CRM Boot Camp

Duration: 4 Days

Summary

This instructor-led course provides a key step for CRM for Microsoft Dynamics 365 administrators and customizers who are beginning or advancing their knowledge of CRM for Microsoft Dynamics 365 in their learning evolution. With the evolution of the Dynamics 365 product, this CRM Boot Camp course will focus on the core out-of-the-box capabilities while driving understanding surrounding the competencies needed for attendees to have big impacts for their organization. This fast pace CRM Boot Camp covers the latest and greatest Microsoft new feature releases to ensure that attendees are empowered to leverage the full capabilities of their organization’s Dynamics 365 environment.

Participants

This course offering is designed to support individuals who will be administrating or configuring CRM for Microsoft Dynamics 365. This course provides attendees who have limited or no exposure to Dynamics 365 a breadth understanding of the solution. Attendees who are migrating from a previous version of CRM for Microsoft Dynamics 365 or database solution will find value in learning new features and functionality of the most recent release. This course is not recommended for end users.

Topics Covered
  • Dynamics 365 Customer Engagement Overview, Navigation and Search
  • Advanced Find, Export to Excel, Charts and Dashboards
  • Users, Teams, Security Roles, Hierarchy Security and Field Level Security
  • Duplicate Detection, Data Import, Document Templates and Report Administration
  • Configuration: Entities, Forms, Fields, Visualizations, Apps and Themes
  • Introduction to Processes, Business Rules, Tasks Flows, Actions and Business Process Flows

Recommended Prerequisites

Prerequisites are recommendations, and while not required, they are highly advised to ensure a successful learning experience:

  • Understanding of data or relational databases is helpful
  • Exposure to Microsoft Dynamics 365 is helpful, but not necessary

Related Certifications

The value of a Dynamics 365 University training is in the knowledge acquired, but there’s a professional and career value as well. Demonstrate expertise with achievements through PowerObjects. Learn More