Skip to content

Dynamics 365 CRM Admin Training

Learn to manage Dynamics 365 CRM: control access with roles, teams, and units, customise views and dashboards, and keep your environment secure, structured, and user-friendly.

Course Information

Location:
Virtual Classroom
Cost:
FREE
Duration:
1/2 Day (10:00 - 13:00 GTM)
Dates:
See course booking form below
← All Courses

This course builds your foundation in managing and maintaining Dynamics 365 CRM. You will learn how to control access through security roles, teams and business units, and how to shape the user experience with views and dashboards. By the end, you will feel confident handling core admin tasks and keeping your CRM environment structured, secure and easy to navigate.

This session will be delivered in a webinar format, so no virtual machines are required. Attendees can simply join the session and follow along with the demonstrations.

To ensure fair access to our free training courses, we limit attendance to 2 people per company per course. You are welcome to register additional attendees, and if spaces become available, we will contact you to offer any extra places. If you have questions, contact us at: Digitaltraining@node4.co.uk

Agenda

10:00 Welcome & Introduction

10:15 Security

11:00 Dashboards

11:00 Teams

11:00 Roles

11:00 Views

11:00 Business Units

13:00 Summary & Questions


Available Dates


Choose a date
























They're totally free you say?!

Yep, all our training days are completely free of charge, regardless of whether you are one of our customers or not. Simply sign up to the course you are interested in and join us for a super-charged dose of knowledge from the experts. Our courses are held virtually, and as a UK company, they run on Greenwich Mean Time, (GMT) time zone.

Yep, all our training days are completely free of charge, regardless of whether you are one of our customers or not. Simply sign up to the course you are interested in and join us for a super-charged dose of knowledge from the experts. Our courses are held virtually, and as a UK company, they run on Greenwich Mean Time, (GMT) time zone.

If you're new to Dynamics NAV (previously known as Navision) or Dynamics 365 Business Central then we recommend that you attend our 'Intro in a Day' or have at least 6 months' experience before attending any of the 101 or advanced courses.

Wondering why you can't find any mention of Dynamics NAV on Microsoft's website? That's because Dynamics 365 Business Central is the new name for NAV! Learn more about the difference between Dynamics NAV and Dynamics 365 Business Central here.