Length
4 Days
Price
$3,850
Audience
Developer \ Technical User
This Revision
A
Technology
Microsoft Dynamics 365 Versions 9 (Latest)
Delivery Method
Instructor Led Classroom and Virtual
On Demand
On Demand Version Available
Language
English

55261 : Microsoft Dynamics 365 Fast Track for Developers

 

This course is designed for experienced developers and technical users who have no experience of customizing Dynamics 365 but are looking to obtain the required skills to customize, configure, maintain, integrate with, develop code and extend Microsoft Dynamics 365 Customer Engagement Version 9.

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. Students will also learn how to write .Net code to utilize the various API’s available in the Dynamics 365 framework, customize the Dynamics 365 navigation, build custom business logic ‘Plug-In’ components and extend Dynamics 365 form and field event model using JavaScript and HTML Web Resources.  

The course applies to both Business and Enterprise Editions of Microsoft Dynamics 365 Customer Engagement online and on-premise deployments.

 

Course Schedule

Please note all Instructor Led Classroom and Virtual courses will be in Australian EST time zone.

  • Brisbane

Jan 24th | Feb 21st | March 14th | March 28th

  • Sydney

Feb 7th | Feb 28th | March 14th | March 28th

  • Melbourne

Jan 24th | Feb 21st | March 14th | March 28th

  • Perth

Feb 7th | Feb 28th | March 14th | March 28th

  •  Canberra

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  • Auckland

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  • Virtual Instructor - Attend from the comfort of home or office

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  • Private Group Training 

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Module 1: Introduction

This module provides the attendee with an introduction to the concept of customizing and configuring the Microsoft Dynamics 365 Customer Engagement.

Lessons

  • Getting familiar with the versions of Microsoft Dynamics 365
  • Get acquainted with the Dynamics 365 framework
  • Review the Dynamics 365 Devices, Apps and Hubs
  • Understand the tools for Dynamics 365 customizers
  • A brief overview of Solutions
  • Understand the differences between Dynamics 365 organizations and environments
  • Review further reading and resources
  • Set up the lab environment

 

Lab 1: Setting up your Lab environment

  • Setup your Lab and install sample data

 

After completing this module, students will be able to:

  • Understand the different components of Microsoft Dynamics 365
  • Learn the features of Microsoft Dynamics 365 for Customer Engagement
  • Be introduced to the Dynamics 365 Framework
  • Be aware of the different Apps and Hubs in Microsoft Dynamics 365
  • Be introduced to some of the inbuilt tools for Customizers
  • Understand about the significance of Solutions in Microsoft Dynamics 365
  • Be aware of the fundamentals of Organisations and Environments
     

 

Module 2: Initial Setup and Configuration

This module presents some of the most common features that require setup and configuration in Microsoft Dynamics 365.

 

Lessons

  • An introduction to Dynamics 365 administration console
  • An introduction to Dynamics 365 deployment manager
  • Review the System Settings area
  • Understand how to configure Auto Save Settings
  • Understand how to configure Format Settings
  • Understand how to configure Email Settings
  • Understand how to configure Skype Integration
  • Understand how to configure SharePoint Integration
  • Understand how to configure OneNote and OneDrive Integration
  • Understand how to configure Auditing

 

Lab 1: Configure Dynamics 365 System Settings

  • Configure Auto Save Settings
  • Configure Formatting Settings
  • Configure Email Settings

 

Lab 2: Configure Dynamics 365 Audit Settings

  • Enable Auditing in Dynamics 365
  • Enable Auditing for an Entity
  • Configure Auditing for a Field

 

After completing this module, students will be able to:

  • Perform the steps necessary to setup and configure Microsoft Dynamics 365 Customer Engagement
  • Be able to configure Systems Settings including Auto Save, Formatting options and Email Settings
  • Be aware of integration Microsoft Dynamics 365 with SharePoint, Skype for Business and Exchange
  • Configure Auditing in Microsoft Dynamics 365 Customer Engagement

 

Module 3: Security

This module highlights the importance of maintaining a robust security model in Microsoft Dynamics 365 by stepping through how to configure Business Units, Security Roles, Users and Teams. Access Teams and Hierarchy Security are also considered.

 

Lessons

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

 

Lab 1: Configure Users, Business Units, Security Roles and Access Levels

  • Add new Users in Dynamics 365
  • Create new Business Units
  • Copy a Security Role and Configure Access Levels
  • Assign Users to Security Roles
  • Login to Dynamics 365 as a different User to test permissions

 

Lab 2: Configure Access Teams

  • Configure an Entity to be used in Access Teams
  • Create an Access Team Template
  • Configure a Sub-Grid to use an Access Team

 

Lab 3: Configure a Management Hierarchy

  • Enable Hierarchy Security
  • Configure a Manager Hierarchy

 

After completing this module, students will be able to:

  • Manage Security features in Microsoft Dynamics 365
  • Configure Business Units, Security Roles, Access Levels, Users and Teams
  • Know the difference between Teams and Access Teams
  • Configure Manager and Position Hierarchy Security

 


Module 4: Creating and Managing Entities

In this module we will start to look at customizing the Microsoft Dynamics 365 model, including Entities, Relationships, Fields and Forms which can be customized and extended using powerful inbuilt tools.  

