Description

Duration

3 Days

18 CPD hours

This course is intended for

This course is intended for Information workers, IT Professionals and Developers. Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM.

Overview

Understand the features and tools that exist in Microsoft Dynamics 365 for Customizers
Be aware of integrating complimenting Microsoft products such as SharePoint, Skpe for Business and Exchange
Undertake and carry out the initial setup and configuration required in a Microsoft Dynamics 365 deployment
Design and configure a comprehensive Security model using the inbuilt tools in Microsoft Dynamics 365
Customize the Dynamics 365 schema by creating custom Entities, Fields and Relationships
Design custom Information Forms, Quick View Forms, Quick Create Forms and System Views
Create System Charts, Dashboards and Interactive Experience Dashboards
Create and manage Business Rules using the Business Rule Designer
Plan, design and implement best practice Workflow, Business Process Flows and Custom Actions
Be able to apply best practice methodology using Unmanaged and Managed Solutions to deploy Microsoft Dynamics 365 customizations and patches

This course provides students with a detailed hands-on experience of setting up, customizing, configuring and maintaining the CRM components of Microsoft Dynamics 365. Attendees of this course will gain an in-depth understanding of the Dynamics 365 security model, learn how to customize the Dynamics 365 framework, create and maintain powerful workflows and business process flows and use solutions to package and deploy customizations across multiple Dynamics 365 environments. The course applies to both Business and Enterprise Editions of Dynamics 365 as well as Online and On-premise deployments.

Introduction

Getting familiar with the versions of Microsoft Dynamics CRM\365

Get acquainted with the Dynamics 365 framework

Review the Dynamics 365 interfaces, devices and apps

Understand the tools for Dynamics 365 customizers

A brief overview of Solutions

Understand the differences between Dynamics 365 organisations and environments

Review further reading and resources

Set up the lab environment - Acme Enterprises Event Management Solution

Initial Setup and Configuration

An introduction to Dynamics 365 online setup

An introduction to Dynamics 365 on premise setup

Review the System Settings area

Understand how to configure Auto Save Settings

Understand how to configure Format Settings

Understand how to configure Email Settings

Understand how to configure Skype Integration

Understand how to configure SharePoint Integration

Security

Design and configure Business Units

Configure Security Roles

Manage Users and Teams

Implement Access Teams

Configure Hierarchy Security

Creating and Managing Entities

Introduction to the Dynamics 365 schema

Review the different Entity Types

Create new Custom Entities

Managing Entity Ownership

Managing Entity Properties

Custom Entity Security

Review Entities and Solutions

Customizing Fields

Introduction to Field Customization

Understand the different Field Types

Review Field Formats

Create a new Field

Review Fields and Solutions

Implement a Calculated Field

Configure Field Level Security

Customizing Relationships and Mappings

Introduction to Relationships

Review the different Relationship Types

Create a Relationship

Review Relationships and Solutions

Understand Relationship Behavior

Implement a Hierarchy Relationship

Configure Field Mappings

Customizing Forms, Views and Visualizations

The process to create a new Form

Review the different Form types

Using the Form Designer

Customizing the Main, Quick View and Quick Create Forms

Configure Form Security

Review the different View types

Customizing System Views

Customizing System Charts and Dashboards

Workflows, Business Process Flows and Custom Actions

Introduction to Processes

Workflow

Business Process Flows

Custom Actions

Solution Management

An introduction to Solution Management

How to add and administer components in a Solution

The differences between unmanaged and managed Solutions

How to export and import a Solution

How to set Managed Properties for a Solution

What happens when you delete a Solution

How to Clone a Solution Patch

How to Clone a Solution

Course Images

55242 Microsoft Dynamics 365 Customization and Configuration

By Nexus Human

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