Customization and Configuration

Session Detail:    Classroom, Virtual 3 Day

This course has been updated to the October 2019 update of Microsoft Dynamics 365 Customer Engagement and Power Apps.

This course provides students with detailed hands-on experience of setting up, configuring, customizing, and maintaining Microsoft Dynamics 365 Customer Engagement using the native power-user tools and the Power Platform.

Attendees of this course will gain an in-depth understanding of configuring Dynamics 365 through the Power Platform Admin Center, setup and support the Dynamics 365 Security Model, learn how to customize the Dynamics 365 Common Data Model and Apps, create and maintain Processes and Flows, and manage changes using Solutions to package and deploy customizations across multiple environments.

The course applies to Microsoft Dynamics 365 Customer Engagement, Power Apps, Power Automate, and the Power Platform with the October 2019 update.

This course has been reviewed and tested by the external body ProCert Quality Courseware Review.

Prerequisites

  • Working knowledge of Microsoft Dynamics 365
  • Successfully completed the 55250: Introduction to Microsoft Dynamics 365 course

Who Can Benefit

This course is intended for Information workers, IT Professionals, and Developers. Students should have an existing working knowledge of Microsoft Dynamics 365. As a minimum, students should attend the prerequisite course 55250: Introduction to Microsoft Dynamics 365.

Session Outline

Class Outline

Module 1: Introduction

  • Lesson 1: Getting familiar with the versions of Microsoft Dynamics 365
  • Lesson 2: Get acquainted with the Dynamics 365 framework
  • Lesson 3: Introduce the Power Platform and PowerApps
  • Lesson 4: Review the Dynamics 365 Devices, Apps and Hubs
  • Lesson 5: Understand the tools for Dynamics 365 customizers
  • Lesson 6: A brief overview of Solutions
  • Lesson 7: Understand environments in the Power Platform Admin Center
  • Lesson 8: Review further reading and resources
  • Lesson 9: Set up the lab environment

After completing this module, students will be able to:

  • Understand the different components of Microsoft Dynamics 365
  • Learn the features of Microsoft Dynamics 365 for Customer Engagement
  • Be introduced to the Dynamics 365 Framework and the Power Platform
  • Be aware of the different Apps and Hubs in Microsoft Dynamics 365
  • Be introduced to some of the inbuilt tools for Customizers
  • Understand the significance of Solutions in Microsoft Dynamics 365
  • Be aware of the fundamentals of Environments

Module 2: Initial Setup and Configuration

  • Lesson 1: An introduction to the Power Platform Admin Center
  • Lesson 2: Review the System Settings area
  • Lesson 3: Understand how to configure Auto Save Settings
  • Lesson 4: Understand how to configure Format Settings
  • Lesson 5: Understand how to configure Email Settings
  • Lesson 6: Understand how to configure Skype Integration
  • Lesson 7: Understand how to configure SharePoint Integration
  • Lesson 8: Understand how to configure Auditing

After completing this module, students will be able to:

  • Perform the steps necessary to set up and configure Microsoft Dynamics 365 Customer Engagement
  • Work with the Power Platform Admin Center
  • Be able to configure Systems Settings including AutoSave, Formatting options and Email Settings
  • Be aware of integration Microsoft Dynamics 365 with SharePoint, Skype for Business and Exchange
  • Configure Auditing in Microsoft Dynamics 365 Customer Engagement

Module 3: Security

  • Lesson 1: Design and configure Business Units
  • Lesson 2: Configure Security Roles
  • Lesson 3: Manage Users and Teams
  • Lesson 4: Implement Access Teams
  • Lesson 5: Configure Hierarchy Security

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

  • Lesson 1: Introduction to the Dynamics 365 model
  • Lesson 2: Review the different Entity Types
  • Lesson 3: Create new Custom Entities
  • Lesson 4: Managing Entity Ownership
  • Lesson 5: Managing Entity Properties
  • Lesson 6: Custom Entity Security
  • Lesson 7: Virtual Entities
  • Lesson 8: Review Entities and Solutions

After completing this module, students will be able to:

  • Understand Microsoft Dynamics 365 Model fundamentals
  • Know the different Entity Types
  • The process to create new Custom Entities
  • Manage Entity Properties
  • The significance of Virtual Entities
  • Configure Entity Security
  • Manage Entity customizations with Solutions

Module 5: Customizing Fields

  • Lesson 1: Introduction to Field Customization
  • Lesson 2: Understand the different Field Types
  • Lesson 3: Review Field Formats
  • Lesson 4: Create a new Field
  • Lesson 5: Review Fields and Solutions
  • Lesson 6: Implement a Calculated Field
  • Lesson 7: Configure Field Level Security

After completing this module, students will be able to:

  • Understand the process to customize Fields in Microsoft 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

  • Lesson 1: Introduction to Relationships
  • Lesson 2: Review the different Relationship Types
  • Lesson 3: Create a Relationship
  • Lesson 4: Review Relationships and Solutions
  • Lesson 5: Understand Relationship Behaviour
  • Lesson 6: Implement a Hierarchy Relationship
  • Lesson 7: 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 Behaviour
  • Know how to create Hierarchical Relationships
  • Be able to configure Field Mappings

Module 7: Customizing Forms, Views, and Visualizations

  • Lesson 1: The process to create a new Form
  • Lesson 2: Review the different Form types
  • Lesson 3: Using the PowerApps Form Designer
  • Lesson 4: Customizing the Main, Quick View, Quick Create and Card Forms
  • Lesson 5: Configure Form Security
  • Lesson 6: Review the different View types
  • Lesson 7: Customizing System Views
  • Lesson 8: Configure the Editable Grid
  • Lesson 9: Customizing System Charts and Dashboards
  • Lesson 10: Enabling PowerBI Dashboards

After completing this module, students will be able to:

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

Module 8: Creating a Model-driven app in Power Apps

  • Lesson 1: Introduction to PowerApps
  • Lesson 2: The App Designer
  • Lesson 3: Using the Sitemap Designer
  • Lesson 4: Configuring Apps in Dynamics 365
  • Lesson 5: Managing Apps in Solutions

After completing this module, students will be able to:

  • Create a Model-driven app in Power Apps

Module 9: Processes: Workflows, Business Process Flows, and Power Automate

  • Lesson 1: Introduction to Processes
  • Lesson 2: Workflow
  • Lesson 3: Business Process Flows

After completing this module, students will be able to:

  • Apply best practice when designing and implementing business process automation in Microsoft Dynamics 365
  • Understand the different types of Processes in Dynamics 365
  • Create a Workflow to perform various actions
  • Create a Business Process Flow to guide a user through a business process
  • Understand the benefits of Flows in Power Automate

Module 10: Solution Management

  • Lesson 1: An introduction to Solution Management
  • Lesson 2: How to add and administer components in a Solution
  • Lesson 3: The differences between unmanaged and managed Solutions
  • Lesson 4: Solution Layers
  • Lesson 5: How to export and import a Solution
  • Lesson 6: How to set Managed Properties for a Solution
  • Lesson 7: What happens when you delete a Solution
  • Lesson 8: How to Clone a Solution Patch
  • Lesson 9: How to Clone a Solution

After completing this module, students will be able to:

  • Understand Solution principals in Microsoft Dynamics 365 Customer Engagement
  • 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

 

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Customization and Configuration

3 Day
Classroom, Virtual

$2,295.00

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