Training and Implementation

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Posted on by MajidX

We want to implement MS Dynamics Sales Enterprise and Marketing so I need to learn how to configure and setup. Can you tell me if there is a good resources to learn with or maybe even a walkthrough?

What would you say the basic fundamentals I would need to be aware of before clicking on anything please? I am a complete novice with Dynamics 365.

Thanks

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edmunch Microsoft Employee on at

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Have you looked at our Microsoft learning site for Sales? Let me know if this is what you are looking for.

https://learn.microsoft.com/en-us/dynamics365/sales/help-hub
EmmRoHe 10 User Group Leader on at

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Hi MajidX, maybe you should read the documentation official at learn.microsoft.com/.../ and online at learn.microsoft.com/.../mb-910 and learn.microsoft.com/.../
MajidX 20 on at

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I have and have done the fundamentals course but I want a deeper understanding for example if I wanted to customise the setup and add my own tables and relationships.
CRMJetty 3,514 on at

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Hi MajidX ,

Here's some references for Sales and Marketing:

Sales:
https://learn.microsoft.com/en-us/dynamics365/sales/help-hub
https://learn.microsoft.com/en-us/training/modules/configure-dynamics-365-sales/

Marketing:
https://learn.microsoft.com/en-us/dynamics365/marketing/purchase-setup
https://learn.microsoft.com/en-us/training/paths/get-started-with-marketing/

Refer below links to customize entities and other components:
https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/customize-entities-relationships-fields?view=op-9-1
https://www.marksgroup.net/blog/dynamics-365-try-the-new-way-to-customize-the-system/

I hope it helps,

Thanks.

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Portal.
MajidX 20 on at

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Ty, JZK very helpful
Emilia06 72 on at

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Power Objects has very good training classes also.

Education | PowerObjects (hcltech.com)
manojd 1,397 on at

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you can use below URL

learn.microsoft.com/.../get-started

for more details free to contact us
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CU27011421-0 86 on at

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If you're starting fresh with Dynamics 365 Sales + Marketing, don’t jump straight into configuration. A lot of issues come from skipping fundamentals.

Start with this order:

Understand the data model

Learn core entities like Leads, Accounts, Contacts, Opportunities. This is the foundation.

Security & roles

Set up users, business units, and security roles early. Fixing this later is painful.

Basic Sales process

Configure lead → opportunity → quote → order flow. Keep it simple first.

Forms & views

Customize only what’s necessary. Avoid over-customizing early.

Automation

Use Power Automate / workflows for simple tasks (lead assignment, notifications).

Marketing basics

Start with segments, email journeys, and forms. Don’t overcomplicate journeys initially.

Good learning resources:

Microsoft Learn (best starting point, structured and free)

Trial environment / sandbox (learn by doing)

YouTube walkthroughs for real UI scenarios

Big tip:

Don’t try to build the “final system” on day one. Start with a basic working flow, test with users, then iterate.

That approach saves a lot of rework later.