D365/CRMUG Academy

Dynamics 365 for the New Administrator: Part 2

Tuesday, October 10
8:00 AM - 5:00 PM
Location: Ryman Ballroom F located in Ryman Ballroom and Studios (Level 0)

Format: Academy Course
Level: Intermediate
CPE: 8
Preparation: This class includes hands on exercises in class. Please plan to bring a laptop and power cord with you to class. In the class we will be reviewing and using the XRMToolBox at Please download and install the XRMToolbox prior to attending class.

You have been a Dynamics 365 Administrator for a little while and know there is still more to learn. This hands-on course will build upon your current foundation of understanding and walk through some of the more complex areas of Dynamics 365 and their practical application through real world examples.
The course will cover the following areas:
Advance Find
Word and Excel Templates
Some of the key XRMToolBox features
Learning Objectives:
Explain when to use a solution in Dynamics 365
Demonstrate how to combine charts and lists into one component of a dashboard
Demonstrate how to create Word and Excel Templates in Dynamics 365
Demonstrate how to connect and use the XRMToolbox

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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