55242: Microsoft Dynamics 365 Customization & Configuration

This course provides students with a detailed hands-on experience of setting up, customizing, configuring and maintaining the CRM components of Microsoft Dynamics 365. 

Attendees of this course will gain an in-depth understanding of the Dynamics 365 security model, learn how to customize the Dynamics 365 framework, create and maintain powerful workflows and business process flows and use solutions to package and deploy customizations across multiple Dynamics 365 environments.

The course applies to both Business and Enterprise Editions of Dynamics 365 as well as Online and On-premise deployments. The July 2017 V9 release of Dynamics 365 is considered and course objectives map directly to the MB2-716 certification exam.

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Description

Module 1: Introduction

This module provides the attendee with an introduction to the concept of customizing and configuring the Dynamics 365 framework.

Lessons

Be familiar with the versions of Microsoft Dynamics CRM365
Get acquainted with the Dynamics 365 framework
Review the Dynamics 365 interfaces, devices and apps
Understand the tools for Dynamics 365 customizers
A brief overview of Solutions
Understand the differences between Dynamics 365 organisations and environments
Review further reading and resources
Set up the lab environment – Acme Enterprises Event Management Solution

Lab: Setting up your Lab environment

Setup your Lab and install sample data

After completing this module, students will be able to:

Understand the different versions of CRM and Dynamics 365
Learn what the differences are between Dynamics CRM 2016 and Dynamics 365
Be introduced to the Dynamics 365 Framework
Be aware of the different interfaces to Dynamics 365
Be introduced to some of the inbuilt tools for Customizers
Understand about the significance of Solutions in Microsoft Dynamics 365
Be aware of the fundamentals of Organizations and Environments

Module 2: Initial Setup and Configuration

This module presents some of the most common features that require setup and configuration when Dynamics 365 is first installed.

Lessons

An introduction to Dynamics 365 online setup
An introduction to Dynamics 365 on premise setup
Review the System Settings area
Understand how to configure Auto Save Settings
Understand how to configure Format Settings
Understand how to configure Email Settings
Understand how to configure Skype Integration
Understand how to configure SharePoint Integration

Lab: Configure Dynamics 365 System Settings

Configure Auto Save Settings
Configure Formatting Settings
Configure Email Settings

Lab: Configure Dynamics 365 Audit Settings

Enable Auditing in Dynamics 365
Enable Auditing for an Entity
Configure Auditing for a Field

After completing this module, students will be able to:

Perform the steps necessary to setup and configure Dynamics 365 Online and On Premise
Understand the licensing options for Dynamics 365
Be able to configure Systems Settings including Auto Save, Formatting options and Email Settings
Be aware of integration Dynamics 365 with SharePoint, Skype for Business and Exchange

Module 3: Security

This module highlights the importance of maintaining a robust security model in Dynamics 365 by stepping through how to configure Business Units, Security Roles, Users and Teams. Access Teams and Hierarchy Security are also considered.

Lessons

Design and configure Business Units
Configure Security Roles
Manage Users and Teams
Implement Access Teams
Configure Hierarchy Security

Lab: Configure Users, Business Units, Security Roles and Access Levels

Add new Users in Dynamics 365
Create new Business Units
Copy a Security Role and Configure Access Levels
Assign Users to Security Roles
Login to Dynamics 365 as a different User to test permissions

Lab: Configure Access Teams

Configure an Entity to be used in Access Teams
Create an Access Team Template
Configure a Sub-Grid to use an Access Team

Lab: Configure a Management Hierarchy

Enable Hierarchy Security
Configure a Manager Hierarchy

After completing this module, students will be able to:

Manage Security features in Microsoft Dynamics 365
Configure Business Units, Security Roles, Access Levels, Users and Teams
Know the difference between Teams and Access Teams
Configure Manager and Position Hierarchy Security

Module 4: Creating and Managing Entities

In this module we will start to look at customizing the Dynamics 365 schema, including Entities, Relationships, Fields and Forms which can be customized and extended using powerful inbuilt tools.

Lessons

Introduction to the Dynamics 365 schema
Review the different Entity Types
Create new Custom Entities
Managing Entity Ownership
Managing Entity Properties
Custom Entity Security
Review Entities and Solutions

Lab: Creating and Managing Entities

Creating a new Solution
Create Custom Entities and configure Entity properties
Add existing System Entities to a Solution
Configure permissions for Custom Entities

After completing this module, students will be able to:

Understand Dynamics 365 schema fundamentals
Know the different Entity Types
The process to create new Custom Entities
Manage Entity Properties
Configure Entity Security
Manage Entity customizations with Solutions

Module 5: Customizing Fields

This module presents the different Field types that exist in Dynamics 365 including special Fields like Calculated and Rollup Fields. The Business Rule Designer is also introduced together with Field Level Security.