 

Lessons

  • Introduction to the Dynamics 365 schema
  • Review the different Entity Types
  • Create new Custom Entities
  • Managing Entity Ownership
  • Managing Entity Properties
  • Custom Entity Security
  • Virtual Entities
  • Review Entities and Solutions

 

Lab 1: Creating and Managing Entities

  • Creating a new Solution
  • Create Custom Entities and configure Entity properties
  • Add existing System Entities to a Solution
  • Configure permissions for Custom Entities

 

After completing this module, students will be able to:

  • Understand Microsoft Dynamics 365 Model fundamentals
  • Know the different Entity Types
  • The process to create new Custom Entities
  • Manage Entity Properties
  • The significance of Virtual Entities
  • Configure Entity Security
  • Manage Entity customizations with Solutions

 

Module 5: Customizing Fields

This module presents the different Field types that exist in Microsoft Dynamics 365 including special Fields like Calculated and Rollup Fields. The Business Rule Designer is also introduced together with Field Level Security.

 

Lessons

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

 

Lab 1: Creating and Managing Fields

  • Creating Fields
  • Create a Global Option Set

 

Lab 2: Creating a Calculated Field

  • Creating a Calculated Field
  • Add Fields to an Entity Form

 

Lab 3: Configuring Field Level Security

  • Enable a Field for Field Level Security
  • Configure a Field Security Profile

 

After completing this module, students will be able to:

  • Understand the process to customize Fields in Microsoft Dynamics 365
  • Know the different Field Types and Formats
  • Be able to manage Field customizations using Solutions
  • Create a Calculated Field
  • Configure Field Level Security
  • Calculated Fields
  • Use the Business Rule Designer to configure Field validation

 

Module 6: Customizing Relationships and Mappings

This module provides an overview of the different types of Relationships that can be created in Microsoft Dynamics 365. Relationship Behaviours and Mappings are also considered.

 

Lessons

  • Introduction to Relationships
  • Review the different Relationship Types
  • Create a Relationship
  • Review Relationships and Solutions
  • Understand Relationship Behaviour
  • Implement a Hierarchy Relationship
  • Configure Field Mappings

 

Lab 1: Create Entity Relationships

  • Create Entity Relationships
  • Configure Relationship Behaviour

 

Lab 2: Create a Hierarchical Relationship

  • Configure a Hierarchical Relationship

 

Lab 3: Configure Field Mappings

  • Configure Field Mappings

 

After completing this module, students will be able to: 

  • Understand the different Relationship Types
  • Be able to create a 1 to Many and Many to Many Relationship
  • Know how to manage Relationship customizations using Solutions
  • Understand how to configure Relationship Behaviour
  • Know how to create a Hierarchical Relationships
  • Be able to configure Field Mappings

 

Module 7: Customizing Forms, Views and Visualizations

This module steps through the process to create, customize and configure Forms, Views, Charts and Dashboards in Microsoft Dynamics 365 Customer Engagement.

 

Lessons

  • The process to create a new Form
  • Review the different Form types
  • Using the Form Designer
  • Customizing the Main, Quick View, Quick Create and Card Forms
  • Configure Form Security
  • Review the different View types
  • Customizing System Views
  • Configure the Editable Grid
  • Customizing System Charts and Dashboards

 

Lab 1: Customizing Forms

  • Customising Forms
  • Create a Quick Create Form
  • Create a Quick View Form

 

Lab 2: Configuring System Views

  • Create Custom System Views

 

Lab 3: Configuring Charts and Dashboards

  • Configure a System Chart
  • Construct a System Dashboard

 

After completing this module, students will be able to:

  • Know the various Form Types in Microsoft Dynamics 365
  • Be able to customize existing Forms and create new custom Forms
  • Configure Form Security
  • Be able to customize Views and create new custom System Views
  • Be able to customize Charts and create new custom System Charts
  • Be able to customize Dashboards and create new custom System Dashboards

 

Module 8: The Unified Client Interface (UCI)

This module looks at the Unified Client Interface (UCI) in Microsoft Dynamics 365, including using the App Designer to create custom Apps and customize the out of the box UCI Apps such as Sales and Customer Service.

 

Lessons

  • Introduction to the UCI
  • The App Designer
  • Using the Sitemap Designer
  • Configuring UCI Apps
  • Managing Apps in Solutions

 

Lab 1: Build a custom Event Management App

  • Use the App Designer to build a custom UCI App

 

Lab 2: Customizing an existing UCI App

  • Use the App Designer to customize an existing UCI App

 

Module 9: Processes: Workflows, Business Process Flows and Custom Actions

In this module you will learn how to create and maintain Workflows, Business Process Flows and Custom Actions in Microsoft Dynamics 365.

