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Microsoft DYNAMICS 365 CRM
Rating: 3.9 out of 5(27 ratings)
388 students

Microsoft DYNAMICS 365 CRM

Master Dynamics 365 in 1 Day with Short, Precise Videos and the Power of AI
Created byNiv Hess
Last updated 4/2026
English

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
  • 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.

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

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