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Customization and Configuration for Dynamics 365

4.6 out of 5 rating Last updated 14/11/2024   English

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Interested in available dates? Would like to book a private session of this course for your company? Or for any other queries please simply fill out the form below.


Duration

3 Days

18 CPD hours

Overview

Configure the Dynamics CRM settingsConfigure different entities and fieldsImplement entity relationships, custom actions, workflows, and dialogsIdentify scenarios for utilizing multiple forms, and design considerations for chartsSet default share views and public views, and configure and manage dashboardsIdentify role-based business processesIdentify and manage business requirements and teams

Description

This course explains everything you need to know about customizing and configuring the Dynamics CRM 365 system in accordance with a company's specific requirements.

Introduction to Customization and Configuring Dynamics CRM
  • Talent and Course Introduction
  • Module Overview
  • CRM Overview
  • What is Dynamics Customization and Configuration
  • CRM Architecture
  • Customization Methodology
  • Module review
  • Obtaining a Dynamics CRM Trial
  • TEST YOUR KNOWLEDGE MODULE 1'
Manage Microsoft Dynamics CRM Online Subscriptions
  • Module Overview
  • Configuring CRM
  • Overview of CRM Security
  • User Administration
  • Mailboxes
  • Teams
CRM Security Model
  • Module Overview
  • Purpose of the CCRM Security Model
  • Privileges
  • Access Levels
  • Security Roles
  • Hierarchy Security
  • Hierarchy Types
  • Module review
Introduction to Solutions
  • Module Overview
  • Solutions Overview
  • Solution Detail
  • Creating and Working with Solutions Working with Solution Assets
  • Exporting Solutions
  • Importing Solutions
  • Module review
Entity and Field Customization
  • Module Overview
  • Types Entities
  • Entity Ownership
  • Entity Properties
  • System vs Custom Entities
  • Custom Entities and Security Roles
  • Overview of Fields
  • Field Properties
  • Module review
Additional Field Customization
  • Module Overview
  • Creating Fields to Meet Client Needs
  • Calculated Fields
  • Rollup Fields
  • CRM Option Sets
  • Alternate Keys
  • Field Level Security
  • State and Status Reason Transitions
  • Module Review
Configure mobile devices
  • Module Overview
  • Types of Relationships
  • How and where they are created
  • Many to Many Relationships
  • Hierarchical Data
  • Entity Mapping
  • Connection and Connection Roles
  • Module Review
Customizing Forms
  • Module Overview
  • Form types
  • Qualities of a good form
  • Building a Form
  • Specialized Form Components
  • Access Teams and Sub Grids
  • Working with Navigation
  • Additional Form Types
  • Multiple Forms
  • Form customizations and Mobile Clients
  • Module Review
Business Rules
  • Module Overview
  • Business Rules
  • Business Rule Scope
  • Trigger Rules
  • Condition and Actions
  • Else Conditions and Actions Occur When Conditions Are True
  • Module review
Views and Visualizations
  • Module Overview
  • Using Views
  • View Customization
  • System View Types Quick Find
  • Customization Charts
  • Customizing Dashboard
  • Themes
  • Module Review
Introduction to Processes
  • Module Overview
  • Processes and Automation
  • Workflow Basics
  • Module review
Business Process Flows
  • What are CRM Business Process Flows
  • Enabling Business Process Flows
  • Steps Stages and Categories
  • Conditional Branching
  • Module Review
Bringing it all Together
  • Module Overview
  • Review of Customization Topics Covered
  • Senario
  • Packaging in a Solution
  • Module review
Additional course details:

Nexus Humans Customization and Configuration for Dynamics 365 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 Customization and Configuration for Dynamics 365 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 Customization and Configuration for Dynamics 365 Course

Available Delivery Options for the Customization and Configuration for Dynamics 365 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 Customization and Configuration for Dynamics 365 training provide?

The 3 day. Customization and Configuration for Dynamics 365 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 Customization and Configuration for Dynamics 365 training appropriate for someone learning to use Dynamics in a professional environment?

Yes the Customization and Configuration for Dynamics 365 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 Customization and Configuration for Dynamics 365 training?

Students receive comprehensive Microsoft Dynamics exam preparation, becoming familiarized with the Dynamics CRM customization and configuration tools. Aspirants also learn to leverage the platform tools to create custom objects, automate tasks, modify user interface, and perform other such customizations.

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

Yes we provide corporate training, dedicated training and closed classes for the Customization and Configuration for Dynamics 365. 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 Customization and Configuration for Dynamics 365 program.

The Customization and Configuration for Dynamics 365 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 Customization and Configuration for Dynamics 365?
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 Customization and Configuration for Dynamics 365 training.

Yes, the discount code PENPAL5 is currently available for the Customization and Configuration for Dynamics 365 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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