- Course
Microsoft Dynamics 365 Sales: Build and Expand
This course explores how to build and expand Microsoft Dynamics 365 Sales using low-code customization tools. You’ll customize data, forms, views, and business process flows, then extend Sales with Excel, SharePoint, and Power Automate.
Intermediate
- Course
Microsoft Dynamics 365 Sales: Build and Expand
This course explores how to build and expand Microsoft Dynamics 365 Sales using low-code customization tools. You’ll customize data, forms, views, and business process flows, then extend Sales with Excel, SharePoint, and Power Automate.
Intermediate
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This course is included in the libraries shown below:
- Core Tech
What you'll learn
Every organization sells a little differently, and getting the most out of Microsoft Dynamics 365 Sales means shaping it to match your specific processes, data, and workflows.
In this course, you’ll learn how to customize and extend Microsoft Dynamics 365 Sales to better support the way your organization sells.
First, you’ll explore how Dynamics 365 Sales uses Dataverse, and how to customize data, forms, and views. Next, you’ll learn how to tailor the sales process by modifying business process flows and the seller experience. Finally, you’ll see how Dynamics 365 Sales can work with Excel, SharePoint, and Power Automate to support broader sales activities.
By the end of the course, you’ll be able to make practical low-code customizations and connect Microsoft Dynamics 365 Sales with other Microsoft applications to create more useful, flexible solutions for your specific needs.
Microsoft Dynamics 365 Sales: Build and Expand
Intermediate
Table of contents
Amber has been a software developer and technical trainer since the early 2000s. She holds certifications for AWS and a variety of Microsoft technologies. She also focuses on user experience and professional skills training, bridging the gap between techies and non-techies.
