55242 – Microsoft Dynamics 365 Customization And Configuration

Introduction

This course provides students with a detailed hands-on experience of setting up, configuring, customizing, extending and maintaining Microsoft Dynamics 365 Customer Engagement (CRM) Apps and Model-driven Apps using the Power Apps Maker Portal and the Power Platform Admin Center.

Attendees of this course will gain an in-depth understanding of configuring Environments through the Power Platform Admin Center, set up and maintaining Security, learn how to customize the Sales and Customer Service Apps, create custom Model-driven Apps using the Power Apps Maker Portal, make model customizations to the Common Data Service, create and maintain Workflows and Power Automate Flows, and manage changes using Solutions to package and deploy customizations across multiple Environments.

By the end of this 3 day course, attendees will know how to design, create, customize and support business solutions and apps built on Microsoft Dynamics 365 Customer Engagement (CRM) and the Power Platform

Audience Profile

This course is intended for Information workers, IT Professionals and Developers. Students should have an existing working knowledge of Microsoft Dynamics 365 and the Power Platform. As a minimum, students should attend the prerequisite course ‘55250: Introduction to Microsoft Dynamics 365’.

Prerequisites

• A working knowledge of Microsoft Dynamics 365

• Successfully completed the ‘Introduction to Microsoft Dynamics 365’ course

Outcomes

After completing this course, students will be able to:

• 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

• Be aware of integrating complimenting Microsoft products such as SharePoint, Skype for Business, Exchange and OneNote

• Undertake and carry out the initial setup and configuration required in a Microsoft Dynamics 365 deployment

• Configure Auditing in Dynamics 365 and the Office 365 Security and Compliance Center

• Design and configure a comprehensive Security model using the inbuilt tools in Microsoft Dynamics 365

• Create a custom Dynamics 365 model including custom Entities, Fields and Relationships

• Understand the concept of Virtual Entities to integrate external data in Dynamics 365

• Design custom Forms, Quick View Forms, Quick Create Forms and Card Forms

• Create custom System Views, Personal Views and Public Views

• Understand the differences when customizing the Web, UCI and Outlook interfaces

• Create System Charts, Dashboards and Interactive Experience Dashboards

• Create and manage Business Rules using the Business Rule Designer

• Plan, design and implement best practice Workflow, Business Process Flows and Custom Actions

• Be able to apply best practice methodology using Unmanaged and Managed Solutions to deploy Microsoft Dynamics 365 customizations and patches