Dynamics 365 CRM Admin Training

Duration
1/2 Day (10:00 - 13:00 GTM)
Cost
FREE
Location
Virtual Classroom
Dates
See course booking form below
Course Overview

This course gives you the basics you need to manage and maintain Dynamics 365 CRM. The course is designed for System Admins and System Customisers only. You’ll learn how to control access with security roles, teams, and business units, and how to set up views and dashboards for users. By the end, you’ll be ready to handle key admin tasks and keep your CRM organised, secure, and simple to use.

This session will be delivered in a webinar format, so no virtual machines are required. Attendees can simply join the session and follow along with the demonstrations.

To ensure fair access to our free training courses, we limit attendance to 2 people per company per course. You are welcome to register additional attendees, and if spaces become available, we will contact you to offer any extra places. If you have questions, contact us at: Digitaltraining@node4.co.uk

Agenda

10:00 Welcome & Introduction

10:15 Security

11:00 Dashboards

11:00 Teams

11:00 Roles

11:00 Views

11:00 Business Units

13:00 Summary & Questions

View available dates and book a place here:

1. Select Type Not sure what NAV type you have

CRM

2. Select a location:

Virtual Classroom

3. Select a date:Select location to view available dates...

19 Mar 2026 - 19 Mar 2026