€1,600

Customization and Configuration for Dynamics 365

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Location

New Horizons Ireland

22-24 Strand Street Great, Strand House

D01 W1W4 Dublin 1

Ireland

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Refund Policy

Refund Policy

Refunds up to 30 days before event

Event description

Description

TARGET AUDIENCE
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.

COURSE OBJECTIVES
Configure the Dynamics CRM settings
Configure different entities and fields
Implement entity relationships, custom actions, workflows, and dialogs
Identify scenarios for utilizing multiple forms, and design considerations for charts
Set default share views and public views, and configure and manage dashboards
Identify role-based business processes
Identify and manage business requirements and teams

COURSE OUTLINE

1 - 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"

2 - MANAGE MICROSOFT DYNAMICS CRM ONLINE SUBSCRIPTIONS
Module Overview
Configuring CRM
Overview of CRM Security
User Administration
Mailboxes
Teams

3 - CRM SECURITY MODEL
Module Overview
Purpose of the CCRM Security Model
Privileges
Access Levels
Security Roles
Hierarchy Security
Hierarchy Types
Module review

4 - INTRODUCTION TO SOLUTIONS

Module Overview
Solutions Overview
Solution Detail
Creating and Working with Solutions Working with Solution Assets
Exporting Solutions
Importing Solutions
Module review

5 - 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

6 - 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

7 - 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

8 - 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

9 - 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

10 - VIEWS AND VISUALIZATIONS
Module Overview
Using Views
View Customization
System View Types Quick Find
Customization Charts
Customizing Dashboard
Themes
Module Review

11 - INTRODUCTION TO PROCESSES
Module Overview
Processes and Automation
Workflow Basics
Module review

12 - BUSINESS PROCESS FLOWS
What are CRM Business Process Flows
Enabling Business Process Flows
Steps Stages and Categories
Conditional Branching
Module Review

13 - BRINGING IT ALL TOGETHER
Module Overview
Review of Customization Topics Covered
Senario
Packaging in a Solution
Module review


Actual course outline may vary depending on offering center. Contact your sales representative for more information.

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Date and Time

Location

New Horizons Ireland

22-24 Strand Street Great, Strand House

D01 W1W4 Dublin 1

Ireland

View Map

Refund Policy

Refunds up to 30 days before event

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