A well-administered CRM is the backbone of any high-performing sales organisation. This course equips administrators with the hands-on skills to configure and maintain a Microsoft Dynamics 365 Sales environment that is secure, efficient, and aligned with real business processes.
You will learn to set up users, security roles, business units, and field-level security to enforce least-privilege access — then customise entities, forms, views, charts, and dashboards to match how your sales teams actually work. From there, you will implement business rules and duplicate detection logic to maintain data integrity without writing a single line of custom code.
The course also covers automation, teaching you to build Power Automate cloud flows and Dynamics 365 business process flows that eliminate manual effort and guide users through structured sales processes. You will round out your skills by managing the full data lifecycle — bulk imports, exports, deduplication, and retention — and using the Power Platform admin centre and Dynamics 365 analytics to monitor adoption, audit activity, and maintain system health.
