1 - Introduction
Getting familiar with the versions of Microsoft Dynamics CRM\365Get acquainted with the Dynamics 365 frameworkReview the Dynamics 365 interfaces, devices and appsUnderstand the tools for Dynamics 365 customizersA brief overview of SolutionsUnderstand the differences between Dynamics 365 organisations and environmentsReview further reading and resourcesSet up the lab environment - Acme Enterprises Event Management Solution
2 - Initial Setup and Configuration
An introduction to Dynamics 365 online setupAn introduction to Dynamics 365 on premise setupReview the System Settings areaUnderstand how to configure Auto Save SettingsUnderstand how to configure Format SettingsUnderstand how to configure Email SettingsUnderstand how to configure Skype IntegrationUnderstand how to configure SharePoint Integration
3 - Security
Design and configure Business UnitsConfigure Security RolesManage Users and TeamsImplement Access TeamsConfigure Hierarchy Security
4 - Creating and Managing Entities
Introduction to the Dynamics 365 schemaReview the different Entity TypesCreate new Custom EntitiesManaging Entity OwnershipManaging Entity PropertiesCustom Entity SecurityReview Entities and Solutions
5 - Customizing Fields
Introduction to Field CustomizationUnderstand the different Field TypesReview Field FormatsCreate a new FieldReview Fields and SolutionsImplement a Calculated FieldConfigure Field Level Security
6 - Customizing Relationships and Mappings
Introduction to RelationshipsReview the different Relationship TypesCreate a RelationshipReview Relationships and SolutionsUnderstand Relationship BehaviorImplement a Hierarchy RelationshipConfigure Field Mappings
7 - Customizing Forms, Views and Visualizations
The process to create a new Form Review the different Form typesUsing the Form DesignerCustomizing the Main, Quick View and Quick Create FormsConfigure Form SecurityReview the different View typesCustomizing System ViewsCustomizing System Charts and Dashboards
8 - Workflows, Business Process Flows and Custom Actions
Introduction to ProcessesWorkflowBusiness Process FlowsCustom Actions
9 - Solution Management
An introduction to Solution ManagementHow to add and administer components in a SolutionThe differences between unmanaged and managed Solutions How to export and import a SolutionHow to set Managed Properties for a SolutionWhat happens when you delete a SolutionHow to Clone a Solution PatchHow to Clone a Solution
Actual course outline may vary depending on offering center. Contact your sales representative for more information.
Who is it For?
This course is intended for Information workers, IT Professionals and Developers. Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM.
A working knowledge of Microsoft Dynamics 365 or Microsoft Dynamics CRM