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Customer experience | Sales, Customer Insights,...
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Seeking Guidance to Master CRM Customization

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Posted on by 6

Hello everyone,

I’m looking for guidance on how to get familiar with and well-trained in CRM customization. At the moment, I don’t have hands-on experience in CRM customization, but I do have experience with the Power Platform.

I would really appreciate it if you could share any well-structured learning paths, resources, or practical guidance to help me build strong skills in this area. This would mean a lot to me and play a big role in shaping my career.

Thank you in advance for your support. 

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  • Suggested answer
    Tom_Gioielli Profile Picture
    3,084 Super User 2026 Season 1 on at
     
    Focus on the Dynamics CRM based products (Sales is the most common to start with, then maybe Customer Service or Field Service) and run through some of the Administrator modules in Microsoft Learn.
     
    Best advice I can give otherwise is to get your hands on a developer environment and play around with things as you learn. I've found hands-on to be the best way to learn how these applications work.
     
     
    If this response helped, please consider marking as verified so future users can see the resolution. If you have additional questions or problems, please tag me in the response so I receive a notification.
  • André Arnaud de Calavon Profile Picture
    303,730 Super User 2026 Season 1 on at
    Moved the question from the Dynamics 365 General to the Dynamics 365 CRM forum.
     

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