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Duration 1 Days 6 CPD hours This course is intended for Students taking this course are database administrators or prospective database administrators who have experience working with Access for Microsoft 365 and need to learn advanced skills. Overview In this course, you will manage an Access database and add complex database features to improve its usability, efficiency, performance, and security. You will: Share data across applications. Use action, unmatched, and duplicate queries to manage data. Create complex reports and forms. Use macros to improve user interface design. Use VBA to extend database capabilities. Perform database management tasks such as backup, compacting, repairing, performance analysis, checking object dependencies, and documenting. Implement security strategies and distribute a database to multiple users. You've covered many of the basic functions of Microsoft© Access©, and now you're ready to learn advanced Access features such as database management, advanced form design, packaging a database, encrypting a database, preparing a database for multiple-user access, and more. Knowledge of these features separates database professionals from the casual database users or occasional designers.This course is the third part of a three-course series that covers the skills needed to perform basic database design and development in Access.Microsoft© Access© for Office 365?: Part 1 : Focuses on the design and construction of an Access database?viewing, navigating, searching, and entering data in a database, as well as basic relational database design and creating simple tables, queries, forms, and reports.Microsoft© Access© for Office 365?: Part 2 : Focuses on optimization of an Access database, including optimizing performance and normalizing data; data validation; usability; and advanced queries, forms, and reports.Microsoft© Access© for Office 365?: Part 3 (this course): Focuses on managing the database and supporting complex database designs, including import and export of data; using action queries to manage data; creating complex forms and reports; macros and Visual Basic for Applications (VBA); and tools and strategies to manage, distribute, and secure a database.This course may be a useful component in your preparation for the Microsoft Access Expert (Microsoft 365 Apps and Office 2019): Exam MO-500 certification exam. Lesson 1: Importing and Exporting Table Data Topic A: Import and Link Data Topic B: Export Data Topic C: Create a Mail Merge Lesson 2: Using Queries to Manage Data Topic A: Create Action Queries Topic B: Create Unmatched and Duplicate Queries Lesson 3: Creating Complex Reports and Forms Topic A: Create Subreports Topic B: Create a Navigation Form Topic C: Show Details in Subforms and Popup Forms Lesson 4: Creating Access Macros Topic A: Create a Standalone Macro to Automate Repetitive Tasks Topic B: Create a Macro to Program a User Interface Component Topic C: Filter Records by Using a Condition Topic D: Create a Data Macro Lesson 5: Using VBA to Extend Database Capabilities Topic A: Introduction to VBA Topic B: Use VBA with Form Controls Lesson 6: Managing a Database Topic A: Back Up a Database Topic B: Manage Performance Issues Topic C: Document a Database Lesson 7: Distributing and Securing a Database Topic A: Split a Database for Multiple-User Access Topic B: Implement Security Topic C: Convert an Access Database to an ACCDE File Topic D: Package a Database with a Digital Signature

Duration 1 Days 6 CPD hours This course is intended for This course is intended for both novice and experienced IT professionals, Network Administrators new to Active Directory, Help Desk Personnel, Network Support Personal, Desktop Support Personal, Managers that oversee IT personnel, Developers that create products that interact with Active Directory and Exchange Administrators. Overview At Course Completion you will Understand the industry standards used in Active Directory and their importance. Recognize the functionality of Domain Controllers and Active Directory Replication mechanisms. Understand Forest, Domain and OU structure. Recognize and understand the role of Active Directory Sites. Skills needed to determine Domain Controller Server versions, Forest and Domain Functional levels. Describe authentication Mechanisms in Active Directory NTLM and Kerberos. Optimize and maintain Group Policy Objects (GPO) used in Active Directory. Understand the functioning of Active Directory Partitions and the Global Catalog. Fundamental understanding of using Active Directory with Cloud Services like Federation Services and Azure. This one-day instructor-led class is intended for IT professionals and IT managers who work with Active Directory or supervise IT professionals that work with Active Directory. Additionally, IT professionals that work with products that integrate with Active Directory such as Exchange can also benefit. In this course, students learn how and why Active Directory was developed by Microsoft, the fundamental architecture, basic design, management, as well as security and fundamentals for cloud integration with services like Azure. Module 1: Principles of Active Directory Development of Active Directory What is X.500 LDAP Active Directory