What you'll learn
Dynamics 365 CRM Solutions Topics
Explore the key topics covered in this Dynamics 365 CRM Solutions Learning Journey. Get an overview of the areas and technologies you will work with as you develop your expertise.
Explore all courses in this Learning Journey
Content Preview
Dynamics 365 Sales & CE Foundations
The Proficient level focuses on building a strong foundation in Dynamics 365 CRM Solutions and is ideal for onboarding new hires quickly.
- Understanding the Dynamics 365 ecosystem and Customer Engagement platform
- How Sales fits within end-to-end customer processes
- Dataverse as the foundation of CE solutions
- Security, roles, records and compliance
- Positioning Dynamics 365 Sales in real customer contexts
Solution Setup, Environments & Lifecycle
- Working with Power Platform environments
- Solution architecture and solution lifecycle management
- Managed vs unmanaged solutions and dependencies
- Deployment strategies and environment readiness
- Supporting change, training and adoption
- Connecting Business Central to external services
- Working with interfaces and extensible architectures
- Importing and exporting data (Excel, XML, JSON, streams)
- Test automation as part of modern development workflows
- Building and using Azure Functions with Business Central
- Developing Control Add-ins with HTML, CSS and JavaScript
Customization & Low-Code Solution Design
- Configuring tables, relationships and metadata
- Designing and extending business process flows
- Building model-driven apps aligned with business requirements
- Reporting and insights in Dynamics 365 Sales
- Applying customization best practices responsibly
End-to-end Sales Solution Delivery
- Modeling the full sales process: leads, opportunities, quotes, orders and invoices
- Working with multi-currency, pricing and discounting
- Forecasting, goals and sales performance analysis
- Designing solutions that scale beyond simple demos
Power Platform Integration
- Extending Dynamics 365 Sales with Power Apps
- Automating processes with Power Automate
- Working confidently with Dataverse
- Designing solutions that span CRM and the wider Power Platform
AI, Copilot & Modern CRM
- Enabling and using Copilot in Dynamics 365 Sales
- Empowering sellers with AI-driven insights
- Building agents and extensions with Copilot Studio
- Understanding prompt engineering and responsible AI usage
- Translating AI capabilities into real customer value
What our clients are saying
Hear first hand from our incredible community of customers.
Since implementing Learning Journeys within our organization, we’ve seen better emulation and discussions surrounding solution standards. This, in turn, has contributed to our business’s growth and innovation by enhancing our comprehension of solution standards, effectively preventing non-pertinent, specific developments.
Julien Leroy
Offer and Innovation Director, Dimood Group
Learning Journeys are very useful in talent management as they offer us the advantage of promoting the growth and development of our team in an efficient and effective way. It has become a fundamental resource when it comes to presenting to candidates a clear training offer with quality content, reinforcing our employee branding.
Nuria Colom
HR Manager, CEI Europe
Learning Journeys allow us to optimize the dedication of our senior resources to training. New recruits can do the training independently and then seniors can contribute to their training in a phase when they add the most value.
Juan Alcalde
CEO, ITCON Iberia
Aside from the live webinars, exercises and tests, our consultants really liked the real cases that were used as examples, because they weren’t too far off from what they would actually encounter in their jobs.
Erik Córdova
International Project Manager, Cosmo Consult
Ready to start your Learning Journey?
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