Dynamics 365 Customer Engagement For Service Training Certification — Lesson 2: Configuration and Implementation Workflow

Topics Covered

• Configuration, customization, workflows, and automation
• Integration with Power Platform and Microsoft 365
• Testing, deployment, ALM, governance, and support
• Reporting, analytics, performance, and adoption
• Step-by-step implementation planning
• Configuration standards and reusable documentation
• Testing checkpoints and evidence collection

Practical Activity

Build a configuration or implementation worksheet, record assumptions, and define validation checkpoints.

• Document assumptions, selected features or services, and expected outcomes.
• Record validation evidence, risks, dependencies, and corrective actions.
• Summarize the decision in a reusable implementation or operations note.

Lesson Outcome

Learners can explain and apply the lesson topics within a realistic Microsoft Dynamics 365 scenario.