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Course Details

Title: T4D104 - Dynamics 365 Customisation and Configuration Fast Track
Duration: 3 days
Price: £1,870 + VAT

Please note: course content subject to change

About this Course:
This course teaches you how to customise Dynamics 365 to meet the specific needs of your organisation. The topics covered include security; creation and configuration of entities; design of forms views and charts; auditing and solutions. The course describes each topic and how each topic relates to the other topics to produce a full configured, effective solution.

Audience Profile
This training is intended for both novice and experienced customizers of Dynamics 365 who are familiar with the end-user principles of the software. No programming skills are required, but a basic understanding of database principles will be an advantage.

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

Whats New - Released Features
- Capabilities and Features (subject to change)
- Editable Grids
- Visual App Designer
- Organisation Insights
- Learning Paths

Whats New - Preview Features
- Preview Feature principles
- Current Preview Feature Capabilities (subject to change)
- Dynamics 365 for Outlook App
- Relationship Insights
- Business Process Flow Entity Support

What's New - Deprecated Features
- Deprecation principles
- Current Deprecated Features (subject to change)

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

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