Architecture NTLM and Kerberos Managing operating systems with GPOs, Workplace Join and InTune Active Directory Groups: Domain Local, Global and Universal Using and Managing Active Directory Domain Controllers Forest and Domain Functional Levels Introduction to Active Directory Partitions and the Global Catalog Basic Forest Structure and Design Basic Domain Structure and Design Basic OU Structure and Design Module 2: Fundamentals of WAN management with Active Directory Understanding AD Sites and WAN Traffic Management Basic AD Sites and Logon Traffic Introduction to AD Sites and Replication Traffic Bridgehead Servers and Site Link Objects Site Aware Applications Module 3: Introduction to Active Directory Group Policy Objects Introduction to Group Policy Administrative Templates Fundamental Concepts of GPO Scripts Introduction to Creating and Using GPOs Principles of Managing Multiple GPOs Block, Enforce and Inheritance GPOs and Active Directory Versions Introduction to Controlling and Installing Software with GPOs, SRP and App Locker Module 4: Principles of Active Directory Integration Active Directory and ?The Cloud? User Principle Names, Authentication and Active Directory Federated Services Conclusion, Additional Resources, Labs and Exercises Additional course details: Nexus Humans 55152AC Fundamentals of Active Directory training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the 55152AC Fundamentals of Active Directory course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Duration 4 Days 24 CPD hours This course is intended for This course is aimed at IT professionals who support Windows 11 desktops, devices, users, and associated network and security resources. The secondary audience for this course is Desktop/Device Support Technicians (DSTs) who provide Tier 2 support to users with computers that are running the Windows 11 operating system (OS) in a on-premises environment. Overview After completing this course, you will be able to: Install and configure Windows 11 desktops and devices in a Windows Server domain corporate environment Install and customize Windows 11 operating systems and apps Configure local and remote network connectivity and storage Configure data security, device security, and network security Maintain, update, and recover Windows 11. This is a 4-day ILT course designed to provide you with the knowledge and skills required to install and configure Windows 11 desktops and devices in an on-premises Windows Server Active Directory domain environment. Module 1: Installing Windows 11 Introducing Windows 11 Installing Windows 11 Module 2: Upgrading and updating Windows 11 Upgrading to Windows 11 Migrating user state Managing Windows 11 updates Module 3: Configuring Windows 11 devices Local configuration tools in Windows 11 Using Windows Admin Center Using Windows PowerShell Implementing Remote Management Module 4: Configuring network connectivity Configuring network connectivity Implementing name resolution Implementing remote access Module 5: Managing storage Overview of storage options Managing local storage Managing Storage Spaces Module 6: Managing resources Configuring and managing file access Configuring and managing shared folders Implementing Work Folders Managing printers Module 7: Managing apps in Windows 11 Deploying apps Managing access to the Microsoft Store Configuring Microsoft Edge Module 8: Implementing and managing security Managing user and group accounts Configuring User Account Control Implementing BitLocker Implementing Windows 11 security features Securing against network threats Module 9: Monitoring Windows 11 Monitoring Windows 11 Optimizing Windows 11 performance Module 10: Troubleshooting Windows 11 Managing Windows 11 startup Recovering Windows 11 Managing devices and drivers Understanding the registry Recovering files

Duration 2 Days 12 CPD hours This course is intended for The audience for this course is data professionals and data architects who want to learn about migrating data platform technologies that exist on Microsoft Azure and how existing SQL based workloads can be migrated and modernized. The secondary audience for this course is individuals who manage data platforms or develop applications that deliver content from the existing data platform technologies. Overview Understand Data Platform Modernization Choose the right tools for Data Migration Migrate SQL Workloads to Azure Virtual Machines Migrate SQL Workloads to Azure SQL Databases Migrate SQL Workloads to Azure SQL Database Managed Instance In this course, the students will explore the objectives of data platform modernization and how it is suitable for given business requirements. They will also explore each stage of the data platform modernization process and define what tasks are involved at each stage, such as the assessment and planning phase. Students will also learn the available migration tools and how they are suitable for each stage of the data migration process. The student will learn how to migrate to the three target platforms for SQL based workloads; Azure Virtual Machines, Azure SQL Databases and Azure SQL Database Managed Instances. The student will learn the benefits and limitations of each target platform and how they can be used to fulfil both business and technical requirements for modern