Course Overview

This three-day course explains everything you need to know about customizing and configuring the Dynamics 365 for sales, marketing and customer services system in accordance with a company’s specific requirements.

Who Should Attend

Learners receive comprehensive Microsoft Dynamics exam preparation, becoming familiarized with the Dynamics CRM customization and configuration tools. Aspirants also learn to leverage the platform tools to create custom objects, automate tasks, modify user interface, and perform other such customizations.

Course Objectives

Configure the Dynamics CRM settings Configure different entities and fields Implement entity relationships, custom actions, workflows, and dialogs Identify scenarios for utilizing multiple forms, and design considerations for charts Set default share views and public views, and configure and manage dashboards Identify role-based business processes Identify and manage business requirements and teams

Course Outline

Module 1: Introduction to customization and configuring DYNAMICS 365

• Talent and Course Introduction
• Module Overview
• Sales, marketing and customer services overview
• What is Dynamics Customization and Configuration?
• Architecture
• Customization Methodology
• Module review
• Obtaining a Dynamics Trial
• Test your knowledge module 1

Modul 2: Manage Microsoft Dynamics 365 online subscriptions

• Module Overview
• Configuring
• Overview of Security
• User Administration
• Mailboxes
• Teams
• Module Review

Module 2 Practice

• Module 2: Configuring Dynamics 365
• Practice 2.1: Configure Business Units, Users, and Teams
• Test your knowledge Module 2

Module 3: Security model

• Module Overview
• Purpose of the Security Model
• Privileges
• Access Levels
• Security Roles
• Hierarchy Security
• Hierarchy Types
• Module review

Module 3 Practices

• Practice 3.1: Configure Dynamics 365 Security
• Test your knowledge Module 3

Module 4: Introduction to solutions

• Module Overview
• Solutions Overview
• Solution Detail
• Creating and Working with Solutions
• Working with Solution Assets
• Exporting Solutions
• Importing Solutions
• Module review

Test your knowledge Module 4

• Module 4: your notes
• Test your knowledge answers
• Module 4

Module 5: - Entity and field customization

• Module Overview
• Types Entities
• Entity Ownership
• Entity Properties
• System vs Custom Entities
• Custom Entities and Security Roles
• Overview of Fields
• Field Properties
• Module review

Test your knowledge Module 5

• Test your knowledge answers
• Module 5

Module 6: Additional field customization

• Module Overview
• Creating Fields to Meet Client Needs
• Calculated Fields
• Rollup Fields
• Option Sets
• Alternate Keys
• Field Level Security
• State and Status Reason Transitions
• Module Review

Module practice

• Test your knowledge Module 6
• Test your knowledge answersm. 
• Module 6

Module 7: Configure mobile devices

• Module Overview
• Types of Relationships
• How and where they are created
• Many to Many Relationships
• Hierarchical Data
• Entity Mapping
• Connection and Connection Roles
• Module Review

Module 7 practice

• Configure entities for mobile apps
• Scenario
• Connect to the Online instance
• Navigate to the default solution
• Hide the fax field in Phones
• Add the city field to Phones Express
• Make the account entity read-only
• Publish changes
• Test the change to Phones Express
• Test the changes to Phones and Tablets

Test your knowledge Module 7

• Test your knowledge answers
• Module 7

Module 8: Customizing forms

• Module Overview
• Form types
• Qualities of a good form
• Building a Form
• Specialized Form Components
• Access Teams and Sub Grids
• Working with Navigation
• Additional Form Types
• Multiple Forms
• Form customizations and Mobile Clients
• Module Review

Module 8 practice

• Set default synchronization method
• Scenario
• Connect to the Online instance
• Navigate to the Email tab on System Settings
• Change the default synchronization methods
• Apply the defaults to existing mailboxes
• Review approval settings
• Scenario
• Connect to the Online instance
• Navigate to the default solution
• Review the approval settings

Test your knowledge Module 8

• Test your knowledge answers
• Module 8

Module 9: Business rules

• Module Overview
• Business Rules
• Business Rule Scope
• Trigger Rules
• Condition and Actions
• Else Conditions and Actions Occur When Conditions Are True
• Module review

Module 9 practice

• Configure forward mailbox record
• Scenario
• Connect to the Online instance
• Navigate to mailboxes
• Create the forward mailbox record
• Review alerts
• Scenario
• Connect to the Online instance
• Navigate to a mailbox record and review alerts
• Reject the email address
• Approve the email address
• Review alerts in the Sales area

Test your knowledge Module 9

• Test your knowledge answers
• Module 9

Module 10: Views and visualizations

• Module Overview
• Using Views
• View Customization
• System View Types Quick Find
• Customization Charts
• Customizing Dashboard
• Themes
• Module Review

Module 11: Introduction to processes

• Module Overview
• Processes and Automation
• Workflow Basics
• Module review

Module 12: Business process flows

• What are Business Process Flows
• Enabling Business Process Flows
• Steps Stages and Categories
• Conditional Branching
• Module Review

Module 13: Bringing it all together

• Module Overview
• Review of Customization Topics Covered
• Senario
• Packaging in a Solution
• Module review
• Course Review

A working knowledge of how to use Microsoft Dynamics 365 for sales, marketing and customer services (functional knowledge). It is recommended, but not required, that individuals have completed Microsoft Dynamics 365 sales, marketing and customer services functional academy. Because this training material focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that individuals have a basic understanding of Microsoft SQL Server and relational database functionality.

Intended audience for this course

This training is intended for both novice and experienced customizers of Microsoft Dynamics 365 for sales, marketing and customer services who are familiar with the end-user principles of the software.

• Application Consultants
• Developers
• Technology Consultants
• Solution Architect