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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 - no code customisation - 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 Dynamics achieves and maintains user adoption.

This three-day, hands-on course is perfect 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 include coding.

This course is available for Microsoft Dynamics 365, Microsoft Dynamics CRM 2016, Microsoft Dynamics CRM 2015 and for both 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 (no code customisation) 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

This course pairs well with our Automation of Microsoft Dynamics 365 course

Target Audience for Configuration of Microsoft Dynamics 365

  • People wanting to understand how they can configure Microsoft Dynamics 365 - project owners and business analysts
  • 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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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

Microsoft Dynamics 365 Education Services

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Work your CRM, not your team!

This white paper explains 42 common enhancements Opsis clients use to get more from Dynamics 365.

How many of them could improve your processes and your results?

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Opsis is an expert Microsoft Dynamics 365 consulting company. Our focus is your Microsoft Dynamics 365 success - not licence sales or billable hours. As Principal Consultant, Gill oversees all business operations and strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions.  We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  We offer Microsoft Dynamics 365 strategy, Microsoft Dynamics 365 scoping, Microsoft Dynamics 365 implementation, Microsoft Dynamics 365 technical support, Microsoft Dynamics 365 advice and guidance, Microsoft Dynamics 365 training and mentoring.