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

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

The 55242-A: Microsoft Dynamics 365 Customization and Configuration course is an in-depth training program designed to equip learners with the skills necessary to customize and configure the Dynamics 365 platform effectively. Throughout the course, participants will gain familiarity with various versions of Microsoft Dynamics 365, understand the underlying framework, and learn about the available tools for customizers. The course covers key topics such as Initial setup, security management, Entity creation, Field customization, Relationship and mapping configurations, as well as Form, view, and visualization customizations. Additionally, it delves into the Unified Client Interface (UCI), processes including Workflows and Business process flows, and comprehensive Solution management. Individuals who complete this course will be well-prepared for D365 customization and configuration, having received hands-on Microsoft Dynamics 365 customization and configuration training. This expertise is vital for professionals looking to tailor Dynamics 365 to meet specific business requirements and enhance overall system functionality.

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  • Live Training (Duration : 24 Hours)
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Course Prerequisites

To ensure that you can successfully undertake the 55242-A: Microsoft Dynamics 365 Customization and Configuration course and gain the maximum benefit from the content covered, the following are the minimum required prerequisites:


  • Basic understanding of Microsoft Windows operating systems and its core functionality.
  • Familiarity with the concepts of relational databases.
  • Experience with any of the Microsoft Office applications, particularly Excel and Outlook.
  • Basic knowledge of business processes and how they might be implemented in a software solution.
  • An understanding of cloud computing concepts, especially as they relate to Microsoft cloud solutions.
  • It's helpful to have some general experience or awareness of customer relationship management (CRM) principles and practices.
  • While not mandatory, prior exposure to any version of Microsoft Dynamics CRM or Dynamics 365 would be beneficial.

These prerequisites are designed to provide a foundation on which the course will build. If you don't have experience in some of these areas, you might find some sections of the course challenging, but they are not intended to exclude interested learners who are motivated to understand Microsoft Dynamics 365 Customization and Configuration.


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.

Technical Topic Explanation

Initial setup

Initial setup in a professional context typically refers to the initial configuration and installation process of systems, software, or machinery in a work environment. It includes tasks like installing hardware, setting up software applications, and configuring network systems to meet specific business needs. The purpose is to ensure all components function correctly together, and are optimized for performance, security, and user accessibility. This foundational step is crucial for creating an efficient and stable operational infrastructure that can support the daily activities and long-term goals of the organization.

Security management

Security management in technology involves creating and implementing policies and procedures to protect an organization's data and IT infrastructure. This includes managing access controls, identifying and responding to security threats, and ensuring compliance with legal regulations. Successful security management is critical to prevent unauthorized access, data breaches, and potential financial losses. It encompasses risk assessment, periodic security audits, and the continuous improvement of defensive measures according to evolving threats and technological advancements. In essence, it helps safeguard system integrity, availability, and confidentiality.

Entity creation

Entity creation in Dynamics 365 involves defining new record types that store data specific to the needs of a business. This process is essential for tailoring the system to support unique business processes and workflows. Through Microsoft Dynamics 365 customization and configuration training, professionals learn how to design, configure, and link these entities to enhance functionality and user experience. Customization and configuration in Dynamics 365 enable organizations to refine data models with added fields, relationships, and forms, ensuring the application aligns perfectly with operational requirements and improves data management.

Field customization

Field customization in Dynamics 365 involves modifying the system to meet specific business requirements without the need for programming. Users can adjust and configure various aspects of Microsoft Dynamics 365, including forms, workflows, and views, to tailor the software's functionality to their business processes. Effective customization and configuration ensure that Dynamics 365 aligns with organizational needs, improving usability and efficiency. Dynamics 365 customization and configuration training provides users with the skills necessary to make these adjustments effectively, ensuring that the platform fully supports their business operations.

Relationship and mapping configurations

Relationship and mapping configurations in Microsoft Dynamics 365 involve setting up how data is interconnected and transferred between different entities within the system. This process customizes and configures the application to support specific business processes and workflows, ensuring data consistency and accessibility across the system. Proper configuration helps in automating business processes, increasing efficiency, and reducing errors, a core focus in D365 customization and configuration. This customization allows Dynamics 365 to be tailored to meet unique business needs, enhancing overall functionality and user experience.

Form, view, and visualization customizations

Form, view, and visualization customizations in Dynamics 365 involve tailoring the system to meet specific business needs. Customization includes altering forms where data entries are made, modifying views to display information effectively, and creating visualizations like charts and dashboards for better data insights. This process enhances user experiences and decision-making capabilities. With Microsoft Dynamics 365 customization and configuration training, professionals can learn to configure and customize these aspects effectively, ensuring that the application aligns perfectly with organizational workflows and reporting requirements. This is essential for optimizing the utility of D365 in any business environment.

Unified Client Interface (UCI)

Unified Client Interface (UCI) is a part of Microsoft Dynamics 365 that offers a consistent, responsive layout across different devices. It simplifies interactions and processes, enhancing user experience and productivity. UCI facilitates better customization and configuration, allowing users to tailor the interface and functionalities to meet specific business needs. This streamlines workflows and improves data management, crucial for organizations seeking to maximize the efficiency of their Dynamics 365 system. Ideal for those engaged in Dynamics 365 customization and configuration training, UCI is a pivotal element in leveraging the power of Dynamics 365.

Workflows

Workflows in technology refer to the automated processes or sequences of tasks that guide users and systems through various operations to achieve a specific outcome. These workflows help streamline and enforce repeatable patterns of business activities, ensuring consistency and efficiency. They can be customized and configured to meet specific needs, allowing for flexibility in operations. In systems like Microsoft Dynamics 365, workflows are vital for enhancing business processes through customization and configuration, aligning functionalities with business strategies and improving user experiences and outcomes.

Business process flows

Business process flows in Microsoft Dynamics 365 help organizations standardize and automate specific business processes to improve overall efficiency and effectiveness. These workflows are designed to guide users through various tasks that need to be completed to achieve a desired business outcome. Dynamics 365 customization and configuration training is crucial as it enables users to tailor these workflows to meet unique business requirements, ensuring that the system supports specific operational needs seamlessly. Proper configuration and customization enhance user adoption and productivity by aligning the software's functionalities with business strategies.

Solution management

Solution management involves overseeing and coordinating the various components of a business solution to ensure it meets organizational goals effectively. It includes identifying needs, planning, implementing solutions, and monitoring results. A significant aspect of this in the technology domain, particularly with systems like Microsoft Dynamics 365, involves customization and configuration. This is where businesses tailor features within Dynamics 365 to fit specific processes and requirements, improving efficiency and user experience. Training in Dynamics 365 customization and configuration helps professionals adeptly modify and optimize the system, enhancing overall business performance.

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.