Course Description
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).
All of our courses have been quality tested by ProCert Courseware Testing.
LEARNING OUTCOMES
- Understand the features and tools that exist in Microsoft Dynamics 365 Customer Engagement
- Be able to customize and configure the out of the box Apps and Hubs in Microsoft Dynamics 365, including the Sales and Customer Service Apps
- Create a custom model driven Unified Client Interface (UCI) App using the App Designer and Site Map Designer
Course Features
- Lectures 67
- Quizzes 5
- Duration 12 hours
- Skill level Expert
- Language English
- Students 25
- Assessments Yes
- 10 Sections
- 67 Lessons
- 12 Hours
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- Module 1: IntroductionThis module provides the attendee with an introduction to the concept of customizing and configuring the Microsoft Dynamics 365 Customer Engagement.8
- 2.1Getting familiar with the versions of Microsoft Dynamics 365
- 2.2Get acquainted with the Dynamics 365 framework
- 2.3Review the Dynamics 365 Devices, Apps and Hubs
- 2.4Understand the tools for Dynamics 365 customizers
- 2.5A brief overview of Solutions
- 2.6Understand the differences between Dynamics 365 organizations and environments
- 2.7Review further reading and resources
- 2.8Set up the lab environment
- Module 2: Initial Setup and ConfigurationThis module presents some of the most common features that require setup and configuration in Microsoft Dynamics 365.11
- 3.1An introduction to Dynamics 365 Admin Center
- 3.2An introduction to Dynamics 365 Deployment Manager
- 3.3An introduction to the Power Platform Admin Center
- 3.4Review the System Settings area
- 3.5Understand how to configure Auto Save Settings
- 3.6Understand how to configure Format Settings
- 3.7Understand how to configure Email Settings
- 3.8Understand how to configure Skype Integration
- 3.9Understand how to configure SharePoint Integration
- 3.10Understand how to configure OneNote Integration
- 3.11Understand how to configure Auditing
- 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.5
- 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.8
- 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.7
- 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.7
- 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.9
- 8.1The process to create a new Form
- 8.2Review the different Form types
- 8.3Using the Form Designer
- 8.4Customizing the Main, Quick View, Quick Create and Card Forms
- 8.5Configure Form Security
- 8.6Review the different View types
- 8.7Customizing System Views
- 8.8Configure the Editable Grid
- 8.9Customizing System Charts and 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.5
- 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 365.4
- 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 environments8
- 11.1An introduction to Solution Management
- 11.2How to add and administer components in a Solution
- 11.3The differences between unmanaged and managed Solutions
- 11.4How to export and import a Solution
- 11.5How to set Managed Properties for a Solution
- 11.6What happens when you delete a Solution
- 11.7How to Clone a Solution Patch
- 11.8How to Clone a Solution
Requirements
- Before attending this course, students must have: Ideally a working knowledge of Microsoft .Net and Visual Studio And It is recommended all students successfully complete the ‘Introduction to Microsoft Dynamics 365’ course
Target audiences
- 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’.
