Expanded Library

Microsoft Dynamics 365 Customer Engagement (CRM): Customization and Configuration

by Amber Israelsen

Dynamics 365 Customer Engagement offers powerful functionality out-of-the-box, but what if you need to make changes? This course will guide you through how to get started, customizing, and configuring the system to fit your specific needs.

What you'll learn

Today more than ever, companies need innovative and engaging ways to attract new customers and service existing customers. That’s what Dynamics 365 Customer Engagement is all about. The platform offers powerful functionality out-of-the-box, but what if you need to make changes or extend the platform to make it “just right” for your business? In this course, Microsoft Dynamics 365 Customer Engagement (CRM): Customization and Configuration, you'll learn how to get started with customizing and configuring the system to fit your specific needs. First, you’ll learn how to create and customize your data schema, including entities, fields, and relationships. Next, you’ll explore ways to customize the UI—updating forms and views, creating charts and dashboards, and basic styling and branding. Finally, you’ll discover what happens behind the scenes with processes, users, security, and configuration settings. When you’re finished with the course, you’ll have a foundational understanding of how to maximize Dynamics 365 Customer Engagement through customization and configuration.

Table of contents

Course Overview
2mins

About the author

Amber has been a software developer and technical trainer since the early 2000s. She holds certifications for AWS and a variety of Microsoft technologies. In recent years, she has focused on AWS, Azure, Dynamics 365, SharePoint and ASP.NET, teaching students around the world. She also works to bridge the gap between developers, designers and businesspeople with her expertise in visual communication, user experience and business/professional skills.

Ready to upskill? Get started