$500 – $550

Microsoft Dynamics (365) CRM Customization and Configuration Training in Mo...

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Entirety Technology

Moorhead, MN 56562

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Refund Policy

Refund Policy

Refunds up to 1 day before event

Event description


This course will teach you everything you need to know regarding customizing and configuring the Dynamics (365) CRM system which meets the requirements of a Dynamics 365/CRM Project implementation for a company.

You will learn about the tools and techniques used to customize and configure Dynamics 365/CRM online and on-premise editions.

This course will also prepare you to pass the Dynamics 365/CRM MB-716 Customization and Configuration Certification exam.

Weekly Class Schedule

This class will be held on weekday evenings from 6:30-8:30 pm US Pacific time (PST) each day on Monday, Tuesday, Wednesday of every week beginning July 22 and ending on April August 7, 2019.

Check your Local Date and Time for First Session

Course Outline

1. Introduction to Customizing and Configuring Microsoft Dynamics CRM

  • Course Introduction
  • Module Overview
  • CRM Overview
  • What is Dynamics CRM Customization and Configuration?
  • CRM Architecture
  • Customization Methodology
  • Module review
  • Obtaining a Dynamics CRM Trial

2. Manage Microsoft Dynamics CRM Online Subscriptions

  • Module Overview
  • Configuring CRM
  • Overview of CRM Security
  • User Administration
  • Mailboxes
  • Teams
  • Module Review
  • Configuring Dynamics CRM
  • Configure Business Units, Users, and Teams

3. Dynamics CRM Security Model

  • Module Overview
  • Purpose of the CCRM Security Model
  • Privileges
  • Access Levels
  • Security Roles
  • Hierarchy Security
  • Hierarchy Types
  • Module review
  • Configure Dynamics CRM Security

4. Introduction to Solutions

  • Module Overview
  • Solutions Overview
  • Solution Detail
  • Creating and Working with Solutions
  • Working with Solution Assets
  • Exporting Solutions
  • Importing Solutions
  • Module review

5. Entity and Customizations

  • Module Overview
  • Types Entities
  • Entity Ownership
  • Entity Properties
  • System vs Custom Entities
  • Custom Entities and Security Roles
  • Overview of Fields
  • Field Properties
  • Module review

6. Additional Field Customizations

  • Module Overview
  • Creating Fields to Meet Client Needs
  • Calculated Fields
  • Rollup Fields
  • CRM Option Sets
  • Alternate Keys
  • Field Level Security
  • State and Status Reason Transitions
  • Module Review

7. Configure Mobile Devices

  • Module Overview
  • Types of Relationships
  • How and where they are created
  • Many to Many Relationships
  • Hierarchical Data
  • Entity Mapping
  • Connection and Connection Roles
  • Module Review
  • Configure entities for mobile apps
  • Scenario
  • Connect to the CRM Online instance
  • Navigate to the default solution
  • Hide the fax field in CRM for Phones
  • Add the city field to CRM for Phones Express
  • Make the account entity read-only
  • Publish changes
  • Test the change to CRM for Phones Express
  • Test the changes to CRM for Phones and CRM for Tablets

8. Customizing Forms

  • Module Overview
  • Form types
  • Qualities of a good form
  • Building a Form
  • Specialized Form Components
  • Access Teams and Sub Grids
  • Working with Navigation
  • Additional Form Types
  • Multiple Forms
  • Form customizations and Mobile Clients
  • Module Review
  • Set default synchronization method
  • Scenario
  • Connect to the CRM Online instance
  • Navigate to the Email tab on System Settings
  • Change the default synchronization methods
  • Apply the defaults to existing mailboxes
  • Review approval settings
  • Scenario
  • Connect to the CRM Online instance
  • Navigate to the default solution
  • Review the approval settings

9. Business Rules

  • Module Overview
  • Business Rules
  • Business Rule Scope
  • Trigger Rules
  • Condition and Actions
  • Else Conditions and Actions Occur When Conditions Are True
  • Module review
  • Configure forward mailbox record
  • Scenario
  • Connect to the CRM Online instance
  • Navigate to mailboxes
  • Create the forward mailbox record
  • Review alerts
  • Scenario
  • Connect to the CRM Online instance
  • Navigate to a mailbox record and review alerts
  • Reject the email address
  • Approve the email address
  • Review alerts in the Sales area

10. Views and Visualizations

  • Module Overview
  • Using Views
  • View Customization
  • System View Types Quick Find
  • Customization Charts
  • Customizing Dashboard
  • Themes
  • Module Review

11. Introduction to Processes

  • Module Overview
  • Processes and Automation
  • Workflow Basics
  • Module review

12. Business Process Flows

  • What are CRM Business Process Flows
  • Enabling Business Process Flows
  • Steps Stages and Categories
  • Conditional Branching
  • Module Review

13. Bringing it all together

  • Module Overview
  • Review of Customization Topics Covered
  • Senario
  • Packaging in a Solution
  • Module review
  • Course Review

Refund Policy

  • 100% refund can be applied if request is initiated 24 hours before the 1st course session.
  • If a class is rescheduled/cancelled by the organizer, registered students will be offered a credit towards any future course or a 100% refund.
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Entirety Technology

Moorhead, MN 56562

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Refund Policy

Refunds up to 1 day before event

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