36562-Configuration in Microsoft Dynamics 365 for Sales and Customer Service

This course describes how to configure a Dynamics 365 implementation for Sales and Service, create and maintain an organizational security structure, create guided business processes, automate tasks, and other specific customization.
SKU: 36562

DEMO: This is a sample video of this course.


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The paid version of this course contains videos of following topics:
Course Length: 07 Hours 08 Minutes 22 Seconds

Course Outline

Configuration in Microsoft Dynamics 365 for Sales and Customer Service

This course prepares you for Microsoft Dynamics MB2-716 and helps prepare you for assessment Microsoft Dynamics 365 Enterprise for Customer Service..

At Course Completion
The goal of this course is to enable students to:

  • How to successfully configure specific application features such as auto-numbering, data management, and other Dynamics 365 features
  • Provide guidance on the designing a Dynamics 365 security model including configuration of Business Units, Security Roles, Users, and Teams
  • Using Dynamics 365’s security model to control access to data, features, and functions
  • How to create and maintain Business Process Flows that can be used to provide users with a guided path to working through business scenarios
  • Look at how to implement and configure a Knowledge Management solution
  • Provide an overview of the different processes that are available in Dynamics 365 and when each process type should be used
  • Configure Dynamics 365 and Office 365 integration scenarios, such as integration with SharePoint, OneNote, OneDrive, and Office Groups