Microsoft DYNAMICS 365 CRM

Name: Microsoft DYNAMICS 365 CRM
Rating: 3.9 (27 reviews)

Master Dynamics 365 in 1 Day with Short, Precise Videos and the Power of AI

Created byNiv Hess

Last updated 4/2026

English

English [Auto],

What you'll learn

Understanding CRM Dynamics 365 and Office 365
Knowing Sales process & Service Process in CRM
Managing Dynamics CRM Configuration & Management
Learning Automation with Dynamics 365
Learning Dynamics 365 Customization

Course content

10 sections • 46 lectures • 2h 29m total length

Dynamics 365 Orientation Intro1:31
Creating Dynamics 365 30 Days Trial3:39
Here is the link for new trial. Please open this link from a new profile as explained in the video:
https://signup.microsoft.com/get-started/signup?OfferId=9a66dc21-265e-4227-b7bb-dbf015fe402d&ali=1&products=9a66dc21-265e-4227-b7bb-dbf015fe402d&ru=https%3A%2F%2Fadmin.powerplatform.microsoft.com%2Fenvironments%3Fopen%3Dnew%26type%3DTrial%26template%3DD365_Administration
Create a trial
Enable 2 factor1:22
Set up mandatory two-factor authentication for a new trial using the Microsoft Authenticator app, scanning a QR code and completing verification.
Install sample data1:14
In this lesson, we will walk through the automated process of deploying the Microsoft Sample Data package. This ensures your trial environment mirrors a live enterprise, populated with Accounts, Contacts, Leads, and Opportunities. This is the exact environment we will use throughout the Academy to build high-level automations and business logic. Stop building in a vacuum; start building in reality."
Key Takeaways:
Navigating the Power Platform Admin Center (PPAC).
Deploying sample data with one click.
Create trial and install sample data task
Install level up extenstion1:15
How to Install Level Up for Enhanced Power Automate Flows in Dynamics 365
In this video, you’ll learn how to install and use the Level Up extension to streamline your work in Microsoft Dynamics 365 and improve efficiency when building Power Automate Flows.
? What You’ll Learn:
✅ What is Level Up? – A powerful browser extension that helps Dynamics 365 users access hidden features and optimize workflows.
✅ Step-by-step installation guide – How to add Level Up to Chrome or Edge.
The Mindset for the Course2:30
This course is designed to give you practical skills, not just theory. Watching the videos is a great start—but the real learning happens when you do the tasks yourself.
Each hands-on task is carefully designed to help you build confidence, fix mistakes, and truly understand how Microsoft Dynamics 365 and Power Automate work.
? The more you practice, the more value you’ll get from this course.
Don’t just watch—take action, try, experiment, and even break things. That’s how real professionals grow.

Dynamics 365 Navigation4:18
Microsoft Dynamics 365 has a consistent navigation. Here we review the apps, left navigation and personal settings
CRM Vocabulary3:11
There are special words and terms we should get familiar before learning Microsoft Dynamics 365 CRM. We words we need to understand are:
Customers
Accounts
Contacts
Leads
Opportunities
Quotes
Tickets, Cases, Service requests
SLA
CRM Common Entities2:33
We will get familiar with CRM main entities.
CRM Sales Process Overview5:40
Sales Process in CRM5:50
How the sales process work in Dynamics 3652:18
Learn how leads become accounts, contacts, and opportunities in Dynamics 365, handle duplicates, and link opportunities to accounts. Manage open leads and advance hot deals in the Sales Hub.
Service Process in CRM7:47
Working with Views in Dynamics 3652:34
Create a personal view task

Configuration3:58
Explore the CRM configuration and system settings, covering currencies and base currency, templates and pricing, mailboxes and LinkedIn integration, languages, data management, and email configuration across old and new interfaces.
Configure Dynamics 365 Outlook Synchonization3:17
Configure dynamics 365 outlook synchronization by enabling exchange online and server-side synchronization for email, appointments, and mailboxes, and enabling outlook app for eligible users to track emails and create leads.
Working with Outlook on CRM3:28

