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