Core Dynamics 365 Sales Foundation
Dynamics 365 Sales is one of the most widely implemented Customer Engagement applications in the Microsoft ecosystem, and delivering it successfully requires more than product knowledge. It requires a structured understanding of how to configure, customise, integrate, and deploy the solution in a real project context.
This self-paced booster covers the full implementation foundation for Dynamics 365 Sales, taking you from the Power Platform and Dataverse fundamentals through solutions management, table customisation, security setup, Outlook and Exchange integration, data migration, and production deployment. Built around the Botelo case project, every module connects concepts to realistic consulting scenarios, and a rich set of assignments gives you hands-on practice at each stage.
A team of certified instructors is available throughout to answer your questions and support your progress.
Whether you are starting your first Dynamics 365 Sales implementation or building a more structured foundation for your consulting practice, this booster gives you the practical skills to deliver with confidence.
1. Welcome
2. Kick off
3. Understanding Dynamics 365 and its ecosystem
4. What is Dynamics 365 Sales?
5. Getting started with your training environment
6. Environments
7. Solutions
8. Customizations and setup
9. Integrations
10. Migration templates
11. Deployment
12. Data migration
13. Closing
This course is part of the Customer Engagement Learning Journey
Get a subscription
Unlimited access to all courses, Learning Journeys and ongoing instructor support
Why switch to a subscription?
- More training for less budget
- Stay relevant in a fast-changing industry
- Courses created by MCTs and MVPs
- Faster onboarding for new hires
- Guidance for all certifications
Who is this course for?
This booster is designed for consultants, junior functional consultants, and implementers who are new to Dynamics 365 Sales and want to build a solid implementation foundation. No specific prerequisites are required, though a general familiarity with the Microsoft ecosystem is helpful.
What will you learn?
- What Dynamics 365 Sales is, how it fits within the Microsoft Customer Engagement ecosystem, and how Power Platform and Dataverse underpin the entire solution.
- How Power Platform environments work and why managing multiple environments is essential in a Dynamics 365 Sales implementation.
- How to create and manage solutions, publishers, and solution components, and how to follow best practices across the solution lifecycle.
- How to customise Dynamics 365 Sales with tables, business process flows, products, security roles, and Copilot enablement.
- How to integrate Dynamics 365 Sales with Exchange Online and the Dynamics 365 App for Outlook, including email synchronisation configuration and verification.
- How to prepare data migration templates, manage duplicate detection, execute data imports, and prepare a production environment for go-live.