About this video

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.

Publication date:
April 2018
2 hours 11 minutes

About the Author

  • Nicolae Tarla

    Nicolae Tarla is an Independent Consultant focused on business transformation, enterprise architecture, and digital transformation. He has architected and implemented business solutions for over 15 years for private and public sectors, at both enterprise and SMB level. With a passion for CRM, he has touched multiple platforms during his career and continues to recommend the best business solutions for clients. He was awarded the Microsoft MVP for four consecutive years. He is actively involved with the leadership team for the local D365UG and participates in organizing the local D365 Saturday events. He continues to share his knowledge through his personal blog and other channels.

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