805715-03 Dynamics 365 Customization and Configuration (CRM 2015)

Code: 805715-03
Course duration: 3 days
Price: $2,295
Location Period
Greenwich, Connecticut (Virtual Instructor-Led)
11-20 09:00AM to 11-22 05:00PM
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Palm Beach County Florida (Instructor-Led)
11-20 09:00AM to 11-22 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
11-20 09:00AM to 11-22 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
11-20 09:00AM to 11-22 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
11-20 09:00AM to 11-22 05:00PM
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Attend Online
11-20 09:00AM to 11-22 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
11-20 09:00AM to 11-22 05:00PM
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Washington, D.C. (Instructor-Led)
11-20 09:00AM to 11-22 05:00PM
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NYC-23rd Street (Instructor-Led)
11-20 09:00AM to 11-22 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
11-20 09:00AM to 11-22 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
11-20 09:00AM to 11-22 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
11-20 09:00AM to 11-22 05:00PM
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Wilkes-Barre, Pennslyvania (Instructor-Led)
12-04 09:00AM to 12-06 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
12-04 09:00AM to 12-06 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
12-04 09:00AM to 12-06 05:00PM
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Palm Beach County Florida (Instructor-Led)
12-04 09:00AM to 12-06 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
12-04 09:00AM to 12-06 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
12-04 09:00AM to 12-06 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
12-04 09:00AM to 12-06 05:00PM
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Attend Online
12-04 09:00AM to 12-06 05:00PM
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Raleigh, North Carolina (Instructor-Led)
12-04 09:00AM to 12-06 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
12-04 09:00AM to 12-06 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
12-04 09:00AM to 12-06 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
12-04 09:00AM to 12-06 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
12-18 09:00AM to 12-20 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
12-18 09:00AM to 12-20 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
12-18 09:00AM to 12-20 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
12-18 09:00AM to 12-20 05:00PM
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Palm Beach County Florida (Instructor-Led)
12-18 09:00AM to 12-20 05:00PM
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Fort Lauderdale, Florida (Instructor-Led)
12-18 09:00AM to 12-20 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
12-18 09:00AM to 12-20 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
12-18 09:00AM to 12-20 05:00PM
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Attend Online
12-18 09:00AM to 12-20 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
12-18 09:00AM to 12-20 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
12-18 09:00AM to 12-20 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
12-18 09:00AM to 12-20 05:00PM
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NYC-23rd Street (Instructor-Led)
01-15 09:00AM to 01-17 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
01-15 09:00AM to 01-17 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
01-15 09:00AM to 01-17 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
01-15 09:00AM to 01-17 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
01-15 09:00AM to 01-17 05:00PM
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Palm Beach County Florida (Instructor-Led)
01-15 09:00AM to 01-17 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
01-15 09:00AM to 01-17 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
01-15 09:00AM to 01-17 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
01-15 09:00AM to 01-17 05:00PM
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Attend Online
01-15 09:00AM to 01-17 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
01-15 09:00AM to 01-17 05:00PM
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Washington, D.C. (Instructor-Led)
01-15 09:00AM to 01-17 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
01-29 09:00AM to 01-31 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
01-29 09:00AM to 01-31 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
01-29 09:00AM to 01-31 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
01-29 09:00AM to 01-31 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
01-29 09:00AM to 01-31 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
01-29 09:00AM to 01-31 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
01-29 09:00AM to 01-31 05:00PM
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Palm Beach County Florida (Instructor-Led)
01-29 09:00AM to 01-31 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
01-29 09:00AM to 01-31 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
01-29 09:00AM to 01-31 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
01-29 09:00AM to 01-31 05:00PM
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Attend Online
01-29 09:00AM to 01-31 05:00PM
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Attend Online
02-12 09:00AM to 02-14 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
02-12 09:00AM to 02-14 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
02-12 09:00AM to 02-14 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
02-12 09:00AM to 02-14 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
02-12 09:00AM to 02-14 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
02-12 09:00AM to 02-14 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
02-12 09:00AM to 02-14 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
02-12 09:00AM to 02-14 05:00PM
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Palm Beach County Florida (Instructor-Led)
02-12 09:00AM to 02-14 05:00PM
enroll
Fort Lauderdale, Florida (Instructor-Led)
02-12 09:00AM to 02-14 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
02-12 09:00AM to 02-14 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
02-12 09:00AM to 02-14 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
02-26 09:00AM to 02-28 05:00PM
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Attend Online
02-26 09:00AM to 02-28 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
02-26 09:00AM to 02-28 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
02-26 09:00AM to 02-28 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
02-26 09:00AM to 02-28 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
02-26 09:00AM to 02-28 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
02-26 09:00AM to 02-28 05:00PM
enroll
Secaucus, New Jersey (Instructor-Led)
02-26 09:00AM to 02-28 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
02-26 09:00AM to 02-28 05:00PM
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Palm Beach County Florida (Instructor-Led)
02-26 09:00AM to 02-28 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
02-26 09:00AM to 02-28 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
02-26 09:00AM to 02-28 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
03-11 09:00AM to 03-13 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
03-11 09:00AM to 03-13 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
03-11 09:00AM to 03-13 05:00PM
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Attend Online
03-11 09:00AM to 03-13 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
03-11 09:00AM to 03-13 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
03-11 09:00AM to 03-13 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
03-11 09:00AM to 03-13 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
03-11 09:00AM to 03-13 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
03-11 09:00AM to 03-13 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
03-11 09:00AM to 03-13 05:00PM
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Greenwich, Connecticut (Instructor-Led)
03-11 09:00AM to 03-13 05:00PM
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Palm Beach County Florida (Instructor-Led)
03-11 09:00AM to 03-13 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
03-25 09:00AM to 03-27 05:00PM
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Palm Beach County Florida (Instructor-Led)
03-25 09:00AM to 03-27 05:00PM
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Fort Lauderdale, Florida (Instructor-Led)
03-25 09:00AM to 03-27 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
03-25 09:00AM to 03-27 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
03-25 09:00AM to 03-27 05:00PM
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Attend Online
03-25 09:00AM to 03-27 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
03-25 09:00AM to 03-27 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
03-25 09:00AM to 03-27 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
03-25 09:00AM to 03-27 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
03-25 09:00AM to 03-27 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
03-25 09:00AM to 03-27 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
03-25 09:00AM to 03-27 05:00PM
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805715-03 Dynamics 365 Customization and Configuration (CRM 2015) 

