• info@360skills.com
360 Skills US

+1 (337) 385 3510

Australia 360 Skills

‎+61 468 799 993

360 Skills India

+91 871 1000 360

Configuration in Microsoft Dynamics 365 for Sales and Customer Service

Training  >>  Microsoft Dynamics 365 Training  >>  Configuration in Microsoft Dynamics 365 for Sales and Customer Service

Configuration in Microsoft Dynamics 365 for Sales and Customer Service course is 2 Day / 16 Hours Instructor led training course helping individual and teams who wants to learn and expand their skills to Configure the Microsoft Dynamics 365 for Sales and Customer Service module. You will learn detailed step-by-step instructions to configure Security using security roles and Hierarchical Security, Configure Knowledge Management, Create Workflows, Dialogs, Actions, and Business Process Flows in addition to Configuring Dynamics 365 and Office 365 together for seamless integration.

Course DetailsContentCertificationDeliverables
Course ID
Course Name Configuration in Microsoft Dynamics 365 for Sales and Customer Service
Course Duration 2 Days / 16 Hours
Exam ID MB2-716
Courseware Custom Courseware
Practice on Microsoft Dynamics 365 Sales and Customer Service Module
Language English
Mode Classroom, One-One, Online, Corporate
Course outline
Course Outline
 Lesson 00: Introduction to Out of the Box Microsoft Dynamics 365
Lesson 01: Introduction to Configuring Dynamics 365
Lesson 02: The Dynamics 365 Security Model
Lesson 03: Implementing Hierarchical Security
Lesson 04: Knowledge Management
Lesson 05: Introduction to Processes
Lesson 06: Business Process Flows
Lesson 07: Dynamics 365 and Office 365
Lesson 08: Customizing Charts and Dashboards

    ✔ Reference Book
    ✔ Slides Handout
    ✔ Practice Labs
    ✔ Exam BluePrint
    ✔ Trial Software
    ✔ Reference Links
    ✔ 1 year 360Skills email Support
    ✔ Course Completion Certification from 360Skills







Learn and Practice with group of similar minded people in a real classroom environment. 

Current Locations : 

Gurgaon(India) , Dubai(UAE),

Singapore, Sydney (Australia)


Learn and Practice driectly with Trainer with 100% individual focus 


Delivered online over Internet

using GoToMeeting / Ms Team


Learn and Practice with your dedicated group on Content that is highly customized to fit your training need.


Any TimeZone

Any Place


Frequently Asked Questions –

Is there any Prerequisites for Training?

Basic knowledge about Business Processes, Workflows, Office 365 is required.

What is Expected Audience Profile for Configuration in Microsoft Dynamics 365 for Sales and Customer Service course?

The audience includes but not limited to
– Developers,
– Implementation consultants,
– Technical support personnel,
– Functional Consultants,
– System engineers,
– and system administrators.
– Other Individuals responsible for assessing customer’s business needs and configuring the application.

What is Microsoft Dynamics 365?
Microsoft Dynamics 365 is an amalgamation tool of Microsoft CRM and ERP cloud that supports businesses with its intelligence and streamlining features. Many businesses like finance, customer supply chains, and customer service use Dynamics 365.

How will learning Microsoft Dynamics 365 help me in my career?
Microsoft Dynamics 365 is one of the most used ERP and CRM tool available today! It has an extensive range of out of the box features that not only help raise business process productivity but also improve accuracy. A lot of organizations are nowadays looking for Dynamics 365 Experts to manage and customize their Dynamics 365 deployment on cloud as well as on Premise.

Will I receive any certification upon completion of the training program?
Yes, you will be provided with a Course Completion Certificate from 360 Skills which will help validate your augmented knowledge and skill set in optimally working with Microsoft Dynamics 365 Sales and Customer Service Apps.


Disclaimer: Microsoft, Dynamics, SharePoint, and Azure are registered trademarks of the Microsoft Corporation. PMP, CAPM, PgMP, PfMP, PMI-RMP, PMI-ACP, PMI-PBA, PMI-SP, PMI-ACP, PMBOK, PM Network, and PMI Today are registered marks of Project Management Institute, Inc. “PRINCE2/ITIL is a registered trademark of AXELOS Limited. The Swirl logo™ is a trademark of AXELOS Limited.” All other trademarks are the property of their respective owners.