55242-A: Microsoft Dynamics 365 Customization and Configuration

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

Enroll for 3-day 55242-A: Microsoft Dynamics 365 Customization and Configuration course from Koenig Solutions accredited by Microsoft.  In this course, you will learn setting up, customizing, configuring and maintaining the components of Microsoft Dynamics 365 Customer Engagement.

Through a blend of hands-on labs and interactive lectures, you will learn in-depth understanding of the Dynamics 365 security model, learn how to customize the Dynamics 365 framework, create and maintain business process flows, create custom business apps and use solutions to package and deploy customizations across multiple Dynamics 365 environments.

Target Audience:

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

Learning Objectives:

After completing this course, you will be able to:

  • Understand the features and tools that exist in Microsoft Dynamics 365 Customer Engagement
  • Be able to customize and configure the out of the box Apps and Hubs in Microsoft Dynamics 365, including the Sales and Customer Service Apps
  • Create a custom model driven Unified Client Interface (UCI) App using the App Designer and Site Map Designer
  • Be aware of integrating complimenting Microsoft products such as SharePoint, Skype for Business, Exchange and OneNote
  • Undertake and carry out the initial setup and configuration required in a Microsoft Dynamics 365 deployment
  • Configure Auditing in Dynamics 365 and the Office 365 Security and Compliance Center
  • Design and configure a comprehensive Security model using the inbuilt tools in Microsoft Dynamics 365
  • Create a custom Dynamics 365 model including custom Entities, Fields and Relationships
  • Understand the concept of Virtual Entities to integrate external data in Dynamics 365
  • Design custom Forms, Quick View Forms, Quick Create Forms and Card Forms
  • Create custom System Views, Personal Views and Public Views
  • Understand the differences when customizing the Web, UCI and Outlook interfaces
  • 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

 

The 1-on-1 Advantage

Methodology

Flexible Dates

  • • Choose Start Date
  • • Reschedule After Booking
  • • Weekend / Evening Option

4-Hour Sessions

Destination Training
(Dubai/London/Sydney
New York/Goa)

Flexi
(Video Recording of Live Online)

You will learn:

Module 1: Introduction
  • Getting familiar with the versions of Microsoft Dynamics 365
  • Get acquainted with the Dynamics 365 framework
  • Review the Dynamics 365 Devices, Apps and Hubs
  • Understand the tools for Dynamics 365 customizers
  • A brief overview of Solutions
  • Understand the differences between Dynamics 365 organizations and environments
  • Review further reading and resources
  • Set up the lab environment
  • Lab : Setting up your Lab environment
  • An introduction to Dynamics 365 Admin Center
  • An introduction to Dynamics 365 Deployment Manager
  • An introduction to the Power Platform Admin Center
  • 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
  • Understand how to configure OneNote Integration
  • Understand how to configure Auditing
  • Lab : Configure Dynamics 365 System Settings
  • Lab : Configure Dynamics 365 Audit Settings
  • Design and configure Business Units
  • Configure Security Roles
  • Manage Users and Teams
  • Implement Access Teams
  • Configure Hierarchy Security
  • Lab : Configure Users, Business Units, Security Roles and Access Levels
  • Lab : Configure Access Teams
  • Lab : Configure a Management Hierarchy
  • Introduction to the Dynamics 365 model
  • Review the different Entity Types
  • Create new Custom Entities
  • Managing Entity Ownership
  • Managing Entity Properties
  • Custom Entity Security
  • Virtual Entities
  • Review Entities and Solutions
  • Lab : Creating and Managing Entities
  • 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
  • Lab : Creating and Managing Fields
  • Lab : Creating a Calculated Field
  • Lab : Configuring Field Level Security
  • 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
  • Lab : Create Entity Relationships
  • Lab : Create a Hierarchical Relationship
  • Lab : Configure Field Mappings
  • The process to create a new Form
  • Review the different Form types
  • Using the Form Designer
  • Customizing the Main, Quick View, Quick Create and Card Forms
  • Configure Form Security
  • Review the different View types
  • Customizing System Views
  • Configure the Editable Grid
  • Customizing System Charts and Dashboards
  • Lab : Customizing Forms
  • Lab : Configuring System Views
  • Lab : Configuring Charts and Dashboards
  • Introduction to the UCI
  • The App Designer
  • Using the Sitemap Designer
  • Configuring UCI Apps
  • Managing Apps in Solutions
  • Lab : Customizing an existing UCI App
  • Lab : Build a custom Event Management UCI App
  • Introduction to Processes
  • Workflow
  • Business Process Flows
  • Custom Actions
  • Lab : Create a Workflow
  • Lab : Create a Business Process Flow
  • 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
  • Lab : Solution Management
Live Online Training (Duration : 24 Hours)
We Offer :
  • 1-on-1 Public - Select your own start date. Other students can be merged.
  • 1-on-1 Private - Select your own start date. You will be the only student in the class.

1450 + If you accept merging of other students. Incl. Official Courseware
4 Hours
8 Hours
Ultra-Fast Track
Week Days
Weekend

Start Time : At any time

12 AM
12 PM

1-On-1 Training is Guaranteed to Run (GTR)
Group Training
1250 Per Participant Incl. Official Courseware
Online
12 - 14 Dec 09:00 AM - 05:00 PM CST
(8 Hours/Day)
Online
16 - 18 Jan 09:00 AM - 05:00 PM CST
(8 Hours/Day)
Can’t Attend Live Online? Click to Buy Flexi For Only $99 (Video Recording of Live Online)
Course Prerequisites
  • Ideally a working knowledge of Microsoft .Net and Visual Studio
  • It is recommended all students successfully complete the ‘Introduction to Microsoft Dynamics 365’ course

 

Trending Technologies

 Microsoft Azure
 Cloud Computing
 Technology
 Security
 Microsoft Cloud
 Microsoft Dynamics 365
 Microsoft Role-based Certifications
 Fundamentals
 Azure Infrastructure
 Microsoft Dynamics

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