SQL workloads. The student will explore the changes that may need to be made to existing SQL based applications, so that they can make best use of modern data platforms in Azure. Introducing Data Platform Modernization Understand Data Platform Modernization Understanding the stages of migration Data Migration Paths Choose the right tools for Data Migration Discover the Database Migration Guide Build your data estate inventory using Map Toolkit Identify Migration candidates using Data Migration Assistant Evaluate a Data workload using Database Experimentation Assistant Data Migration using Azure Database Migration Service Migrate non-SQL Server workloads to Azure using SQL Migration Assistant Migrating SQL Workloads to Azure Virtual Machines Considerations of SQL Server to Azure VM Migrations SQL Workloads to Azure VM Migration Options Implementing High Availability and Disaster Recovery Scenarios Migrate SQL Workloads to Azure SQL Databases Choose the right SQL Server Instance option in Azure Migrate SQL Server to Azure SQL DB offline Migrate SQL Server to Azure SQL DB online Load and Move data to Azure SQL Database Migrate SQL Workloads to Azure SQL Database Managed Instance Evaluate migration scenarios to SQL Database Managed Instance Migrate to SQL Database Managed instance Load and Move data to SQL Database Managed instance Application Configuration and Optimization

Duration 2 Days 12 CPD hours This course is intended for This course is designed for students wishing to gain intermediate-level skills or individuals whose job responsibilities include constructing relational databases and developing tables, queries, forms, and reports in Microsoft Access for Office 365. Overview In this course, you will optimize an Access database. You will: Provide input validation features to promote the entry of quality data into a database. Organize a database for efficiency and performance, and to maintain data integrity. Improve the usability of Access tables. Create advanced queries to join and summarize data. Use advanced formatting and controls to improve form presentation. Use advanced formatting and calculated fields to improve reports. In this course, you will expand your knowledge of relational database design; promote quality input from users; improve database efficiency and promote data integrity; and implement advanced features in tables, queries, forms, and reports. Extending your knowledge of Access will result in a robust, functional database for your users.This course covers Microsoft Office Specialist Program exam objectives to help you prepare for the Access Expert (Office 365 and Office 2019): Exam MO-500 certification. Improving Table Usability Topic A: Create Lookups Within a Table Topic B: Work with Subdatasheets Creating Advanced Queries Topic A: Create Query Joins Topic B: Create Subqueries Topic C: Summarize Data Improving Form Presentation Topic A: Apply Conditional Formatting Topic B: Create Tab Pages with Subforms and Other Controls Creating Advanced Reports Topic A: Apply Advanced Formatting to a Report Topic B: Add a Calculated Field to a Report Topic C: Control Pagination and Print Quality Topic D: Add a Chart to a Report Importing and Exporting Table Data Topic A: Import and Link Data Topic B: Export Data Topic C: Create a Mail Merge Using Queries to Manage Data Topic A: Create Action Queries Topic B: Create Unmatched and Duplicate Queries Creating Complex Reports and Forms Topic A: Create Subreports Topic B: Create a Navigation Form Topic C: Show Details in Subforms and Popup Forms Creating Access Macros Topic A: Create a Standalone Macro to Automate Repetitive Tasks Topic B: Create a Macro to Program a User Interface Component Topic C: Filter Records by Using a Condition Topic D: Create a Data Macro Using VBA to Extend Database Capabilities Topic A: Introduction to VBA Topic B: Using VBA with Form Controls Managing a Database Topic A: Back Up a Database Topic B: Manage Performance Issues Topic C: Document a Database Distributing and Securing a Database Topic A: Split a Database for Multiple-User Access Topic B: Implement Security Topic C: Convert an Access Database to an ACCDE File Topic D: Package a Database with a Digital Signature

Duration 5 Days 30 CPD hours This course is intended for The Messaging Administrator deploys, configures, manages, and troubleshoots recipients, permissions, mail protection, mail flow, and public folders in both on-premises and cloud enterprise environments. Responsibilities include managing message hygiene, messaging infrastructure, and hybrid configuration and migration. To implement a secure hybrid topology that meets the business needs of a modern organization, the Messaging Administrator must collaborate with the Security Administrator and Microsoft 365 Enterprise Administrator. The Messaging Administrator should have a working knowledge of authentication types, licensing, and integration with Microsoft 365 applications. Overview After completing this course, students will be able to: Configure and manage the transport pipeline Manage and troubleshoot mail flow and transport issues Manage message hygiene and compliance Manage authentication for messaging Configure organizational settings and sharing Manage mobile devices Manage role-based permissions Create and manage