Dynamics 365 Customer Engagements App with Customization Course Overview

Dynamics 365 Customer Engagements App with Customization Course Overview

The Dynamics 365 Customer Engagement Apps with Customization course is a comprehensive learning pathway designed for individuals looking to master the suite of Microsoft Dynamics 365 CE Apps, including Marketing, Sales, Customer Service, and Field Service. The course begins with Module 1, introducing learners to the core capabilities of these customer engagement apps, ensuring a solid foundation of knowledge.

As participants progress through the curriculum, they will delve into the Power Platform, exploring Dataverse, creating model-driven and canvas apps with Power Apps, and constructing portals. Automation plays a significant role, with lessons on creating cloud and desktop flows with Power Automate and building chatbots with Power Virtual Agents. Understanding data analysis is critical, and Power BI is covered to provide insights into visualization.

The latter modules tackle advanced concepts of customization and management within the Dynamics 365 and Power Platform ecosystems. Learners will gain hands-on experience managing Dataverse, developing model-driven apps, and integrating solutions. By the end of the course, students will be equipped with the skills to customize and extend Dynamics 365 apps to meet business requirements, making them valuable assets in any organization looking to leverage Microsoft's powerful business applications suite.

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2,500

  • Live Online Training (Duration : 40 Hours)
  • Per Participant
  • Guaranteed-to-Run (GTR)
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♱ Excluding VAT/GST

Classroom Training price is on request

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  • Live Online Training (Duration : 40 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 our students are well-prepared and can fully benefit from the Dynamics 365 Customer Engagements App with Customization course, the following prerequisites are recommended:


  • Basic understanding of CRM principles and the importance of customer engagement in business.
  • Familiarity with Microsoft Office applications, particularly Excel, as these skills are often transferable to Dynamics 365 applications.
  • General knowledge of business processes in sales, customer service, or marketing could be beneficial.
  • Some exposure to or interest in learning about business automation and data analysis.
  • No prior experience with Microsoft Dynamics 365 or Power Platform is required, but any previous usage or exploration can be advantageous.
  • An enthusiasm for learning about new technologies and their application in real-world business scenarios.

These prerequisites are designed to ensure that students have a foundational understanding of the concepts that will be explored in the course and can actively participate in discussions and hands-on activities.


Target Audience for Dynamics 365 Customer Engagements App with Customization

  1. This Dynamics 365 Customer Engagement course is ideal for professionals seeking to master CRM customization and app integration.


  2. Target audience for the course:


  • CRM Administrators
  • Sales Operations Managers
  • Marketing Professionals
  • Customer Service Managers
  • Field Service Technicians
  • IT Professionals focused on business application deployment
  • Business Analysts
  • System Customizers
  • Application Developers
  • Power Platform Developers
  • Solution Architects
  • Functional Consultants
  • Technical Consultants
  • Data Analysts
  • Project Managers overseeing CRM implementations


Learning Objectives - What you will Learn in this Dynamics 365 Customer Engagements App with Customization?

Course Introduction:

This course offers a comprehensive understanding of Microsoft Dynamics 365 Customer Engagement (CE) Apps, with a focus on customization and leveraging the Microsoft Power Platform to enhance business processes and customer interactions.

Learning Objectives and Outcomes:

  • Understand the core capabilities of Dynamics 365 CE apps, including Marketing, Sales, Customer Service, and Field Service.
  • Gain foundational knowledge of Microsoft Power Platform components and their role in customizing Dynamics 365.
  • Create and manage Dataverse environments to securely store and manage data used by business applications.
  • Design model-driven and canvas apps using Power Apps to tailor Dynamics 365 CE apps to specific business needs.
  • Develop Power Pages portals to extend business applications to external users.
  • Automate business processes with Power Automate, including cloud flows, desktop flows, and business process flows.
  • Build chatbots using Power Virtual Agents to improve customer engagement and support.
  • Analyze and visualize data with Power BI for actionable insights and better decision-making.
  • Learn solution management and integration techniques to maintain and extend Dynamics 365 CE applications.
  • Understand best practices for customization and configuration to ensure optimal system performance and user adoption.