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Dynamics365 Admin Guide Training Plan Detailed

The document outlines a 20-day training program for Dynamics 365 Customer Engagement (On-Premises) version 9.1, aimed at system implementers and administrators. It includes hands-on labs, real-world scenarios, and certification preparation, covering topics such as installation, configuration, administration, and advanced integration. The schedule details daily sessions focused on theoretical concepts, practical demonstrations, and interactive Q&A.

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suresh
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64 views8 pages

Dynamics365 Admin Guide Training Plan Detailed

The document outlines a 20-day training program for Dynamics 365 Customer Engagement (On-Premises) version 9.1, aimed at system implementers and administrators. It includes hands-on labs, real-world scenarios, and certification preparation, covering topics such as installation, configuration, administration, and advanced integration. The schedule details daily sessions focused on theoretical concepts, practical demonstrations, and interactive Q&A.

Uploaded by

suresh
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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ADMINISTRATOR GUIDE FOR

DYNAMICS 365 CUSTOMER


ENGAGEMENT (ON-PREMISES)
20-DAY TRAINING PROGRAM - VERSION 9.1
TRAINING OVERVIEW

• • Program Duration: 20 Days


• • Audience: System Implementers and Administrators
• • Focus Areas:
• - Dynamics 365 CE (On-Premises), Version 9.1
• - Administration, Configuration, and Best Practices
• • Features:
• - Hands-On Labs
• - Real-World Scenarios
• - Interactive Q&A and Mock Tests
• - Certification Preparation
DAILY SCHEDULE

• • **Morning Session I (10:00 AM - 11:45 AM):** Theoretical


concepts and practical demonstrations
• • **11:45 AM - 12:00 PM:** Short Break
• • **Morning Session II (12:00 PM - 1:30 PM):** In-depth analysis
and hands-on practice
• • **1:30 PM - 2:30 PM:** Lunch Break
• • **Afternoon Session I (2:30 PM - 4:15 PM):** Advanced topics
and troubleshooting
• • **4:15 PM - 4:30 PM:** Refreshment Break
• • **Afternoon Session II (4:30 PM - 6:00 PM):** Wrap-up, Q&A, and
assignments
WEEK 1 TOPICS:
FUNDAMENTALS
• • **Day 1:**
• - Overview of Dynamics 365 CE
• - Deployment types and architecture
• • **Day 2:**
• - Installation steps and prerequisites
• - Configuring server roles
• • **Day 3:**
• - System environment setup
• - Hardware/software requirements
• • **Day 4:**
• - Security model overview
• - Business units, roles, and teams
• • **Day 5:**
• - User management and licenses
• - Troubleshooting access issues
WEEK 2 TOPICS:
CONFIGURATION AND
•
PROCESSES
• **Day 6:**
• - Introduction to solutions
• - Importing/exporting solutions
• • **Day 7:**
• - Entity creation and field customization
• - Setting up relationships and rollup fields
• • **Day 8:**
• - Customizing forms and views
• - Building dashboards and charts
• • **Day 9:**
• - Processes: workflows and business rules
• - Automating tasks and scenarios
• • **Day 10:**
• - Email configuration setup
• - Server-side synchronization
WEEK 3 TOPICS:
ADMINISTRATION AND
INTEGRATION
• • **Day 11:**

• - System auditing and monitoring tools

• - Configuring alerts and troubleshooting

• • **Day 12:**

• - Data import/export management

• - Duplicate detection and mapping

• • **Day 13:**

• - Backup strategies and recovery steps

• - Testing and restoring backups

• • **Day 14:**

• - Optimizing system performance

• - Identifying and resolving performance bottlenecks

• • **Day 15:**

• - FetchXML and custom reporting

• - SSRS report creation and Power BI integration


WEEK 4 TOPICS: ADVANCED
ADMINISTRATION
• • **Day 16:**

• - Power BI setup and integration

• - Embedding dashboards in Dynamics 365

• • **Day 17:**

• - Configuring SharePoint, Outlook, and Teams integrations

• - Managing API connections

• • **Day 18:**

• - Patching and updates

• - Applying service packs and patches

• • **Day 19:**

• - Hands-on project: Real-world administrative scenarios

• - Presentation and peer review

• • **Day 20:**

• - Final review of key topics

• - Certification preparation and mock exams


THANK YOU!

• For questions and resources, contact your


trainer.
• Let's make the most of this learning
experience!
MCT
Khalander.
Email:[email protected]

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