Course Details

Title: T4D121 - Dynamics 365 MCSA Certification Boot camp course
Duration: 5 days
Price: £3500 + VAT

Please note: course content subject to change

This course includes the full exam preparation coaching, evening practice sessions and on-demand sitting of Exam MB2-715 Microsoft Dynamics 365 customer engagement Online Deployment and Exam MB2-716 Microsoft Dynamics 365 Customization and Configuration to enable you to become a fully qualified Microsoft Certified Solutions Associate (MCSA).


Certification Bootcamp Package 

This bootcamp contains the following additional benefits to help you gain your certification:
Exam coaching classes in evening during the Bootcamp
The exams themselves (each with free resit if needed).
Free post course exam coaching sessions via Skype.
A free resit on the Bootcamp during the next 12 months to top up your knowledge.

About this Course:
This course takes an accelerated approach to covering all the major aspects of Microsoft Dynamics 365 customer engagement Online Deployments and Microsoft Dynamics 365 Customization and Configuration.

Audience Profile
This course is intended for individuals that plan to implement, use, maintain, or support Dynamics 365 in their organization. The training is intended any individuals focused on utilising Dynamics 365, including administrators, developers, office managers, IT Pros, and consultants who want to gain a full and complete knowledge of Dynamics 365's deployment options for specific and general business requirements.

Course Outline

Dynamics 365 Deployment

Course Introduction

Module 1: : Getting Started with Microsoft Dynamics 365
- Module Overview
- Overview of Microsoft Dynamics 365      
- Accessing Microsoft Dynamics 365           
- Requirements  
- Planning a Deployment Import Data       
- Lab
- Module Review Test Your Knowledge:   

Module 2: Manage Microsoft Dynamics 365 Subscriptions
- Module Overview
- Signing-up for a Subscription      
- Managing users
- Microsoft Online Services Administration
- Lab
- Module Review
- Test Your Knowledge:  

Module 3: Manage Microsoft Dynamics 365 Instances 
- Module Overview
- Overview of Instances
- Administration Mode    
- Working with Tenants   
- Managing storage           
- Managing administrative email notifications       
- Lab
- Module Review
- Test Your Knowledge:   

Module 4: Managing Microsoft Dynamics 365 Upgrades
- Module Overview           
- Update Policy   
- Customer Driven Upgrade Process          
- Lab
- Module Review
- Test Your Knowledge:   

Module 5: Integration with other Microsoft Online Business Solutions
- Module Overview           
- Microsoft Exchange Online         
- Microsoft SharePoint Online      
- Microsoft OneDrive       
- Microsoft OneNote        
- Microsoft Social Engagement    
- Yammer, Office 365 Groups
- Lab
- Module Review
- Test Your Knowledge:

Module 6: Managing Microsoft Dynamics 365 Apps  
- Module Overview           
- Introduction to My Apps              
- App Management          
- Getting more apps from AppSource        
- Overview of PowerApps
- Lab
- Module Review
- Test Your Knowledge:

Module 7: Microsoft Dynamics 365 integration with Microsoft Outlook
- Module Overview           
- Overview of CRM for Outlook    
- Configure CRM for Outlook         
- Field Synchronization Management        
- CRM App for Outlook    
- Lab
- Module Review
- Test Your Knowledge:  

Module 8: Configure and Manage Mobile Devices
- Module Overview           
- Mobile Device Apps       
- Exploring Mobile Only Configuration      
- Lab
- Practice: Configure entities for mobile apps Scenario 
- Module Review
- Test Your Knowledge:   

Module 9: Course Summary

Course Outline

Customisation and Configuration

Module 1: Introduction to Customisation and Configuration in Dynamics 365
- Overview of Dynamics 365
- Licensing and Connection Options
- Examine Supporting Technologies
- General Overview of Customisation Principles

Module 2: Configuring Dynamics 365, Business Units, Users and Teams
- Configuring Dynamics 365
- Create and Manage Business Units
- User Management and Email Configuration
- Using Teams to Extend Functionality
- Document Management Features

Module 3: Building a Security Model
- Overview of Dynamics 365 Security Model
- Create, Configure and Manage Security Roles
- Understand How Users and Team Apply to the Security Model
- Understand how Hierarchy Security Changes the Behaviour of Security in Dynamics 365

Module 4: Introduction to Solutions
- Solutions Overview
- Including Components in Solutions
- Understanding Solution Publishers and Version Numbers
- Solution Types
- Using Multiple Solutions
- Exporting and Importing Solutions

Module 5: Dynamics 365 Entity/Field Customisation
- Overview of Entities
- Defining Entity Ownership
- Working with Entity Properties
- System VS. Custom Entities
- Overview of Fields
- Working with Different Field Types

Module 6: Additional Field Customisation
- Creating Fields to Meet Current Needs
- Using Calculated and Roll Up Fields
- Working with Local and Global Option Sets
- Using Alternate Keys
- Using Field Level Security
- Status and Status reason Transition

Module 7: Relationships
- Overview of Relationships
- 1:N and N:N Relationships
- Working with Hierarchical Data
- Using Entity Mapping
- Connections and Connection Roles

Module 8: Customising Forms
- Dynamics 365 Form Types
- How to Build Dynamics 365 Forms
- Specialised Form Components
- Using Access Teams and Sub-Grids to Facilitate Record Sharing
- Working with Multiple Forms
- Web Resources and Iframes

Module 9: Business Rules
- Overview of Business Rules
- Business rule Structure and Design
- Using Conditions and Actions

Module 10: Views and Visualisations
- Types of Views in Dynamics 365
- Creating and Customising Views
- Customising Charts
- Customising Dashboards
- Modifying Dynamics 365 Themes

Module 11: Introduction to Processes in Dynamics 365
- Review Business Process Flows
- Review Workflows
- Review Dialogues
- Review Custom Actions
- Examine How to Create a Workflow

Module 12: Business Process Flows
- Overview of Business Process Flows
- Using Steps, Stages and categories
- Review Options for Conditional Branching
- Role Driven Process Flows

Module 13: What's new in Dynamics 365

- Linking Office 365 to Dynamics 365 groups
- Editable grids
- Searching (relevance, categorised, quick, advanced)
- Visual Designer
- Organisation Insights
- Learning Path
- Relationship Insights
- Lists, Views and Charts to Obtain Important Information
- Power BI (core integration)



Before attending this course, students must have:
• General knowledge of Microsoft Windows.
• General knowledge of Microsoft Office.