live audit simulation
- Follow-up coordination
- Regulatory inquiry handling
- Repeat inspection readiness
- Lessons learned integration
Module 10. Continuous Monitoring and Improvement
Establish feedback loops that keep AI governance aligned with evolving risks and business needs.
12 chapters in this module
- Key risk indicators setup
- Control effectiveness metrics
- Automated alerting rules
- Incident trend analysis
- Lessons learned database
- Policy update workflows
- Stakeholder feedback loops
- Benchmarking against peers
- Regulatory change monitoring
- Technology refresh planning
- Knowledge transfer protocols
- Leadership reporting cadence
Module 11. Cross-Functional Governance Coordination
Lead governance initiatives that span legal, risk, IT, and business units using ISO 42001 as a common language.
12 chapters in this module
- Common glossary development
- Joint control ownership
- Interdepartmental meetings
- Escalation path design
- Conflict resolution frameworks
- Shared documentation platforms
- Unified audit preparation
- Training coordination
- Policy alignment workflows
- Cross-team metrics
- Executive sponsorship models
- Success measurement
Module 12. Scaling Governance Across Global Teams
Adapt ISO 42001 implementation approaches for consistency across regions and subsidiaries.
12 chapters in this module
- Regional variation mapping
- Central vs local control design
- Language localization rules
- Legal jurisdiction alignment
- Global audit coordination
- Training delivery models
- Consistency monitoring
- Local adaptation guidelines
- Knowledge sharing platforms
- Change propagation protocols
- Performance benchmarking
- Leadership alignment meetings
How this maps to your situation
- Implementing ISO 42001 in financial CRM modernization
- Responding to peer challenges on AI governance design
- Preparing for internal audit on CRM AI features
- Scaling governance across regional transformation teams
Before vs. after
Before
Governance discussions stall when peers question AI implementation choices
After
You lead with clear, precedent-backed reasoning that earns alignment and accelerates delivery
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters)
- Downloadable templates and worked examples for every module
- Hand-built implementation playbook delivered alongside course access
- 30-day money-back guarantee
Delivery and format
- Course and learning environment access provisioned within 24 hours of purchase
- Hand-built implementation playbook delivered alongside course access
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.
Time investment: Approximately 3 hours per module, designed to fit around delivery commitments.
If nothing changes
Without a structured justification framework, even strong recommendations face delays or reversal when challenged by skeptical stakeholders.
How this compares to the alternatives
Unlike generic compliance courses, this program is tailored to CRM transformation leads using Dynamics 365 in financial institutions, focusing on defensible decision-making grounded in ISO 42001 and real implementation precedent.
Frequently asked
Is this course technical or strategic?
It bridges both , focused on practical implementation decisions and the strategic reasoning needed to defend them.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does it cover Dynamics 365 specifically?
Yes , all examples and templates are grounded in Dynamics 365 CRM transformation for financial institutions.
$199 one-time. Approximately 3 hours per module, designed to fit around delivery commitments..
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
30-day money-back guarantee·
144 chapters·
Hand-built playbook included·
Account access within 24 hours