ניתן לפתוח קורס בהתאמה אישית לארגונים במועד שיתואם עימנו
This course provides students with a detailed hands-on experience of setting up, customizing, configuring and maintaining the CRM components of Microsoft Dynamics 365.
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 powerful workflows and business process flows and use solutions to package and deploy customizations across multiple Dynamics 365 environments.
The course applies to both Business and Enterprise Editions of Dynamics 365 as well as Online and On-premise deployments. The July 2017 V9 release of Dynamics 365 is considered and course objectives map directly to the MB2-716 certification exam.
All of our courses have been quality tested by ProCert Courseware Testing.
Understand the features and tools that exist in Microsoft Dynamics 365 for Customizers
Be aware of integrating complimenting Microsoft products such as SharePoint, Skpe for Business and Exchange
Undertake and carry out the initial setup and configuration required in a Microsoft Dynamics 365 deployment
Design and configure a comprehensive Security model using the inbuilt tools in Microsoft Dynamics 365
Customize the Dynamics 365 schema by creating custom Entities, Fields and Relationships
Design custom Information Forms, Quick View Forms, Quick Create Forms and System Views
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
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’ which can be found at www.ttsolutions.com.au.
Module 1: Introduction
This module provides the attendee with an introduction to the concept of customizing and configuring the Dynamics 365 framework.
Module 2: Initial Setup and Configuration
This module presents some of the most common features that require setup and configuration when Dynamics 365 is first installed.
Module 3: Security
This module highlights the importance of maintaining a robust security model in Dynamics 365 by stepping through how to configure Business Units, Security Roles, Users and Teams. Access Teams and Hierarchy Security are also considered.
Module 4: Creating and Managing Entities
In this module we will start to look at customizing the Dynamics 365 schema, including Entities, Relationships, Fields and Forms which can be customized and extended using powerful inbuilt tools.
Module 5: Customizing Fields
This module presents the different Field types that exist in Dynamics 365 including special Fields like Calculated and Rollup Fields. The Business Rule Designer is also introduced together with Field Level Security.
Module 6: Customizing Relationships and Mappings
This module provides an overview of the different types of Relationships that can be created in Dynamics 365. Relationship Behaviors and Mappings are also considered.
Module 7: Customizing Forms, Views and Visualizations
This module steps through the process to create, customize and configure Forms, Views, Charts and Dashboards in Dynamics 365.
Module 8: Processes: Workflows, Business Process Flows and Custom Actions
In this module you will learn how to create and maintain Workflows, Business Process Flows and Custom Actions in Dynamics 365.
Module 9: Solution Management
In this module you will learn how to create and manage Solutions in Dynamics 365 across multiple environments.