Dynamics 365 Customer Engagements App with Customization Course Overview
Explore the Dynamics 365 Customer Engagements App with Customization Course, designed for business analysts, developers, and CRM specialists. This course provides essential skills for optimizing customer interactions and tailoring solutions to meet unique business needs. Elevate your expertise and drive customer success by mastering the powerful features of Dynamics 365 in this comprehensive training program.
Course outline & what you'll learn
Overview of the Dynamics 365 ecosystem
- Understanding Customer Engagement concepts
- Navigating the user interface
- Key features and functionalities
- Introduction to customization options
- Creating and managing entities
- Customizing forms and views
- Understanding workflows
- Creating and managing workflows
- Implementing business rules for automation
Overview of security roles and privileges
- Managing users and teams
- Data security best practices
- Introduction to integration options
- Connecting to Power Automate
- Using APIs for integration
- JavaScript customization
- Using Power Apps for extended functionality
- Custom plug-ins and workflows
Overview of reporting tools in Dynamics 365
- Creating dashboards and reports
- Analyzing data for insights
- Customization best practices
- Common pitfalls and how to avoid them
- Resources for continued learning and support
- Review of key concepts covered
- Preparation for certification exam
- Next steps in Dynamics 365 learning journey
Why train with Traincrest
This Microsoft course is delivered by Traincrest's certified instructors, live online or in the classroom, with hands-on labs and a 98% exam success rate. Trusted by 500+ companies and 50,000+ students worldwide.