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Advanced Configuration of CRM Training Course

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June 19 @ 10:00 am - June 20 @ 4:00 pm



Cloud9 Insight Training delivers practical workshops on how to use and maintain Dynamics 365. Our Microsoft certified trainers are experienced and passionate about making CRM work for your business.
Cloud9 offer a wide range of online courses and open workshops to improve and expand upon your CRM knowledge beyond Advanced Configuration of CRM – see our course catalogue here.

Our courses are limited to 8 people so early booking is recommended.

Audience: This course is intended for Dynamics 365 users that are looking to extend their configuration skills, and either have some experience with configuring CRM or have completed the introduction to CRM configuration course. The course will be interactive giving delegates the chance to put in to practice the skills learnt. The mornings will cover theory and afternoons will be more practical, giving delegates the chance to put their skills in to practice.

Topics Covered:

Advanced Configuration

•Creating new Entities & understanding Relationships

•Sub-Grids (the ability to view related records)

•Advanced Configuration options

Configuring the Menu and Navigation

•Understanding the Sitemap

•Creating Apps

•Editing the look and feel via the Theme Edition


•Types of Automation and their uses

•Introduction to Business Rules

•Introduction to Workflows

•Business Process Flows

•Calculated Fields

•Rollup Fields

This is a 2 day interactive workshop at Cloud9 Insight Training’s HQ in Brighton.
The course follows the above agenda with exercises and assistance in developing your own system.
Delegates will receive bespoke designed material to accompany the course.

For more information, please get in touch via email at hello@cloud9insight.com or call us directly on 01273 921510.


June 19 @ 10:00 am
June 20 @ 4:00 pm


Cloud9 Insight


Cloud9 Insight
177 Preston Road
Brighton, BN1 6AG United Kingdom
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01273 921510