MS55242

Microsoft Dynamics 365 Customization and Configuration

3 dagen
Advanced
Available in English

Met de Microsoft Dynamics 365 Customization and Configuration training krijg je een gedetailleerde hands-on ervaring met het opzetten, aanpassen, configureren en onderhouden van de componenten van Microsoft Dynamics 365 Customer Engagement.

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Training: Microsoft Dynamics 365 Customization and Configuration

This course provides students with a detailed hands-on experience of setting up, customizing, configuring and maintaining the components of Microsoft Dynamics 365 Customer Engagement.Attendees of this course will gain an in-depth understanding of the Dynamics 365 security model, learn how to customize the Dynamics 365 framework, create and maintain business process flows, create custom business apps and use solutions to package and deploy customizations across multiple Dynamics 365 environments.The course applies to Microsoft Dynamics 365 Customer Engagement Version 9.* (Online and On-premise deployments). 

Before attending this course, students must have:Ideally a working knowledge of Microsoft .Net and Visual StudioAndIt is recommended all students successfully complete the ‘Introduction to Microsoft Dynamics 365’ course 

This course is intended for Information workers, IT Professionals and Developers. Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM. As a minimum, students should attend the prerequisite course ‘Introduction to Microsoft Dynamics 365’.

Module 1: IntroductionThis module provides the attendee with an introduction to the concept of customizing and configuring the Microsoft Dynamics 365 Customer Engagement.Lessons

  • Getting familiar with the versions of Microsoft Dynamics 365
  • Get acquainted with the Dynamics 365 framework
  • Review the Dynamics 365 Devices, Apps and Hubs
  • Understand the tools for Dynamics 365 customizers
  • A brief overview of Solutions
  • Understand the differences between Dynamics 365 organizations and environments
  • Review further reading and resources
  • Set up the lab environment

Lab : Setting up your Lab environment

  • Setup your Lab and install sample data

After completing this module, students will be able to:

  • Understand the different components of Microsoft Dynamics 365
  • Learn the features of Microsoft Dynamics 365 for Customer Engagement
  • Be introduced to the Dynamics 365 Framework
  • Be aware of the different Apps and Hubs in Microsoft Dynamics 365
  • Be introduced to some of the inbuilt tools for Customizers
  • Understand about the significance of Solutions in Microsoft Dynamics 365
  • Be aware of the fundamentals of Organisations and Environments

Module 2: Initial Setup and ConfigurationThis module presents some of the most common features that require setup and configuration in Microsoft Dynamics 365.Lessons

  • An introduction to Dynamics 365 Admin Center
  • An introduction to Dynamics 365 Deployment Manager
  • An introduction to the Power Platform Admin Center
  • 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
  • Understand how to configure OneNote Integration
  • Understand how to configure Auditing

Lab : Configure Dynamics 365 System Settings

  • Configure Auto Save Settings
  • Configure Formatting Settings
  • Configure Email Settings

Lab : Configure Dynamics 365 Audit Settings

  • Enable Auditing in Dynamics 365
  • Enable Auditing for an Entity
  • Configure Auditing for a Field

After completing this module, students will be able to:

  • Perform the steps necessary to setup and configure Microsoft Dynamics 365 Customer Engagement
  • Be able to configure Systems Settings including Auto Save, Formatting options and Email Settings
  • Be aware of integration Microsoft Dynamics 365 with SharePoint, Skype for Business and Exchange
  • Configure Auditing in Microsoft Dynamics 365 Customer Engagement

Module 3: SecurityThis module highlights the importance of maintaining a robust security model in Microsoft Dynamics 365 by stepping through how to configure Business Units, Security Roles, Users and Teams. Access Teams and Hierarchy Security are also considered.Lessons

  • Design and configure Business Units
  • Configure Security Roles
  • Manage Users and Teams
  • Implement Access Teams
  • Configure Hierarchy Security

Lab : Configure Users, Business Units, Security Roles and Access Levels

  • Add new Users in Dynamics 365
  • Create new Business Units
  • Copy a Security Role and Configure Access Levels
  • Assign Users to Security Roles
  • Login to Dynamics 365 as a different User to test permissions

Lab : Configure Access Teams

  • Configure an Entity to be used in Access Teams
  • Create an Access Team Template
  • Configure a Sub-Grid to use an Access Team

Lab : Configure a Management Hierarchy

  • Enable Hierarchy Security
  • Configure a Manager Hierarchy

After completing this module, students will be able to:

  • Manage Security features in Microsoft Dynamics 365
  • Configure Business Units, Security Roles, Access Levels, Users and Teams
  • Know the difference between Teams and Access Teams
  • Configure Manager and Position Hierarchy Security

