Dynamics 365 Security and Compliance Professional Training Course

Dynamics 365 Security and Compliance Professional Training Course

Introduction

In the age of digital transformation and cloud adoption, safeguarding sensitive data and ensuring regulatory compliance are no longer optional they are critical business imperatives. The Microsoft Dynamics 365 platform, a vital component of the modern enterprise ecosystem, houses mission-critical data, making its security a top priority. Dynamics 365 Security and Compliance Professional Training Course is designed to equip IT professionals with the advanced security architecture and data governance expertise necessary to build a Zero Trust security model. Participants will gain hands-on experience in configuring and managing robust security features, mitigating insider risk, and automating compliance reporting, thereby protecting their organization’s data integrity and minimizing cybersecurity exposure in a highly regulated landscape.

This course focuses specifically on transforming IT administrators and security analysts into certified experts in Dynamics 365 security and Microsoft compliance, addressing the complex intersection of business applications and global data privacy laws like GDPR, HIPAA, and CCPA. By mastering role-based access control (RBAC), Data Loss Prevention (DLP), eDiscovery, and Information Governance, learners will be empowered to enforce least privilege access, manage the entire data lifecycle, and establish an auditable security posture. The application of real-world case studies and hands-on labs ensures a practical, skill-focused learning outcome, certifying the ability to design, implement, and maintain a secure and compliant Dynamics 365 environment.

Course Duration

5 days

Course Objectives

1. Mastering Zero Trust Architecture principles within the Dynamics 365 ecosystem.
2. Implementing Granular Access Control using Security Roles and Business Units.
3. Designing and enforcing Data Loss Prevention (DLP) policies across Power Platform and Dynamics 365.
4. Configuring and managing Microsoft Purview Information Protection (MPIP) with Sensitivity Labels.
5. Executing comprehensive eDiscovery and Content Search for legal and regulatory requests.
6. Establishing effective Information Governance and Data Lifecycle Management with retention policies.
7. Analyzing and remediating Insider Risk Management violations and suspicious activities.
8. Utilizing Microsoft Entra ID (Azure AD) for advanced Conditional Access and MFA.
9. Performing Security Auditing and reporting using the Compliance Manager and Secure Score.
10. Ensuring Global Regulatory Compliance within the Dynamics 365 platform.
11. Implementing Privileged Identity Management (PIM) for Just-in-Time (JIT) access.
12. Securing Integrations and Extensions to prevent data leakage in a custom environment.
13. Developing an Incident Response playbook for Dynamics 365 security breaches.

Target Audience

1. Dynamics 365 System Administrators
2. IT Security Analysts / Cybersecurity Professionals
3. Compliance Officers / Risk Managers
4. Information Protection Administrators (SC-400 / SC-900 focus)
5. Solution Architects and Technical Consultants
6. Internal Auditors and Data Governance Leads
7. Data Protection Officers (DPOs)
8. Power Platform Administrators

Course Modules

Module 1: Foundational Dynamics 365 Security Model

• Understanding the Shared Responsibility Model in a SaaS environment.
• Implementing Role-Based Access Control and Security Roles best practices.
• Configuring Business Units and Hierarchical Security for data isolation.
• Case Study: Restructuring Security Roles to resolve a complex Segregation of Duties (SoD) conflict in D365 Finance.
• Best practices for securing Dynamics 365 environments and Power Platform.

Module 2: Identity & Access Management with Entra ID

• Implementing Conditional Access policies for secure application access.
• Enforcing Multi-Factor Authentication (MFA) and identity protection.
• Configuring Privileged Identity Management for Just-in-Time access to admin roles.
• Case Study: Mitigating a Brute-Force Attack on a D365 endpoint using adaptive Conditional Access.
• Managing external and guest user access (B2B) in Dynamics 365.

Module 3: Information Protection and Data Classification

• Introduction to Microsoft Purview Information Protection (MPIP).
• Creating and auto-applying Sensitivity Labels for data classification.
• Securing data at rest and in transit with encryption methods.
• Case Study: Implementing Labeling for PCI-DSS data in D365 Sales records to prevent sharing.
• Leveraging Trainable Classifiers and Sensitive Information Types (SITs).

Module 4: Data Loss Prevention (DLP) for Dynamics 365

• Designing and implementing DLP Policies for Dynamics 365 apps and Dataverse.
• Monitoring and managing DLP alerts and false positives.
• Integrating DLP with Microsoft Cloud App Security / Defender for Cloud Apps.
• Case Study: Blocking Unapproved Export of customer PII from D365 Customer Service to a personal SharePoint site.
• Configuring policies for endpoint DLP on devices accessing D365 data.

Module 5: Information Governance and Data Lifecycle

• Implementing Retention Policies and Retention Labels for data governance.
• Managing the Records Management lifecycle in Dynamics 365.
• Ensuring WORM compliance for regulatory required data.
• Case Study: Automating the seven-year retention and defensible disposal of closed project data as required by SOX.
• Strategies for managing archiving and data purge.

Module 6: eDiscovery and Audit Logging

• Conducting Advanced eDiscovery cases and holds for legal action.
• Performing targeted Content Searches across Dynamics 365 and related workloads.
• Configuring and analyzing the Unified Audit Log for forensic investigation.
• Case Study: Investigating an Internal Fraud case by tracing user activity in D365 Finance and Operations through the audit log.
• Setting up Compliance Boundaries for eDiscovery.

Module 7: Insider Risk and Communication Compliance

• Understanding and configuring Insider Risk Management policies.
• Detecting and managing data theft and malicious activity by employees.
• Implementing Communication Compliance for ethical and regulatory monitoring.
• Case Study: Addressing a violation of the Code of Conduct reported via a Communication Compliance alert regarding confidential client discussions.
• Developing an action plan for high-risk users.

Module 8: Compliance Posture and Reporting

• Using Compliance Manager to simplify complex regulatory assessments
• Improving the organizational Microsoft Secure Score for Dynamics 365.
• Automating compliance reporting and producing audit evidence.
• Case Study: Preparing for an External Compliance Audit by demonstrating controls mapped in Compliance Manager for GDPR.
• Best practices for continuous monitoring and compliance maintenance.

Training Methodology

This course employs a participatory and hands-on approach to ensure practical learning, including:

• Interactive lectures and presentations.
• Group discussions and brainstorming sessions.
• Hands-on exercises using real-world datasets.
• Role-playing and scenario-based simulations.
• Analysis of case studies to bridge theory and practice.
• Peer-to-peer learning and networking.
• Expert-led Q&A sessions.
• Continuous feedback and personalized guidance.

Register as a group from 3 participants for a Discount

Send us an email: info@datastatresearch.org or call +254724527104 

Certification

Upon successful completion of this training, participants will be issued with a globally- recognized certificate.

Tailor-Made Course

 We also offer tailor-made courses based on your needs.

Key Notes

a. The participant must be conversant with English.

b. Upon completion of training the participant will be issued with an Authorized Training Certificate

c. Course duration is flexible and the contents can be modified to fit any number of days.

d. The course fee includes facilitation training materials, 2 coffee breaks, buffet lunch and A Certificate upon successful completion of Training.

e. One-year post-training support Consultation and Coaching provided after the course.

f. Payment should be done at least a week before commence of the training, to DATASTAT CONSULTANCY LTD account, as indicated in the invoice so as to enable us prepare better for you.