course is guaranteed to run 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
