Course duration
- 3 days
Course Benefits
- Understand the features and tools that exist in Microsoft Dynamics 365 for Customizers.
- Be aware of integrating complementing Microsoft products such as SharePoint, Skype 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.
Public expert-led online training from the convenience of your home, office or anywhere with an internet connection. Guaranteed to run .
Private classes are delivered for groups at your offices or a location of your choice.
Course Outline
- Introduction
- Getting familiar with the versions of Microsoft Dynamics CRM\365
- 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
- Initial Setup and Configuration
- 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 Email Settings
- Understand how to configure Skype Integration
- Understand how to configure SharePoint Integration
- 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
- Security
- 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
- Creating and Managing Entities
- Introduction to the Dynamics 365 schema
- Review the different Entity Types
- Create new Custom Entities
- Managing Entity Ownership
- Managing Entity Properties
- Custom Entity Security
- 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
- Customizing Fields
- 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
- Customizing Relationships and Mappings
- 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
- Customizing Forms, Views and Visualizations
- 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
- 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
- Processes: Workflows, Business Process Flows and Custom Actions
- 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
- Solution Management
- 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
Class Materials
Each student will receive a comprehensive set of materials, including course notes and all the class examples.
Experience in the following is required for this Dynamics 365 class:
- A working knowledge of Microsoft Dynamics 365 or Microsoft Dynamics CRM.
Instructor-led courses are offered via a live Web connection, at client sites throughout Europe, and at our Geneva Training Center.