Welcome to ONLC Training Centers


Configuration in Microsoft Dynamics 365 (CRM) for Sales and Customer Service - 81060 Course Outline

 (2 days)
Version 365

Special Note to New Hampshire Residents
This course has not yet been approved by the State's Department of Education. Please contact us to get an update as to when the class should be available in New Hampshire.

Overview
This course provides students with the tools to configure a Dynamics 365 implementation for Sales and Service. The focus is on the using and understanding how the platform tools that are provided can be leveraged to create and maintain an organizational security structure, create guided business processes, automate tasks, and other specific customizations.

This course helps prepare you for assessment Customization and Configuration in Microsoft Dynamics 365 for Sales and Customer Service.
This course helps prepare you for assessment Extending Functionality in Microsoft Dynamics 365 for Sales and Customer Service.
This course helps prepare you for exam MB2-716.

What are the goals for this course?
How to successfully configure specific application features such as auto-numbering, data management, and other Dynamics 365 features
Provide guidance on the designing a Dynamics 365 security model including configuration of Business Units, Security Roles, Users, and Teams
Using Dynamics 365s security model to control access to data, features, and functions
How to create and maintain Business Process Flows that can be used to provide users with a guided path to working through business scenarios
Look at how to implement and configure a Knowledge Management solution
Provide an overview of the different processes that are available in Dynamics 365 and when each process type should be used
Configure Dynamics 365 and Office 365 integration scenarios, such as integration with SharePoint, OneNote, OneDrive, and Office Groups

Course Outline

Module 1: Introduction to Sales Management

Module 2: The Dynamics 365 Security Model

Module 3: Implementing Hierarchical Security

Module 4: Knowledge Management

Module 5: Introduction to Processes

Module 6: Business Process Flows

Module 7: Dynamics 365 and Office 365
View outline in Word

A81060

Attend hands-on, instructor-led Configuration in Microsoft Dynamics 365 (CRM) for Sales and Customer Service - 81060 training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of CRM Courses and select the one that's right for you.

Microsoft Gold Partner
Class Dates
(click date for class times)
(click Enroll for locations)

Fee:  $1195

Savings options:

 15 Day Pass
 CEA Tech Saver
Need a price quote?

Follow the link to our self-service price quote form to generate an email with a price quote.

Email Alert

Receive an email when this class is available as "Ready to Run" or "Early Notice" status.

Attend from your office or home

If you have high-speed internet and two computers you can likely take this class from your office or home.

Need a class for a group?

We can deliver this class for a private group at your location. Follow the link to request more information.

Attend computer classes from ONLC Training Centers Request a copy via mail

GENERAL INFO

Class Format
Class Policies
Student Reviews

Bookmark and Share


HAVE QUESTIONS?
First Name

Last Name

Company

Phone

Email

Location

Question/Comment



ONLC TRAINING CENTERS
800-288-8221
www.onlc.com