Lessons

Introduction to Field Customization
Understand the different Field Types
Review Field Formats
Create a new Field
Review Fields and Solutions
Implement a Calculated Field
Configure Field Level Security

Lab: Creating and Managing Fields

Creating Fields
Create a Global Option Set

Lab: Creating a Calculated Field

Creating a Calculated Field
Add Fields to an Entity Form

Lab: Configuring Field Level Security

Enable a Field for Field Level Security
Configure a Field Security Profile

After completing this module, students will be able to:

Understand the process to customize Fields in Dynamics 365
Know the different Field Types and Formats
Be able to manage Field customizations using Solutions
Create a Calculated Field
Configure Field Level Security
Calculated Fields
Use the Business Rule Designer to configure Field validation

Module 6: Customizing Relationships and Mappings

This module provides an overview of the different types of Relationships that can be created in Dynamics 365. Relationship Behaviors and Mappings are also considered.

Lessons

Introduction to Relationships
Review the different Relationship Types
Create a Relationship
Review Relationships and Solutions
Understand Relationship Behaviour
Implement a Hierarchy Relationship
Configure Field Mappings

Lab: Create Entity Relationships

Create Entity Relationships
Configure Relationship Behavior

Lab: Create a Hierarchical Relationship

Configure a Hierarchical Relationship

Lab: Configure Field Mappings

Configure Field Mappings

After completing this module, students will be able to:

Understand the different Relationship Types
Be able to create a 1 to Many and Many to Many Relationship
Know how to manage Relationship customizations using Solutions
Understand how to configure Relationship Behavior
Know how to create a Hierarchical Relationships
Be able to configure Field Mappings

Module 7: Customizing Forms, Views and Visualizations

This module steps through the process to create, customize and configure Forms, Views, Charts and Dashboards in Dynamics 365.

Lessons

The process to create a new Form
Review the different Form types
Using the Form Designer
Customizing the Main, Quick View and Quick Create Forms
Configure Form Security
Review the different View types
Customizing System Views
Customizing System Charts and Dashboards

Lab: Customizing Forms

Customizing Forms
Create a Quick Create Form
Create a Quick View Form

Lab: Configuring System Views

Create Custom System Views

Lab: Configuring Charts and Dashboards

Configure a System Chart
Construct a System Dashboard

After completing this module, students will be able to:

Know the various Form Types in Dynamics 365
Be able to customize existing Forms and create new custom Forms
Configure Form Security
Be able to customize existing System Views and create new custom System Views
Be able to customize existing System Charts and create new custom System Charts
Be able to customize existing System Dashboards and create new custom System Dashboards

Module 8: Processes: Workflows, Business Process Flows and Custom Actions

In this module you will learn how to create and maintain Workflows, Business Process Flows and Custom Actions in Dynamics 365.

Lessons

Introduction to Processes
Workflow
Business Process Flows
Custom Actions

Lab: Create a Workflow

Create a Workflow
Define when a Workflow Starts
Adding Workflow Steps
Activating a Workflow

Lab: Create a Business Process Flow

Create a Business Process Flow
Add Stages and Steps to a Business Process Flow
Configure Branching Logic in a Business Process Flow

After completing this module, students will be able to:

Apply best practice when designing and implementing business process automation in Dynamics 365
Understand the different types of ‘Processes’ in Dynamics 365
Create a Workflow to perform various actions
Create a Dialog to guide a user through a business process
Create a Business Process Flow to guide a user through a business process
Understand the benefits of Custom Actions

Module 9: Solution Management

In this module you will learn how to create and manage Solutions in Dynamics 365 across multiple environments.

Lessons

An introduction to Solution Management
How to add and administer components in a Solution
The differences between unmanaged and managed Solutions
How to export and import a Solution
How to set Managed Properties for a Solution
What happens when you delete a Solution
How to Clone a Solution Patch
How to Clone a Solution

Lab: Solution Management

Export an Unmanaged Solution
Import an Unmanaged Solution
Configuring Managed Properties
Export and Import Managed Solutions
Create a Solution Patch
Clone a Solution

After completing this module, students will be able to:

Understand Solution principals in Dynamics 365
Add and update Solution Components
Know the difference between Managed and Unmanaged Solutions
Understand the Export and Import process
Know how to apply Managed Properties
Know how to manage Solution releases using ‘Clone as Patch’ and ‘Clone as Solution’

At Course Completion

After completing this course, students will be able to:

Understand the features and tools that exist in Microsoft Dynamics 365 for Customizers
Be aware of integrating complimenting Microsoft products such as SharePoint, Skpe 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