recipient objects and resources Plan, implement, and troubleshoot public folders Plan a hybrid environment Perform mailbox migrations Deploy and troubleshoot a hybrid environment This course examines the key elements of Microsoft 365 messaging administration, including message transport and mail flow, messaging security, hygiene, and compliance, messaging infrastructure, and hybrid messaging. This course is designed for IT Professionals who deploy and manage the messaging infrastructure for Microsoft 365 in their organization. Managing the Transport Pipeline Overview of Transport Services Configuring Message Transport Managing Transport Rules Managing and Troubleshooting Mail Flow Managing Mail Flow Troubleshooting Mail Flow Troubleshooting Transport Issues Troubleshooting with Logs Managing Message Hygiene Planning for Message Hygiene Managing Anti-Malware and Anti-Spam Policies Managing Advanced Threat Protection Managing Compliance Messaging Compliance in the SCC Messaging Compliance in Exchange Managing Exchange Online Archiving and Auditing Managing Content Search Managing Organizational Settings Managing Authentication for Messaging Configuring Organizational Settings Configuring Organizational Sharing Managing Mobile Devices Mobile Device Mailbox Policies Managing Mobile Device Access Managing Role-Based Permissions Managing Admin Roles Managing User Roles Exchange Setup - RBAC and AD Split Permission Managing Recipient Objects and Resources Exchange Recipients Creating and Managing Exchange Recipients Managing Email Addresses, Lists, and Resources Managing Public Folders Planning the Public Folder Hierarchy Implementing and Managing Public Folders Troubleshooting Public Folders Planning a Hybrid Environment Exchange Hybrid Deployment Requirements Planning to Run the Hybrid Configuration Wizard Performing Mailbox Migrations Planning Mailbox Migrations Performing IMAP Migrations Performing Cutover and Staged Migrations Performing Advanced Migrations Deploying and Troubleshooting a Hybrid Environment Deploying and Managing an Edge Transport Server Configuring a Hybrid Deployment using the HCW Implementing Advanced Hybrid Functionality Troubleshooting Hybrid Deployments

Duration 1 Days 6 CPD hours This course is intended for This course is designed for students looking to establish a foundational understanding of Access, including the skills necessary to create a new database, construct data tables, design forms and reports, and create queries. Overview In this course, you will create and manage an Access database. You will: Navigate within the Access application environment, create a simple database, and customize Access configuration options. Organize and manage data stored within Access tables. Use queries to join, sort, and filter data from different tables. Use forms to make it easier to view, access, and input data. Create and format custom reports. Data is everywhere. Most job roles today involve some form of data management. Virtually everyone is affected in some way by the need to manage data. A relational database application such as Microsoft© Access© can help you and your organization with this task. This course is the first part of a three-course series that covers the skills needed to perform database design and development in Access. Microsoft© Access© for Office 365?: Part 1 (this course): Focuses on the design and construction of an Access database?viewing, navigating, searching, and entering data in a database, as well as basic relational database design and creating simple tables, queries, forms, and reports. Microsoft© Access© for Office 365?: Part 2 : Focuses on optimization of an Access database, including optimizing performance and normalizing data, data validation, usability, and advanced queries, forms, and reports. Microsoft© Access© for Office 365?: Part 3 : Focuses on managing the database and supporting complex database designs, including import and export of data, using action queries to manage data, creating complex forms and reports, macros and VBA, and tools and strategies to manage, distribute, and secure a database. This course may be a useful component in your preparation for the Microsoft Access Expert (Microsoft 365 Apps and Office 2019): Exam MO-500 certification exam. Lesson 1: Working with an Access Database Topic A: Launch Access and Open a Database Topic B: Use Tables to Store Data Topic C: Use Queries to Combine, Find, Filter, and Sort Data Topic D: Use Forms to View, Add, and Update Data Topic E: Use Reports to Present Data Topic F: Get Help and Configure Options in Access Lesson 2: Creating Tables Topic A: Plan an Access Database Topic B: Start a New Access Database Topic C: Create a New Table Topic D: Establish Table Relationships Lesson 3: Creating Queries Topic A: Create Basic Queries Topic B: Add Calculated Columns in a Query Topic C: Sort and Filter Data in a Query Lesson 4: Creating Forms Topic A: Start a New Form Topic B: Enhance a Form Lesson 5: Creating Reports Topic A: Start a New Report Topic B: Enhance Report Layout Additional course details: Nexus Humans Microsoft Access for Office 365: Part 1 training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Microsoft Access for Office 365: Part 1 course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Duration 5 Days 30 