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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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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.


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55242-A: Microsoft Dynamics 365 Customization and Configuration
Copilot with Microsoft Dynamics 365 CRM
Dynamics 365 Customer Engagements App with Customization
MB-210T01: Microsoft Dynamics 365 Sales
MB-230T01: Microsoft Dynamics 365 Customer Service
MB-240T00: Microsoft Dynamics 365 Field Service
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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.

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