81060 - Configuration in Microsoft Dynamics 365 for Sales and Customer Service MB2-716

Code: 81060
Course duration: 2 days
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08-03 09:00AM to 08-04 05:00PM
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08-03 09:00AM to 08-04 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
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Palm Beach County Florida (Instructor-Led)
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Greenwich, Connecticut (Virtual Instructor-Led)
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Mid-Town New York City (Instructor-Led)
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Newark, New Jersey (Virtual Instructor-Led)
08-03 09:00AM to 08-04 05:00PM
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NYC-23rd Street (Instructor-Led)
09-07 09:00AM to 09-08 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
09-07 09:00AM to 09-08 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
09-07 09:00AM to 09-08 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led)
09-07 09:00AM to 09-08 05:00PM
enroll
Palm Beach County Florida (Instructor-Led)
09-07 09:00AM to 09-08 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
09-07 09:00AM to 09-08 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
09-07 09:00AM to 09-08 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
09-07 09:00AM to 09-08 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
09-07 09:00AM to 09-08 05:00PM
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Attend Online
09-07 09:00AM to 09-08 05:00PM
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81060 - Configuration in Microsoft Dynamics 365 for Sales and Customer Service MB2-716 (2 Day)

Description

This learning course provides students with the tools to configure a Dynamics 365 implementation for Sales and Service. The focus is on the using and understanding how the platform tools that are provided can be leveraged to create and maintain an organizational security structure, create guided business processes, automate tasks, and other specific customizations.

Microsoft Certification Exam MB2-716 - Microsoft Dynamics 365 Customization and Configuration 

Contents

Module 01: Configuring Dynamics 365. 

Course Overview.

Module Overview.

  • Configuring Dynamics 365.
  • Security.
  • User Management.
  • Email System Settings and Configuration.
  • Teams.

Module Review.. 

Test Your Knowledge Questions: 

Module 02: The Dynamics 365 Security Model 

Module Overview..

  • Purpose of the Security Model 
  • Security Roles Explained. 
  • Defining Permissions.
  • Privileges.
  • Access Levels.
  • Options for creating Security Roles.
  • Security Roles and Business Units. 
  • Assigning Security Roles.
  • Multiple Security Roles.
  • Security Roles:  Layered Approach. 
  • Teams and Security Roles. 

Module Review.

Test Your Knowledge Questions: 

Module 03: Implementing Hierarchical Security.

Module Overview..

Hierarchy Security. 

Managerial Hierarchy Security. 

Positional Hierarchy Security.

Module Review.

Module 04: Knowledge Management. 

Module Overview.

  • The Big Picture
  • Searching the Knowledge Base. 
  • Enabling Knowledge Search.

Module Review.

Test Your Knowledge Questions:

Module 05: Introduction to Processes.

Module Overview.

  • Processes and Automation.
  • Business Process Flows.
  • Workflow Basics.
  • Creating a Basic Workflow.
  • Convert a Workflow.

Module Review.

Test Your Knowledge Questions.

Module 06: Business Process Flows.

Module Overview.

  • What are Business Process Flows?.
  • Enabling Business Process Flows.
  • Steps, Stages, and Categories.
  • Working with Multiple Entities.
  • Conditional Branching.
  • Create a Business Process Flows.
  • Mobile Task Flows.

Module Review.

Test Your Knowledge Questions. 

Module 07: Dynamics 365 and Office 365.

Module Overview.

  • Integration Options.
  • Folder Tracking.
  • Exchange Folder Mapping.
  • Types of Office Group 365 Groups Integrations.
  • SharePoint Integration Overview.
  • OneNote in Dynamics 365.
  • Module Review.
  • Test Your Knowledge Questions.

Course Review

Guaranteed to Run

2017-08-21 09:00 to 2017-08-25 17:00
Attend Online
2017-08-21 09:00 to 2017-08-25 17:00
Palm Beach County Florida (Instructor-Led)
2017-08-16 09:00 to 2017-08-18 17:00
Attend Online

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