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Microsoft Dynamics 365 Customization and Configuration (MCC-55242)

MCC-55242 (3 Days)

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Microsoft Dynamics Training Overview

This Microsoft Community Course 55242, Microsoft Dynamics 365 Customization and Configuration training, teaches attendees how to set up, customize, configure and maintain the CRM components of Microsoft Dynamics 365.

Attendees 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. Students also gain an understanding of the Dynamics 365 security model.

Location and Pricing

Most Accelebrate courses are delivered as private, customized, on-site training at our clients' locations worldwide for groups of 3 or more attendees and are custom tailored to their specific needs. Please visit our client list to see organizations for whom we have delivered private in-house training. These courses can also be delivered as live, private online classes for groups that are geographically dispersed or wish to save on the instructor's or students' travel expenses. To receive a customized proposal and price quote for private training at your site or online, please contact us.

In addition, some courses are available as live, online classes for individuals. See a schedule of online courses.

Microsoft Dynamics Training Objectives

All students will:

  • 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

Microsoft Dynamics Training Outline

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Introduction
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
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 Behaviour
Implement a Hierarchy Relationship
Configure Field Mappings
Customizing Forms, Viewsand 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
Processes: Workflows, Business Process Flowsand 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
Conclusion
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Lecture percentage

50%

Lecture/Demo

Lab percentage

50%

Lab

Course Number:

MCC-55242

Duration:

3 Days

Prerequisites:

Before attending this course, students must have a working knowledge of Microsoft Dynamics 365 or Microsoft Dynamics CRM.

Training Materials:

All Microsoft training students receive Microsoft official courseware.

Software Requirements:

Attendees will not need to install any software on their computer for this class. The class will be conducted in a remote environment that Accelebrate will provide; students will only need a local computer with a web browser with a stable Internet connection. Any recent version of Internet Explorer, Mozilla Firefox, or Google Chrome will be fine.

When you call us about purchasing this class, we will provide a live demo of the online lab environment so that you may explore the web browser interface in more detail.

Contact Us:

Accelebrate’s training classes are available for private groups of 3 or more people at your site or online anywhere worldwide.

Don't settle for a "one size fits all" public class! Have Accelebrate deliver exactly the training you want, privately at your site or online, for less than the cost of a public class.

For pricing and to learn more, please contact us.

Contact Us

Toll-free in US/Canada:
877 849 1850
International:
+1 678 648 3113

Toll-free in US/Canada:
866 566 1228
International:
+1 404 420 2491

925B Peachtree Street, NE
PMB 378
Atlanta, GA 30309-3918
USA

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