Special Notices

Please note: This course covers the older ‘classic’CRM interface. For the new Power Platform and Unified Interface, delegates should consider MB200 'Microsoft Dynamics 365 Customer Engagement Core' or QAD365MCE ‘Mastering Microsoft Dynamics 365 Customer Engagement”

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.

Overview

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.

Prerequisites

Good working knowledge of CRM.

Learning Outcomes

  • 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.

Course Outline

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

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