55250BC: Introduction to Microsoft Dynamics 365 Course Overview

55250BC: Introduction to Microsoft Dynamics 365 Course Overview

The Introduction to Dynamics 365 course, designated as 55250BC, provides learners with foundational knowledge of Microsoft Dynamics 365. It is designed for individuals who are new to this versatile business management solution. The course covers a broad range of topics, from understanding the core concepts and benefits of Dynamics 365 to navigating its various apps and interfaces such as sales, customer service, and marketing apps.

Through a combination of lectures and hands-on labs, participants will learn how to manage records, utilize activities, and personalize options to enhance their workflow. They will also gain proficiency in searching within the platform, as well as creating and interpreting reports, charts, and dashboards.

By the end of the course, learners will be well-equipped to use Dynamics 365 effectively in a business setting, improving productivity and customer engagement. This introduction to Dynamics 365 will also lay the groundwork for further specialized training or certification within the Dynamics 365 suite.

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  • Live Online Training (Duration : 8 Hours)
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  • Live Online Training (Duration : 8 Hours)
  • Per Participant

♱ Excluding VAT/GST

Classroom Training price is on request

You can request classroom training in any city on any date by Requesting More Information

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Course Prerequisites

To ensure that you can successfully participate in and comprehend the content of the 55250BC: Introduction to Microsoft Dynamics 365 course, the following minimum prerequisites are recommended:


  • Basic understanding of business processes and their interrelationships, such as sales, customer service, and marketing.
  • Familiarity with general computing concepts, including the use of a keyboard and mouse, navigating through Windows operating systems, and basic web browser usage.
  • Proficiency in using Microsoft Office applications, particularly Outlook, as the course includes integration features with this tool.
  • No prior experience with Microsoft Dynamics 365 is required, as this is an introductory course designed to familiarize you with the platform.
  • An eagerness to learn and engage with new software technologies.

Please note that while these prerequisites are aimed at setting a baseline for the training, individuals with varying levels of computer proficiency have successfully completed this course. Our trainers are adept at providing support and guidance tailored to the needs of each participant.


Target Audience for 55250BC: Introduction to Microsoft Dynamics 365

This course offers a foundational understanding of Microsoft Dynamics 365, ideal for professionals seeking to leverage its business solutions.


  • Sales associates and managers looking to improve customer engagement
  • Customer service representatives and managers seeking to enhance service delivery
  • Marketing professionals aiming to utilize Dynamics 365 for campaigns
  • IT professionals responsible for implementing and managing Dynamics 365 environments
  • Business analysts interested in leveraging Dynamics 365 for data insights
  • Dynamics 365 administrators and customizers
  • Project managers overseeing Dynamics 365 deployments
  • System integrators and consultants specializing in CRM solutions
  • PowerApps developers interested in integrating with Dynamics 365
  • Technical support staff involved with Dynamics 365 maintenance and troubleshooting


Learning Objectives - What you will Learn in this 55250BC: Introduction to Microsoft Dynamics 365?

Introduction to the Course's Learning Outcomes and Concepts Covered:

This course offers a comprehensive introduction to Microsoft Dynamics 365, covering its various apps, interfaces, and functionalities, with practical labs to reinforce learning and skills application.

Learning Objectives and Outcomes:

  • Understand the components and benefits of Microsoft Dynamics 365, including sales, customer service, and marketing applications.
  • Navigate and use the Dynamics 365 web and Outlook interfaces effectively for business processes.
  • Manage records within Dynamics 365, understanding the relationship between records and activities, and configure personal options for a customized experience.
  • Perform daily tasks in Dynamics 365, including creating, editing, deleting, and sharing records, while considering security implications.
  • Utilize the Timeline Control and Relationship Assistant to enhance customer interactions and maintain relationships.
  • Execute searches using Global Search, Quick Find, and Advanced Find to efficiently locate records and information within Dynamics 365.
  • Create and manage system and personal views to organize and access data according to individual user needs.
  • Generate, interpret, and customize reports, charts, and dashboards to analyze business data and inform decision-making.
  • Gain hands-on experience through labs that simulate real-world scenarios and reinforce the application of Dynamics 365 features.
  • Access resources and support to continue learning and stay updated with Dynamics 365 advancements and best practices.