Course Description 

This instructor-led, hands on lab course is intended Individuals wishing to learn or obtain certification in Microsoft Dynamics 365 (CRM 2016) Customization and Configuration. The primary audience configures and customizes Dynamics CRM by using the tools available in Dynamics 365 (CRM). 

 Who should Attend: 

This course is intended for intermediate and experienced customizers of Microsoft Dynamics CRM who are familiar with the end-user principles of the software. No programming skills are required, but a basic understanding of database principles will be an advantage. 

 This audience typically includes implementation consultants, technical support technicians, and system administrators. Candidates need a working knowledge of Dynamics 365 (CRM) features and functionality, as well as a working knowledge of development, implementation, and data structures. This course prepares you for the MB2-712 Dynamics CRM 2016 Customization and Configuration exams. 

 After completing this course, students will be able to: 

  • Design and plan a Dynamics CRM organizational strategy. 
  • Design and implement strategies for the creation of Business Units and Security Roles. 
  • Configure Microsoft Dynamics CRM Users and Teams. 
  • Describe the principles of customizing the system. 
  • Create and configure fields for both custom and system entities. 
  • Create and configure custom entities, including standard and activity entities. 
  • Design, create and configure relationships between entities. 
  • Create and configure Views, Charts and Forms for both system and custom entities. 
  • Implement Field Security and Access Team Templates in Microsoft Dynamics CRM. 
  • Design, create and configure Solutions in Microsoft Dynamics CRM. 
  • Create and configure Solutions in Microsoft Dynamics CRM 
  • Implementing both managed and unmanaged Solutions. 

Course Outline

 Module 1: Configure Microsoft Dynamics CRM 

Lessons 

1A: Configure Dynamics CRM settings 

  • Configure auditing 
  • Document management 
  • Collaboration 
  • Configure business units 
  • Perform user management 
  • Configure email 
  • Manage teams 

1B: Manage Dynamics CRM security 

  • Understand security roles 
  • Define permissions and privileges 
  • Configure access levels 
  • Configure security roles 
  • Assign security roles 
  • Aork with multiple security roles 
  • Manage access 
  • Manage security hierarchy 

Module 2: Manage and Implement Microsoft Dynamics CRM Entities, entity relationships and fields. 