Module 4: Creating and Managing EntitiesIn this module we will start to look at customizing the Microsoft Dynamics 365 model, including Entities, Relationships, Fields and Forms which can be customized and extended using powerful inbuilt tools.Lessons

  • Introduction to the Dynamics 365 model
  • Review the different Entity Types
  • Create new Custom Entities
  • Managing Entity Ownership
  • Managing Entity Properties
  • Custom Entity Security
  • Virtual Entities
  • Review Entities and Solutions

Lab : Creating and Managing Entities

  • Creating a new Solution
  • Create Custom Entities and configure Entity properties
  • Add existing System Entities to a Solution
  • Configure permissions for Custom Entities

After completing this module:

  • Understand Microsoft Dynamics 365 Model fundamentals
  • Know the different Entity Types
  • The process to create new Custom Entities
  • Manage Entity Properties
  • The significance of Virtual Entities
  • Configure Entity Security
  • Manage Entity customizations with Solutions

Module 5: Customizing FieldsThis module presents the different Field types that exist in Microsoft Dynamics 365 including special Fields like Calculated and Rollup Fields. The Business Rule Designer is also introduced together with Field Level Security.Lessons

  • 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

Lab : Creating and Managing Fields

  • Creating Fields
  • Create a Global Option Set

Lab : Creating a Calculated Field

  • Creating a Calculated Field
  • Add Fields to an Entity Form

Lab : Configuring Field Level Security

  • Enable a Field for Field Level Security
  • Configure a Field Security Profile

After completing this module:

  • Understand the process to customize Fields in Microsoft Dynamics 365
  • Know the different Field Types and Formats
  • Be able to manage Field customizations using Solutions
  • Create a Calculated Field
  • Configure Field Level Security
  • Calculated Fields
  • Use the Business Rule Designer to configure Field validation

Module 6: Customizing Relationships and MappingsThis module provides an overview of the different types of Relationships that can be created in Microsoft Dynamics 365. Relationship Behaviors and Mappings are also considered.Lessons

  • 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

Lab : Create Entity Relationships

  • Create Entity Relationships
  • Configure Relationship Behaviour

Lab : Create a Hierarchical Relationship

  • Configure a Hierarchical Relationship

Lab : Configure Field Mappings

  • Configure Field Mappings

After completing this module:

  • Understand the different Relationship Types
  • Be able to create a 1 to Many and Many to Many Relationship
  • Know how to manage Relationship customizations using Solutions
  • Understand how to configure Relationship Behaviour
  • Know how to create a Hierarchical Relationships
  • Be able to configure Field Mappings

Module 7: Customizing Forms, Views and VisualizationsThis module steps through the process to create, customize and configure Forms, Views, Charts and Dashboards in Microsoft Dynamics 365 Customer Engagement.Lessons

  • The process to create a new Form
  • Review the different Form types
  • Using the Form Designer
  • Customizing the Main, Quick View, Quick Create and Card Forms
  • Configure Form Security
  • Review the different View types
  • Customizing System Views
  • Configure the Editable Grid
  • Customizing System Charts and Dashboards

Lab : Customizing Forms

  • Customising Forms
  • Create a Quick Create Form
  • Create a Quick View Form

Lab : Configuring System Views

  • Create Custom System Views

Lab : Configuring Charts and Dashboards

  • Configure a System Chart
  • Construct a System Dashboard

After completing this module:

  • Know the various Form Types in Microsoft Dynamics 365
  • Be able to customize existing Forms and create new custom Forms
  • Configure Form Security
  • Be able to customize Views and create new custom System Views
  • Be able to customize Charts and create new custom System Charts
  • Be able to customize Dashboards and create new custom System Dashboards

Module 8: The Unified Client Interface (UCI)This module looks at the Unified Client Interface (UCI) in Microsoft Dynamics 365, including using the App Designer to create custom Apps and customize an out of the box UCI App such as the Sales Hub and Customer Service Hub.Lessons

  • Introduction to the UCI
  • The App Designer
  • Using the Sitemap Designer
  • Configuring UCI Apps
  • Managing Apps in Solutions

Lab : Customizing an existing UCI App

  • Use the App Designer to customize an existing UCI App

Lab : Build a custom Event Management UCI App

  • Use the App Designer to build a custom UCI App

After completing this module:

  • The App Designer
  • Using the Sitemap Designer
  • Configuring UCI Apps
  • Managing Apps in Solutions

Module 9: Processes: Workflows, Business Process Flows and Custom ActionsIn this module you will learn how to create and maintain Workflows, Business Process Flows and Custom Actions in Microsoft Dynamics 365.Lessons

