In this 3 day accelerated learning environment, this boot camp incorporates the following Microsoft Dynamics 365 (CRM 2016) course:

Dynamics 365 (CRM 2016) Customization and Configuration

This instructor-led, hands on lab course is intended Individuals wishing to learn or obtain certification in Microsoft Dynamics 365 (CRM 2016) Customization and Configuration. The primary audience configures and customizes Dynamics CRM by using the tools available in Dynamics 365 (CRM). This audience typically includes implementation consultants, technical support technicians, and system administrators. Candidates need a working knowledge of Dynamics 365 (CRM) features and functionality, as well as a working knowledge of development, implementation, and data structures. This course prepares you for the MB2-716 Dynamics 365 or MB2-712 Dynamics CRM 2016 Customization and Configuration exams.

Course Outline

Module 1: Configure Microsoft Dynamics CRM

Lessons

Configure Dynamics CRM settings

• Configure auditing, document management, and collaboration; configure business units; perform user management; configure email; manage teams

Manage Dynamics CRM security

• Understand security roles; define permissions and privileges; configure access levels; configure security roles; assign security roles; work with multiple security roles; manage access; manage security hierarchy

Module 2: Manage and Implement Microsoft Dynamics CRM Entities, entity relationships and fields.

Lessons

Manage Dynamics CRM entities

• Manage entity ownership; manage entity properties; understand system and custom entities Configure field customizations
• Understand and configure fields; configure field properties; use calculated fields; use rollup fields; configure global option sets; create alternate keys; configure field-level security; understand status and status reasons

Implement entity relationships

• Understand relationship types; understand cascading rules; work with hierarchical data; understand and configure entity mapping; create connections and connection roles

Module 3: Create and Manage Microsoft Dynamics CRM Solutions, forms, views and visualizations

Lessons

Create and manage Dynamics CRM solutions

• Understand solution components; identify solution types; create managed and unmanaged solutions; configure publishers and versions; work with multiple solutions; import and export solutions

Customize Dynamics CRM forms

• Understand the form structure; build a form; use specialized form components; use access teams and sub-grids; work with navigation; understand form types; use multiple forms; implement form customizations and mobile clients

Implement Dynamics CRM views and visualizations

• Understand view types; manage system, public, and personal views; create, modify, and delete views; customize views; customize charts; customize dashboards; use themes

Module 4: Implement Business rules, workflows and business process flows

Lessons

Implement and manage business rules

• Understand when to use business rules; understand business rule scopes; understand how business rules are triggered; configure business rules, conditions, and actions

Implement and manage workflows, dialogs, and custom actions

• Implement workflows; identify workflow types; implement dialogs and custom actions; identify when to use business process flows, workflow dialogs, and custom actions

Implement and manage business process flows

• Understand business process flows; enable business process flows; work with steps, stages, and categories; work with multiple entities; use conditional branching; implement role-driven business process flows

This course provides you with the information how you can develop and extend Dynamics 365 (CRM 2016). This course focuses on extension methods documented in the Microsoft Dynamics CRM SDK. Including instruction on the use of a number of Common Platform Operations, on how to query and execute these operations, as well as on developing a concise understanding of business process implementation and workflows. In addition, the course describes how to use Plug-ins, application event programming, client extensions and web resources. Finally, it includes a summary overview of the integration between Flow and Power BI and Dynamics 365 (CRM 2016).