Training and Implementation

(1) Share

Report

Posted on by MajidX

We want to implement MS Dynamics Sales Enterprise and Marketing so I need to learn how to configure and setup. Can you tell me if there is a good resources to learn with or maybe even a walkthrough?

What would you say the basic fundamentals I would need to be aware of before clicking on anything please? I am a complete novice with Dynamics 365.

Thanks

I have the same question (0)

All responses (7)

Answers (0)

manojd 1,397 on at

Like (0)

Report

RE: Training and Implementation

you can use below URL

learn.microsoft.com/.../get-started

for more details free to contact us

Was this reply helpful? Yes No
Emilia06 72 on at

Like (0)

Report

RE: Training and Implementation

Power Objects has very good training classes also.

Education | PowerObjects (hcltech.com)

Was this reply helpful? Yes No
MajidX 18 on at

Like (0)

Report

RE: Training and Implementation

Ty, JZK very helpful

Was this reply helpful? Yes No
CRMJetty 3,512 on at

Like (2)

Report

RE: Training and Implementation

Hi MajidX ,

Here's some references for Sales and Marketing:

Sales:
https://learn.microsoft.com/en-us/dynamics365/sales/help-hub
https://learn.microsoft.com/en-us/training/modules/configure-dynamics-365-sales/

Marketing:
https://learn.microsoft.com/en-us/dynamics365/marketing/purchase-setup
https://learn.microsoft.com/en-us/training/paths/get-started-with-marketing/

Refer below links to customize entities and other components:
https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/customize-entities-relationships-fields?view=op-9-1
https://www.marksgroup.net/blog/dynamics-365-try-the-new-way-to-customize-the-system/

I hope it helps,

Thanks.

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Portal.

Was this reply helpful? Yes No
MajidX 18 on at

Like (0)

Report

RE: Training and Implementation

I have and have done the fundamentals course but I want a deeper understanding for example if I wanted to customise the setup and add my own tables and relationships.

Was this reply helpful? Yes No
EmmRoHe 10 User Group Leader on at

Like (0)

Report

RE: Training and Implementation

Hi MajidX, maybe you should read the documentation official at learn.microsoft.com/.../ and online at learn.microsoft.com/.../mb-910 and learn.microsoft.com/.../

Was this reply helpful? Yes No
edmunch on at

Like (1)

Report

RE: Training and Implementation

Have you looked at our Microsoft learning site for Sales? Let me know if this is what you are looking for.

https://learn.microsoft.com/en-us/dynamics365/sales/help-hub

Was this reply helpful? Yes No