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

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

Target Audience

  • Technical consultants responsible for customizing and configuring the application
  • Functional consultant who want to understand customization and configuration features
  • 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 Customizing Dynamics 365

  • Dynamics 365 Customization Overview
  • Different types of Dynamics 365 clients
  • Overview of Dynamics 365 architecture
  • Understanding different types of customization methodologies
  • Different types of customizations options
  • Packaging and deploying customizations
  • Extending Dynamics 365 Overview

Module 2: Introduction to Dynamics 365 Solution

  • Dynamics 365 solutions overview
  • Including components in solutions
  • Solution publishers and versioning
  • Understanding different types of solutions
  • Working with multiple solutions
  • Exporting and importing solutions

Module 3: Dynamics 365 Entity and Field Customization

  • Dynamics 365 entities overview
  • Defining entity ownership
  • Working with entity properties
  • System vs. Custom entities
  • Dynamics 365 fields overview
  • Working with different types of fields

Module 4: Additional Field Customizations

  • Using calculated and rollup fields
  • Working with local and global option sets
  • Using alternate keys to facilitate data integration
  • Dynamics 365 field level security
  • State and status reason transitions

Module 5: Relationships

  • Overview of relationships in Dynamics 365
  • 1:N and N:N relationships
  • Working with hierarchical data
  • Using entity mapping to pre-populate data
  • Connections and connection roles

Module 6: Customizing Forms

  • Dynamics 365 form types
  • How to build dynamics 365 forms
  • Specialized form components
  • Using access teams and sub-grids for record sharing
  • Specialized form components
  • Working with multiple forms

Module 7: Business Rules

  • Business rules overview
  • Business rule structure and design
  • Using conditions and actions

Module 8: Views and Visualizations

  • Types of views in Dynamics 365
  • Creating and customizing views
  • Customizing charts
  • Customizing dashboards
  • Using dynamics 365 theming

Module 9: Interactive Service Hub

  • Interactive Service Hub Overview
  • Dashboard and Form Basics
  • Customization Overview
  • Form Customization
  • Dashboard Customization

Module 10: Mobile Considerations

  • Examine Considerations when deploying the mobile client
  • Explore strategies for customizing the mobile client
  • Navigation and Form Considerations
  • Custom Controls
  • Business Rules vs Client Scripting
  • When to consider a custom developed solution

Module 11: 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 12: Building a Security Model

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

Module 13: Extending Security with Hierarchical Security

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

Module 14: Knowledge Management

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

Module 15: 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 16: 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 17: 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

For more information email to info@msdynamicsconsulting.com