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Mastering Microsoft Dynamics 365 Customer Engagement

This 5-day course will empower delegates to be able to administer the Power Platform and customise the Customer Engagement platform of Dynamics 365. This course is an amalgamation of the 2-day Mastering Dynamics 365 Administration and the 3-day Master Dynamics 365 Customisation courses. After the course delegates, with some additional study, will be ready to take the Microsoft MB-200 exam (Microsoft Power Platform and D365 Core).

Select specific date to see price, venue and full details.

Pre-Requisites

Working Knowledge of Dynamics 365.

Course Content

Mastering Dynamics 365 Administration:

Module 1 – Introduction to the Power Platform

  • Platform environment overview
  • Portals used to configure
  • Creating environments
  • Backing up environments
  • Adding solutions to environments
  • Lab A – Creating a Practice environment

Module 2 – Security Model: Business Units

  • Security features in Dynamics
  • Business Unit Structure
  • Modifying Business Units
  • Enable/Disable Business Units
  • Lab A – Creating Business Unit Structure

Module 2 –Security Model: Security Roles

  • Security Roles
  • Privileges and Access Levels
  • Create and Copy Roles
  • Lab A- Configuring Security Roles

Module 3 –Security Model: User Management and Teams

  • Adding Users in Dynamics 365
  • Lab A – Adding Users
  • Team Management
  • Default Teams
  • Creating Teams
  • Lab B – Managing and Creating Teams

Module 5 –Security Model: Manager Security

  • Manager Hierarchy
  • Position Hierarchy
  • Lab A – Create a Manager Hierarchy

Module 6 – Configure Email Services

  • Server-Side Synchronisation
  • Forward Mailbox
  • Configuring Server-Side Synchronisation
  • Default Organisation Settings
  • Configuring Mailbox Records
  • Microsoft Outlook Email Client Options
  • Folder Tracking
  • Lab A – Configuring Server-Side Synchronisation

Module 7 – Integrating with Outlook

  • Overview of the Dynamics 365 App for Outlook
  • Deploying the Dynamics 365 App for Outlook
  • Using the Dynamics 365 App for Outlook
  • Lab A – Deploy and Use the Dynamics 365 App for Outlook

Module 7 – Integrating with other Office 365 Offerings

  • Integration with SharePoint
  • Configure and Enable SharePoint integration
  • Enable Document Management Settings
  • Lab A – Enable and work with SharePoint Integration
  • Integrate with OneDrive
  • OneNote Integration
  • Office 365 Groups

Mastering Dynamics 365 Customisation:

Module 1 – The Unified Interface

  • Capabilities of the Unified Interface
  • Dashboards & Charts
  • Enhanced User Experience
  • Model-Driven apps
  • Rich Controls
  • Navigation
  • Lab A- Investigating the Unified Interface.

Module 2 – Introduction to Dynamics 365 Customisation

  • CDS and CDM Overview
  • Microsoft Dynamics 365 Solution Strategy
  • Default & Common Data Services Default Solutions
  • Creating a new solution
  • Creating a Publisher
  • Managed or Unmanaged Solutions?
  • Exporting and Importing Solutions
  • Overview of Entity Customisations
  • Lab A – Create the Power Platform Environment
  • Lab B – Create a Publisher and Solution

Module 3 – Model-Driven Apps

  • What are Model-Driven Apps?
  • Creating Model-Driven Apps
  • Lab A – Create a Model-Driven App

Module 4 – Customisation of Entities

  • Entity Types
  • Creating Custom Entities
  • Entity Ownership
  • Entity Properties
  • Rename & Deleting Entities
  • Entity Properties
  • Lab A – Creating Custom Entities

Module 5 – Creating and Customising Fields

  • Fields and Data Types
  • Fields and their display formats
  • Deleting field form an Entity
  • Lab A – Creating Additional field for the Event and Event Booking Entities
  • Calculated Fields
  • Lab B- Creating a Calculated Field
  • Rollup Fields
  • Lab C – Creating a Rollup Field (do at home)

Module 6 – Establishing Relationships

  • Relationship Types
  • Create Entity Relationships
  • Lab A – Create and Modify a 1:N Relationship
  • N:N Relationships
  • Native N:N Relationships
  • Manual N:N Relationships
  • Lab B – Create a N:N Relationship
  • Hierarchical Relationships
  • Lab C – Creating Hierarchical Relationships
  • Field Mapping in Dynamics 365
  • Connections and Connection Roles
  • Lab D – Connecting Records (if time permits)

Module 7 – Form Customisation

  • Quick Create Forms
  • Lab A – Create a Quick Create Form
  • Main Forms
  • Lab B – Form Customisations
  • Quick View Forms
  • Lab C – Adding Quick View Form Data to a Child Entity Form
  • Securing Multiple Forms
  • Lab D – Securing an Additional Form

Module 8 – Introduction to Business Rules

  • Configuring Business Rules
  • Create Business Rules
  • Lab A – Create a Business Rule

Module 9 – Creating, Maintaining and Customising Views

  • Types of Views
  • Assembling a View
  • Removing unwanted Views
  • Lab A – Modify the Quick Find View
  • Lab B – Create a New Public View

Module 10 – Chart Customisation

  • Chart Structure
  • System & Personal Charts
  • Chart Types and Options
  • Lab A – Create a Custom Chart
  • Export and Import Charts
  • Advanced Charting
  • Modifying Charts
  • Lab B – Modifying Chart XML

Module 11– Dashboards

  • Creating System and Personal Standard Dashboards
  • Lab A – Create a System Standard Dashboard
  • Creating Interactive Dashboards
  • Lab B – Creating and Interactive Experience Dashboard

Module 12 – Additional Security Features

  • Field Level Security
  • Lab A – Configure Field Security
  • Auditing
  • Lab B – Enable Auditing and View Audit Records

Module 13 – Creating Processes

  • Introduction to Microsoft Automate
  • Creating a Flow
  • Lab A – Creating a Flow
  • Creating Business Process Flow
  • Edit or Modifying the Business Process Flow
  • Control Access to Business Process Flow
  • Lab B – Create a Business Process Flow

Module 14 – Working with Solutions

  • Managed vs Unmanaged Solutions
  • Managed Properties
  • Lab A – Import a Managed Solution

Module 22 – Do it Yourself!

  • Scenario
  • Real World Steps

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