Unlock the Power of Processes in Dynamics 365 Customer Engagement

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Processes in Dynamics 365 Customer Engagement Course Overview

The Dynamics 365 Customer Engagement course is the first course that introduces users to the platform. The course reviews the key concepts of the Dynamics 365 platform, such as user roles and security, licensing, navigation, and data migration. It also covers how to design and build business processes within the platform, including creating custom entities, building workflows, setting up dashboards, and managing customer data.
The course focuses on the use of process automation in Dynamics 365 Customer Engagement. It explains the advantages of process automation and the various tools used to create and maintain the processes, including automated processes and custom processes. By the end of the course, users are expected to understand the various processes available and how to configure, manage, and deploy them within the Dynamics 365 platform.
In addition, the Communication within Dynamics 365 course provides an introduction to the methods and best practices for responding to inquiries and communication from customers, partners and suppliers. It surrounds the topics of account, contact and opportunity management as well as how to maintain and manage customer relationships with email and marketing campaigns. The course also explains how to manage customer service interactions, including integrating social media channels.

This is a Rare Course and it can be take up to 3 weeks to arrange the training.


The 1-on-1 Advantage

Get 1on-1 session with our expert trainers at a date & time of your convenience.

Flexible Dates

Start your session at a date of your choice-weekend & evening slots included, and reschedule if necessary.

4-Hour Sessions

Training never been so convenient- attend training sessions 4-hour long for easy learning.

Destination Training

Attend trainings at some of the most loved cities such as Dubai, London, Delhi(India), Goa, Singapore, New York and Sydney.
Live Online Training (Duration : 16 Hours) Fee On Request
We Offer :
  • 1-on-1 Public - Select your own start date. Other students can be merged.
  • 1-on-1 Private - Select your own start date. You will be the only student in the class.

4 Hours
8 Hours
Week Days

Start Time : At any time

12 AM
12 PM

1-On-1 Training is Guaranteed to Run (GTR)
Group Training
Date On Request
Winner of the Microsoft’s Asia Superstar Campaign in FY 22
Winner of the Microsoft’s Asia Superstar Campaign in FY 22
Course Prerequisites

The following prerequisites are recommended for this Dynamics 365 Customer Engagement Processes training:
-Basic knowledge of Microsoft Dynamics 365
-Knowledge of basic business concepts and processes, such as customer management, sales orders and invoices
-Basic knowledge of the Dynamics 365 security model
-Familiarity with Microsoft Office 365
-Basic knowledge of the Dynamics 365 Enterprise applications, such as Sales and Project Service Automation

Target Audience

The target audience for Dynamics 365 Customer Engagement training is typically customer service and sales professionals, business analysts, system administrators and help desk personnel
It is designed to help individuals learn the basic processes of managing customer relationships within the Dynamics 365 environment
It can also be beneficial to those who wish to gain an understanding of the platform as it is compatible with other Microsoft applications and services
This training is ideal for those constructing or expanding customer service and sales operations, as well as for those seeking to optimize the usage of the Dynamics 365 platform to enhance their organization’s customer service and sales activities

Learning Objectives of Processes in Dynamics 365 Customer Engagement

1. Understand the components and core concepts of the Dynamics 365 Customer Engagement platform.
2. Learn to create and manage automated workflow processes to increase efficiency.
3. Discover how to build custom business applications with Power Platform applications.
4. Develop an understanding of the Dynamics 365 Customer Engagement Security Model.
5. Learn how to create and manage records, forms, views, and business rules.
6. Understand how Dynamics 365 Customer Engagement works with other Dynamics 365 applications.
7. Gain the ability to troubleshoot and optimize Dynamics 365 performance and security.
8. Identify possible strategies for managing and reporting on customer data.

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You will receive the digital certificate post training completion via learning enhancement tool after registration.
1-on-1 Public - Select your start date. Other students can be merged.
1-on-1 Private - Select your start date. You will be the only student in the class.
Yes, course requiring practical include hands-on labs.
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It is recommended but not mandatory. Being acquainted with the basic course material will enable you and the trainer to move at a desired pace during classes.You can access courseware for most vendors.
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Travel and Visa

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