Microsoft Dynamics 365 Customization and Configuration

Introduction

This module provides the attendee with an introduction to the concept of customizing and configuring the Dynamics 365 framework.

Topics:

• Be 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

This module presents some of the most common features that require setup and configuration when Dynamics 365 is first installed.

Topics:

• 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

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.

Topics:

• Design and configure Business Units
• Configure Security Roles
• Manage Users and Teams
• Implement Access Teams
• Configure Hierarchy Security

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.

Topics:

• 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

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.

Topics:

• 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

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.

Topics:

• 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

Customizing Forms, Views and Visualizations

This module steps through the process to create, customize and configure Forms, Views, Charts and Dashboards in Dynamics 365.

Topics:

• 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

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.

Topics:

• Introduction to Processes
• Workflow
• Business Process Flows
• Custom Actions

Solution Management

In this module you will learn how to create and manage Solutions in Dynamics 365 across multiple environments.

Topics:

• 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