Elements of Dynamics 365 Administration Training

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Dynamics 365, a cloud-based solution by Microsoft, offers a comprehensive collection of applications for enterprise resource planning (ERP) and customer relationship management (CRM). With the increasing adoption of Dynamics 365, there’s a rising demand for skilled administrators capable of maintaining, setting up, and tailoring the platform to specific needs. Admin training for Dynamics 365 equips individuals with the essential expertise and abilities to excel in an administrative role. 

The training for Dynamics 365 administrators encompasses various topics related to Dynamics 365, such as security measures, adherence to regulations, D365 integration with other Microsoft technologies, and managing applications. It includes conceptual discussions and hands-on exercises to guarantee that attendees understand how to oversee and run Dynamics 365 proficiently. 

User and Security Role Management

A significant focus of the Dynamics 365 administration training is on the importance of security and regulatory compliance. Participants learn how to establish and administer security roles and permissions and adjust compliance configurations to align with legal standards. 

Given its critical data content, protecting sensitive information within Dynamics 365 is crucial. Thus, ensuring access is restricted to authorized personnel is paramount. The training emphasizes several critical areas within security and compliance, including: 

Security Administration

Security Administration

This aspect of training involves the establishment and oversight of security roles and rights, the management of user profiles, and the implementation of data access limitations. 

Regulatory Compliance

This section ensures that Dynamics 365 applications comply with laws and regulations like GDPR, HIPAA, and SOX. It covers setting up systems for audit trails and tracking, handling data storage policies, and safeguarding data privacy and security. 

Data Safety and Backup

This part ensures the continuous availability and reliability of Dynamics 365 applications. Trainees will learn strategies for organizing data backups, setting options for data recovery, and protecting data against potential loss or damage. 

Security Evaluation

This training segment teaches administrators how to perform security evaluations and penetration tests to uncover weaknesses and apply necessary actions to minimize threats. 

Response to Security Incidents

This area covers the procedures for addressing security violations, data compromises, and similar emergencies. Administrators are trained to formulate and execute a plan for incident response, oversee the investigation of incidents, and maintain communication with relevant parties throughout and following an event. 

Integrating Microsoft Technologies

Should the need arise to blend Microsoft technologies, the Dynamics 365 administration training also includes integration courses. 

The training covers integrating Dynamics 365 with other Microsoft products, such as Dynamics 365 CEand 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 Connectivity

During the Dynamics 365 admin training, administrators are taught how to connect Dynamics 365 with Azure, Microsoft’s cloud service. They also learn to employ Azure Logic Apps and Azure Functions to link Dynamics 365 with other cloud services and utilize Azure Service Bus to connect Dynamics 365 with applications on-premises. 

Integration with Power BI

Integration with Power BI

Power BI, Microsoft’s business analytics tool, offers dynamic data visualization and intelligence capabilities, enabling users to craft their reports and dashboards easily. This training module covers the integration process with Dynamics 365. 

Collaboration with SharePoint

The training also includes lessons on how to merge Dynamics 365 operations with SharePoint, Microsoft’s document management and collaboration tool. Administrators will get insights into leveraging SharePoint Online and SharePoint Server for document storage and sharing, workflow management, and team collaboration. 

Managing Applications

Application management forms a significant part of the Dynamics 365 administrator training. This section addresses the handling of data, managing workflows, and the techniques for troubleshooting and rectifying application-related problems. 

It’s critical due to the intricate nature of Dynamics 365, emphasizing the necessity for administrators to be equipped with the appropriate expertise for its efficient operation. Key areas included in the training for application management are as follows: 

Handling Data

The training for Dynamics 365 administration encompasses instruction on data oversight within the platform. This involves creating and administrating data entities, organizing the import and export of data, and establishing connections between Dynamics 365 and external systems through data integrations. 

Configuration

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 

Conclusion

Training for Dynamics 365 administration is crucial for administrators aiming to fully leverage the platform’s advantages and guarantee efficient organizational functioning. 

This training encompasses numerous facets of Dynamics 365, such as security and compliance, collaboration with other Microsoft technologies, and managing applications. Through this comprehensive training, administrators will acquire the necessary skills and knowledge to manage proficiently, set up, and tailor Dynamics 365 to meet their needs. 

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Stallions Solutions’ marketing team is responsible for branding and supporting business development & marketing efforts. We are composed of exceptional graphic designers, technical & creative content writers, and digital marketing specialists. Our content-producing approach is highly professional – from ideation to final article, all marketing experts play their role to generate an amazing piece of content. Our marketing team understands what our customers expect from the business and thus aims to meet those demands.

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