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Introduction to Dynamics 365 Data & Security Training Course

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July 17 @ 10:00 am - 4:00 pm



Introduction to Dynamics 365 Data & Security Training Course

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 – see our course catalogue here.

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

Audience: This course is aimed at new and existing CRM users who would like to understand the key data and security functionality of Dynamics 365. Typically, mornings will cover theory and afternoons will be more interactive, giving delegates the chance to put their new skills into practice.

Delegates are limited to 12 per session so early booking is recommended.

Introduction to Dynamics 365 Data & Security Training Course Topics Covered:

Data Import

  • Introduction to data import
  • Using the Wizard
  • Advanced techniques

Viewing and Exporting data

  • Advanced find
  • Exporting data

Dynamics 365 Security

  • Introduction to security
  • Types of security models
  • Security roles
  • Business Units and teams
  • Troubleshooting security

This is a 1 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 also 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.


Cloud9 Insight


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