After completion of the course, you will be able to:

  • Configure the Dynamics 365 application
  • Configure the security to limit the access to data.
  • Understand knowledge management in Dynamics 365.
  • Create processes and Business Process Flows.

Target Audience

  • Technical consultants responsible for configuring the application
  • Functional consultant who want to understand configuration options
  • In general: anyone wants to make career in Microsoft Dynamics 365!

Trainer Profile

Trainer has 8 years of experience in Microsoft Dynamics 365 consulting and development.

He works with a major IT company and delivers training on demand.

He is well versed on Microsoft technologies including Dynamics 365 for Sales, Dynamics 365 for Customer Service, Power BI, Unified Service Desk, Voice of the Customer, Customer Portal , Azure, Asp.Net, .Net, JavaScript frameworks and other related technologies.

Course Content

Module 1: Introduction to Configuring Dynamics 365 Application

  • Configuring Dynamics 365 application
  • Create and Manage 365 Business Units
  • User Management and Email Configuration
  • Using Teams to Extend Functionality

Module 2: Building a Security Model

  • Overview of the Dynamics 365 Security Model
  • Create, Configure and Manage Security Roles
  • Users / Teams & Security Roles

Module 3: Extending Security with Hierarchical Security

  • Dynamics 365 Hierarchy Security
  • Configuration Hierarchy Security
  • Manager Hierarchy
  • Position Hierarchy

Module 4: Knowledge Management

  • Review of Knowledge Options
  • Parature
  • Knowledge Articles
  • Knowledge Search
  • External Access

Module 5: Introduction to Processes in Dynamics 365

  • Review Processes Available in Dynamics 365
    • Business Process Flows
    • Workflows
    • Dialogs
    • Custom Actions
  • Examine how to create a Dynamics 365 workflow

Module 6: Business Process Flows

  • Overview of Business Process Flows
  • Using Stages, Steps, and Categories
  • Reviews Options for Conditional Branching
  • Workflows and Business Process Flows
  • Role Driven Process Flows

Module 7: Dynamics 365 and Office 365

  • Review the different options for connecting a Dynamics 365 and Office 365
  • Use Folder Tracking to better track emails
  • Use Office Groups for Collaboration
  • Setup Server Side SharePoint Integration
  • Configure OneNote Integration

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