CPD hours This course is intended for The audience for this course includes enterprise-level messaging administrators on Exchange Server. IT generalists and helpdesk professionals who want to learn about Exchange Server may also take this course. Students taking this course are expected to have at least two years of experience working in the IT field-typically in the areas of Windows Server administration, network administration, helpdesk, or system administration. They are also expected to have some experience with Exchange Server concepts but previous experience managing Exchange Server is not a requirement. Overview After completing this course, students will be able to: Deploy Exchange Server. Plan and configure storage for Exchange Server. Create and manage various recipient objects in Exchange Server. Perform recipient management and Exchange server management tasks by using Exchange Server cmdlets. Deploy Client Access services in Exchange Server. Manage high availability in Exchange Server. Implement disaster recovery for Exchange Server. Configure and manage message transport in Exchange Server. Configure message security in Exchange Server. Monitor and troubleshoot Exchange Server. Configure Exchange Server role-based access control permissions and configure audit logging for both administrators and users. Implement and manage integration with Exchange Online. This course teaches IT professionals how to administer and support Exchange Server. The course covers how install and configure Exchange Server. It also covers how to manage mail recipients and public folders, including how to perform bulk operations by using Exchange Management Shell. In addition, the course covers how to manage client connectivity, message transport and hygiene, and highly available Exchange Server deployments. It also covers how to implement disaster recovery solutions. Finally, the course covers how to maintain and monitor an Exchange Server deployment and how to administer Exchange Online in a Office 365 deployment. Deploying Microsoft Exchange Server 2016 Overview of Exchange Server Exchange Server architecture Requirements for Exchange Server Deploying Exchange Server Exchange Server Exchange Server Management Tools Lab : Deploying Exchange Server Managing Exchange Server 2016 storage Exchange Server mailbox databases Exchange Server storage Configuring Exchange Server mailbox databases and storage Lab : Configuring Exchange Server storage Managing recipient objects Managing user mailboxes Managing other types of mailboxes Managing other recipients objects Configuring policies and address lists Lab : Managing recipient objects Lab : Configuring address lists and policies Managing recipients and Exchange servers by using Exchange Server cmdlets Overview of the Exchange Management Shell Managing Exchange Servers by using Exchange Management Shell cmdlets Managing Exchange servers by using scripts Lab : Managing Exchange Server and recipient objects by using Exchange Management Shell Implementing client connectivity Configuring client access services Managing client access services Client connectivity in Exchange Server Configuring Outlook on the web Configuring mobile messaging Lab : Configuring client access services Lab : Deploying and configuring client access services on Exchange Server Managing high availability in Exchange Server High availability on Exchange Server Configuring highly available mailbox databases Configuring high availability of Client Access services Lab : Implementing DAGs Lab : Implementing and testing high availability Implementing disaster recovery for Exchange Server Implementing Exchange Server backup Implementing Exchange Server recovery Lab : Backing up Exchange Server data Lab : Restoring Exchange Server data Configuring and managing message transport Overview of message transport Configuring message transport Managing transport rules Lab : Configuring and managing message transport Configuring message security Deploying and managing an Edge Transport server for message security Implementing an antivirus solution for Exchange Server Implementing an antispam solution for Exchange Server Lab : Configuring message security in Exchange Server Monitoring and troubleshooting Exchange Server Monitoring Exchange Server Troubleshooting Exchange Server Lab : Monitoring and troubleshooting Exchange Server Securing and maintaining Exchange Server Securing Exchange Server by using RBAC Configuring audit logging in Exchange Server Maintaining Exchange Server Lab : Securing and maintaining Exchange Server Implementing and managing Exchange Online deployments Overview of Exchange Online and Office 365 Managing Exchange Online Implementing the migration to Exchange Online Managing a hybrid environment Lab : Managing Exchange Online Additional course details: Nexus Humans 20345-1 Administering Microsoft Exchange Server 2016/2019 training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the 20345-1 Administering Microsoft Exchange Server 2016/2019 course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Duration 4 Days 24 CPD hours This course is intended for Candidates should be familiar with Dynamics 365 Customer Insights and have firsthand experience with one or more additional Dynamics 365 apps, Power Query, Microsoft