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Microsoft Dynamics 365 Sales – Administration and Customization
Controlling the Interplay Between Tables, Roles, and Power Automate
Online
2 days
German
€ 1.290,-
plus VAT.
€ 1.535,10
incl. VAT.
Booking number
43302
Venue
Online
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5 dates
€ 1.290,-
plus VAT.
€ 1.535,10
incl. VAT.
Booking number
43302
Venue
Online
5 dates
plus VAT.
incl. VAT.
Booking number
Venue
0 Dates
Become a certified
Machine Learning Engineer
Machine Learning Engineer
This course is part of the certified Master Class "Machine Learning Engineer". If you book the entire Master Class, you save over 15 percent compared to booking this individual module.
To the Master Class
In-house training
In-house training just for your employees - exclusive and effective.
Inquiries
In cooperation with
In cooperation with
Microsoft Dynamics 365 Sales is a complex yet flexible application for managing customer data and sales processes. Standard features rarely cover all business requirements—this two-day “ training ” course shows you how to customize the application specifically to your needs instead of running up against its limitations.
You’ll learn how to create new tables and customize existing ones, tailor forms and views to business processes, and build your own apps. You’ll also explore Dynamics’ security model with roles and permissions, manage the underlying Power Platform with its environments and licenses, and discover automation options using business rules and Power Automate. By the end of the course, you’ll be able to assess your business units’ requirements and implement solutions on your own.
Contents
1. Structure of Dynamics 365 Sales
- Overview of the application's architecture and history.
- Examples of the most commonly used standard tables.
2. Working with Environments and Solutions
- Work with environments, create and manage solutions.
- The basis for all further adjustments.
3. Customize and recreate tables
- Expand existing tables.
- Create your own tables for technical requirements.
4. Designing Forms and Customizations
- Customize forms and business processes.
5. Create and Manage Apps and Views
- Build model-driven apps.
- Work with views and configure them.
6. Advanced Customizations
- Additional configuration options beyond the basic functions.
7. Automation with Business Rules and Power Automate
- Control processes with business rules without writing code.
- Use Power Automate to automate Dynamics Sales workflows.
8. Environments, Solutions, and Licenses Working Together
- Export and import solutions.
- Advanced Workflows with Environments and the Power Platform.
- License Management.
9. Security Concepts and Roles
- Learn about the different security concepts in Dynamics.
- Work with safety reels.
10. Related Topics
- Logging, document offshoring, data cleansing.
Your benefit
- You can create new tables and customize existing ones to meet specific business requirements.
- You'll design forms, views, and model-driven apps tailored to your sales processes.
- You are familiar with Dynamics security concepts and set up roles and permissions on your own.
- You manage environments, solutions, and licenses for the underlying Power Platform.
- You automate recurring processes using business rules and Power Automate.
- You can assess the needs of your departments and implement solutions on your own.
trainer
Nico Thiemer
Methods
Guided learning with a strong practical component: Each technical module is followed by a hands-on exercise in a dedicated lab environment, allowing you to immediately apply what you’ve learned. The lab environment is fully set up by the expert—you don’t need your own Dynamics 365 license or any technical preparation; you’re ready to dive right into the course.
Final examination
Recommended for
- administrators from Dynamics 365 Sales
- Power users who want to implement the business units' requirements within the application itself
- Dynamics 365 consultants andconsultants who customize and support customer systems
- IT managers who oversee Dynamics 365 Sales within their organizations
- CRM administrators in business units who are responsible for system maintenance
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