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55242 Microsoft Dynamics 365 Customization and Configuration

4.6 out of 5 rating Last updated 21/11/2024   English

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Duration

3 Days

18 CPD hours

Overview

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

Description

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.

Introduction
  • Getting familiar with the versions of Microsoft Dynamics CRM\365
  • 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
Initial Setup and Configuration
  • 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
Security
  • Design and configure Business Units
  • Configure Security Roles
  • Manage Users and Teams
  • Implement Access Teams
  • Configure Hierarchy Security
Creating and Managing Entities
  • 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
Customizing Fields
  • 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
Customizing Relationships and Mappings
  • Introduction to Relationships
  • Review the different Relationship Types
  • Create a Relationship
  • Review Relationships and Solutions
  • Understand Relationship Behavior
  • Implement a Hierarchy Relationship
  • Configure Field Mappings
Customizing Forms, Views and Visualizations
  • 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
Workflows, Business Process Flows and Custom Actions
  • Introduction to Processes
  • Workflow
  • Business Process Flows
  • Custom Actions
Solution Management
  • 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
Additional course details:

Nexus Humans 55242 Microsoft Dynamics 365 Customization and Configuration training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward.

This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts.

Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success.

While we feel this is the best course for the 55242 Microsoft Dynamics 365 Customization and Configuration course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you.

Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

FAQ for the 55242 Microsoft Dynamics 365 Customization and Configuration Course

Available Delivery Options for the 55242 Microsoft Dynamics 365 Customization and Configuration training.
  • Live Instructor Led Classroom Online (Live Online)
  • Traditional Instructor Led Classroom (TILT/ILT)
  • Delivery at your offices in London or anywhere in the UK
  • Private dedicated course as works for your staff.
How many CPD hours does the 55242 Microsoft Dynamics 365 Customization and Configuration training provide?

The 3 day. 55242 Microsoft Dynamics 365 Customization and Configuration training course give you up to 18 CPD hours/structured learning hours. If you need a letter or certificate in a particular format for your association, organisation or professional body please just ask.

Is the 55242 Microsoft Dynamics 365 Customization and Configuration training appropriate for someone learning to use Dynamics in a professional environment?

Yes the 55242 Microsoft Dynamics 365 Customization and Configuration is appropriate for someone looking to use Dynamics in a professional workspace or environment. But do make sure to note any prerequisites, read the course outline to ensure it is the right fit for you or your teams requirements and preferences.

What is the correct audience for the 55242 Microsoft Dynamics 365 Customization and Configuration training?

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.

Do you provide training for the 55242 Microsoft Dynamics 365 Customization and Configuration.

Yes we provide corporate training, dedicated training and closed classes for the 55242 Microsoft Dynamics 365 Customization and Configuration. This can take place anywhere in UK including, England, Scotland, Cymru (Wales) or Northern Ireland or live online allowing you to have your teams from across UK or further afield to attend a single training event saving travel and delivery expenses.

What is the duration of the 55242 Microsoft Dynamics 365 Customization and Configuration program.

The 55242 Microsoft Dynamics 365 Customization and Configuration training takes place over 3 day(s), with each day lasting approximately 8 hours including small and lunch breaks to ensure that the delegates get the most out of the day.

Why are Nexus Human the best provider for the 55242 Microsoft Dynamics 365 Customization and Configuration?
Nexus Human are recognised as one of the best training companies as they and their trainers have won and hold many awards and titles including having previously won the Small Firms Best Trainer award, national training partner of the year for UK on multiple occasions, having trainers in the global top 30 instructor awards in 2012, 2019 and 2021. Nexus Human has also been nominated for the Tech Excellence awards multiple times. Learning Performance institute (LPI) external training provider sponsor 2024.
Is there a discount code for the 55242 Microsoft Dynamics 365 Customization and Configuration training.

Yes, the discount code PENPAL5 is currently available for the 55242 Microsoft Dynamics 365 Customization and Configuration training. Other discount codes may also be available but only one discount code or special offer can be used for each booking. This discount code is available for companies and individuals.

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Training Insurance Included!

When you organise training, we understand that there is a risk that some people may fall ill, become unavailable. To mitigate the risk we include training insurance for each delegate enrolled on our public schedule, they are welcome to sit on the same Public class within 6 months at no charge, if the case arises.

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