- Overview of Dynamics 365
- Licensing and Connection Options
- Examine Supporting Technologies
- General Overview of Customisation Principles
- Configuring Dynamics 365
- Create and Manage Business Units
- User Management and Email Configuration
- Using Teams to Extend Functionality
- Document Management Features
- 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
- Solutions Overview
- Including Components in Solutions
- Understanding Solution Publishers and Version Numbers
- Solution Types
- Using Multiple Solutions
- Exporting and Importing Solutions
- Overview of Entities
- Defining Entity Ownership
- Working with Entity Properties
- System VS. Custom Entities
- Overview of Fields
- Working with Different Field Types
- 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
- Overview of Relationships
- 1:N and N:N Relationships
- Working with Hierarchical Data
- Using Entity Mapping
- Connections and Connection Roles
- 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
- Overview of Business Rules
- Business rule Structure and Design
- Using Conditions and Actions
- Types of Views in Dynamics 365
- Creating and Customising Views
- Customising Charts
- Customising Dashboards
- Modifying Dynamics 365 Themes
- Review Business Process Flows
- Review Workflows
- Review Dialogues
- Review Custom Actions
- Examine How to Create a Workflow
- Overview of Business Process Flows
- Using Steps, Stages and categories
- Review Options for Conditional Branching
- Role Driven Process Flows
- 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)