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Hello Community,
I have just been using Microsoft Dynamics 365 for about 8 weeks now and am about to go for Customisation and Configuration training, any thoughts on how I can make best of the training. I am looking forward to it but I want to know how this can help me become really good in Dynamics. My aim is to become a consultant. Any advise please??
Thanks
Hi Ndy Wyte,
I recommend spending a lot of time reading Dynamics 365 documentation and playing around with the product. Customisation and configuration capabilities are important skills for changing your system to make it work the way you want.
Hi,
I would assume you mean Dynamics 365 CRM. Yes, so you can start off from here since this is the primary source of Microsoft Dynamics documentation for all the business applications (depending on what area you are aiming at) -
docs.microsoft.com/.../dynamics365;panel=customer-engagement
To become a consultant, you must have covered these topics to span all area of Dynamics 365 CRM
1. Entities and Relationships,
2. Security Roles, Privileges and Field Security Profiles
3. Plugin and JavaScript Customization, even custom application that connect to Dynamics 365
4. Processes (Workflows, Actions, Business Process Flows)
5. Office 365 license management (Admin Area)
6. Settings
Module wise,
CRM is divded into
1. Sales
2. Field Service
3. Project Service Automation
4. Marketing
Customer Service being the primary modules. The underlying platform is shared and these modules differ functionally.
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