Microsoft MCSA: Dynamics 365


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  • Microsoft MCSA: Dynamics 365
    7 days  (Instructor Led Online)  |  Microsoft Dynamics 365

    Course Details


    Get your Microsoft MCSA: Dynamics 365 training and certification in just 7 days and learn more than you could imagine.

    On this Microsoft MCSA: Dynamics 365 course and certification you’ll gain an understanding of the following topics:

    • Create a Customer Organizational Structure
    • Administer the Microsoft Dynamics 365 Environment
    • Integrate Microsoft Dynamics with other Applications
    • Manage Microsoft Outlook and Mobile Environments
    • Configure Microsoft Dynamics 365
    • Implement Microsoft Dynamics 365 entities, entity relationships and fields
    • Create and manage Microsoft Dynamics 365 solutions, forms, views, and visualizations
    • Implement business rules, workflows, and business process flows

    During your 7-day Certification and Training Programme, you will live, learn, and take the exams at one of our state-of-the-art education centres. At Insoft, we know your time is valuable. That’s why we give you the opportunity to gain your Microsoft MCSA: Dynamics 365 training and certification in just 7 days. We provide the best conditions for you to learn. With us by your side, encouraging and guiding you along the way, you can enjoy 7 intense, focused days of quality learning in a distraction free environment. Your expert instructor will be working with Insoft’s unique accelerated learning methods, which include our exclusive lecture/lab/review methodology with real life cases putting you in the best possible position to learn and retain knowledge and pass your exams. Sitting your MCSA: Microsoft Dynamics 365 course with Insoft means:

    • You’ll get more hours of training per day, allowing you to get Microsoft MCSA: Dynamics 365 trained and certified faster and more cost-effectively than with any other training provider.
    • You will be trained by one of the most expert instructors in the world.
    • You can focus purely on learning in our distraction free environment.
    • Dedicated onsite support and access to your classroom at all hours.
    • The price you pay is all-inclusive and covers all course materials, exams, transportation service, accommodation and meals.
    • The Certification Guarantee allows you to train again for free, if you do not pass first time. You only pay for any exams and labs, and accommodation.

    This course can also be taken in two separate parts by attending the following two courses:

    This training already retired on 30th of June 2020.


    Curriculum for Microsoft Dynamics 365 customer engagement Online Deployment

    Create a Customer Organizational Structure 

    Support the Microsoft Dynamics 365 client environment

    • Validate minimum browser requirements for devices utilizing the web interface to access Microsoft Dynamics 365, ensure client devices meet the minimum hardware specifications, support outlook integration by using Outlook or Outlook with Dynamics 365 App for Outlook installed, manage phone and tablet client environments

    Deploy Microsoft Dynamics

    • Determine the proper edition of Microsoft Dynamics 365 suited for the client; determine the proper pricing, packaging, and subscription model based on the needs of the organizational environment; create a deployment plan to meet organizational considerations

    Import data into the Microsoft Dynamics 365 environment

    • Design a data import plan, import data through supported methodologies, upload data from on-premises to Azure, manage large volume migrations with the Data Loader service

    Manage the Microsoft Dynamics 365 environment

    • Sign-up and cancel subscriptions, manage users, configure SSO and AD synchronization within hybrid environments with Active Directory Federation Services (ADFS), configure administrative access, assign roles
    Administer the Microsoft Dynamics 365 Environment 

    Deploy instances

    • Deploy appropriate number and types of instances for designated environments, deploy sandbox and production instances, configure and edit instance properties

    Manage instances

    • Switch an instance, reset an instance, delete an instance, copy an instance, manage regions and multiple tenant environments, manage storage and resources, manage administrative email notifications

    Manage updates

    • Design a Microsoft Dynamics 365 update policy; review, approve, and skip updates; schedule updates
    Integrate Microsoft Dynamics with Other Applications 

    Integrate Microsoft Exchange, SharePoint, and OneDrive with Microsoft Dynamics

    • Configure Exchange server synchronization for incoming and outgoing traffic, manage folder based tracking flows, manage SharePoint integration, enable OneDrive for Business, configure control access and folder structure for SharePoint

    Integrate other Microsoft Online Business Solutions with Microsoft Dynamics

    • Manage OneNote integration, manage Microsoft Social Engagement integration, manage Yammer integration, manage workspace collaboration with Office 365 Groups, manage and configure Delve integration

    Integrate customized and third party applications with Microsoft Dynamics

    • Configure and manage app modules, create customized function apps with App Designer, create site maps by using Design App Mapper, obtain access to additional apps through App Source and Power Apps
    Manage Microsoft Outlook and Mobile Environments

