**Course Update - Revision B of this course now includes the following additional subjects..**
Check the course outline below for further details.
This course provides students with a detailed hands-on experience of setting up, customizing, configuring and maintaining the CRM components of Microsoft Dynamics 365.
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.
The course applies to both Business and Enterprise Editions of Dynamics 365 as well as Online and On-premise deployments.
This course has been reviewed and tested by the external body ProCert Quality Courseware Review.
Course Schedule
Please note all Instructor Led Classroom and Virtual courses will be in Australian EST time zone.
Jan 22nd | Feb 19th | March 12th | March 26th
Feb 5th | Feb 26th | March 12th | March 26th
Jan 22nd | Feb 19th | March 12th | March 26th
Feb 5th | Feb 26th | March 12th | March 26th
Module 1: Introduction
This module provides the attendee with an introduction to the concept of customizing and configuring the Dynamics 365 framework.
Lessons
Lab 1: Setting up your Lab environment
Module 2: Initial Setup and Configuration
This module presents some of the most common features that require setup and configuration when Dynamics 365 is first installed.
Lessons
Lab 1: Configure Document Management Settings
Lab 2: Configure Email Services and Outlook
Lab 3: Configure Auditing
Module 3: Security
This module highlights the importance of maintaining a robust security model in Dynamics 365 by stepping through how to configure Business Units, Security Roles, Users and Teams. Access Teams and Hierarchy Security are also considered.
Lessons
Lab 1: Configure Users, Business Units, Security Roles and Access Levels
Lab 2: Configure Access Teams
Lab 3: Configure a Management Hierarchy
Module 4: Creating and Managing Entities
In this module we will start to look at customizing the Dynamics 365 schema, including Entities, Relationships, Fields and Forms which can be customised and extended using powerful inbuilt tools.
Lessons
Lab 1: Creating and Managing Entities
Module 5: Customizing Fields
This module presents the different Field types that exist in Dynamics 365 including special Fields like Calculated and Rollup Fields. The Business Rule Designer is also introduced together with Field Level Security.
Lessons
Lab 1: Creating and Managing Fields
Lab 2: Creating a Calculated Field
Lab 3: Configuring Field Level Security
Module 6: Customizing Relationships and Mappings
This module provides an overview of the different types of Relationships that can be created in Dynamics 365. Relationship Behaviours and Mappings are also considered.
Lessons
Lab 1: Create Entity Relationships
Lab 2: Create a Hierarchical Relationship
Lab 3: 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 Dynamics 365.
Lessons
Lab 1: Customizing Forms
Lab 2: Configuring System Views
Lab 3: Configuring Charts and Dashboards
Module 8: Deploying Dynamics 365 Mobility
In this module you will learn how to deploy, configure and customize the Mobile and Tablet App in Dynamics 365.
Lessons
Lab 1: Deploying Dynamics 365 for Mobile
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 Dynamics 365.
Lessons
Lab 1: Create a Workflow
Lab 2: Create a Business Process Flow
Lab 3: Create a Custom Action
Module 10: The Unified Client Interface (UCI)
In this module you will learn how to provision and use the Dynamics 365 App Designer to create a custom App and navigation.
Lessons
Lab 1: Build a custom Event Management App
Module 11: Solution Management
In this module you will learn how to create and manage Solutions in Dynamics 365 across multiple environments.
Lessons
Lab 1: Solution Management
Prerequisites
Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM. As a minimum, students should attend the prerequisite course ‘Introduction to Microsoft Dynamics 365’.
This course is intended for Information workers, IT Professionals and Developers.
At Course Completion
After completing this course, students will be able to:
