Customization in Microsoft Dynamics 365 for Sales and Customer Service

Customization in Microsoft Dynamics 365 for Sales and Customer Service Certification Training Course Overview

Customization in Microsoft Dynamics 365 for Sales and Customer Service course is 2 Day training course helping individual and groups who needs to learn and extend their aptitudes to tweak the Microsoft Dynamics 365 for Sales and Customer Service module. This course from KOENIG on customization of MS progression 365 for Sales and CRM is intended to grant center comprehension of different instruments accessible for customizing and reproducing the Dynamics 365 experience for your particular Sales and Service necessities.
Students will learn point by point well-ordered guidelines to make arrangements, substance, fields, Entity relationship, alter frames, perspectives, reports and dashboards. The preparation modules concentrate on execution and comprehension of how these apparatuses can be best connected to make custom articles, computerize undertakings, adjust the UI and different dreary exercises.
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Customization in Microsoft Dynamics 365 for Sales and Customer Service (16 Hours) Download Course Contents

Live Virtual Classroom
Group Training 1050
01 - 02 Nov 09:00 AM - 05:00 PM CST
(8 Hours/Day)

06 - 07 Dec 09:00 AM - 05:00 PM CST
(8 Hours/Day)

1-on-1 Training (GTR) 1200
4 Hours
8 Hours
Week Days

Start Time : At any time

12 AM
12 PM

GTR=Guaranteed to Run
Classroom Training (Available: London, Dubai, India, Sydney, Vancouver)
Duration : On Request
Fee : On Request
On Request
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Course Modules

Module 1: Introduction to Customizing Dynamics 365
  • Dynamics 365 Customization Overview
  • Different types of Dynamics 365 clients
  • Overview of Dynamics 365 architecture
  • Understanding different types of customization methodologies
  • Different types of customizations options
  • Packaging and deploying customizations
  • Extending Dynamics 365 Overview
Module 2: Introduction to Dynamics 365 Solution
  • Dynamics 365 solutions overview
  • Including components in solutions
  • Solution publishers and versioning
  • Understanding different types of solutions
  • Working with multiple solutions
  • Exporting and importing solutions
Module 3: Dynamics 365 Entity and Field Customization
  • Dynamics 365 entities overview
  • Defining entity ownership
  • Working with entity properties
  • System vs. Custom entities
  • Dynamics 365 fields overview
  • Working with different types of fields
Module 4: Additional Field Customizations
  • Using calculated and rollup fields
  • Working with local and global option sets
  • Using alternate keys to facilitate data integration
  • Dynamics 365 field level security
  • State and status reason transitions
Module 5: Relationships
  • Overview of relationships in Dynamics 365
  • 1:N and N:N relationships
  • Working with hierarchical data
  • Using Entity mapping
  • Connections and connection roles
Module 6: Customizing Forms
  • Dynamics 365 form types
  • How to build dynamics 365 forms
  • Specialized form components
  • Using access teams and sub-grids for record sharing
  • Specialized form components
  • Working with multiple forms
Module 7: Business Rules
  • Business rules overview
  • Business rule structure and design
  • Using conditions and actions
Module 8: Views and Visualizations
  • Types of views in Dynamics 365
  • Creating and customizing views
  • Customizing charts
  • Customizing dashboards
  • Using dynamics 365 theming
Module 9: Interactive Service Hub
  • Interactive Service Hub Overview
  • Dashboard and Form Basics
  • Dashboard and Form Basics
  • Form Customization
  • Dashboard Customization
Module 10: Mobile Considerations
  • Examine Considerations when deploying the mobile client
  • Explore strategies for customizing the mobile client
  • Navigation and Form Considerations
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Course Prerequisites
  • Basic knowledge of business process & table relationship

Upon Completion of this Course, you will accomplish following:

  • Introduction to Microsoft Dynamics 365
  • Customization of Microsoft Dynamics 365 Solutions
  • Fundamentals of Entity & Field Customizations
  • Customizing Forms
  • Additional Field Customization
  • Customizations for Mobile
  • Views & Visualizations
  • Relationships & Business Rules
  • Customizations for Interactive Service Hub.

Give an edge to your career with Microsoft Dynamics certification training courses. Students can join the classes for Customization in Microsoft Dynamics 365 for Sales & Customer Service (CRM) at Koenig Campus located at New Delhi, Bengaluru, Shimla, Goa, Dehradun, Dubai & Instructor-Led Online.bsp;

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Student Name Country Month Feedback Rating
Tony Williams United States Aug-2020 A2. The quality of the trainer sets Koenig apart. Ridhima is a top-notch trainer.