Microsoft Dynamics 365 Customization and Configuration Training
1K+ ReviewsInstructor-Led Training Parameters
Course Highlights
- Instructor-led Online Training
- Project Based Learning
- Certified & Experienced Trainers
- Course Completion Certificate
- Lifetime e-Learning Access
- 24x7 After Training Support
Microsoft Dynamics 365 Customization and Configuration Training Course Overview
At Multisoft Systems, you will get the Microsoft Dynamics 365 Customization and Configuration Course with advanced analytical reports and digital learning materials. The module Microsoft Dynamics 365 Customization and Configuration Training is designed for IT Professionals, Information workers, Developers, and Individuals with working knowledge of Microsoft Dynamics 365 or Microsoft Dynamics CRM.
This course will prepare you for configuring, customizing, and maintaining the CRM components of Microsoft Dynamics 365. It will give you a hands-on experience of the Dynamics 365 security model and teach you how to work with the features and tools that exist in Microsoft Dynamics 365 for Customizers. Working knowledge of Microsoft Dynamics 365 Customer Engagement and Microsoft Power Apps is suggested for learning the modules smoothly. Go for this course if you are associated with the Business or Enterprise Edition of Dynamics 365!
- How to work with the features and tools that exist in Microsoft Dynamics 365 for Customizers?
- How to plan, design and implement best practice Workflow and Business Process Flows?
- How do I integrate Microsoft products such as SharePoint, Skype for Business and Exchange?
- How to carry out the initial setup and configuration required in a Microsoft Dynamics 365 deployment
- How to design a comprehensive Security model with the use of inbuilt MS Dynamics 365 tools?
- How to create System Charts, Dashboards and Interactive Experience Dashboards?
- How to customize the Dynamics 365 schema by creating custom Entities, Fields and Relationships?
- How to design custom Information Forms, Quick View Forms, Quick Create Forms and System Views?
- How to create and manage Business Rules using the Business Rule Designer?
- Recorded Videos After Training
- Digital Learning Material
- Course Completion Certificate
- 24x7 After Training Support
- Information workers
- IT Professionals
- Developers
- Individuals with working knowledge of Microsoft Dynamics 365 or Microsoft Dynamics CRM
- Even though it is not essential, it will help you if you have a working knowledge of Microsoft Dynamics 365 Customer Engagement and Microsoft Power Apps.
- Multisoft Systems will provide you with a training completion certificate after completing this Microsoft Dynamics 365 Customization and Configuration Training .
Instructor-led Training Live Online Classes
Suitable batches for you
| May, 2026 | Weekdays | Mon-Fri | Enquire Now |
| Weekend | Sat-Sun | Enquire Now | |
| Jun, 2026 | Weekdays | Mon-Fri | Enquire Now |
| Weekend | Sat-Sun | Enquire Now |
Microsoft Dynamics 365 Customization and Configuration Training Course Content
Module 1: Introduction
- Introduction to Microsoft Dynamics 365 Customer Engagement (CE)
- The Microsoft Power Platform
- The Power Apps Maker Portal
- The Power Platform Admin Center
- Power Platform Environments
- Solutions Overview
- As introduction to Release Wave Updates
- Review further reading and resources
Module 2: Setup and Configuration
- The Microsoft 365 Admin Center
- The Power Platform Admin Center
- The Dynamics 365 Admin Center
- The Power Apps Maker Portal
- Dynamics 365 Classic
- Microsoft Power Automate
- Microsoft Power BI
- Environment Level Settings
- Format Settings
- Email Settings
- Skype and Teams Integration
- SharePoint Integration
Module 3: Security
- Design and configure Business Units
- Configure Security Roles
- Manage Users and Teams
- Implement Access Teams
- Configure Hierarchy Security
Module 4: Creating and Managing Entities
- Introduction to the Data Modelling
- System and Custom Entities
- Create new Custom Entities
- Entity Properties
- Entity Type and Ownership
- Custom Entity Security
- Entities and Solutions
Module 5: Customizing Fields
- Introduction to Field
- Understand the different Field Types
- Create a new Field
- Fields and Solutions
- Implement a Calculated Field
- Configure Field Level Security
Module 6: Customizing Relationships and Mappings
- Introduction to Relationships
- Relationship Types
- Create a Relationship
- Relationships and Solutions
- Understand Relationship Behavior
- Implement a Hierarchy Relationship
- Configure Field Mappings
Module 7: Customizing Forms, Views and Visualizations
- Creating a new Form
- Form types
- Using the Form Designer
- Customizing the Main, Card, Quick View and Quick Create Forms
- Configure Form Security
- Review the different View types
- Customizing Views
- Customizing Charts and Dashboards
Module 8: Model-driven Apps
- Introduction to Model-driven Apps
- The App Designer
- Using the Sitemap Designer
- Configuring Apps
Module 9: Processes: Workflows, Business Process Flows and Power Automate
- Introduction to Processes
- Workflow
- Business Process Flows
- Building Flows in Power Automate
Module 10: Solution Management
- An introduction to Solution Management
- How to add and administer components in a Solution
- The differences between unmanaged and managed Solutions
- Solution Layers
- How to export and import a Solution
- How to set Managed Properties for a Solution
- What happens when you delete a Solution
- How to Clone a Solution Patch
- How to Clone a Solution
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Microsoft Dynamics 365 Customization and Configuration Training (MCQ) Assessment
This assessment tests understanding of course content through MCQ and short answers, analytical thinking, problem-solving abilities, and effective communication of ideas. Some Multisoft Assessment Features :
- User-friendly interface for easy navigation
- Secure login and authentication measures to protect data
- Automated scoring and grading to save time
- Time limits and countdown timers to manage duration.
Microsoft Dynamics 365 Customization and Configuration Corporate Training
Employee training and development programs are essential to the success of businesses worldwide. With our best-in-class corporate trainings you can enhance employee productivity and increase efficiency of your organization. Created by global subject matter experts, we offer highest quality content that are tailored to match your company’s learning goals and budget.
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Certification Training Achievements: Recognizing Professional Expertise
Multisoft Systems is the “one-top learning platform” for everyone. Get trained with certified industry experts and receive a globally-recognized training certificate. Some Multisoft Training Certificate Features :
- Globally recognized certificate
- Course ID & Course Name
- Certificate with Date of Issuance
- Name and Digital Signature of the Awardee
Microsoft Dynamics 365 Customization and Configuration Training Trainer Profile
19+ Years Experienced
Our Microsoft Dynamics 365 Customization and Configuration Corporate & Certification Program trainers bring 13+ years of proven industry expertise, delivering practical insights aligned with real project environments.
Trained 3950+ Professionals
Our expert trainers have successfully trained 3350+ professionals through structured, real-time training programs designed for industry readiness and career growth.
Certified Experts & Real-Time Project Learning
Build strong practical skills through live project-based training sessions led by certified industry experts with real-world experience.
Hands-on Learning Approach
Gain practical exposure through real-time scenarios, industry case studies, and hands-on assignments that simulate actual project challenges.
Certification Training Guidance
Receive expert support to prepare effectively, practice strategically, and confidently achieve globally recognized certification success.
Customized Training Delivery
Flexible training approach tailored to individual learning goals, skill levels, and evolving industry requirements for maximum effectiveness.
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