Microsoft Dynamics 365 is a powerful suite of business applications that can help companies manage their operations more efficiently.
It covers everything from customer relationship management (CRM) to financial and operational processes, offering a comprehensive solution for organizations of all sizes.
Learning Microsoft Dynamics 365 can unlock a world of opportunities, allowing you to streamline business processes, improve customer engagement, and gain valuable insights into your data.
Whether you’re looking to enhance your career prospects or simply improve your business efficiency, a strong understanding of Dynamics 365 can be a valuable asset.
Finding the right Microsoft Dynamics 365 course on Udemy can be a challenging endeavor, especially with so many options available.
You want a course that is comprehensive, engaging, and taught by experienced professionals who can guide you through the complexities of this robust platform.
After carefully reviewing numerous Udemy courses, we’ve identified Microsoft Dynamics 365 (CRM, NAV, AX) Intro Training Course as the best overall option.
This course is ideal for beginners, providing a comprehensive introduction to Dynamics 365, covering various modules like Sales, Marketing, Service, Financials, and Operations.
It’s packed with practical examples and real-world scenarios, making it easy to grasp the concepts and apply your new skills.
While Microsoft Dynamics 365 (CRM, NAV, AX) Intro Training Course stands out as our top pick, there are many other excellent courses available on Udemy.
Keep reading to discover more recommendations tailored to your specific needs, whether you’re looking for a deeper dive into specific modules, advanced customization techniques, or a focused approach to Dynamics 365 for specific industries.
Microsoft Dynamics 365 (CRM, NAV, AX) Intro Training Course
You will learn about Microsoft Dynamics 365, an integrated business management solution that covers various aspects of an organization’s operations.
The course starts with an overview of Dynamics 365 and guides you through the new interface and sign-up process.
It then dives into different modules like Sales, Marketing, Service, Project Service Automation, and Field Service.
For each module, you’ll learn about important terminologies, process flows, and application navigation.
Moving forward, the course covers Dynamics 365 for Financials and Operations.
You’ll get an in-depth understanding of these modules, including their terminologies, process flows, and application navigation.
Quizzes are included throughout the course to reinforce your learning.
One of the highlights is the comprehensive coverage of various Dynamics 365 modules.
You will gain knowledge about Sales, which helps manage customer relationships, as well as Marketing, which assists with marketing campaigns and lead generation.
The Service module equips you with tools for customer service and support, while Project Service Automation aids in project management and resource allocation.
Additionally, the Field Service module focuses on managing field technicians and service calls.
The course also explores Dynamics 365 for Financials, which handles financial operations like accounting, budgeting, and reporting.
Lastly, you’ll learn about Dynamics 365 for Operations, which streamlines supply chain, manufacturing, and operational processes.
Microsoft Dynamics 365 (CRM) &Power Platform Training (2024)
You’ll start with the fundamentals, creating a trial account and diving deep into the core of Dynamics 365.
From there, you’ll move seamlessly into the Power Platform, learning to craft both Model-driven and Canvas apps.
You’ll gain hands-on experience managing your Dynamics 365 environment through the Power Platform Admin Center, exploring the data storage powerhouse, Dataverse.
You’ll master the creation of solutions and publishers, allowing you to manage your applications effectively.
The course delves into building blocks for your data, teaching you how to create custom entities and option sets.
Understanding relationships between data entities is crucial, and this course covers it thoroughly.
You’ll learn to create various relationship types, including 1 to N relationships, hierarchy relationships, and many-to-many relationships.
You’ll also explore connections and connection roles, mastering how to manage data flow between different entities.
Security is paramount in any CRM system.
This course provides in-depth coverage of security roles, user management, permissions, and the sharing feature to control data access.
You’ll delve into business rules, automating actions to maintain data integrity and streamline processes.
You’ll dive into the world of reporting and dashboards, learning to create both classic and interactive dashboards using charts to visualize your data.
You’ll also discover how to leverage Power BI to craft insightful reports.
Data management is another essential aspect covered in this course.
You’ll learn how to use the Data Import Wizard to import data, create duplicate detection rules to prevent errors, and utilize auditing to track data changes.
The course introduces templates for various purposes, including data import, email, and documents, helping you automate tasks and ensure consistent outputs.
Finally, you’ll explore localization and solutions.
You’ll learn to translate fields into different languages, work with currencies, and manage solutions through export, import, and patching.
You’ll also be introduced to document management, including file attachments and integration with SharePoint, OneDrive, and OneNote.
MB-300: Dynamics 365 Core Finance and Operations (Part 1/2)
You’ll start with the basics, learning to navigate the platform and set up your first legal entity.
From there, the course progressively dives into more complex topics like security management and workflows.