Lessons 

2A: Manage Dynamics CRM entities 

  • Manage entity ownership 
  • Manage entity properties 
  • Understand system and custom entities 
  • Configure field customizations 
  • Understand and configure fields 
  • Configure field properties 
  • Use calculated fields 
  • Use rollup fields 
  • Configure global option sets 
  • Create alternate keys 
  • Configure field-level security 
  • Understand status and status reasons 

2B: Implement entity relationships 

  • Understand relationship types 
  • Understand cascading rules 
  • Work with hierarchical data 
  • Understand and configure entity mapping 
  • Create connections and connection roles 

Module 3: Create and Manage Microsoft Dynamics CRM Solutions, forms, views and visualizations 

Lessons 

3A: Create and manage Dynamics CRM solutions 

  • Understand solution components 
  • Identify solution types 
  • Create managed and unmanaged solutions 
  • Configure publishers and versions 
  • Work with multiple solutions 
  • Import and export solutions 

3B: Customize Dynamics CRM forms 

  • Understand the form structure 
  • Build a form 
  • Use specialized form components 
  • Use access teams and sub-grids 
  • Work with navigation 
  • Understand form types 
  • Use multiple forms 
  • Implement form customizations and mobile clients 

3C: Implement Dynamics CRM views and visualizations 

  • Understand view types 
  • Manage system 
  • Public, and personal views 
  • Create, modify, and delete views 
  • Customize views; customize charts 
  • Customize dashboards 
  • Use themes 

Module 4: Implement Business rules, workflows and business process flows 

Lessons 

4A: Implement and manage business rules 

  • Understand when to use business rules 
  • Understand business rule scopes 
  • Understand how business rules are triggered 
  • Configure business rules, conditions, and actions 

4B: Implement and manage workflows, dialogs, and custom actions 

  • Implement workflows 
  • Identify workflow types 
  • Implement dialogs and custom actions 
  • Identify when to use business process flows, workflow dialogs, and custom actions 

4C: Implement and manage business process flows 

  • Understand business process flows 
  • Enable business process flows 
  • Work with steps, stages, and categories 
  • Work with multiple entities 
  • Use conditional branching 
  • Implement role-driven business process flows 

 

Guaranteed to Run

2019-12-23 09:00 to 2020-01-10 17:00
Attend Online
2019-12-19 09:00 to 2019-12-20 17:00
Attend Online
2019-12-16 09:00 to 2019-12-20 17:00
Attend Online
2019-12-13
09:00 to 17:00
Fort Lauderdale, Florida (Instructor-Led)
2019-12-13
09:00 to 17:00
Attend Online
2019-12-12 09:00 to 2019-12-13 17:00
Newark, New Jersey (Virtual Instructor-Led)
2019-12-12 09:00 to 2019-12-13 17:00
Fort Lauderdale, Florida (Instructor-Led)
2019-12-11 09:00 to 2019-12-13 17:00
Attend Online
2019-12-11 09:00 to 2019-12-13 17:00
Fort Lauderdale, Florida (Instructor-Led)
2019-12-09 09:00 to 2019-12-13 17:00
Fort Lauderdale, Florida (Instructor-Led)
2019-12-06
09:00 to 17:00
Northern New Jersey (Virtual Instructor-Led)
2019-12-05 09:00 to 2019-12-06 17:00
Attend Online
2019-12-05 09:00 to 2019-12-06 17:00
Palm Beach County Florida (Instructor-Led)
2019-12-05 09:00 to 2019-12-06 17:00
Attend Online
2019-12-04 09:00 to 2019-12-06 17:00
Attend Online
2019-11-29
09:00 to 17:00
Attend Online
2019-11-29
09:00 to 17:00
NYC-23rd Street (Virtual Instructor-Led)
2019-11-25 09:00 to 2019-11-29 17:00
Secaucus, New Jersey (Virtual Instructor-Led)
2019-11-22
09:00 to 17:00
NYC-23rd Street (Instructor-Led)
2019-11-22
09:00 to 17:00
Secaucus, New Jersey (Virtual Instructor-Led)
2019-11-21 09:00 to 2019-11-22 17:00
Attend Online
2019-11-21 09:00 to 2019-11-22 17:00
Secaucus, New Jersey (Virtual Instructor-Led)

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