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Dynamics 365 Partner Competency Program: Cloud Business Applications – Customer Engagement


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Course Schedule

  • 5 Days Course
    Microsoft Dynamics 365

    Classroom + Online

    ISK380000 (Excl. VAT)
    Book Now

    Course Details


    Get your training and certification to achieve the full Dynamics 365 Partner Competency Cloud Business Applications – Customer Engagement in just 5 days and learn more than you could imagine.

    You’ll be introduced to the certification requirements for the Cloud Business Applications competency – Customer Engagement option.

    You will begin with Microsoft Dynamics 365 Customisation and Configuration topics:

    • Changing the Schema
    • Rollup and Calculated Fields
    • Editable Grids
    • Security
    • Changing the UI
    • Themes
    • Business Rules
    • Processes
    • Business Process Flows
    • Visual Process Designer
    • Import and Export of Charts
    • Data Import and Export
    • Email integration
    • App for Outlook
    • Office 365 integration
    • Mobile clients
    • Solutions

    You will then cover Microsoft Dynamics 365 Online Deployment topics:

    • Licensing
    • Operating System and Browser Requirements
    • Data import
    • Subscriptions
    • Single Sign On
    • Tenants
    • Instances
    • Storage
    • Updates
    • Outlook
    • App for Outlook
    • Options for managing email
    • Tablet and Phone apps
    • SharePoint, OneDrive for Business and One Note
    • Office Groups and Yammer
    • Social Engagement
    • Business App Designer

    You will finish with Microsoft Dynamics 365 for Sales topics:

    • Leads
    • Opportunities
    • Sales Literature
    • Competitors
    • Products
    • Quotes, Orders and Invoices
    • Social Engagement
    • Help Centre
    • Goals
    • Excel Templates
    • Power BI
    • Relationship insights

    Some topics will only be covered briefly; e.g., reminder of capabilities and options. Other topics will be covered more deeply e.g., more recently introduced functionality or where there is a particular focus in an exam.

    During your 5-day training programme, you will live and learn, and take your exam at our training center.

    At Insoft, we know your time is valuable. That’s why we give you the opportunity to gain your Dynamics 365 Partner Competency Program: Cloud Business Applications – Customer Engagement training and certification in just 5 days. We provide the best conditions for you to learn.

    With us by your side, encouraging and guiding you along the way, you can enjoy 5 intense, focused days of quality learning in a distraction free environment. Your expert instructor will be working with Insoft unique accelerated learning methods, which include our exclusive lecture/lab/review methodology with real life cases putting you in the best possible position to learn and retain knowledge, and pass your exam.

    Sitting your Dynamics 365 Partner Competency Program: Cloud Business Applications – Customer Engagement course and certification with Insoft means:

    • You’ll get more hours of training per day, allowing you to get trained and certified faster and more cost-effectively than with any other training provider.
    • You will be trained by one of the most expert instructors in the world.
    • You can focus purely on learning in our distraction free environment.
    • Dedicated onsite support and access to your classroom at all hours.
    • The price you pay is all-inclusive and covers all course materials, transportation service, accommodation and meals.
    • The Certification Guarantee allows you to train again for free, if you do not pass first time. You only pay for any exams and labs, and accommodation.


    The Curriculum for this course will focus on the following topics:

    • Competency Certification Overview
    • Review of the Customisation exam skills measured
    • Changing the Schema
    • Security
    • Changing the UI
    • Business Rules, Processes and Business Process Flows
    • Email integration
    • Office 365 integration
    • Mobile apps
    • Solutions
    • Exam Best Practice
    • Review of the Online Deployment exam skills measured
    • Planning and Deployment
    • Subscriptions and Users
    • Instances
    • Outlook clients
    • Email management
    • Mobile app deployment
    • Collaboration with Office 365 Services
    • Business apps
    • Review of the Sales exam skills measured
    • Leads and Opportunities
    • Sales Management
    • Relationship Insights
    • Product Catalog
    • Sales Order Processing
    • Goals
    • Excel and Word
    • Power BI


    At least 1 year, preferably at least 2 years, implementing solutions based on Dynamics 365 Customer Engagement and ideally already having an earlier Microsoft Dynamics CRM certification.

    This course is partner focused and exam focused. This is not a course for delegates new to Dynamics. It is aimed at delegates experienced in Dynamics 365 who need certification in order to achieve competency.

    Do you have what it takes?
    We´ll help you decide – Call us to discuss your technical background, experience and qualifications to determine how we can help you succeed in this Insoft course.
    Just call us and speak to one of our enrolment consultants.