The course thoroughly covers key financial concepts, such as setting up a fiscal calendar, creating charts of accounts, and managing financial dimensions, equipping you with a solid understanding of how Dynamics 365 Finance and Operations handles financial data.
You’ll also explore essential modules like Accounts Payable and Accounts Receivable, gaining insight into their interactions and how they contribute to the overall financial picture.
Beyond finance, the course delves into the world of Supply Chain Management and Manufacturing.
You’ll learn about essential concepts like product information management, procurement, and inventory management, equipping you with a solid foundation for managing the supply chain.
You’ll also delve into manufacturing concepts like BOMs (Bill of Materials), resources, routes, and operations, gaining a comprehensive understanding of the production life cycle.
The course goes beyond theory, providing hands-on learning experiences.
You’ll have access to Contoso demo data, allowing you to practice your skills in a safe environment.
You’ll also engage in practical labs and assignments, giving you real-world experience with Dynamics 365 Finance and Operations.
The course also includes resources designed to help you prepare for the MB-300 exam.
This course offers a well-structured and engaging learning experience, equipping you with the necessary knowledge and practical skills to excel in Dynamics 365 Finance and Operations.
Microsoft Dynamics 365 & PowerApps Developer Course - Part 1
You’ll start with the fundamentals of plugin development, learning how to create your first “Hello World” plugin using Visual Studio 2017.
You’ll gain hands-on experience writing code and deploying it directly into Dynamics 365.
The course delves into the inner workings of Dynamics 365, exploring its architecture and the web services that power it.
You’ll understand the plugin pipeline and how plugins extend Dynamics 365’s functionality.
You’ll learn about plugin messages and how to trigger them at specific points in the system’s workflow.
You’ll then dive into more advanced plugin development topics.
You’ll learn about impersonation, data sharing between plugins, and how to handle configuration data.
You’ll explore the Chromium Metadata Browser, a powerful tool for navigating Dynamics 365’s metadata.
The course also covers debugging techniques and asynchronous plugins for complex tasks.
You’ll learn the ins and outs of custom workflows.
You’ll create configuration entities for custom workflow demos, gain experience in developing and deploying them, and learn how to debug them effectively.
You’ll also compare the advantages and disadvantages of using plugins versus custom workflows.
The course also includes a section on Xrm Tooling and console application integration.
You’ll learn to develop console applications that interact with Dynamics 365 using Xrm Tooling.
You’ll become proficient in FetchXML and LINQ, powerful tools for querying data in Dynamics 365.
You’ll master both late binding and early binding approaches with LINQ, enabling you to build complex queries with ease.
Finally, you’ll learn about advanced messaging operations using Service.Execute() and ExecuteMultipleRequest.
This course provides a strong foundation in Dynamics 365 customization, equipping you with the skills to extend and enhance the platform’s functionality.
Become An Expert At Configuring Microsoft Dynamics 365
You’ll begin by familiarizing yourself with the new interface, mastering the intricacies of setting up your trial version, and delving into the core aspects of Dynamics 365 administration.
The curriculum covers a wide range of administrative tasks, from creating detailed security roles to managing user access permissions with precision.
You’ll then explore how to customize your system with document management and Office 365 collaboration tools, empowering you to seamlessly integrate your workflows.
You’ll gain proficiency in leveraging the CRM App for Outlook, simplifying the management of customer interactions.
Additionally, you’ll gain a deep understanding of Dynamics 365 email services, including the nuances of server-side synchronization and folder tracking.
The course truly excels in showcasing the seamless integration between Dynamics 365 and other Office 365 services.
You’ll learn to leverage Office 365 Groups for efficient team management and workflow optimization.
Through this course, you’ll unlock the full potential of Microsoft’s suite of tools, streamlining your business operations and achieving unprecedented efficiency.
However, it’s important to note that while the course covers a wide range of topics, it might benefit from deeper dives into specific areas.
For example, the section on creating security roles could benefit from more in-depth exploration of different role types and their specific functionalities.
MB-910: Microsoft Dynamics 365 Fundamentals (CRM)
The course excels at breaking down the different Dynamics 365 modules, each offering a deep dive into its functionalities.
You’ll explore Customer Insights - Journeys, learning how to create tailored marketing campaigns and segment audiences using features like marketing forms, email marketing, and customer journeys.
Next, you’ll delve into Sales, gaining a firm understanding of how to manage leads, opportunities, and quotes, and utilizing powerful tools like Sales Insights and LinkedIn Sales Navigator to maximize sales performance.
Customer Service is another key area, focusing on effectively managing cases, leveraging knowledge management, and providing exceptional customer support.
You’ll also gain insights into Field Service, learning how to schedule appointments, manage work orders, and handle customer assets efficiently.
