Mastering Microsoft Dynamics 365 Customer Engagement (CE) Training

  • Learn via: Online Instructor-Led / Classroom Based / Onsite
  • Duration: 5 Days
  • Level: Intermediate
  • Price: From €6,700+VAT
  • Upcoming Date:
  • UK Based Global Training Provider

This 5-day course will empower learners to be able to administer Dynamics 365 through the Microsoft Power Platform and customise the Customer Engagement platform of Dynamics 365. After the course delegates, with some additional study, will be ready to take the Microsoft PL-200 exam Microsoft Power Platform Functional Consultant.

We can organize this training at your preferred date and location. Contact Us!

Prerequisites

Important - This course has MFA Requirements. Please read this link and download the MFA app, prior to attending.

Working Knowledge of Dynamics 365.

Instructors will demonstrate features throughout the event. Optional Lab exercises are available for learners to complete within a learner-created free trial tenancy. Microsoft may require a valid credit card to create 30 day free tenancies which must be cancelled within 30 days to avoid incurring charges. QA have no control over the Microsoft 365 trial tenancy signup or billing process.

Training Outline

Module 1 – The Unified Interface (UI)

  • Model-Driven Apps
  • Lab A – Investigating the Unified Interface

Module 2 – Introduction to Dynamics 365 Customisation

  • Default & Dataverse Default Solutions
  • Create a New Solutions & Publishers
  • Solutions
  • Exporting and Importing Solutions
  • Lab A – Configuring the Power Platform Environment
  • Lab B – Create a Publisher and Solution

Module 3 – Security Model: User Management

  • Adding Users to Microsoft Dynamics 365
  • User Licensing in Dynamics 365
  • Lab A – Adding Users

Module 4 – Security Model: Business Units

  • Business Unit Hierarchy
  • How to Create & Modify Business Units
  • Lab A – Creating Business Unit Structure

Module 5 – Security Model: Security Roles

  • Relationship between Security Roles and Business Units
  • Special Roles
  • Privileges and Access Levels
  • Miscellaneous Privileges
  • Create and Copy Roles
  • Lab A – Configuring Security Roles

Module 6 – Teams in Dynamics 365

  • Team Types
  • Creating a Team
  • Migrating Users/Teams between Business Units
  • How to reassign Users to different Business Units
  • Lab A – Managing and Creating Teams

Modue 7 – Configure Email Services

  • Server-Side Synchronisation
  • Configuring Server-Side Synchronisation
  • Email Server Profiles
  • Configuring Mailbox Records
  • Microsoft Dynamics 365 App for Outlook
  • Folder Tracking
  • Lab A – Configuring Email Integration
  • Lab B – Configuring Outlook Integration

Module 8 – Integration with Other Microsoft 365 Offerings

  • Integration with SharePoint
  • Security: Permissions
  • Lab A – SharePoint Integration
  • Integrate with OneDrive
  • Permission: Security
  • OneNote Integration
  • Working with Microsoft Teams
  • Lab B – Integrating with Microsoft Teams

Module 9 – Model Driven Apps

  • App Designer
  • Lab 5 – Create a Model-Driven App

Module 10 – Customisation of Tables

  • Creating and modifying tables
  • Lab A – Creating Custom Tables

Module 11 – Creating and Customising Columns

  • Columns and their Display Formats
  • Deleting Columns from a Table
  • Lab A – Creating Additional Columns for the Public Event & Event Booking Tables
  • Calculated Columns
  • Lab B – Creating a Calculated Column
  • Lab C – Creating a Rollup Column (if time permits)

Module 12 – Establishing Relationships

  • Relationship Types
  • Lab A – Create and Modify a 1: N Relationship
  • Lab B – Create a N:N Relationship
  • Lab C – Creating Hierarchical Relationships
  • Column Mappings in Dynamics 365
  • Connections and Connection Roles
  • Create a Connection
  • Lab D – Connecting Records (if time permits)

Module 13 – Form Customisation

  • Quick Create Forms
  • Lab A – Create a Quick Create Form
  • Main Form Customisations
  • Lab B – Form Customisation
  • Lab C – Adding Quick View Form Data to a Child Table Form
  • Lab D – Securing an Additional Form

Module 14 – Introduction to Business Rules

  • Creating Business Rules
  • Activating & Using Business Rules
  • Lab A – Create a Business Rule

Module 15 – Creating, Maintaining and Customising Views

  • Creating Views
  • Modifying System Views
  • Lab A – Modify the Quick Find View & Create a New Public View

