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Configuration of Microsoft Dynamics 365

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Making CRM fit your business processes is essential for user adoption.  So, configuration is part of almost all CRM projects using Microsoft Dynamics 365.  Microsoft Dynamics 365 is a highly configurable technology – however, there are good ways, and less good ways, of solving any particular business challenge. Knowing the range of possible options, and being able to decide which is the best for any given situation, taking into consideration your range of users and the reason for the change, will help to ensure that your CRM maintains user adoption.

This three day hands-on course is for people who want to understand how to make changes to Dynamics 365 so it better suits their business processes.  This course will show you the options available to you and show you why each is appropriate (or not) as well as how to use them.  This course does not cover coding.

This course is available for Microsoft Dynamics CRM 2015, Microsoft Dynamics CRM 2016, Microsoft Dynamics 365 Online and on-premise.  It will also be useful for people still using Microsoft Dynamics CRM 2013.

 

 

At the end of this course, you have:

  • An understanding of how to manage the configuration of Dynamics 365
  • The ability to create and manage the security of Dynamics 365
  • The skills to give different users access to different data and functions
  • An understanding of the various techniques for making Dynamics 365 match your business processes
  • The skills to visualise your Dynamics 365 CRM data on dashboards and charts

Target Audience for Configuration of CRM in Microsoft Dynamics 365

  • People wanting to understand how they can configure Microsoft Dynamics 365
  • Technical Implementers who need understand how to make changes to Microsoft Dynamics 365

Course length

Three days

Course Overview

This course covers the skills required to configure your instance of Microsoft Dynamics 365. It provides the knowledge to understand which of the configuration options is the best for a particular requirement and why each should be used.

The Security Model of Microsoft Dynamics 365

  • Understanding Business Units
  • Managing users for Microsoft Dynamics 365
  • Security Roles
  • Teams

Changing the look and feel of Microsoft Dynamics 365

  • Introduction to the default data model
  • Solutions in Dynamics 365
  • Entities in Dynamics 365
  • Fields in Dynamics 365
  • Relationships between Entities
  • Views
  • Working with Forms
  • Business Rules
  • Field security

Additional Security options in Microsoft Dynamics 365

  • Auditing

Introduction to Data Visualisation in Microsoft Dynamics 365

  • Creating System Charts
  • Creating Dashboards
  • Creating more complex charts by editing the xml

 

Click here for Opsis Dynamics 365 training schedule

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Ways to Contact Opsis

Phone: +61(2) 8212 3480

Email: opsisinfo (at) opsis.com.au

Skype: opsiscrm

Postal address: GPO Box 2479, Sydney, NSW 2001

Office Address: Suite 1a,
993 Pacific Highway,

Pymble, NSW 2073

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Got questions about your Microsoft Dynamics 365 CRM training options?

Training is one of the items that separate a successful CRM project from an unsuccessful CRM project. But not all training is the same.

 

If you have questions about the training that will ensure your project success, we'd love to help.

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Microsoft Dynamics 365 Education Services

To download your own copy of our Microsoft Dynamics 365 education services overview free e-book click on the button.

Download Opsis Microsoft Dynamics 365 education services ebook


Opsis is an expert Microsoft Dynamics 365 CRM consulting company. We are not an IT company, nor a management consultancy, although we often work with both of these.  Our focus is wholly CRM success, with Microsoft Dynamics 365.  We are based in Sydney, NSW, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  Our range of Microsoft Dynamics 365 services include CRM strategy, CRM scoping, Dynamics 365 implementation, technical  support and Dynamics 365 training.