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