Aspects of Dynamics 365 Admin Training

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Dynamics 365 is a cloud-based platform from Microsoft that provides a suite of enterprise resource planning (ERP) and customer relationship management (CRM) applications. As Dynamics 365 has grown in popularity, so requires qualified administrators who can manage, configure, and customize the platform. Dynamics 365 admin training provides the skills and knowledge needed to become a successful administrator.

Dynamics 365 Admin Training 010

Dynamics 365 admin training covers various aspects of Dynamics 365, including security and compliance, D365 integration with other Microsoft technologies, and application management. The training provides theoretical and practical components to ensure participants understand how to effectively manage and operate Dynamics 365.

Manage Users and Security Roles

One of the key topics covered in Dynamics 365 admin training is security and compliance. The training covers creating and managing security roles and permissions and configuring compliance settings to meet regulatory requirements.

This is important because Dynamics 365 contains sensitive data and ensuring that only authorized individuals can access it is essential. Here are some prominent topics covered in security and compliance:

Security Management

Security management includes creating and managing security roles and privileges, managing user accounts, and configuring data access controls.

Compliance Management

Compliance management ensures that Dynamics 365 applications, such as GDPR, HIPAA, and SOX, meet regulatory requirements. It includes configuring auditing and tracking features, managing data retention policies, and ensuring data privacy and protection.

Data Protection and Backup

Data protection and backup ensure the availability and integrity of Dynamics 365 applications. Admins will learn how to set up and manage data backups, configure data recovery options, and ensure that data is protected from loss or corruption.

Security Testing

In security testing, admins will learn how to conduct security assessments and penetration testing to identify vulnerabilities and implement appropriate measures to mitigate risks.

Incident Management

Incident management involves responding to security breaches, data breaches, and other security incidents.

Admins will learn how to develop and implement an incident response plan, manage incident investigations, and communicate with stakeholders during and after an incident.

Integrating Microsoft Technologies

If you are required to integrate MS technologies, Dynamics 365 admin training also comes with integration courses.

The training covers integrating Dynamics 365 with other Microsoft products, such as Dynamics 365 CE and SharePoint, to provide a comprehensive solution that meets an organization’s needs. This integration can streamline processes and increase efficiency within an organization. It covers the following sub-topics:

Integration Basics

Integration basics cover the fundamentals of integrating Dynamics 365 with other Microsoft applications, such as Microsoft Dynamics GP, NAV, AX, and CRM. Admins will learn how to use Microsoft’s Common Data Service (CDS) to integrate data across different applications and how to use Power Platform tools like Power Apps and Power Automate to create custom integrations.

Azure Integration

In D365 admin training, the admin learns to integrate Dynamics 365 with Azure, Microsoft’s cloud computing platform. Admins will also learn to use Azure Logic Apps and Azure Functions to integrate Dynamics 365 with other cloud-based services and use Azure Service Bus to integrate on-premises applications with Dynamics 365.

Power BI integration

Power BI is a business analytics service provided by Microsoft that provides interactive visualizations and business intelligence capabilities with an interface simple enough for end users to create their reports and dashboards.

SharePoint Integration

Admin training includes courses on integrating Dynamics 365 with SharePoint, Microsoft’s content management and collaboration platform. Admins will learn to use SharePoint Online and SharePoint Server to store and share documents, manage workflows, and collaborate with other users.

Application Management

Application management is another crucial topic covered in Dynamics 365 admin training. The training covers managing data, workflows, troubleshooting, and resolving issues within the applications.

This is essential because Dynamics 365 is a complex platform, and having the skills and knowledge to ensure it runs smoothly is vital. Here are some of the key topics covered in application management training:

Data Management

Dynamics 365 admin training covers how to manage data within the platform. This includes creating and managing data entities, setting up data imports and exports, and configuring data integrations with other systems.


Dynamics 365 is a highly configurable platform, and application management training covers configuring security roles and permissions, customizing forms and views, creating custom fields, and creating and managing custom entities.

Troubleshooting and Issue Resolution

As with any complex system, Dynamics 365 can encounter issues from time to time. Application management training covers how to troubleshoot and resolve issues within the platform.

Lifecycle management

Dynamics 365 admin training covers managing the lifecycle of Dynamics 365 applications. This includes managing updates and upgrades, solution packages, and customizations across different environments.

Create and Manage Custom Entities and Fields

The training also covers how to create and manage custom entities and fields. This is important because it enables administrators to tailor Dynamics 365 to meet their organization’s specific needs.

With custom entities and fields, organizations can capture data specific to their operations and analyze it to gain insights that can drive growth and success. Here are some topics included in custom entities and fields:

Entity creation

Dynamics 365 admin training covers creating custom entities to store and manage specific data types within Dynamics 365. Admins will learn to define entity attributes, configure entity relationships, and generate entity forms and views.

Field creation

Admins will learn how to create custom fields within entities to capture additional data points. Topics covered in field creation include defining field types, configuring field properties, and setting up field-level security.

Form Customisation

Form customization is an essential aspect of entity management in Dynamics 365. Admins will learn how to customize forms to display and capture specific data fields, implement conditional logic, and incorporate business rules.

Workflow automation

Workflow automation is another critical aspect of entity management. Admins will learn how to create custom workflows to automate business processes, trigger notifications, and perform data validation.

Business rule creation

Dynamics 365 admin training covers creating business rules to enforce data validation, implement process automation, and improve data quality.

How Stallions Solutions Aids in Admin Training?

Stallion Solutions offers Dynamics 365 admin training services that are customized, hands-on, and provided by experienced trainers who offer ongoing support.

We provide flexible training options that accommodate different schedules and preferences. With Stallion Solutions’ help, businesses can ensure that their administrators have the skills and knowledge needed to maximize the benefits of Dynamics 365 and drive growth and success with:

  • Customized Training Sessions
  • Certified and Experienced Trainers
  • Hands-on Training with Practical Knowledge
  • Ongoing Support
  • Flexible Training Options

Bottom Line

Dynamics 365 admin training is essential for administrators who want to maximize the platform’s benefits and ensure its smooth operation within their organization.

The training covers various aspects of Dynamics 365, including security and compliance, integration with other Microsoft technologies, and application management. By completing the training, administrators can gain the skills and knowledge to manage, configure, and customize Dynamics 365 effectively.

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