Providing Technology Training and Mentoring For Modern Technology Adoption
This course provides students with a detailed hands-on experience of setting up, customizing, configuring and maintaining the CRM components of Microsoft Dynamics 365.
Attendees of this course will gain an in-depth understanding of the Dynamics 365 security model, learn how to customize the Dynamics 365 framework, create and maintain powerful workflows and business process flows and use solutions to package and deploy customizations across multiple Dynamics 365 environments.
The course applies to both Business and Enterprise Editions of Dynamics 365 as well as Online and On-premise deployments. The July 2017 V9 release of Dynamics 365 is considered and course objectives map directly to the MB2-716 certification exam.
After completing this course, students will be able to:
Before attending this course, students must have:
This course is intended for Information workers, IT Professionals and Developers. Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM.
This module provides the attendee with an introduction to the concept of customizing and configuring the Dynamics 365 framework.
Lab : Setting up your Lab environment
After completing this module, students will be able to:
This module presents some of the most common features that require setup and configuration when Dynamics 365 is first installed.
Lab : Configure Dynamics 365 System Settings
Lab : Configure Dynamics 365 Audit Settings
This module highlights the importance of maintaining a robust security model in Dynamics 365 by stepping through how to configure Business Units, Security Roles, Users and Teams. Access Teams and Hierarchy Security are also considered.
Lab : Configure Users, Business Units, Security Roles and Access Levels
Lab : Configure Access Teams
Lab : Configure a Management Hierarchy
In this module we will start to look at customizing the Dynamics 365 schema, including Entities, Relationships, Fields and Forms which can be customized and extended using powerful inbuilt tools.
Lab : Creating and Managing Entities
This module presents the different Field types that exist in Dynamics 365 including special Fields like Calculated and Rollup Fields. The Business Rule Designer is also introduced together with Field Level Security.
Lab : Creating and Managing Fields
Lab : Creating a Calculated Field
Lab : Configuring Field Level Security
This module provides an overview of the different types of Relationships that can be created in Dynamics 365. Relationship Behaviors and Mappings are also considered.
Lab : Create Entity Relationships
Lab : Create a Hierarchical Relationship
Lab : Configure Field Mappings
This module steps through the process to create, customize and configure Forms, Views, Charts and Dashboards in Dynamics 365.
Lab : Customizing Forms
Lab : Configuring System Views
Lab : Configuring Charts and Dashboards
In this module you will learn how to create and maintain Workflows, Business Process Flows and Custom Actions in Dynamics 365.
Lab : Create a Workflow
Lab : Create a Business Process Flow
In this module you will learn how to create and manage Solutions in Dynamics 365 across multiple environments.
Lab : Solution Management