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.

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* Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Learning Objectives

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

1
  • 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 organizations and environments

    Review further reading and resources

    Set up the lab environment - Acme Enterprises Event Management Solution


2
  • 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


3
  • SECURITY

  • Design and configure Business Units

    Configure Security Roles

    Manage Users and Teams

    Implement Access Teams

    Configure Hierarchy Security


4
  • 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


5
  • 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


6
  • 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


7
  • 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


8
  • WORKFLOWS, BUSINESS PROCESS FLOWS AND CUSTOM ACTIONS

  • Introduction to Processes

    Workflow

    Business Process Flows

    Custom Actions


9
  • 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


Audience

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.

Language

English

Prerequisites

A working knowledge of Microsoft Dynamics 365 or Microsoft Dynamics CRM

$1,965

Length: 3.0 days (24 hours)

Level:

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