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Microsoft Dynamics 365 Customizations & Configurations

  • 24 Hours

IgmGuru's Microsoft Dynamics 365 Online training course is designed according to Microsoft MB2-716 exam to make sure that candidate passes the exam in the first attempt. This course provides students with a detailed hands-on experience of setting up, customizing, configuring and maintaining the CRM components of Microsoft Dynamics 365.

Key Features

  • Instructor Led Training : 24 Hrs
  • Aligned to Microsoft MB2-716 Exam
  • 100% money back guarantee
  • Flexible Schedule
  • 24 X 7 Lifetime Support & Access
  • Experienced Trainers
  • 100% Job Assistance
  • Get Certified & Get Placed

For Individuals

Online Class Room Program

Online Class Room Program

  • 90 days of access to 1+ instructor-led online training classes
  • 180 days of access to high-quality,self-paced learning content designed by experts
  • $384.30

100% Money Back Guarantee ?

Batches start from 27 Oct 2018.

Overview

Microsoft Dynamics 365 online training will make you understand the concepts of how to customize and configure the Dynamics 365 application. Attendees of the course will gain an in-depth understanding of the Dynamics 365 security model, 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.

What will you learn from Dynamics 365 Online Training?

After completing this course, students will be able to:

  • Understand the features and tools that exist in Microsoft Dynamics 365 for Customizers
  • Be aware of integrating complimenting Microsoft products such as SharePoint, Skype 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 module 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

Who Can Opt For Dynamics 365 Online Training?

Following IT professionals can go for Dynamics 365 online training:

  • Technical consultants responsible for customizing and configuring the application
  • The functional consultant who want to understand customization and configuration features
  • In general: anyone wants to make the career in Microsoft Dynamics 365!

Before attending this course, students should have:

  • A working knowledge of Microsoft Dynamics 365 or Microsoft Dynamics CRM
  • Successful completion of Introduction to Microsoft Dynamics 365

Modules

Lesson 1 - Introduction to Customizing Dynamics 365

  • 1.1 Dynamics 365 Customization Overview
  • 1.2 Different types of Dynamics 365 clients
  • 1.3 Overview of Dynamics 365 architecture
  • 1.4 Understanding different types of customization methodologies
  • 1.5 Different types of customizations options
  • 1.6 Packaging and deploying customizations
  • 1.7 Extending Dynamics 365 Overview

Lesson 2 - Business Process Flows

  • 2.1 Overview of Business Process Flows
  • 2.2 Using Stages, Steps, and Categories
  • 2.3 Reviews Options for Conditional Branching
  • 2.4 Workflows and Business Process Flows
  • 2.5 Role Driven Process Flows

Lesson 3 - Introduction to Processes in Dynamics 365

  • 3.1 Review Processes Available in Dynamics 365 - 1.Business Process Flows 2.Workflows 3.Dialogs 4.Custom Actions
  • 3.2 Examine how to create a Dynamics 365 workflow

Lesson 4 - Knowledge Management

  • 4.1 Review of Knowledge Options
  • 4.2 Parature
  • 4.3 Knowledge Articles
  • 4.4 Knowledge Search
  • 4.5 External Access

Lesson 5 - Extending Security with Hierarchical Security

  • 5.1 Dynamics 365 Hierarchy Security
  • 5.2 Configuration Hierarchy Security
  • 5.3 Manager Hierarchy
  • 5.4 Position Hierarchy

Lesson 6 - Building a Security Model

  • 6.1 Overview of the Dynamics 365 Security Model
  • 6.2 Create, Configure and Manage Security Roles
  • 6.3 Users / Teams & Security Roles

Lesson 7 - Introduction to Configuring Dynamics 365 Application

  • 7.1 Configuring Dynamics 365 application
  • 7.2 Create and Manage 365 Business Units
  • 7.3 User Management and Email Configuration
  • 7.4 Using Teams to Extend Functionality

Lesson 8 - Mobile Considerations

  • 8.1 Examine Considerations when deploying the mobile client
  • 8.2 Explore strategies for customizing the mobile client
  • 8.3 Navigation and Form Considerations
  • 8.4 Custom Controls
  • 8.5 Business Rules vs Client Scripting
  • 8.6 When to consider a custom developed solution

Lesson 9 - Interactive Service Hub

  • 9.1 Interactive Service Hub Overview
  • 9.2 Dashboard and Form Basics
  • 9.3 Customization Overview
  • 9.4 Form Customization
  • 9.5 Dashboard Customization

Lesson 10 - Views and Visualizations

  • 10.1 Types of views in Dynamics 365
  • 10.2 Creating and customizing views
  • 10.3 Customizing charts
  • 10.4 Customizing dashboards
  • 10.5 Using dynamics 365 theming

Lesson 11 - Business Rules

  • 11.1 Business rules overview
  • 11.2 Business rule structure and design
  • 11.3 Using conditions and actions

Lesson 12 - Customizing Forms

  • 12.1 Dynamics 365 form types
  • 12.2 How to build dynamics 365 forms
  • 12.3 Specialized form components
  • 12.4 Using access teams and sub-grids for record sharing
  • 12.5 Specialized form components
  • 12.6 Working with multiple forms

Lesson 13 - Relationships

  • 13.1 Overview of relationships in Dynamics 365
  • 13.2 1:N and N:N relationships
  • 13.3 Working with hierarchical data
  • 13.4 Using entity mapping to pre-populate data
  • 13.5 Connections and connection roles

Lesson 14 - Additional Field Customizations

  • 14.1 Using calculated and rollup fields
  • 14.2 Working with local and global option sets
  • 14.3 Using alternate keys to facilitate data integration
  • 14.4 Dynamics 365 field level security
  • 14.5 State and status reason transitions

Lesson 15 - Dynamics 365 Entity and Field Customization

  • 15.1 Dynamics 365 entities overview
  • 15.2 Defining entity ownership
  • 15.3 Working with entity properties
  • 15.4 System vs. Custom entities
  • 15.5 Dynamics 365 fields overview
  • 15.6 Working with different types of fields

Lesson 16 - Introduction to Dynamics 365 Solution

  • 16.1 Dynamics 365 solutions overview
  • 16.2 Including components in solutions
  • 16.3 Solution publishers and versioning
  • 16.4 Understanding different types of solutions
  • 16.5 Working with multiple solutions
  • 16.6 Exporting and importing solutions

Lesson 17 - Dynamics 365 and Office 365

  • 17.1 Review the different options for connecting a Dynamics 365 and Office 365
  • 17.2 Use Folder Tracking to better track emails
  • 17.3 Use Office Groups for Collaboration
  • 17.4 Setup Server Side SharePoint Integration
  • 17.5 Configure OneNote Integration

Exam Certification

How can I get my Dynamics 365 Certificate?

MB2-716 - Microsoft Dynamics 365 Customisation and Configuration exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area on the exam. The higher the percentage, the more questions you are likely to see on that content area on the exam

  • Configure Microsoft Dynamics 365 (20% - 25%)
  • Implement Microsoft Dynamics 365 entities, entity relationships, and fields (20% - 25%)
  • Create and manage Microsoft Dynamics 365 solutions, forms, views, and visualizations (25% - 30%)
  • Implement business rules, workflows, and business process flows (20% - 25%)

Frequently Asked Questions

A :Examination fee for MB2-716 - Microsoft Dynamics 365 Customisation and Configuration is $165.

A :

No, Exam fee is not included in the training fees.

A :Microsoft Dynamics 365 Customizations & Configurations certification is provided by the Microsoft.

A :IgmGuru offers 24/7 support through email, chat, and calls. we tend to even have a passionate team that gives on-demand help through our community forum. What’s a lot of, you may have lifespan access to the community forum, even once completion of your course with us.

A :

Our teaching assistants are a fanatical team of material consultants here to assist you get certified in your initial try. They have interaction students proactively to confirm the course path is being followed and assist you enrich your learning expertise, from category on boarding to project mentoring and job help. Teaching help is accessible throughout business hours.

A :All of our extremely qualified trainers are AWS certified with years of expert coaching and dealing within the cloud domain. every one of them has had a rigorous choice method that has profile screening, technical analysis, and a coaching demo before they're certified to coach for us. we have a tendency to conjointly make sure that solely those trainers with a high alumni rating stay on our faculty.

A :The tools you’ll need to attend training are: •     Windows: Windows XP SP3 or higher •  Mac: OSX 10.6 or higher • Internet speed: Preferably 512 Kbps or higher Headset, speakers, and microphone: You’ll need headphones or speakers to hear instruction clearly, as well as a microphone to talk to others. You can use a headset with a built-in microphone, or separate speakers and microphone.

A :All of the categories square measure conducted via live online streaming. they're interactive sessions that modify you to raise queries and participate in discussions throughout category time. We do, however, offer recordings of every session you attend for your future reference. categories square measure attended by a world audience to complement your learning expertise.

Microsoft Dynamics 365 Customizations & Configurations

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