Microsoft Dynamics 365 Customization and Configuration Training

• How to work with the features and tools that exist in Microsoft Dynamics 365 for Customizers?
• How to plan, design and implement best practice Workflow and Business Process Flows?
• How do I integrate Microsoft products such as SharePoint, Skype for Business and Exchange?
• How to carry out the initial setup and configuration required in a Microsoft Dynamics 365 deployment
• How to design a comprehensive Security model with the use of inbuilt MS Dynamics 365 tools?
• How to create System Charts, Dashboards and Interactive Experience Dashboards?
• How to customize the Dynamics 365 schema by creating custom Entities, Fields and Relationships?
• How to design custom Information Forms, Quick View Forms, Quick Create Forms and System Views?
• How to create and manage Business Rules using the Business Rule Designer?

• Recorded Videos After Training
• Digital Learning Material
• Course Completion Certificate
• 24x7 After Training Support

• Information workers
• IT Professionals
• Developers
• Individuals with working knowledge of Microsoft Dynamics 365 or Microsoft Dynamics CRM

• Even though it is not essential, it will help you if you have a working knowledge of Microsoft Dynamics 365 Customer Engagement and Microsoft Power Apps.

• Multisoft Systems will provide you with a training completion certificate after completing this Microsoft Dynamics 365 Customization and Configuration Training .

Module 1: Introduction 

• Introduction to Microsoft Dynamics 365 Customer Engagement (CE)
• The Microsoft Power Platform
• The Power Apps Maker Portal
• The Power Platform Admin Center
• Power Platform Environments
• Solutions Overview
• As introduction to Release Wave Updates
• Review further reading and resources

Module 2: Setup and Configuration 

• The Microsoft 365 Admin Center
• The Power Platform Admin Center
• The Dynamics 365 Admin Center
• The Power Apps Maker Portal
• Dynamics 365 Classic
• Microsoft Power Automate
• Microsoft Power BI
• Environment Level Settings
• Format Settings
• Email Settings
• Skype and Teams Integration
• SharePoint Integration

Module 3: Security

• Design and configure Business Units
• Configure Security Roles
• Manage Users and Teams
• Implement Access Teams
• Configure Hierarchy Security

Module 4: Creating and Managing Entities

• Introduction to the Data Modelling
• System and Custom Entities
• Create new Custom Entities
• Entity Properties
• Entity Type and Ownership
• Custom Entity Security
• Entities and Solutions

Module 5: Customizing Fields

• Introduction to Field
• Understand the different Field Types
• Create a new Field
• Fields and Solutions
• Implement a Calculated Field
• Configure Field Level Security

Module 6: Customizing Relationships and Mappings

• Introduction to Relationships
• Relationship Types
• Create a Relationship
• Relationships and Solutions
• Understand Relationship Behavior
• Implement a Hierarchy Relationship
• Configure Field Mappings

Module 7: Customizing Forms, Views and Visualizations

• Creating a new Form
• Form types
• Using the Form Designer
• Customizing the Main, Card, Quick View and Quick Create Forms
• Configure Form Security
• Review the different View types
• Customizing Views
• Customizing Charts and Dashboards

Module 8: Model-driven Apps

• Introduction to Model-driven Apps
• The App Designer
• Using the Sitemap Designer
• Configuring Apps

Module 9: Processes: Workflows, Business Process Flows and Power Automate

• Introduction to Processes
• Workflow
• Business Process Flows
• Building Flows in Power Automate

Module 10: Solution Management

• An introduction to Solution Management
• How to add and administer components in a Solution
• The differences between unmanaged and managed Solutions
• Solution Layers
• 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