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M55242 Microsoft Dynamics 365 Customization and Configuration

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. The July 2017 V9 release of Dynamics 365 is considered and course objectives map directly to the MB2-716 certification exam.

Audience profile

This course is intended for Information workers, IT Professionals and Developers.

Prerequisites

Before attending this course, students must have:

  • A working knowledge of Microsoft Dynamics 365 or Microsoft Dynamics CRM
  • OR
  • Successful completion of the ‘Introduction to Microsoft Dynamics 365’
After completing this course, students will be able to:
  • 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

Course Outline

Module 1: Introduction
  • Be 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
  • Setup your Lab and install sample data
Module 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
  • Configure Auto Save Settings
  • Configure Formatting Settings
  • Configure Email Settings
  • Enable Auditing in Dynamics 365
  • Enable Auditing for an Entity
  • Configure Auditing for a Field
Module 3: Security
  • Design and configure Business Units
  • Configure Security Roles
  • Manage Users and Teams
  • Implement Access Teams
  • Configure Hierarchy Security
  • Add new Users in Dynamics 365
  • Create new Business Units
  • Copy a Security Role and Configure Access Levels
  • Assign Users to Security Roles
  • Login to Dynamics 365 as a different User to test permissions
  • Configure an Entity to be used in Access Teams
  • Create an Access Team Template
  • Configure a Sub-Grid to use an Access Team
  • Enable Hierarchy Security
  • Configure a Manager Hierarchy
Module 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
  • Creating a new Solution
  • Create Custom Entities and configure Entity properties
  • Add existing System Entities to a Solution
  • Configure permissions for Custom Entities
Module 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
  • Creating Fields
  • Create a Global Option Set
  • Creating a Calculated Field
  • Add Fields to an Entity Form
  • Enable a Field for Field Level Security
  • Configure a Field Security Profile
Module 6: Customizing Relationships and Mappings
  • Introduction to Relationships
  • Review the different Relationship Types
  • Create a Relationship
  • Review Relationships and Solutions
  • Understand Relationship Behaviour
  • Implement a Hierarchy Relationship
  • Configure Field Mappings
  • Create Entity Relationships
  • Configure Relationship Behavior
  • Configure a Hierarchical Relationship
  • Configure Field Mappings
Module 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
  • Customizing Forms
  • Create a Quick Create Form
  • Create a Quick View Form
  • Create Custom System Views
  • Configure a System Chart
  • Construct a System Dashboard
Module 8: Processes: Workflows, Business Process Flows and Custom Actions
  • Introduction to Processes
  • Workflow
  • Business Process Flows
  • Custom Actions
  • Create a Workflow
  • Define when a Workflow Starts
  • Adding Workflow Steps
  • Activating a Workflow
  • Create a Business Process Flow
  • Add Stages and Steps to a Business Process Flow
  • Configure Branching Logic in a Business Process Flow
Module 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
  • Export an Unmanaged Solution
  • Import an Unmanaged Solution
  • Configuring Managed Properties
  • Export and Import Managed Solutions
  • Create a Solution Patch
  • Clone a Solution
Course length
3 days (24 hours)
 

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