D365/CRMUG Academy

Dynamics 365 for the New Administrator: Part 1

Monday, October 9
8:00 AM - 5:00 PM
Location: Ryman Ballroom D located in Ryman Ballroom and Studios (Level 0)

Format: Academy Course
Level: Basic
CPE: 8
Preparation: This class includes hands on exercises in class. Please plan to bring a laptop and power cord with you to class.

Being a new Dynamics 365 Administrator is challenging. The responsibility to maintain and extend the functionality of the system is a daunting task that requires an understanding of the business as well as knowledge of Dynamics 365 capabilities. This hands-on course will help lay a foundation for understanding the many features of Dynamics 365 and their practical application through real world examples.
The course will cover the following areas:
Configuration of the Dynamics 365 including entities, fields, forms, and views
Process Automation including Business Rules and Workflows
Security Roles and Field Level Security
Data Imports
Learning Objectives:
Demonstrate how to configure an entity form with fields and updated a system view
Explain the different options and when to use them when creating automation in Dynamics 365

Seth T. Bacon


Love learning and sharing knowledge with others especially when it comes to Dynamics 365. Since starting with Dynamics CRM 7 years ago, I have found the Dynamics Community to be helpful and a great place to continue learning and sharing with others. As a consultant for the last 5 years, I have enjoyed learning from each individual along the way and then being able to share those insights with others.


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