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    Please refer to our detailed course outlines below.

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Microsoft Dynamics 365 Customization and Configuration

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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.
Available Delivery Methods
Public Class
Public expert-led online training from the convenience of your home, office or anywhere with an internet connection. Guaranteed to run .
Private Class
Private classes are delivered for groups at your offices or a location of your choice.

Course Outline

  1. Introduction
    1. Getting familiar with the versions of Microsoft Dynamics CRM\365
    2. Get acquainted with the Dynamics 365 framework
    3. Review the Dynamics 365 interfaces, devices and apps
    4. Understand the tools for Dynamics 365 customizers
    5. A brief overview of Solutions
    6. Understand the differences between Dynamics 365 organisations and environments
    7. Review further reading and resources
    8. Set up the lab environment - Acme Enterprises Event Management Solution
    9. Lab 1: Setting up your Lab environment
    10. Setup your Lab and install sample data
  2. Initial Setup and Configuration
    1. An introduction to Dynamics 365 online setup
    2. An introduction to Dynamics 365 on premise setup
    3. Review the System Settings area
    4. Understand how to configure Auto Save Settings
    5. Understand how to configure Format Settings
    6. Understand how to configure Email Settings
    7. Understand how to configure Skype Integration
    8. Understand how to configure SharePoint Integration
    9. Lab 1: Configure Dynamics 365 System Settings
    10. Configure Auto Save Settings
    11. Configure Formatting Settings
    12. Configure Email Settings
    13. Lab 2: Configure Dynamics 365 Audit Settings
    14. Enable Auditing in Dynamics 365
    15. Enable Auditing for an Entity
    16. Configure Auditing for a Field
  3. Security
    1. Design and configure Business Units
    2. Configure Security Roles
    3. Manage Users and Teams
    4. Implement Access Teams
    5. Configure Hierarchy Security
    6. Lab 1: Configure Users, Business Units, Security Roles and Access Levels
    7. Add new Users in Dynamics 365
    8. Create new Business Units
    9. Copy a Security Role and Configure Access Levels
    10. Assign Users to Security Roles
    11. Login to Dynamics 365 as a different User to test permissions
    12. Lab 2: Configure Access Teams
    13. Configure an Entity to be used in Access Teams
    14. Create an Access Team Template
    15. Configure a Sub-Grid to use an Access Team
    16. Lab 3: Configure a Management Hierarchy
    17. Enable Hierarchy Security
    18. Configure a Manager Hierarchy
  4. Creating and Managing Entities
    1. Introduction to the Dynamics 365 schema
    2. Review the different Entity Types
    3. Create new Custom Entities
    4. Managing Entity Ownership
    5. Managing Entity Properties
    6. Custom Entity Security
    7. Review Entities and Solutions
    8. Lab 1: Creating and Managing Entities
    9. Creating a new Solution
    10. Create Custom Entities and configure Entity properties
    11. Add existing System Entities to a Solution
    12. Configure permissions for Custom Entities
  5. Customizing Fields
    1. Introduction to Field Customization
    2. Understand the different Field Types
    3. Review Field Formats
    4. Create a new Field
    5. Review Fields and Solutions
    6. Implement a Calculated Field
    7. Configure Field Level Security
    8. Lab 1: Creating and Managing Fields
    9. Creating Fields
    10. Create a Global Option Set
    11. Lab 2: Creating a Calculated Field
    12. Creating a Calculated Field
    13. Add Fields to an Entity Form
    14. Lab 3: Configuring Field Level Security
    15. Enable a Field for Field Level Security
    16. Configure a Field Security Profile
  6. Customizing Relationships and Mappings
    1. Introduction to Relationships
    2. Review the different Relationship Types
    3. Create a Relationship
    4. Review Relationships and Solutions
    5. Understand Relationship Behaviour
    6. Implement a Hierarchy Relationship
    7. Configure Field Mappings
    8. Lab 1: Create Entity Relationships
    9. Create Entity Relationships
    10. Configure Relationship Behaviour
    11. Lab 2: Create a Hierarchical Relationship
    12. Configure a Hierarchical Relationship
    13. Lab 3: Configure Field Mappings
    14. Configure Field Mappings
  7. Customizing Forms, Views and Visualizations
    1. The process to create a new Form
    2. Review the different Form types
    3. Using the Form Designer
    4. Customizing the Main, Quick View and Quick Create Forms
    5. Configure Form Security
    6. Review the different View types
    7. Customizing System Views
    8. Customizing System Charts and Dashboards
    9. Lab 1: Customizing Forms
    10. Customising Forms
    11. Create a Quick Create Form
    12. Create a Quick View Form
    13. Lab 2: Configuring System Views
    14. Create Custom System Views
    15. Lab 3: Configuring Charts and Dashboards
    16. Configure a System Chart
    17. Construct a System Dashboard
  8. Processes: Workflows, Business Process Flows and Custom Actions
    1. Introduction to Processes
    2. Workflow
    3. Business Process Flows
    4. Custom Actions
    5. Lab 1: Create a Workflow
    6. Create a Workflow
    7. Define when a Workflow Starts
    8. Adding Workflow Steps
    9. Activating a Workflow
    10. Lab 2: Create a Business Process Flow
    11. Create a Business Process Flow
    12. Add Stages and Steps to a Business Process Flow
    13. Configure Branching Logic in a Business Process Flow
  9. Solution Management
    1. An introduction to Solution Management
    2. How to add and administer components in a Solution
    3. The differences between unmanaged and managed Solutions
    4. How to export and import a Solution
    5. How to set Managed Properties for a Solution
    6. What happens when you delete a Solution
    7. How to Clone a Solution Patch
    8. How to Clone a Solution
    9. Lab 1: Solution Management
    10. Export an Unmanaged Solution
    11. Import an Unmanaged Solution
    12. Configuring Managed Properties
    13. Export and Import Managed Solutions
    14. Create a Solution Patch
    15. Clone a Solution

Class Materials

Each student will receive a comprehensive set of materials, including course notes and all the class examples.

Class Prerequisites

Experience in the following is required for this Dynamics 365 class:

  • A working knowledge of Microsoft Dynamics 365 or Microsoft Dynamics CRM.
Since its founding in 1995, InterSource has been providing high quality and highly customized training solutions to clients worldwide. With over 500 course titles constantly updated and numerous course customization and creation possibilities, we have the capability to meet your I.T. training needs.
Instructor-led courses are offered via a live Web connection, at client sites throughout Europe, and at our Geneva Training Center.
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