Microsoft Dynamics 365 Course

Lesson 1 • Security and Access Fundamentals

Introduces role-based security, business units, and record ownership. Ensures learners understand access control before working with live data.

Lesson 2 • Core Data Model Concepts

Explains tables, columns, rows, and relationships that underpin all Dynamics 365 data. Provides the mental model needed for configuration and reporting tasks.

Lesson 3 • Overview of Dynamics 365 Ecosystem

Covers the suite of Dynamics 365 apps, their relationships, and deployment models. Establishes context for all subsequent module-specific learning.

Lesson 1 • Data Import, Export, and Quality

Covers tools for importing records, exporting data, and enforcing data quality rules. Prepares learners to maintain clean, reliable business data.

Lesson 2 • Business Rules and Validation Logic

Teaches no-code business rules for field validation, visibility, and default values. Reduces reliance on custom code for common form logic.

Lesson 3 • Defining Relationships and Lookups

Explains how to create table relationships and configure lookup fields. Enables accurate data linking across the Dynamics 365 data model.

Lesson 4 • Creating and Managing Tables

Teaches how to create custom tables, configure columns, and set table properties. Directly supports building tailored data structures for business needs.

Lesson 1 • Accounts, Contacts, and Relationships

Teaches managing account hierarchies, contact records, and relationship intelligence. Supports a complete view of customer relationships across the sales cycle.

Lesson 2 • Products, Price Lists, and Quotes

Explains the product catalog, pricing structures, and quote generation. Enables accurate revenue forecasting and proposal creation.

Lesson 3 • Sales Forecasting and Goals

Covers goal management, forecast configuration, and performance tracking. Connects individual sales activity to organizational revenue targets.

Lesson 4 • Sales Sequences and Playbooks

Teaches automated sales sequences and playbook templates for guided selling. Standardizes rep behavior and accelerates deal progression.

Lesson 1 • Knowledge Base Management

Covers authoring, publishing, and searching knowledge articles. Reduces case resolution time by surfacing relevant content to agents.

Lesson 2 • Service Level Agreements and Entitlements

Explains SLA configuration, KPI tracking, and entitlement management. Enables organizations to meet contractual service commitments.

Lesson 3 • Queues and Routing Rules

Teaches queue setup, routing rule configuration, and automatic case assignment. Ensures cases reach the right agent at the right time.

Lesson 4 • Case Management Fundamentals

Covers case creation, routing, and resolution workflows. Establishes the foundation for all customer service process configuration.

Lesson 1 • Customer Journey Orchestration

Explains journey canvas, triggers, and branching logic for automated engagement. Enables end-to-end nurture and conversion workflows.

Lesson 2 • Event Management and Webinars

Covers event record setup, registration pages, and session management. Supports both in-person and virtual event execution within the platform.

Lesson 3 • Marketing Analytics and Insights

Teaches KPI dashboards, journey analytics, and lead scoring models. Connects campaign execution to measurable business outcomes.

Lesson 4 • Segments and Contact Management

Covers dynamic and static segment creation based on contact attributes and behavior. Segments drive targeting for all downstream marketing activities.

Lesson 1 • Chatbots with Power Virtual Agents

Covers bot topic design, Dataverse integration, and deployment channels. Enables self-service automation for common customer and employee requests.

Lesson 2 • Power Automate for Dynamics 365

Covers trigger types, Dataverse connectors, and flow design patterns. Automates repetitive tasks and cross-system data synchronization.

Lesson 3 • Building Canvas and Model-Driven Apps

Teaches canvas app design and model-driven app configuration using Power Apps. Enables custom user experiences tailored to specific roles.

Lesson 4 • Dataverse for Teams and Collaboration

Teaches Dataverse for Teams setup, app embedding in Microsoft Teams, and collaboration scenarios. Bridges Dynamics 365 data with everyday teamwork tools.

Lesson 1 • Solution Management and ALM

Covers solution layers, managed properties, and application lifecycle management practices. Ensures customizations are portable and environment-safe.

Lesson 2 • API Integration and Web Services

Teaches the Dataverse Web API, OData queries, and authentication patterns. Enables external systems to read and write Dynamics 365 data programmatically.

Lesson 3 • Plugins and Custom Workflow Activities

Explains plugin registration, execution pipeline, and custom workflow activity development. Extends platform behavior beyond no-code configuration limits.

Lesson 4 • Power Apps Component Framework

Covers PCF control development, manifest configuration, and deployment. Enables pixel-perfect custom UI components within model-driven apps.

Lesson 1 • Governance, Compliance, and Audit

Teaches audit log configuration, data loss prevention policies, and compliance monitoring. Ensures platform usage aligns with organizational governance requirements.

Lesson 2 • AI Builder and Predictive Insights

Explains AI Builder model types, training data requirements, and integration with flows. Adds predictive capability to Dynamics 365 processes without data science expertise.

Lesson 3 • Built-in Reports and Dashboards

Covers system dashboards, chart configuration, and the report wizard. Provides immediate analytical value without external tools.

Lesson 4 • Customer Insights and Data Unification

Covers Dynamics 365 Customer Insights data ingestion, unification, and segment activation. Enables a 360-degree customer profile across all data sources.