Dynamics 365 CRM Solutions

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