 

Lessons

  • Introduction to Processes
  • Workflow
  • Business Process Flows
  • Custom Actions

 

Lab 1: Create a Workflow

  • Create a Workflow
  • Define when a Workflow Starts
  • Adding Workflow Steps
  • Activating a Workflow

 

Lab 2: Create a Business Process Flow

  • Create a Business Process Flow
  • Add Stages and Steps to a Business Process Flow
  • Configure Branching Logic in a Business Process Flow
  • Configure Security for a Business Process Flow

 

After completing this module, students will be able to:

  • Apply best practice when designing and implementing business process automation in Microsoft Dynamics 365
  • Understand the different types of ‘Processes’ in Dynamics 365
  • Create a Workflow to perform various actions
  • Create a Business Process Flow to guide a user through a business process
  • Understand the benefits of Custom Actions

 

Module 10: Solution Management

In this module you will learn how to create and manage Solutions in Microsoft Dynamics 365 Customer Engagement. Solutions act as a container for your customizations, allowing you to easily package, deploy and manage changes to multiple Microsoft Dynamics 365 environments.

 

Lessons

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

 

Lab 1: Solution Management

  • Export an Unmanaged Solution
  • Import an Unmanaged Solution
  • Configuring Managed Properties
  • Export and Import Managed Solutions
  • Create a Solution Patch
  • Clone a Solution

 

After completing this module, students will be able to:

  • Understand Solution principals in Microsoft Dynamics 365 Customer Engagement
  • Add and update Solution Components
  • Know the difference between Managed and Unmanaged Solutions
  • Understand the Export and Import process
  • Know how to apply Managed Properties
  • Know how to manage Solution releases using ‘Clone as Patch’ and ‘Clone as Solution’

 

Module 11: Introduction to Dynamics 365 Development

This module introduces the concept of developing and extending the Microsoft Dynamics 365 Framework. You will learn about the tools and resources that are available to developers and administrators as well as best practice methodologies and fundamentals.  

 

Lessons

  • Overview
  • Objectives
  • Introduction to Dynamics 365 Development
  • Development Fundamentals
  • Development Tools for Microsoft Dynamics 365
  • The Software Development Kit (SDK) Tools
  • Development Environments
  • Skills and Best Practice
  • Further reading and resources

 

Lab 1: Dynamics 365 Developer Orientation

  • Review Developer Resources
  • Review the Developer Center and Forums
  • Download Resources from NuGet
  • Review the Software Development Kit (SDK)
  • Review the Developer Lab Files

 

Module 12: The Dynamics 365 API

This module presents the various API’s available to developers in Microsoft Dynamics 365. You will learn how to write code to consume the server and client-side API endpoints using Microsoft .Net C# in Visual Studio.

 

Lessons

  • Introduction to the Dynamics 365 API’s
  • The Web API
  • The Discovery Web Service
  • The Organization Web Service
  • Authentication
  • Core Assemblies
  • Early and Late-bound classes
  • Service Context
  • The Code Generation tools
  • CRUD Operations
  • Using the QueryExpression Class
  • Using LINQ
  • Using FetchXML

 

Lab 1: Query Records using the Web API

  • Set up the Visual Studio Project
  • Query Dynamics 365 using the Web API
  • Display Dynamics 365 records in an external App

  

Lab 2: CRUD Operations in Dynamics 365

  • Set up the Visual Studio Project
  • Create Early Bound Classes
  • Using LINQ to Create, Read, Update and Delete records
  • Test your App

 

Module 13: Developing Plug-Ins for Dynamics 365

In this module you will learn how to develop custom business logic in a Plug-In component using Microsoft .Net C# in Visual Studio. You will also learn how to deploy Plug-In components to Microsoft Dynamics 365 using the Plug-In registration tool.

 

Lessons

  • Introduction to Plug-Ins
  • Writing Plug-In Code
  • Using the Plug-In Registration Tool
  • Debugging Plug-Ins with the Plug-In Profiler
  • Deploying Plug-Ins with Solutions

 

Lab 1: Create and deploy a Plug-In

  • Customize Dynamics 365
  • Set up the Visual Studio Project
  • Create a Plug-In
  • Sign and Build the Assembly
  • Deploy a Plug-In using the Plug-In Registration Tool
  • Debug Plug-In code using the Plug-In Profiler Tool
  • Test your Plug-In

 

Module 14: Developing Client-side Code

This module introduces the concepts of developing Client-side code that works with the event driven model in Microsoft Dynamics 365. You will learn how to create and deploy Client-side components using Web resources in Microsoft Dynamics 365.

 

Lessons

  • Introduction to Client-side coding
  • The Dynamics 365 Event Driven Model
  • Developing JavaScript Client-side code
  • Using Web resources
  • Working with data using the Web API

 

Lab 1: Create and deploy a Client-side Component

  • Create a HTML Web Resource
  • Create a JavaScript Web Resource
  • Write Client-side code for the Web API

 

Prerequisites

This course is intended for Technical students, Administrators and Developers. Students should have an existing working knowledge of Microsoft .Net C# and Visual Studio.

Although not compulsory, it is recommended that students attend the prerequisite course ‘Introduction to Microsoft Dynamics 365’

This course is intended for Technical students, Administrators and Developers. Students should have an existing working knowledge of Microsoft .Net and Visual Studio.