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Microsoft Dynamics 365 training courses

The E-learning courses in the table below are available with a Microsoft Dynamics 365 service plan (accessible through CustomerSource or PartnerSource) with the exception of Parature content, which is available on YouTube. Not sure if you have a service plan? Find your Dynamics 365 administrator or support person. There's more advanced content available through your service plan.



Note

As of the December 2016 update for Dynamics 365 (online and on-premises), Dynamics CRM functionality is now included as a part of Dynamics 365, a suite of intelligent business applications. The courses listed below were designed for Dynamics CRM. We'll update this page as Dynamics 365 courses become available.


Area

Course

Modules

Sales, Service, Marketing, and Reports

Introduction to Dynamics CRM (Course 80667)

Module 01: Dynamics CRM Overview

Module 02: Working with Dynamics CRM

Module 03: Processes and Functional Scenarios

Module 04: Working with Data

Sales and Marketing in Microsoft Dynamics CRM Online (Course 80669)

Module 01: Introduction to Sales Management

Module 02: Lead Management

Module 03: Working with Opportunity Records

Module 04: Working with the Product Catalog

Module 05: Sales Order Processing

Module 06: Sales and Marketing

Module 07: Goal Management

Module 08: Sales Analysis

Sales and Marketing in Microsoft Dynamics CRM Online 2015 Update 1 (Course 80709)

Module 01: Sales Management

Module 02: Lead Management

Module 03: Opportunity Management

Module 04: Product Catalog

Module 05: Transaction Processing

Module 06: Sales and Marketing

Module 07: Goal Management

Module 08: Sales Analysis

Customer Service in Microsoft Dynamics CRM Online (Course 80668)

Module 01: Customer Scenarios

Module 02: Case Management

Module 03: Knowledge Base

Module 04: Queue Management

Module 05: Entitlements

Module 06: Analysis, Reporting, and Goals

Module 07: Service Scheduling Scenarios

Customer Service in Microsoft Dynamics CRM Online 2015 Update 1 (Course 80710)

Module 01: Customer Service Overview

Module 02: Case Management

Module 03: Knowledge Base

Module 04: Queue Management

Module 05: Entitlements and Service Level Agreements

Module 06: Service Scheduling

Module 07: Managing and Analyzing Overall CRM Success

Reporting in Microsoft Dynamics CRM Online (Course 80675)

Module 01: Introduction

Module 02: Visualization

Module 03: Introduction to Reporting Basics

Module 04: BIDS and SQL Based Reports

Module 05: FetchXML Reports

Module 06: Power BI and Dynamics CRM

Deployment, Administration, and Customization

Deployment in Microsoft Dynamics CRM Online (Course 80664)

Module 01: Administering CRM Online

Module 02: Setting Up CRM Online

Module 03: Managing Dynamics CRM Instances

Module 04: Email Management

Module 05: Dynamics CRM for Outlook

Deployment in Microsoft Dynamics CRM Online 2015 Update 1 (Course 80713)

Module 01: Getting Started with CRM Online

Module 02: Manage CRM Online Subscriptions

Module 03: Manage CRM Online Instances

Module 04: Manage CRM Online Updates

Module 05: Related Online Services

Module 06: CRM for Outlook

Module 07: Configure mobile devices

Module 08: Email Processing and Management

Module 09: Server-Side Synchronization

Office 365 Integration with Dynamics CRM Online (Course 80715)

Module 01: Introduction and Overview of Integration with Office 365 and Dynamics CRM

Module 02: Email Server Integration

Module 03: Email Client Integration with CRM

Module 04: SharePoint and CRM

Module 05: Working with Excel

Module 06: Power BI with Dynamics CRM

Module 07: OneNote Integration with Dynamics CRM

Module 08: Team Collaboration

Data Management in Microsoft Dynamics CRM Online (Course 80712)

