3 Day
Information Workers \ Technical User
This Revision
Microsoft Dynamics 365 Versions 9 (Latest)
Delivery Method
Instructor Led Classroom and Virtual
On Demand
On Demand Version Available

Dynamics 365 Customization and Configuration

**Course Update - Revision B of this course now includes the following additional subjects..**

  • Support for version 9.1 of Dynamics 365
  • New Lab - Unified Client Interface (UCI) Customization and Configuration
  • OneNote, OneDrive, Office365 Groups Integration 
  • Virtual Entities
  • Editable Grids
  • New Module 8 - Dynamics 365 Mobile and Tablet App Deployment, Customization and Configuration
  • New Lab - Deploying Dynamics 365 for Mobile
  • New Module 10 - The App Designer and Navigation Customization
  • New Lab - Create a Custom App
  • New Lab - Create a Custom Action
  • Closer mapping to Microsoft Dynamics 365 Exam Objectives

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.

  •  Brisbane

Jan 22nd | Feb 19th | March 12th | March 26th

  • Sydney

Feb 5th | Feb 26th | March 12th | March 26th

  • Melbourne

Jan 22nd | Feb 19th | March 12th | March 26th

  • Perth

Feb 5th | Feb 26th | March 12th | March 26th

  • 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 Dynamics 365 framework.


  • Compare versions of Microsoft Dynamics 365 (8, 9 and 9.2)
  • Get acquainted with the Dynamics 365 framework
  • Review the Dynamics 365 interfaces, devices and apps
  • Understand the tools for Dynamics 365 customizers
  • A brief overview of Solutions
  • Understand the differences between Dynamics 365 organisations and environments
  • Review further reading and resources
  • Set up the lab environment - Acme Enterprises Event Management Solution

Lab 1: Setting up your Lab environment

  • Setup your Lab and install sample data


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.    


  • An introduction to Dynamics 365 online setup
  • An introduction to Dynamics 365 on premise setup
  • Review the System Settings area
  • Understand how to configure Auto Save Settings
  • Understand how to configure Format Settings
  • Understand how to configure Audit Settings
  • Understand how to configure Email Settings
  • Understand how to configure Skype for Business Integration
  • Understand how to configure SharePoint Integration
  • Understand how to configure OneDrive Integration
  • Understand how to configure Office365 Groups
  • Understand how to configure Themes
  • Understand how to configure Dynamics 365 for Outlook

 Lab 1: Configure Document Management Settings

  • Configure SharePoint Integration with Dynamics 365

Lab 2: Configure Email Services and Outlook

  • Configure Server side Syncronization
  • Configure Dynamics 365 for Outlook

Lab 3: Configure Auditing

  • Configure Audit Settings in Dynamics 365


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.


  • 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


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.


  • 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


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.


  • 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


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.


  • 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


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.


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


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.


  • Introduction to Dynamics 365 Mobility
  • The Dynamics 365 Mobile App
  • The Dynamics 365 Tablet App
  • Deployment considerations
  • Limitations

Lab 1: Deploying Dynamics 365 for Mobile

  • Deploy the Dynamics 365 Mobile App
  • Configure the Dynamics 365 Mobile App
  • Customize the Dynamics 365 Mobile 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 Dynamics 365.


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

Lab 1: Create a Workflow

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

 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

 Lab 3: Create a Custom Action

  • Create a Custom Action
  • Perform a Custom Action from a Workflow


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.


  • An introduction to the Unified Client Interface (UCI)
  • An introduction to the App Designer
  • App Designer Walk Through
  • App Designer Features
  • Security Enabled Navigation
  • Constructing an App
  • Publishing an App
  • Apps and Solutions

Lab 1: Build a custom Event Management App

  • Use the App Designer to build a custom App


Module 11: Solution Management

In this module you will learn how to create and manage Solutions in Dynamics 365 across multiple environments.


  • 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


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:

  • Understand the features and tools that exist in Microsoft Dynamics 365 for Customizers
  • Be aware of integrating complimenting Microsoft products such as SharePoint, Skpe for Business and Exchange
  • Undertake and carry out the initial setup and configuration required in a Microsoft Dynamics 365 deployment
  • Design and configure a comprehensive Security model using the inbuilt tools in Microsoft Dynamics 365
  • Customize the Dynamics 365 schema by creating custom Entities, Fields and Relationships
  • Design custom Information Forms, Quick View Forms, Quick Create Forms and System Views
  • Create System Charts, Dashboards and Interactive Experience Dashboards
  • Create and manage Business Rules using the Business Rule Designer
  • Plan, design and implement best practice Workflow, Business Process Flows and Custom Actions
  • Be able to apply best practice methodology using Unmanaged and Managed Solutions to deploy Microsoft Dynamics 365 customizations and patches