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

Capabilities and Features (subject to change)

Editable Grids

Visual App Designer

Organisation Insights

Learning Paths

Preview Feature principles

Current Preview Feature Capabilities (subject to change)

Dynamics 365 for Outlook App

Relationship Insights

Business Process Flow Entity Support

Deprecation principles

Current Deprecated Features (subject to change)