Dataverse, Common Data Model, and Microsoft Power Platform. They should also have working knowledge of practices related to privacy, compliance, consent, security, responsible AI, and data retention policy. Overview After completing this course, you will be able to: Clean, transform, and ingest data into Dynamics 365 Customer Insights Create a unified customer profile Work with Dynamics 365 Audience insights Enrich data and predictions Set up and manage external connections Administer and monitor Customer Insights Customer Data Platform specialists implement solutions that provide insight into customer profiles and that track engagement activities to help improve customer experiences and increase customer retention. In this course, students will learn about the Dynamics 365 Customer Insights solution, including how to unify customer data with prebuilt connectors, predict customer intent with rich segmentation, and maintain control of customer data. This specialty course starts with creating a unified profile and then working with customer data. Module 1: Get started with Dynamics 365 Customer Insights Introduction to the customer data platform Administer Dynamics 365 Customer Insights Explore user permissions in Dynamics 365 Customer Insights Module 2: Ingest data into Dynamics 365 Customer Insights Import and transform data Connect to data sources Work with data Module 3: Create a unified customer profile in Dynamics 365 Customer Insights Map data Match data Merge data Find customers Module 4: Work with Dynamics 365 Customer Insights Explore Audience insights Define relationships and activities Work with measures Work with segments Module 5: Enrich data and predictions with Audience insights Enrich data Use predictions Use machine learning models Module 6: Manage external connections with Customer Data Platform Export Customer Insights data Use Customer Insights with Microsoft Power Platform Display Customer Insights data in Dynamics 365 apps More ways to extend Customer Insights

Duration 3 Days 18 CPD hours This course is intended for Students receive comprehensive Microsoft Dynamics exam preparation, becoming familiarized with the Dynamics CRM customization and configuration tools. Aspirants also learn to leverage the platform tools to create custom objects, automate tasks, modify user interface, and perform other such customizations. Overview Configure the Dynamics CRM settingsConfigure different entities and fieldsImplement entity relationships, custom actions, workflows, and dialogsIdentify scenarios for utilizing multiple forms, and design considerations for chartsSet default share views and public views, and configure and manage dashboardsIdentify role-based business processesIdentify and manage business requirements and teams This course explains everything you need to know about customizing and configuring the Dynamics CRM 365 system in accordance with a company?s specific requirements. Introduction to Customization and Configuring Dynamics CRM Talent and Course Introduction Module Overview CRM Overview What is Dynamics Customization and Configuration? CRM Architecture Customization Methodology Module review Obtaining a Dynamics CRM Trial TEST YOUR KNOWLEDGE MODULE 1' Manage Microsoft Dynamics CRM Online Subscriptions Module Overview Configuring CRM Overview of CRM Security User Administration Mailboxes Teams CRM Security Model Module Overview Purpose of the CCRM Security Model Privileges Access Levels Security Roles Hierarchy Security Hierarchy Types Module review Introduction to Solutions Module Overview Solutions Overview Solution Detail Creating and Working with Solutions Working with Solution Assets Exporting Solutions Importing Solutions Module review Entity and Field Customization Module Overview Types Entities Entity Ownership Entity Properties System vs Custom Entities Custom Entities and Security Roles Overview of Fields Field Properties Module review Additional Field Customization Module Overview Creating Fields to Meet Client Needs Calculated Fields Rollup Fields CRM Option Sets Alternate Keys Field Level Security State and Status Reason Transitions Module Review Configure mobile devices Module Overview Types of Relationships How and where they are created Many to Many Relationships Hierarchical Data Entity Mapping Connection and Connection Roles Module Review Customizing Forms Module Overview Form types Qualities of a good form Building a Form Specialized Form Components Access Teams and Sub Grids Working with Navigation Additional Form Types Multiple Forms Form customizations and Mobile Clients Module Review Business Rules Module Overview Business Rules Business Rule Scope Trigger Rules Condition and Actions Else Conditions and Actions Occur When Conditions Are True Module review Views and Visualizations Module Overview Using Views View Customization System View Types Quick Find Customization Charts Customizing Dashboard Themes Module Review Introduction to Processes Module Overview Processes and Automation Workflow Basics Module review Business Process Flows What are CRM Business Process Flows Enabling Business Process Flows Steps Stages and Categories Conditional Branching Module Review Bringing it all Together Module Overview Review of Customization Topics Covered Senario Packaging in a Solution Module review