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Introduction to Dynamics 365 Business Units, Teams and Security Roles

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Introduction to Dynamics 365 Business Units, Teams and Security Roles Course

Aimed at introducing end users and new administrators who are required to have a basic concept of Business Units, Teams and Security Roles within Dynamics 365 in order to create and maintain an effective CRM system.

Course Overview 

This course focuses on introducing users to the basic concepts of creating and using Business Units, Teams and Security Roles within Microsoft Dynamics 365 Sales. Users will be introduced to these concepts as an introduction to creating and maintaining an effective CRM system through looking at the core concepts of the CRM management model. The course also looks at hierarchical relationships in terms of Account Ownership and Cascading Rules.

Duration: 2-3 hours

The topics this course covers are:

  • The main concepts behind the use of Business Units
  • The creation and use of Teams
  • When and how to use Security Roles
  • Account Ownership and Cascading Rules

Delivery options:

  • On site
  • Via Remote sessions
  • As LMS compliant SCORM files
  • ClickLearn source files
  • As a ClickLearn Portal

Languages: This course can be made available in alternative languages upon request.

Customisable: This course can be customised through the authoring service.

Assessment Methods:

  • Tasks and exercises
  • Quiz questions


  • SCORM Package and related media files for Learning Management System (LMS): £295.00
  • ClickLearn Learning Portal: £295.00
  • Instructor Led Training with supporting documentation: £295.00
  • ClickLearn Source Files: £595.00

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