Microsoft Dynamics 365 Customization and Configuration Training

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At Multisoft Systems, you will get the Microsoft Dynamics 365 Customization and Configuration Course with advanced analytical reports and digital learning materials. The module Microsoft Dynamics 365 Customization and Configuration Training is designed for IT Professionals, Information workers, Developers, and Individuals with working knowledge of Microsoft Dynamics 365 or Microsoft Dynamics CRM.

This course will prepare you for configuring, customizing, and maintaining the CRM components of Microsoft Dynamics 365. It will give you a hands-on experience of the Dynamics 365 security model and teach you how to work with the features and tools that exist in Microsoft Dynamics 365 for Customizers. Working knowledge of Microsoft Dynamics 365 Customer Engagement and Microsoft Power Apps is suggested for learning the modules smoothly. Go for this course if you are associated with the Business or Enterprise Edition of Dynamics 365!

Microsoft Dynamics 365 Course Objectives:
  • How to work with the features and tools that exist in Microsoft Dynamics 365 for Customizers?
  • How to plan, design and implement best practice Workflow and Business Process Flows?
  • How do I integrate Microsoft products such as SharePoint, Skype for Business and Exchange?
  • How to carry out the initial setup and configuration required in a Microsoft Dynamics 365 deployment
  • How to design a comprehensive Security model with the use of inbuilt MS Dynamics 365 tools?
  • How to create System Charts, Dashboards and Interactive Experience Dashboards?
  • How to customize the Dynamics 365 schema by creating custom Entities, Fields and Relationships?
  • How to design custom Information Forms, Quick View Forms, Quick Create Forms and System Views?
  • How to create and manage Business Rules using the Business Rule Designer?
Dynamics 365 Customization and Configuration Online Training
  • Recorded Videos After Training
  • Digital Learning Material
  • Course Completion Certificate
  • 24x7 After Training Support
Microsoft Dynamics 365 Course Target Audience
  • Information workers
  • IT Professionals
  • Developers
  • Individuals with working knowledge of Microsoft Dynamics 365 or Microsoft Dynamics CRM
Microsoft Dynamics 365 Course Prerequisites
  • Even though it is not essential, it will help you if you have a working knowledge of Microsoft Dynamics 365 Customer Engagement and Microsoft Power Apps.
Microsoft Dynamics 365 Course Certification
  • Multisoft Systems will provide you with a training completion certificate after completing this Microsoft Dynamics 365 Customization and Configuration Training .

Microsoft Dynamics 365 Course Content

Module 1: Introduction 

  • Introduction to Microsoft Dynamics 365 Customer Engagement (CE)
  • The Microsoft Power Platform
  • The Power Apps Maker Portal
  • The Power Platform Admin Center
  • Power Platform Environments
  • Solutions Overview
  • As introduction to Release Wave Updates
  • Review further reading and resources

Module 2: Setup and Configuration 

  • The Microsoft 365 Admin Center
  • The Power Platform Admin Center
  • The Dynamics 365 Admin Center
  • The Power Apps Maker Portal
  • Dynamics 365 Classic
  • Microsoft Power Automate
  • Microsoft Power BI
  • Environment Level Settings
  • Format Settings
  • Email Settings
  • Skype and Teams Integration
  • SharePoint Integration

Module 3: Security

  • Design and configure Business Units
  • Configure Security Roles
  • Manage Users and Teams
  • Implement Access Teams
  • Configure Hierarchy Security

Module 4: Creating and Managing Entities

  • Introduction to the Data Modelling
  • System and Custom Entities
  • Create new Custom Entities
  • Entity Properties
  • Entity Type and Ownership
  • Custom Entity Security
  • Entities and Solutions

Module 5: Customizing Fields

  • Introduction to Field
  • Understand the different Field Types
  • Create a new Field
  • Fields and Solutions
  • Implement a Calculated Field
  • Configure Field Level Security

Module 6: Customizing Relationships and Mappings

  • Introduction to Relationships
  • Relationship Types
  • Create a Relationship
  • Relationships and Solutions
  • Understand Relationship Behavior
  • Implement a Hierarchy Relationship
  • Configure Field Mappings

Module 7: Customizing Forms, Views and Visualizations

  • Creating a new Form
  • Form types
  • Using the Form Designer
  • Customizing the Main, Card, Quick View and Quick Create Forms
  • Configure Form Security
  • Review the different View types
  • Customizing Views
  • Customizing Charts and Dashboards

Module 8: Model-driven Apps

  • Introduction to Model-driven Apps
  • The App Designer
  • Using the Sitemap Designer
  • Configuring Apps

Module 9: Processes: Workflows, Business Process Flows and Power Automate

  • Introduction to Processes
  • Workflow
  • Business Process Flows
  • Building Flows in Power Automate

Module 10: Solution Management

  • An introduction to Solution Management
  • How to add and administer components in a Solution
  • The differences between unmanaged and managed Solutions
  • Solution Layers
  • 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
     

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