Course 55242-A: Microsoft Dynamics 365 Customization and Configuration

Microsoft

Course 55242-A: Microsoft Dynamics 365 Customization and Configuration

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This course provides students with a detailed hands-on experience of setting up, customizing, configuring and maintaining the components of Microsoft Dynamics 365 Customer Engagement. Attendees of this course will gain an in-depth understanding of the Dynamics 365 security model, learn how to customize the Dynamics 365 framework, create and maintain business process flows, create custom business apps and use solutions to package and deploy customizations across multiple Dynamics 365 environments.The course applies to Microsoft Dynamics 365 Customer Engagement Version 9.* (Online and On-premise deployments).

Audience Profile

This course is intended for Information workers, IT Professionals and Developers. Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM. As a minimum, students should attend the prerequisite course Introduction to Microsoft Dynamics 365.

Prerequisites

Course outline

Module 1: Introduction

Module Overview

This module provides the attendee with an introduction to the concept of customizing and configuring the Microsoft Dynamics 365 Customer Engagement.

Lessons

Getting familiar with the versions of Microsoft Dynamics 365
Get acquainted with the Dynamics 365 framework
Review the Dynamics 365 Devices, Apps and Hubs
Understand the tools for Dynamics 365 customizers
A brief overview of Solutions
Understand the differences between Dynamics 365 organizations and environments
Review further reading and resources
Set up the lab environment

Lab Sessions

Setting up your Lab environment

Lab Lessons

Setup your Lab and install sample data

After completing this module, students will be able to:

Understand the different components of Microsoft Dynamics 365.
Learn the features of Microsoft Dynamics 365 for Customer Engagement.
Be introduced to the Dynamics 365 Framework.
Be aware of the different Apps and Hubs in Microsoft Dynamics 365.
Be introduced to some of the inbuilt tools for Customizers.
Understand about the significance of Solutions in Microsoft Dynamics 365.
Be aware of the fundamentals of Organisations and Environments.

Module 2: Initial Setup and Configuration

Module Overview

This module presents some of the most common features that require setup and configuration in Microsoft Dynamics 365.

Lessons

An introduction to Dynamics 365 Admin Center
An introduction to Dynamics 365 Deployment Manager
An introduction to the Power Platform Admin Center
Review the System Settings area
Understand how to configure Auto Save Settings
Understand how to configure Format Settings
Understand how to configure Email Settings
Understand how to configure Skype Integration
Understand how to configure SharePoint Integration
Understand how to configure OneNote Integration
Understand how to configure Auditing

Lab Sessions

Configure Dynamics 365 System Settings
Configure Dynamics 365 Audit Settings

Lab Lessons

Configure Auto Save Settings
Configure Formatting Settings
Configure Email Settings
Enable Auditing in Dynamics 365
Enable Auditing for an Entity
Configure Auditing for a Field

After completing this module, students will be able to:

Perform the steps necessary to setup and configure Microsoft Dynamics 365 Customer Engagement.
Be able to configure Systems Settings including Auto Save, Formatting options and Email Settings.
Be aware of integration Microsoft Dynamics 365 with SharePoint, Skype for Business and Exchange.
Configure Auditing in Microsoft Dynamics 365 Customer Engagement.

Module 3: Security

Module Overview

This module highlights the importance of maintaining a robust security model in Microsoft Dynamics 365 by stepping through how to configure Business Units, Security Roles, Users and Teams. Access Teams and Hierarchy Security are also considered.

Lessons

Design and configure Business Units
Configure Security Roles
Manage Users and Teams
Implement Access Teams
Configure Hierarchy Security

Lab Sessions

Configure Users, Business Units, Security Roles and Access Levels
Configure Access Teams
Configure a Management Hierarchy

Lab Lessons

Add new Users in Dynamics 365
Create new Business Units
Copy a Security Role and Configure Access Levels
Assign Users to Security Roles
Login to Dynamics 365 as a different User to test permissions
Configure an Entity to be used in Access Teams
Create an Access Team Template
Configure a Sub-Grid to use an Access Team
Enable Hierarchy Security
Configure a Manager Hierarchy

After completing this module, students will be able to:

Manage Security features in Microsoft Dynamics 365.
Configure Business Units, Security Roles, Access Levels, Users and Teams.
Know the difference between Teams and Access Teams.
Configure Manager and Position Hierarchy Security.

Module 4: Creating and Managing Entities

Module Overview

In this module we will start to look at customizing the Microsoft Dynamics 365 model, including Entities, Relationships, Fields and Forms which can be customized and extended using powerful inbuilt tools.

Lessons

Introduction to the Dynamics 365 model
Review the different Entity Types
Create new Custom Entities
Managing Entity Ownership
Managing Entity Properties
Custom Entity Security
Virtual Entities
Review Entities and Solutions

Lab Sessions

Creating and Managing Entities

Lab Lessons

Creating a new Solution
Create Custom Entities and configure Entity properties
Add existing System Entities to a Solution
Configure permissions for Custom Entities

After completing this module, students will be able to:

Understand Microsoft Dynamics 365 Model fundamentals.
Know the different Entity Types.
The process to create new Custom Entities.
Manage Entity Properties.
The significance of Virtual Entities.
Configure Entity Security.
Manage Entity customizations with Solutions.

Module 5: Customizing Fields

Module Overview

This module presents the different Field types that exist in Microsoft Dynamics 365 including special Fields like Calculated and Rollup Fields. The Business Rule Designer is also introduced together with Field Level Security.

