This course provides students with a detailed hands-on experience of setting up, customizing, configuring and maintaining Microsoft Dynamics 365 Customer Engagement (CRM).
Attendees of this course will gain an in-depth understanding of the Dynamics 365 security model, learn how to customize Dynamics 365 Apps and Hubs, create and maintain powerful workflows, business process flows, Power Automate flows and use solutions to package and deploy customizations across multiple Dynamics 365 environments. Users will also create custom Power Apps and use the Power Platform to present their App through Dynamics 365.
The course applies to both Business and Enterprise Editions of Dynamics 365 as well as Online and On-premise deployments.
This course has been reviewed and tested by the external body ProCert Quality Courseware Review.
Module 1: Introduction
This module provides the attendee with an introduction to the concept of customizing and configuring Dynamics 365 and the Power Platform.
Lab 1: Setting up your Lab environment
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.
Lab 1: Configure Settings
Lab 2: Configure Auditing
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.
Lab 1: Configure Users, Business Units, Security Roles and Access Levels
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 customised and extended using powerful inbuilt tools.
Lab 1: Creating and Managing Entities
Module 5: Customizing Fields in Power Apps
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.
Lab 1: Creating and Managing Fields
Lab 2: Creating a Calculated Field
Lab 3: Configuring Field Level Security
Module 6: Customizing Relationships and Mappings in Power Apps
This module provides an overview of the different types of Relationships that can be created in Dynamics 365. Relationship Behaviours and Mappings are also considered.
Lab 1: Create Entity Relationships
Lab 2: Create a Hierarchical Relationship
Lab 3: Configure Field Mappings
Module 7: Customizing Forms, Views and Visualizations in Power Apps
This module steps through the process to create, customize and configure Forms, Views, Charts and Dashboards in Dynamics 365.
Lab 1: Customizing Forms
Lab 2: Configuring System Views
Lab 3: Configuring Charts and Dashboards
Module 8: Building Custom Power Apps to work with Dynamics 365
In this module you will learn how to provision and use the Dynamics 365 App Designer to create a custom App and navigation.
Lab 1: Build a custom Event Management App
Module 9: Workflows, Business Process Flows and Power Automate
In this module you will learn how to create and maintain Workflows, Business Process Flows and Power Automate Flows in Dynamics 365 and Power Apps.
Lab 1: Create a Workflow
Lab 2: Create a Business Process Flow
Lab 3: Creating Flows in Power Automate
Module 10: Solution Management
In this module you will learn how to create and manage Solutions in Dynamics 365 across multiple environments.
Lab 1: Solution Management
Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM. If you have no exposure to Dynamics 365 CRM or Customer Engagement, students should attend the prerequisite course ‘Introduction to Microsoft Dynamics 365’.
This course is intended for Information workers, IT Professionals and Developers.
After completing this course, students will be able to: