55242-A: Microsoft Dynamics 365 Customization and Configuration Course Overview

Course Prerequisites

Target Audience for 55242-A: Microsoft Dynamics 365 Customization and Configuration

1. The course 55242-A focuses on the customization and configuration of Microsoft Dynamics 365, targeting IT professionals seeking advanced system skills.

   
   

2. Target Audience for the Course:

   
   

• Dynamics 365 Customizers and Configurators
• IT Professionals working with CRM systems
• System Administrators managing Dynamics 365 environments
• Technical Support Specialists for Dynamics 365 solutions
• CRM Consultants focusing on Microsoft solutions
• Developers looking to understand the backend setup of Dynamics 365
• Business Analysts aiming to tailor Dynamics CRM to company needs
• Project Managers overseeing Dynamics 365 deployments
• Solution Architects designing Dynamics 365 integrations and customizations
• Technical Sales Professionals requiring in-depth product knowledge
• Power Platform Specialists working with Dynamics 365 and related Microsoft technologies

Learning Objectives - What you will Learn in this 55242-A: Microsoft Dynamics 365 Customization and Configuration?

Introduction to the Course's Learning Outcomes and Concepts Covered

This course provides a comprehensive understanding of customization and configuration techniques within Microsoft Dynamics 365, enabling participants to tailor the platform to meet specific business needs.

Learning Objectives and Outcomes

• Understand the structure and capabilities of Dynamics 365, including versions, framework, tools, and solution management.
• Set up and configure the Dynamics 365 environment, including system settings, email, SharePoint, and auditing functionalities.
• Design and implement robust security models through configurations of business units, security roles, users, teams, and hierarchy security.
• Create and manage custom entities, including setting ownership, properties, and security, as well as understanding virtual entities.
• Customize fields by understanding field types and formats, creating calculated fields, and setting field-level security.
• Develop and customize relationships and mappings between entities, comprehend relationship behavior, and establish hierarchy relationships.
• Design and modify forms, views, and visualizations, including different form types and system charts, ensuring user-friendly interfaces.
• Utilize the Unified Client Interface (UCI) for app customization, employing the App Designer and Sitemap Designer for optimal app configuration.
• Create and manage processes like workflows, business process flows, and custom actions to automate business operations effectively.
• Master solution management by learning how to add components, handle unmanaged and managed solutions, and understand the implications of solution deletion and cloning.