  • Introduction to Processes
  • Workflow
  • Business Process Flows
  • Custom Actions

Lab : Create a Workflow

  • Create a Workflow
  • Define when a Workflow Starts
  • Adding Workflow Steps
  • Activating a Workflow

Lab : Create a Business Process Flow

  • Create a Business Process Flow
  • Add Stages to a Business Process Flow
  • Add Data and Action Steps to a Business Process Flow
  • Configure Branching Logic in a Business Process Flow
  • Configure Security for a Business Process Flow

After completing this module:

  • Apply best practice when designing and implementing business process automation in Microsoft Dynamics 365
  • Understand the different types of ‘Processes’ in Dynamics 365
  • Create a Workflow to perform various actions
  • Create a Business Process Flow to guide a user through a business process
  • Understand the benefits of Custom Actions

Module 10: Solution ManagementIn this module you will learn how to create and manage Solutions in Microsoft Dynamics 365 Customer Engagement. Solutions act as a container for your customizations, allowing you to easily package, deploy and manage changes to multiple Microsoft Dynamics 365 environments.Lessons

  • 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

Lab : Solution Management

  • Export an Unmanaged Solution
  • Import an Unmanaged Solution
  • Configuring Managed Properties
  • Export and Import Managed Solutions
  • Create a Solution Patch
  • Clone a Solution

After completing this module:

  • Understand Solution principals in Microsoft Dynamics 365 Customer Engagement
  • Add and update Solution Components
  • Know the difference between Managed and Unmanaged Solutions
  • Understand the Export and Import process
  • Know how to apply Managed Properties
  • Know how to manage Solution releases using ‘Clone as Patch’ and ‘Clone as Solution’

Ontvang gave gadgets bij onze trainingen!

10
Jennifer Pereira
Ik heb hier de 2-daagse training Microsoft Dynamics 365 fundamentals gevolgd. Medewerkers zijn zeer hulpvaardig en denken ver mee, dit vond ik TOP! De Active Learning training met vakkundige trainster is me heel goed bevallen. De lunch was royaal en erg lekker! Kortom, wellicht tot ziens!
9,0
Willem de Lang
In Februari een 5-daagse training WS-11 (Server 2019) gevolgd in twee weken. Deze training was op basis van het Active Learning programma en dit is me zeer goed bevallen. De instructeur had voldoende tijd/kennis om vragen te beantwoorden en me verder te helpen wanneer ik vast liep.
9,5
Edwin Kruize
Bij Master IT train ik al jaren on-site in Eindhoven wat mij ontzettend goed bevalt. De Active Learning lesmethode is perfect voor mij en kan ik op mijn eigen tempo en onder goede begeleiding mijn studies volgen. De trainers hebben veel brede kennis en nemen de tijd voor je. 

Active Learning

Je maakt samen met je trainer een plan en gaat actief aan de slag. In een kleine klas verdiepen in wat je echt nodig hebt, inzoomen op zaken die je echt interesseren en overslaan wat je al weet of niet nodig hebt. Plan je lesdagen flexibel, neem real-life casussen mee en werk ze uit met je trainer. Verrijk je kennis en verbind het met alles wat je al wist.

Digital MOC
Labomgeving
3 dagen voor € 1.480,-

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Ben je op zoek naar volledige zelfstudie? Wij bieden je de mogelijkheid om jouw training volledig in jouw eigen tijd te volgen. Uiteraard met het officiële lesmateriaal waarmee je de juiste kennis opdoet.

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MCT Mentoring
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Wist jij dat alle IT trainingen die we aanbieden op de website ook bij jouw bedrijf uitgevoerd kunnen worden? Zo volg je een maatwerk IT training (Incompany training) met al je collega’s. Jij kunt de training nog specifieker voor jouw bedrijf laten inrichten en het is zelfs mogelijk om een geheel maatwerk traject door ons te laten ontwerpen.

Je bespaart reiskosten en reistijd voor de deelnemers, doordat onze trainer bij jou op locatie komt. Op deze manier kun je meerdere deelnemers van jouw organisatie dezelfde training laten volgen. Dat is efficiënt en effectief! Samen heb je een gemeenschappelijke opleidingsbehoefte en daar gaan we je bij helpen.

We hebben jarenlang ervaring in het geven van maatwerk it trainingen. We kijken zorgvuldig naar de opleidingsbehoefte om volledig aan te sluiten bij je wensen. Zo formuleren we haalbare en concrete doelstellingen en deelnemers kunnen het geleerde in de praktijk toepassen. Op deze manier groeien deelnemers persoonlijk en professioneel op meerdere niveaus.

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MS55242
Microsoft Dynamics 365 Customization and Configuration
€ 1.480,-
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