Module 01: Intro to Extending Dynamics CRM

Module 02: Data Import Methods

Module 03: Preparing Data for Import

Module 04: Managing Duplicate Detection

Module 05: Importing Data via Microsoft Excel and Re-Import and Import Wizard

Module 06: Data Utilities within Dynamics CRM

Module 07: Troubleshooting Data Import Issues

Customization and Configuration in Microsoft Dynamics CRM Online and On Premise (Course 80665)

Module 01: Introduction to Customizing CRM 2015

Module 02: Building a Security Model

Module 03: Customizing Entities

Module 04: Customizing Fields

Module 05: Managing Relationships

Module 06: Customizing Forms

Module 07: Business Rules

Module 08: Customizing Views

Module 09: Customizing Charts and Dashboards

Module 10: Additional Security Options

Module 11: Business Processes

Automating Microsoft Dynamics CRM with Business Process Management (Course 80714)

Module 01: Reason to Automate?

Module 02: Introducing Business Process Management

Module 03: Business Process Management Solutions

Module 04: Business Rules

Module 05: Workflows

Module 06: Dialogs

Module 07: Troubleshooting Process Issues

Extending Microsoft Dynamics CRM Online and On Premise (Course 80666)

Module 01: Intro to Extending Dynamics CRM

Module 02: Navigation and Commanding

Module 03: Form Event Scripting

Module 04: Extending the UI with Web Resources

Module 05: Using the Organization Service

Module 06: Querying Data with the Organization Service

Module 07: Using the REST OData Endpoint

Module 08: Plug-ins

Module 09: Custom Workflow Activities

Installation in Microsoft Dynamics CRM 2015 (Course 80679)

Module 01: System Requirements and Required Technologies

Module 02: Install Microsoft Dynamics CRM Server

Module 03: Install Microsoft Dynamics CRM Reporting Extensions

Module 04: Manage Microsoft Dynamics CRM with the Deployment Manager

Module 05: Upgrade to Microsoft Dynamics CRM 2015

Module 06: Email Management

Module 07: Microsoft Dynamics CRM for Microsoft Office Outlook

Module 08: Maintain and Troubleshoot a Deployment

Module 09: High Availability Options

Microsoft Social Engagement

Social Engagement in Microsoft Dynamics CRM 2015 (Course 80700)

Module 01: Introduction and Overview of Microsoft Social Engagement

Module 02: Architecture and Configuration

Module 03: Strategy for Using Social Engagement

Module 04: Building Search Queries

Module 05: Explore Analytics

Microsoft Dynamics Marketing

Functional Application in Microsoft Dynamics Marketing (Course 80711)

Module 01: Introduction to Microsoft Dynamics Marketing

Module 02: Getting Started with Microsoft Dynamics Marketing

Module 03: Lead Management and Landing Pages

Module 04: Email Marketing and Social Media Outreach

Module 05: Marketing Campaign Automation

Module 06: Marketing Reports and Analytics

Module 07: Marketing Project Management

Module 08: Managing Marketing Finances

Module 09: Microsoft Dynamics Marketing Connector for Microsoft Dynamics 365

Module 10: Setting up a Deployment for Success

Technical Deployment and Customization in Microsoft Dynamics Marketing (Course 80678)

Module 01: User Login and Management

Module 02: Settings and Configuration

Module 03: Labels and User Defined Fields

Module 04: Code Blocks and Dynamic Content

Module 05: Power BI

Module 06: CRM Online Integration


Parature, from Microsoft

Parature & Microsoft Dynamics CRM Integration Demo

Parature & Microsoft Dynamics CRM Integration Demo

Basic Account Set Up

Social Media Channels Set Up

Test User, Account and Products Set Up

Live Chat Channel Set Up

Customer Self-Service Portal Set Up

Knowledge Integration with Microsoft Dynamics CRM Online Set Up

Support Ticketing (Case Management) and Business Logic Set Up

Knowledgebase Set Up

Applies To

Dynamics 365 (online)

Dynamics 365 (on-premises)

Dynamics CRM Online

Dynamics CRM 2016

Dynamics CRM 2015

Dynamics CRM 2013