Beyond the core modules, you’ll discover how Dynamics 365 seamlessly integrates with other Microsoft tools like Power BI for data analysis, Microsoft Teams for collaboration, and Microsoft Excel for data management.
You’ll also learn to harness the power of Copilot, an AI assistant designed to automate tasks and enhance productivity.
The course’s strength lies in its detailed explanations, practical examples, and well-structured approach, making it a valuable resource for anyone seeking to master Dynamics 365.
Microsoft Dynamics 365 & PowerApps Developer Course - Part 2
You’ll start by understanding the importance of Client Scripting and then dive into the hands-on process of using Client API to interact with various entities like accounts, contacts, and opportunities.
This includes practical lessons on validating data, displaying notifications to users, and even implementing auto-save functionality.
Next, you’ll explore the versatility of HTML Web Resources, where you can create custom interfaces within your Dynamics 365 environment.
This opens up exciting possibilities for integrating external tools and services, such as Google Maps, creating engaging user experiences.
You won’t just learn the fundamentals; you’ll also delve into advanced techniques like debugging JavaScript and organizing complex web resources for optimal performance.
The Web API, a powerful tool for accessing and manipulating data in Dynamics 365, is covered in detail.
You’ll learn how to create new records, retrieve existing ones, and execute complex queries.
This course empowers you with the knowledge and skills needed to develop custom solutions for Dynamics 365, utilizing both Client API and Web API to create robust and interactive experiences.
Prepare to unlock the full potential of Dynamics 365 development with this comprehensive and practical course.
Become An Expert At Microsoft Dynamics 365 For Sales (CRM)
This comprehensive course empowers you to master Microsoft Dynamics 365 for Sales, a powerful tool designed to streamline your sales processes and cultivate stronger customer relationships.
You’ll dive deep into the core concepts of Dynamics 365, gaining a clear understanding of how “Leads,” “Opportunities,” and “Quotes” drive the sales pipeline.
The course goes beyond theory, providing hands-on experience with creating and managing customer records, qualifying leads, and crafting quotes, orders, and invoices.
Beyond the fundamentals, you’ll explore sophisticated features like relationship insights and sales analysis, which equip you to understand your customers on a deeper level and make data-driven decisions.
Imagine having a complete picture of your customer interactions and leveraging that data to personalize your approach and maximize success.
You’ll also delve into product catalogs and sales territories, allowing you to fine-tune your sales strategy and efficiently manage your sales efforts.
The course even covers goal setting and tracking, helping you define your objectives and measure your progress toward achieving them.
Master Dynamics 365 Tables, Relationships, And Columns.
This course dives deep into the inner workings of Microsoft Dynamics 365, equipping you with the skills to manage and customize its core components – Entities, Relationships, and Fields.
You’ll learn how to effectively manage Dynamics 365 tables (Entities), understanding their different types, including how to create custom Entities to tailor the platform to your specific business needs.
The course goes beyond theoretical knowledge, guiding you through the practical implementation of relationships between Entities.
You’ll explore cascading rules, build hierarchical data structures, and master the creation of connections and connection roles.
You’ll also gain proficiency in configuring and customizing Fields, including setting up option sets, lookup fields, and customer fields.
The course doesn’t shy away from advanced customizations, teaching you how to leverage calculated fields, rollup fields, and alternate keys for efficient and powerful Dynamics 365 systems.
You’ll even learn about field security and how to manage status reasons and transitions.
MB-300: Dynamics 365 Core Finance and Operations (2/2)
This MB-300 course is a solid second step in mastering Microsoft Dynamics 365 Finance and Operations.
Building upon the foundation laid in the first part, it delves into advanced features and tools essential for the MB-300 exam.
What sets this course apart is its focus on simplification.
You’ll find complex topics presented in a clear and digestible way, making it easier to grasp even for those new to Dynamics 365.
The course covers a wide range of critical areas, including personalization, data integration, mobile app management, and the powerful Life Cycle Service (LCS).
You’ll explore the nuances of personalization within Dynamics 365, understanding the difference between customization and personalization.
You’ll learn how to effectively add or remove fields using personalization, integrate Power Apps, and customize workspaces and dashboards.
The course goes beyond the software itself, teaching you how to leverage Excel add-ins to seamlessly pull data from Dynamics 365 and publish it back.
You’ll gain a comprehensive understanding of data migration strategies, the Data Management workspace, and how to effectively manage your Dynamics 365 environment using LCS.
You’ll become proficient with the Dynamics 365 Unified Operations mobile app and the Expense Management mobile app, learning how to design and implement customer management solutions.
Master Dynamics 365 reporting with this course.
You’ll explore different reporting tools, learn how to generate and analyze financial reports, and even use the Report Designer to create custom reports.
Finally, you’ll gain a strong understanding of batch jobs, including how to batch process reports and set up alerts.