    Integrate Microsoft Dynamics 365 with Outlook

    • Manage supported environments for Microsoft Dynamics 365 for Outlook, deploy Microsoft Dynamics 365 for Outlook through multiple methods, configure Microsoft Dynamics 365 for Outlook to connect to multiple instances, configure synchronized fields, perform basic functions using the Microsoft Dynamics 365 App for Outlook interface

    Manage and configure mobile apps for Microsoft Dynamics 365

    • Configure Microsoft Dynamics 365 for phones express and newer Microsoft Dynamics 365 for Phones and Tablets, configure entities and security privileges, manage CRM forms and dashboards


    Curriculum for Microsoft Dynamics 365 Customization and Configuration

    Configure Microsoft Dynamics 365

    Configure Microsoft Dynamics 365 settings

    • Configure auditing, document management, and collaboration; configure administration settings; perform data management tasks; perform user management; implement themes

    Manage Microsoft Dynamics 365 security

    • Identify security roles, define permissions and privileges, configure access levels, configure security roles, assign security roles, implement multiple security roles, manage access, implement the standard security model and hierarchy security, configure business units, manage teams

    Configure email services

    • Identify integration options, configure email server profiles and default organization email settings, enable server-side email synchronization, enable folder tracking, map exchange folders, set up and configure the CRM App for Outlook

    Integrate Microsoft Dynamics 365 with other Office 365 offerings

    • Select the appropriate Office 365 group integration, create and configure Office 365 groups, integrate Microsoft Dynamics 365 and SharePoint, enable linking to OneNote files, set up and configure OneNote integration, configure OneDrive integration
    Implement Microsoft Dynamics 365 entities, entity relationships, and fields

    Manage Microsoft Dynamics 365 entities

    • Manage entity ownership, manage entity properties, configure system entities, describe activity entities, configure entity ownership and entity properties, implement managed properties, configure custom entities and security roles, delete entities

    Implement entity relationships

    • Define relationship types, create relationships, configure cascading rules, identify types of cascading behavior, work with hierarchical data, configure entity mapping, create connections and connection roles

    Define and configure Microsoft Dynamics 365 fields

    • Identify field types, define field naming requirements, configure field properties and field display formats, implement option sets and two option fields, configure lookup fields and customer fields

    Configure field customizations

    • Configure fields, configure field properties, use calculated fields, use rollup fields, configure global option sets, create alternate keys, configure field security and security roles, use status and status reasons, identify status reason transitions
    Create and manage Microsoft Dynamics 365 solutions, forms, views, and visualizations 

    Create and manage Microsoft Dynamics 365 solutions

    • Recommend usage patterns for Microsoft Dynamics 365 solutions, identify solution components, identify solution types, create managed and unmanaged solutions, configure publishers and versions, manage multiple solutions, import and export solutions

    Customize Microsoft Dynamics 365 forms

    • Identify Microsoft Dynamics 365 form types, build a form, use specialized form components, implement access teams and subgrids, create editable grids, work with navigation, use multiple forms

    Implement Microsoft Dynamics 365 views and visualizations

    • Identify view types; create, modify, manage, and delete views; customize views; create system and personal charts; identify chart types that can be combined; use available series aggregation types; customize charts; import and export charts; create dashboards and dashboard components; customize dashboards; control access to dashboards

    Configure Microsoft Dynamics 365 for mobile devices

    • Deploy the mobile client, identify available entities for the mobile client, configure mobile navigation, design mobile form layout, create custom controls, hide mobile form content, create multiple forms, create mobile views and activity lists
    Implement business rules, workflows, and business process flows

    Implement and manage business rules

    • Determine when to use business rules; describe business rule scopes; identify actions that trigger business rules; configure business rules, conditions, and actions

    Implement and manage workflows, dialogs, and custom actions

    • Implement workflows; identify workflow types; implement dialogs and custom actions; identify when to use business process flows, workflow dialogs, and custom actions

    Implement and manage business process flows

    • Identify business flow components; enable business process flows; implement steps, stages, and categories; implement flows that use multiple entities; use conditional branching; implement role-driven business process flows; run workflows


    Our course participants come from varied backgrounds and have different attributes. To make sure you have the best possible chances of benefitting from the course, we are available for you to discuss your goals and general expectations to your learning and results.

    Generally though, we do recommend you have:

    • A working knowledge of using Dynamics CRM 2011 or later versions
    • An understanding of software development processes and principles.
    • An understanding of relational database principles.
    • A basic knowledge of business processes such as Sales and Customer Service.

    Experience in:

    • Office 365 Administration
    • Microsoft Office Outlook
    • Experience in customising Dynamics CRM or have previously attended the Customisation course



    Do you have what it takes?
    We´ll help you decide – Call us to discuss your technical background, experience and qualifications to determine how we can help you succeed in this Insoft course.
    Just call us and speak to one of our enrollment consultants.