Module 16 – Chart Customisation

  • Chart Structure
  • Lab A – Create a Custom Chart

Module 17 – Dashboards

  • Creating Standard Dashboards
  • Creating Interactive Dashboards
  • Lab A – Create a System Standard Dashboard
  • Lab B – Creating an Interactive Experience Dashboard

Module 18 – Additional Security Features

  • Introducing Column Level Security
  • Lab A – Configure Column Security
  • Enabling Auditing
  • Lab B – Enable Auditing & View Audit Records

Module 19 – Creating Processes

  • Creating and Activating Microsoft Cloud Flows
  • Lab A – Create Flow
  • Creating Business Process Flow
  • Securing Business Process Flow
  • Lab B – Create a Business Process Flow

Module 20 – Working with Solutions

  • Solution Management
  • Solution Patching
  • Lab A – Solution Patching
  • When to use a Managed or Unmanaged Solution
  • Lab B – Import a Managed Solution

Module 21 – Do it Yourself!

Why Choose Us

Experience Mastering Microsoft Dynamics 365 Customer Engagement (CE) through Bilginç IT Academy's live and interactive virtual classroom environment, accessible from your home, office, or any location. Connect with expert trainers in real time and bring the energy of classroom learning into the digital experience.

  • Live Instructor-Led Sessions: Join scheduled training sessions with your instructor and fellow delegates in real time.
  • Interactive Learning Experience: Take part in discussions, practical exercises, group activities, and Q&A sessions throughout the course.
  • Expert Trainer Network: Learn from experienced trainers with strong industry backgrounds and practical field expertise.
  • Over 30 Years of Training Expertise: Benefit from Bilginç IT Academy's long-standing experience in delivering professional training since 1995.
  • Flexible and Scalable Delivery: Access live virtual classrooms worldwide with flexible planning options for individual and corporate training needs.

Experience Mastering Microsoft Dynamics 365 Customer Engagement (CE) in a focused classroom environment designed for high engagement and effective learning. Bilginç IT Academy's carefully selected training venues provide a professional setting where delegates can interact directly with expert trainers and peers.

  • Experienced Trainers: Learn from specialists with extensive field experience and real-world knowledge.
  • Professional Training Venues: Attend courses in comfortable, well-equipped classrooms designed to support effective learning.
  • Focused Classroom Experience: Benefit from limited class sizes that encourage discussion, interaction, and personalized support.
  • Quality-Driven Learning: Develop practical skills through structured, up-to-date, and professionally designed training content.

Meet your team's training needs with Bilginç IT Academy's onsite Mastering Microsoft Dynamics 365 Customer Engagement (CE) solution, delivered at your office or preferred location. Align your team's development with your business goals through a training experience tailored to your organization.

  • Tailored Course Content: Adapt the training program to your organization's projects, team structure, and specific business requirements.
  • Time and Cost Efficiency: Reduce travel, accommodation, and operational costs while maximizing the value of your training investment.
  • Team-Focused Learning: Help your employees develop around the same knowledge base and strengthen collaboration across your organization.
  • Simplified Planning and Tracking: Manage the training process, participant development, and organizational requirements with greater control.


Contact us for more detail about our trainings and for all other enquiries!

Mastering Microsoft Dynamics 365 Customer Engagement (CE) Training Course Schedule

Join our public courses in our Istanbul, London and Ankara facilities. Private class trainings will be organized at the location of your preference, according to your schedule.

We can organize this training at your preferred date and location.
21 June 2026 (5 Days)
Istanbul, Ankara, London
€6,700 +VAT
04 July 2026 (5 Days)
Istanbul, Ankara, London
€6,700 +VAT
20 July 2026 (5 Days)
Istanbul, Ankara, London
€6,700 +VAT
31 July 2026 (5 Days)
Istanbul, Ankara, London
€6,700 +VAT
15 August 2026 (5 Days)
Istanbul, Ankara, London
€6,700 +VAT
16 August 2026 (5 Days)
Istanbul, Ankara, London
€6,700 +VAT
22 August 2026 (5 Days)
Istanbul, Ankara, London
€6,700 +VAT
19 September 2026 (5 Days)
Istanbul, Ankara, London
€6,700 +VAT

Our IT training and professional development services reach a global audience, transcending geographical boundaries through advanced digital learning platforms and strategic international hubs. We specialize in delivering world-class curriculum across continents, ensuring that no matter where you are located, you have access to the latest industry certifications and technical expertise. By partnering with global technology leaders and academic institutions, we provide a unified learning experience that meets the demands of a diverse, international workforce. Our commitment to global excellence ensures that professionals in every time zone can master the digital skills required to lead, innovate, and thrive in the ever-evolving global technology landscape.

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