2019 - CRM Boot Camp for Dynamics 365

This instructor-led course provides a key step for administrators and customizers who are beginning or advancing their knowledge of CRM for Microsoft Dynamics 365 in their learning evolution. With the evolution of the Dynamics 365 product, this course will focus on the core out-of-the-box capabilities while driving understanding surrounding the competencies needed for attendees to have big impacts on their organization. This fast pace course covers the latest and greatest in Microsoft new feature releases to ensure that attendees are empowered to leverage the full capabilities of their organization’s Dynamics 365 environment. This training will allow participants to: - Use advanced find, search, forms, views, activities, default system views, dashboards, charts, document templates and reports - Understand the default record types and built in processes and process flows for Sales, Marketing and Service - Understand configuration and administrative options and best practices - Create personal views, dashboards, and charts - Set up and define a custom entity or record type - Customize the user interface including forms and search - Understand security structure and features - Gain familiarity with options and capabilities for process guidance, automation, data analysis, & presentation