Customization in CRM3:33
What is a Solution1:44
In Dynamics 365 we customize everything through a solution. Let's see what is the solution in Dynamics 365. Then we will learn how to create a solution and later how to customize through the solution.
Customization step 1 - Create a solution1:43
open make powerapps, select the non-default environment, and create a main solution with a publisher and prefix. add existing tables like contact and account, then create new attributes and publish.
Create a new solution
Creating Attributes to Existing Table1:38
How to Create a Solution1:11
Working with forms6:50
Identify the main form, quick create, and quick view in Dynamics 365, and learn to display related contact data in opportunities using a quick view form.
Updating main forms3:09
Create your app2:23
In this video, you will learn how to create an application from scratch, step by step.
We will walk through the full process, from selecting the app type to configuring the core settings and preparing the app for real-world use.
What you’ll learn in this video:
When and why to create a new app
Choosing the correct app type for your business scenario
Configuring basic app settings and structure
Understanding key components created automatically
Best practices to avoid common setup mistakes
By the end of this video, you will have a working app foundation that you can extend with data, automation, and user-specific logic in the next steps.

Option Set Attributes2:27
Here we will learn the importance creating global option set attributes rather then local option set.
Lookup Attributes2:45
Status & Status Reason Attributes1:40
Rollup Fields2:35
Rollup fields know to sum , count min , max and average records related to the parent. Let's see how it works
Currency attribute4:23
Here we learn how to work with currencies in Dynamics 365
Formula Fields1:35
Create and use a formula field in Microsoft Dynamics 365 CRM to compute balance by subtracting bill hours from purchased hours, replacing calculated fields and applying to forms and views.
Mapping attributes in a relationship2:57
Mapping attributes - How to1:30

Permissions4:32
Add Users and Assign Security Roles2:39
Demo Managing a Security Role2:45
How to view Dynamics Users Permissions2:16
Security roles example3:00
Explore how security roles and permissions govern access in dynamics, detailing create, read, write, delete, and ownership rules for opportunities and leads, including how assignment and ownership shape visibility.
Field Level Security6:14
Discover how to enforce field level security in Dynamics 365 by securing the lead email address with column security, creating a read-only profile, and applying it to users.
Assign a security role

Requirements

No programming experience is need. You will learn everything you need in this course

Description

Welcome to the Dynamics CRM 365 introduction course, your first step towards mastering the world of Customer Relationship Management (CRM). In this orientation program, you'll learn the benefits and features offered by CRM systems, particularly Dynamics CRM 365.

This course is designed for business owners and managers who wants to understand CRM benefits as well as for CRM implementors who do their first step.

Our curriculum will guide you through understanding the core functionalities of CRM, emphasizing its pivotal role in enhancing customer relationships, streamlining processes, and boosting overall efficiency. You'll explore the intricacies of system configuration and security measures to ensure seamless operation and safeguard sensitive data.

Moreover, we'll equip you with the knowledge and skills to customize CRM according to your organization's unique requirements, empowering you to tailor the system to suit your specific needs effectively. Additionally, we'll unravel the magic of automation, demonstrating how it revolutionizes workflows and amplifies productivity.

This course is designed to arm you with the foundational understanding necessary to leverage CRM to its fullest potential. Upon completion, you'll not only grasp the essence of CRM but also become eligible for an exclusive discount on our full implementation course, propelling you further towards CRM mastery. Embark on this journey today and unlock the transformative power of Dynamics CRM 365.

Participants in Dynamics Orientation course will receive discounted price to our Dynamics 365 implementation course which will be published by June 2024 or before.

Who this course is for:

Anyone who wants to know what is CRM and Why using it
Beginners in Dynamics 365 should start here

Microsoft DYNAMICS 365 CRM

What you'll learn

Explore related topics

Course content

Introduction & Creating Dynamics 365 Trial6 lectures • 12min

CRM Basics8 lectures • 34min

Dynamics 365 Configuration3 lectures • 11min

Data Management2 lectures • 3min

CRM Customization8 lectures • 22min

Dynamics 365 column types8 lectures • 20min

Manage Permissions in Dynamics 3656 lectures • 21min

Automation in CRM3 lectures • 9min

Advanced Features1 lecture • 6min

Summary1 lecture • 1min

Requirements

Description

Who this course is for: