Microsoft Dynamics 365 Training

This module presents some of the most common features that require setup and configuration when Dynamics 365 is first installed.

• An introduction to Dynamics 365 online setup

• An introduction to Dynamics 365 on premise setup

• 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

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

• Design and configure Business Units

• Configure Security Roles

• Manage Users and Teams

• Implement Access Teams

• Configure Hierarchy Security

In this module we will start to look at customizing the Dynamics 365 schema, including Entities, Relationships, Fields and Forms which can be customized and extended using powerful inbuilt tools.

• Introduction to the Dynamics 365 schema

• Review the different Entity Types

• Create new Custom Entities

• Managing Entity Ownership

• Managing Entity Properties

• Custom Entity Security

• Review Entities and Solutions

This module presents the different Field types that exist in Dynamics 365 including special Fields like Calculated and Rollup Fields. The Business Rule Designer is also introduced together with Field Level Security.

This module provides an overview of the different types of Relationships that can be created in Dynamics 365. Relationship Behaviors and Mappings are also considered.

• Introduction to Relationships

• Review the different Relationship Types

• Create a Relationship

• Review Relationships and Solutions

• Understand Relationship Behavior

• Implement a Hierarchy Relationship

• Configure Field Mappings

This module steps through the process to create, customize and configure Forms, Views, Charts and Dashboards in Dynamics 365.

• The process to create a new Form

• Review the different Form types

• Using the Form Designer

• Customizing the Main, Quick View and Quick Create Forms

• Configure Form Security

• Review the different View types

• Customizing System Views

• Customizing System Charts and Dashboards

In this module you will learn how to create and maintain Workflows, Business Process Flows and Custom Actions in Dynamics 365.

• Introduction to Processes

• Workflow

• Business Process Flows

• Custom Actions

In this module you will learn how to create and manage Solutions in Dynamics 365 across multiple environments.

• 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

After the completion of Microsoft Dynamics 365 training at Tekslate, our course participants will be able to

• Install and configure Microsoft Dynamics 365.

• Create and manage the business rules using business rules designer.

• Build system charts, dashboards, and workflows.

• Identify case types and different action types.

• Navigate through different client types

• Plan and implement a marketing campaign.

• On an average, a Microsoft Dynamics 365  professional earns $105,000 USD per year.

• Due to increase in market demand, Microsoft Dynamics 365 professionals are getting high salaries compared to professionals working on other technologies.

• Many top multinational companies are hiring Microsoft Dynamics 365 Professionals.

• They are numerous job opportunities available for Microsoft Dynamics 365 professionals around the world.

• Aspirants who want to start their career in Microsoft Dynamics 365.

• Software professionals

• Implementation consultants

• System administrators

• Project managers

• Technical support technicians

• Should have basic knowledge of customer-relationship management (CRM).

We will provide two real-time projects under the guidance of a professional trainer, who will explain you on how to acquire in-depth knowledge on all the concepts involved in these projects.

• Our trainers are well experienced professionals and certified in working with front-end development technologies.

• We will record all the Live sessions you go through, and we will send the recording of the class you missed.

• For practical execution, our trainer will provide server access to the student. 

• All our training classes are live. This is to solve all the student queries directly with the trainer.

• Live online training means, our trainer will be in online with you to solve your issues.
• Pre-recorded training means, there will be no trainer available to solve your issues.

• You can contact our Tekslate support team, or you can send an email to info@tekslate.com for your queries.

• Yes, you can access the course material after completing course by the recorded training videos we shared with you during training.

• To avail all discounts offered by Tekslate, you need to visit the website regularly. However, there will be a group discount for 2 or more participants.

• Yes, you will get your refund by cancelling some administration fee from the course. But, you should cancel your enrolment within 48 hours of registration, and then the refund will be retained within 30 days of a request.