Special Notices

QA have fully updated their courseware for this Configuration & Customisation course to reflect the latest changes to Dynamics 365 (October 2018 Update, V9.1).

Please note: for Attend from Anywhere customers an additional screen is required. The additional screen must have a minimum screen size of 19 inch and minimum resolution of 1280x1024, with the vertical resolution (1024) being the most critical.

This course is designed for both Administrators of a CRM system and System Customisers. It covers how to configure the deployment and customisations that may be made through the Settings area of Microsoft Dynamics CRM.

MCSA: Microsoft Dynamics 365. This Dynamics certification requires two exams: MB2-715 & MB2-716. This course prepares delegates for the MB2-716 exam: Microsoft Dynamics 365 Customization and Configuration. After taking this course delegates, with minimal amount of additional study, will be prepared to take exam MB2-716.

Good working knowledge of CRM.

  • Security Configuration and System Settings.
  • How to customise the system through the use of custom Solution layers.
  • How to create Business Process Flows and Business Rules.

Module 1 – Introduction to Configuration & Customisations

  • Customisation and Configuration within this Course
  • Creating a Publisher
  • Creating a Solution
  • Managed or Unmanaged Solutions?
  • Lab Pre-Requisites
  • Lab A – Create a Publisher and Solution

Module 2 – The Security Model: Business Units

  • Business Units in Dynamics 365
  • Lab A – Creating a Business Unit Structure

Module 3 – The Security Model: Security Roles

  • Security Roles
  • Privileges and Access Levels
  • Create and Copy Roles
  • Lab A- Configuring Security Roles

Module 4 – The Security Model: User Management and Teams in Dynamics 365

  • User Management in Dynamics 365
  • Lab A – Adding Users
  • Team Management
  • Lab B – Managing and Creating Teams

Module 5 – The Security Model: Manager Security

  • Manager Security
  • Lab A – Create a Manager Hierarchy

Module 6 – Configure Email Services

  • Email Integration Options
  • Server-Side Synchronisation
  • Email Router
  • Microsoft Outlook
  • Forward Mailbox
  • Email Server Profiles
  • Mailbox Records
  • Microsoft Outlook Email Client Options
  • Folder Tracking
  • Lab A – Configuring Server-Side Synchronisation

Module 7 – Integrating with other Office 365 Offerings

  • Integration with SharePoint
  • Lab A – Enable and work with SharePoint Integration
  • Integrate with OneDrive
  • OneNote Integration
  • Office 365 Groups

Module 8 – Customisation of Entities

  • Entity Types
  • Lab A – Adding System Entities to a Solution
  • Creating Custom Entities
  • Entity Properties
  • Lab B – Creating Custom Entities
  • Activity Entities
  • Lab C- Creating a Custom Activity Entity (if time permits or do in your own time)

Module 9 – Creating and Customising Fields

  • Fields and Data Types
  • Fields and their display formats
  • Deleting field form an Entity
  • Lab A – Creating Additional field for the Event and Event Booking Entities
  • Calculated Fields
  • Lab B- Creating a Calculated Field
  • Rollup Fields
  • Lab C – Creating a Rollup Field

Module 10 – Establishing Relationships

  • Relationship Types
  • Create Entity Relationships
  • Lab A – Create and Modify a 1:N Relationship between Custom Entities
  • N:N Relationships
  • Lab B – Create a N:N Relationship
  • Hierarchical Relationships
  • Lab C – Creating Hierarchical Relationships
  • Field Mapping in Dynamics 365
  • Connections and Connection Roles
  • Lab D – Connecting Records

Module 11 – The new Unified Interface (UI)

  • Capabilities of the Unified Interface
  • Navigating the Unified Interface
  • Missing Features

Module 12 – Form Customisation

  • Quick Create Forms
  • Lab A – Create a Quick Create Form
  • Main Forms
  • Lab B – Form Customisations
  • Quick View Forms
  • Lab C – Adding Quick View Form Data to a Child Entity Form
  • Securing Multiple Forms
  • Lab D – Securing An Additional Form
  • Mobile Forms

Module 13 – Introduction to Business Rules

  • Configuring Business Rules
  • Create Business Rules
  • Lab A – Create a Business Rule

Module 14 – Creating, Maintaining and Customising Views

  • Types of Views
  • Assembling a View
  • Removing unwanted Views
  • Lab A – Modify the Quick Find View
  • Lab B – Create a New Public View

Module 15 – Chart and Customisation

  • Chart Structure
  • System & Personal Charts
  • Chart Types and Options
  • Lab A – Create a Custom Chart
  • Export and Import Charts
  • Advanced Charting
  • Modifying Charts
  • Lab B – Modifying Chart XML

Module 16– Dashboards for the Web and Unified Interface

  • Creating System and Personal Standard Dashboards
  • Lab A – Create a System Standard Dashboard
  • Creating Interactive Dashboards
  • Lab B – Creating and Interactive Experience Dashboard

Module 17 – Additional Security Features

  • Field Level Security
  • Lab A – Configure Field Security
  • Access Teams
  • Lab B- Creating and configuring an Access team
  • Auditing
  • Lab C – Enable Auditing and View Audit Records

Module 18 – Creating Processes

  • Workflows
  • Lab A – Creating a Workflow
  • Creating Business Process Flow
  • Edit or Modifying the Business Process Flow
  • Control Access to Business Process Flow
  • Lab B – Create a Business Process Flow

Module 19 – Edit and work with the Sitemap

  • Microsoft Dynamics 365 Sitemap
  • Lab A – Edit the Sitemap of the PE Event Solution

Module 20 – Dynamics 365 Apps

  • Microsoft Dynamics 365 Business Apps
  • Lab A – Create a new App for PE Events

Module 21 – Working with Solutions

  • Managed vs Unmanaged Solutions
  • Managed Properties
  • Lab A – Import a Managed Solution

Module 22 – Do it Yourself!

  • Scenario
  • Real World Steps