Overview & Learning Objectives
A functional introduction to Dynamics 365, interface navigation, Finance & Operations workspaces, CRM pipelines, security roles, and Power Platform integration.
By the end of this training, participants will be able to:
- Navigate Dynamics 365 workspaces, configure personal views, and execute complex data filtering.
- Manage leads, opportunities, cases, and customer knowledge bases across Sales and Service modules.
- Assign security roles, build approval workflows, and manage organization hierarchies.
- Utilize Data Management workspaces for import/export and integrate Power BI dashboards into D365.
Target Audience
- Functional consultants, business analysts, and department leads
- Operations personnel transitioning to Microsoft Dynamics 365
Prerequisites
- Familiarity with core business operations (sales, customer service, or finance workflows)
- General proficiency with Microsoft 365 tools
Technical Requirements
- Microsoft Dynamics 365 Finance & Operations or CRM trial/environment access via browser or Remote Desktop.
Format & Customization Options
Format of the Course
- Interactive lecture and live system walkthroughs.
- Hands-on scenario exercises in a sandbox Dynamics 365 environment.
Course Customization Options
- Custom module focus (Finance & Operations vs. Sales/CRM) available upon request.