Getting Started with Dynamics 365 Customer Engagement [Video]

More Information
  • Host Dynamics 365 on-premise
  • Host Dynamics 365 with third-party hosting providers
  • Leverage Dynamics 365 Online
  • Discover the core components of the Dynamics 365 platform
  • Explore the concept of entities
  • Delve into the concept of modules

Microsoft Dynamics 365 Customer Engagement is currently one of the most successful Customer Relationship Management platforms in the market. It is capable not only of the typical Salesforce automation functionality, but it can also serve various other purposes. This flexibility, along with its various deployment options, makes it a very enticing proposition for businesses of any size.

We focus on the main types of licensing option available for Microsoft Dynamics 365 Customer Engagement. We look at the requirements for each option, and how to choose the right one. You will then learn about core platform structure. We look at the entities, relationships, modules, and internal structure of the platform. Throughout this course we create a trial online environment for use during the course, look at out-of-the-box functional modules, and get a better understanding of the main platform components.

By the end of the course, you will be able to use proper terminology, communicate effectively with system implementers, and understand the relationships between the various technical and functional elements.

Style and Approach

This practical course focuses on presenting basic concepts for new platform users. It also looks at platform elements step-by-step, to help existing users understand the segmentation and relationships between various functional modules and platform components.

  • Explore details of the platform's core structure and functionality, 
  • Delve more deeply into extending the platform by configuring user-specific features.
  • A complete training guide to the new features of the Microsoft Dynamics 365 Customer Engagement (formerly known as Dynamics CRM) platform
Course Length 2 hours 11 minutes
ISBN 9781788292887
Date Of Publication 19 Apr 2018


Nicolae Tarla

Nicolae Tarla is a Microsoft Dynamics 365 Consultant and Business Solutions MVP. He specializes in solution architecture and technical presales. He has worked on various mid-size to enterprise-level Dynamics 365/CRM and SharePoint implementations and Dynamics 365 F&O/BC integrations for both the private and public sectors. He has been delivering Microsoft Dynamics CRM solutions since version 3.0 of the platform. He has also published several books on Microsoft Dynamics 365/CRM and has presented at conferences on this topic. He is actively involved in the CRM community.