
Overview of Microsoft Business Applications ecosystem.
Dynamics 365 vs Power Platform vs Dataverse.
First-party apps: Sales, Customer Service, Marketing, Field Service, Project Operations.
The role & responsibilities of a Functional Consultant.
Introduction to the Power Platform
Get an overview of Microsoft’s Power Platform and its role in Dynamics 365.
Power Apps: Canvas Apps
Learn how to build flexible, drag-and-drop apps tailored to business needs.
Power Apps: Model-driven Apps
Discover how model-driven apps use Dataverse to create structured business applications.
Power Automate Basics
Automate repetitive tasks with flows that connect apps and services.
Power BI Overview
Learn how Power BI enables reporting and analytics from business data.
Power Virtual Agents
Discover how to build chatbots for customer engagement and self-service.
Microsoft Dataverse Introduction
Understand how Dataverse stores, secures, and relates business data.
AI Builder Basics
See how AI Builder brings machine learning to apps and workflows without code.
Introduction to Solutions in Dynamics 365
Learn what solutions are and why they are critical for application lifecycle management.
Managed vs Unmanaged Solutions
Understand the key differences and when to use each type.
Solution Layers and Patching
Explore how layering works and how to apply solution updates effectively.
Application Lifecycle Management (ALM)
Discover best practices for managing apps from development to production.
Working with Multiple Environments
Learn how to set up, manage, and move solutions across environments.
Environment Strategies for Organizations
Understand environment planning, including dev, test, and production setups.
Importing and Exporting Solutions
Practice packaging and moving solutions across different instances.
Best Practices in Solution Management
Gain practical insights into maintaining scalable and maintainable solutions.
Introduction to UI Customization in Dynamics 365
Get an overview of how UI customization improves usability and adapts Dynamics 365 to business needs.
Customizing Forms – Adding and Configuring Fields
Learn how to add, configure, and organize fields on forms to capture the right data.
Working with Views – Filtering and Sorting Data
Discover how to create and modify views to display the most relevant records for users.
Building Dashboards for Better Insights
Understand how to design dashboards that combine charts and views for better decision-making.
Editing the Site Map and Navigation
Learn how to restructure navigation and add entities to improve the user experience.
Using Business Rules for Simple Logic
Apply business rules to enforce data quality and automate logic on forms without code.
Personal Customizations vs System-wide Changes
Differentiate between personal user customizations and organization-wide changes.
Best Practices for UI Customization
Explore tips and best practices for designing user-friendly and scalable customizations.
Introduction to Automation in Dynamics 365
Explore how automation helps streamline processes and reduce manual effort.
Getting Started with Power Automate Flows
Learn how to build basic flows that connect Dynamics 365 with other applications.
Creating Automated Workflows in Dynamics 365
Understand how to use Workflows for background processes within the system.
Business Process Flows – Guiding Users Through Stages
Discover how to design Business Process Flows that guide users step-by-step.
Configuring and Validating Business Rules
See how business rules help enforce consistency and improve data accuracy.
When to Use Workflows vs Power Automate
Learn the differences and decide when to use each automation tool.
Real-World Scenarios for Automation
Walk through practical use cases of automation in sales, service, and operations.
Best Practices in Process Automation
Gain insights into designing automation that is efficient, scalable, and maintainable.
Are you ready to start your journey as a Microsoft Dynamics 365 Functional Consultant?
This course gives you a solid foundation in Dynamics 365 Customer Engagement and the Microsoft Power Platform, covering everything you need to confidently work with real-world CRM solutions.
Through a mix of lectures, demonstrations, and hands-on practice, you’ll learn how to:
Navigate and understand the Microsoft Business Applications ecosystem.
Differentiate between Dynamics 365, Power Platform, and Dataverse.
Work with first-party apps such as Sales, Customer Service, and Marketing.
Customize forms, views, dashboards, and the user experience.
Use Power Apps, Power Automate, Power BI, and Power Virtual Agents.
Manage solutions, environments, and application lifecycle processes.
Build automation and Business Process Flows that streamline operations.
By the end of this course, you’ll have the skills, confidence, and practical knowledge to work as a junior functional consultant or power user and be fully prepared to continue toward advanced Dynamics 365 and Power Platform specializations.
What You’ll Learn
Dynamics 365 Customer Engagement fundamentals
Power Apps (Canvas, Model-driven, Portals)
Power Automate basics for workflow automation
Power BI fundamentals for reporting
Microsoft Dataverse concepts
Solution management, environments & ALM
Customizing the Dynamics 365 UI (forms, views, dashboards)
Designing automation with Workflows & Business Process Flows
Who This Course is For
Aspiring Dynamics 365 Functional Consultants
Business analysts, CRM administrators, or power users seeking to upskill
Professionals transitioning into Microsoft’s Power Platform ecosystem
Students preparing for Microsoft certification exams in Dynamics 365 Fundamentals