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Microsoft Dynamics 365 Configuration & Customisation

Special Notices

Please note: for Attend from Anywhere customers an additional screen is required. The additional screen must have a minimum screen size of 19 inch and minimum resolution of 1280x1024, with the vertical resolution (1024) being the most critical.

This course is designed for both Administrators of a CRM system and System Customisers. It covers how to configure the deployment and customisations that may be made through the Settings area of Microsoft Dynamics CRM.

The Course will enable delegates, with some additional study, to take and pass exam MB2-716: Microsoft Dynamics CRM 2016 Customization and Configuration


Learning Objectives

Delegates will learn how to                    

  •   Security Configuration and System Settings
  •   How to customise the system through the use of custom Solution layers
  •   How to create Business Process Flows and Business Rules


  • Good working knowledge of CRM

Course Content

Module One – Introduction to Configuration & Customisations

  •   Customisation and Configuration within this Course
  •   Creating a Publisher
  •   Creating a Solution
  •   Managed or Unmanaged Solutions?
  •   Lab Pre-Requisites
  •   Lab A – Create a Publisher and Solution

Module Two – The Security Model: Business Units

  •   Business Units in Dynamics 365
  •   Lab A – Creating a Business Unit Structure

Module Three – The Security Model: Security Roles

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

Module Four – The Security Model: User Management and Teams in Dynamics 365

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

Module Five – The Security Model: Manager Security

  •   Manager Security
  •   Lab A – Create a Manager Hierarchy

Module Six – Customisation of Entities

  •   Email Integration Options
  •   Server-Side Synchronisation
  •   Email Router
  •   Microsoft Outlook
  •   Forward Mailbox
  •   Email Server Profiles
  •   Mailbox Records
  •   Microsoft Outlook Email Client Options
  •   Folder Tracking
  •   Lab A – Configuring Server-Side Synchronisation

Module Seven – Creating and Customising Fields

  •   Integration with SharePoint
  •   Lab A – Enable and work with SharePoint Integration
  •   Integrate with OneDrive
  •   OneNote Integration
  •   Office 365 Groups

Module Eight – Establishing Relationships

  •   Entity Types
  •   Lab A – Adding System Entities to a Solution
  •   Creating Custom Entities
  •   Entity Properties
  •   Lab B – Creating Custom Entities
  •   Activity Entities
  •   Lab C- Creating a Custom Activity Entity (if time permits or do in your own time)

Module Nine – Form Customisation

  •   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

Module Ten – Introduction to Business Rules

  •   Relationship Types
  •   Create Entity Relationships
  •   Lab A – Create and Modify a 1:N Relationship between Custom Entities
  •   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

Module Eleven – Creating, Maintaining and Customising Views

  •   Capabilities of the Unified Interface
  •   Navigating the Unified Interface
  •   Missing Features

Module Twelve – Chart and Dashboard 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
  •   Mobile Forms

Module Thirteen – Working with the new UCI (Unified Client Interface)

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

Module Fourteen – Additional Security Features

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

Module Fifteen – Creating Business Process Flow

  •   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 Sixteen – Edit and work with the Sitemap

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

Module Seventeen – Dynamics 365 Apps

  •   Field Level Security
  •   Lab A – Configure Field Security
  •   Access Teams
  •   Lab B- Creating and configuring an Access team
  •   Auditing
  •   Lab C – Enable Auditing and View Audit Records

Module Eighteen – Working with Solutions

  •   Workflows
  •   Lab A – Creating a Workflow
  •   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 19 – Edit and work with the Sitemap

  •   Microsoft Dynamics 365 Sitemap
  •   Lab A – Edit the Sitemap of the PE Event Solution

Module 20 – Dynamics 365 Apps

  •   Microsoft Dynamics 365 Business Apps
  •   Lab A – Create a new App for PE Events

Module 21 – 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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Virtual Classroom

Virtual classrooms provide all the benefits of attending a classroom course without the need to arrange travel and accomodation. Please note that virtual courses are attended in real-time, commencing on a specified date.

Virtual Course Dates

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