Lessons

Introduction to Field Customization
Understand the different Field Types
Review Field Formats
Create a new Field
Review Fields and Solutions
Implement a Calculated Field
Configure Field Level Security

Lab Sessions

Creating and Managing Fields
Creating a Calculated Field
Configuring Field Level Security

Lab Lessons

Creating Fields
Create a Global Option Set
Creating a Calculated Field
Add Fields to an Entity Form
Enable a Field for Field Level Security
Configure a Field Security Profile

After completing this module, students will be able to:

Understand the process to customize Fields in Microsoft Dynamics 365.
Know the different Field Types and Formats.
Be able to manage Field customizations using Solutions.
Create a Calculated Field.
Configure Field Level Security.
Calculated Fields.
Use the Business Rule Designer to configure Field validation.

Module 6: Customizing Relationships and Mappings

Module Overview

This module provides an overview of the different types of Relationships that can be created in Microsoft Dynamics 365. Relationship Behaviors and Mappings are also considered.

Lessons

Introduction to Relationships
Review the different Relationship Types
Create a Relationship
Review Relationships and Solutions
Understand Relationship Behaviour
Implement a Hierarchy Relationship
Configure Field Mappings

Lab Sessions

Create Entity Relationships
Create a Hierarchical Relationship
Configure Field Mappings

Lab Lessons

Create Entity Relationships
Configure Relationship Behaviour
Configure a Hierarchical Relationship
Configure Field Mappings

After completing this module, students will be able to:

Understand the different Relationship Types.
Be able to create a 1 to Many and Many to Many Relationship.
Know how to manage Relationship customizations using Solutions.
Understand how to configure Relationship Behaviour.
Know how to create a Hierarchical Relationships.
Be able to configure Field Mappings.

Module 7: Customizing Forms, Views and Visualizations

Module Overview

This module steps through the process to create, customize and configure Forms, Views, Charts and Dashboards in Microsoft Dynamics 365 Customer Engagement.

Lessons

The process to create a new Form
Review the different Form types
Using the Form Designer
Customizing the Main, Quick View, Quick Create and Card Forms
Configure Form Security
Review the different View types
Customizing System Views
Configure the Editable Grid
Customizing System Charts and Dashboards

Lab Sessions

Customizing Forms
Configuring System Views
Configuring Charts and Dashboards

Lab Lessons

Customising Forms
Create a Quick Create Form
Create a Quick View Form
Create Custom System Views
Configure a System Chart
Construct a System Dashboard

After completing this module, students will be able to:

Know the various Form Types in Microsoft Dynamics 365.
Be able to customize existing Forms and create new custom Forms.
Configure Form Security.
Be able to customize Views and create new custom System Views.
Be able to customize Charts and create new custom System Charts.
Be able to customize Dashboards and create new custom System Dashboards.

Module 8: The Unified Client Interface (UCI)

Module Overview

This module looks at the Unified Client Interface (UCI) in Microsoft Dynamics 365, including using the App Designer to create custom Apps and customize an out of the box UCI App such as the Sales Hub and Customer Service Hub.

Lessons

Introduction to the UCI
The App Designer
Using the Sitemap Designer
Configuring UCI Apps
Managing Apps in Solutions

Lab Sessions

Customizing an existing UCI App
Build a custom Event Management UCI App

Lab Lessons

Use the App Designer to customize an existing UCI App
Use the App Designer to build a custom UCI App

After completing this module, students will be able to:

The App Designer.
Using the Sitemap Designer.
Configuring UCI Apps.
Managing Apps in Solutions.

Module 9: Processes: Workflows, Business Process Flows and Custom Actions

Module Overview

In this module you will learn how to create and maintain Workflows, Business Process Flows and Custom Actions in Microsoft Dynamics 365.

Lessons

Introduction to Processes
Workflow
Business Process Flows
Custom Actions

Lab Sessions

Create a Workflow
Create a Business Process Flow

Lab Lessons

Create a Workflow
Define when a Workflow Starts
Adding Workflow Steps
Activating a Workflow
Create a Business Process Flow
Add Stages to a Business Process Flow
Add Data and Action Steps to a Business Process Flow
Configure Branching Logic in a Business Process Flow
Configure Security for a Business Process Flow

After completing this module, students will be able to:

Apply best practice when designing and implementing business process automation in Microsoft Dynamics 365.
Understand the different types of Processes in Dynamics 365.
Create a Workflow to perform various actions.
Create a Business Process Flow to guide a user through a business process.
Understand the benefits of Custom Actions.

Module 10: Solution Management

Module Overview

In this module you will learn how to create and manage Solutions in Microsoft Dynamics 365 Customer Engagement. Solutions act as a container for your customizations, allowing you to easily package, deploy and manage changes to multiple Microsoft Dynamics 365 environments.

Lessons

An introduction to Solution Management
How to add and administer components in a Solution
The differences between unmanaged and managed Solutions
How to export and import a Solution
How to set Managed Properties for a Solution
What happens when you delete a Solution
How to Clone a Solution Patch
How to Clone a Solution

Lab Sessions

Solution Management

Lab Lessons

Export an Unmanaged Solution
Import an Unmanaged Solution
Configuring Managed Properties
Export and Import Managed Solutions
Create a Solution Patch
Clone a Solution

After completing this module, students will be able to:

Understand Solution principals in Microsoft Dynamics 365 Customer Engagement.
Add and update Solution Components.
Know the difference between Managed and Unmanaged Solutions.
Understand the Export and Import process.
Know how to apply Managed Properties.
Know how to manage Solution releases using Clone as Patch and Clone as Solution.

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