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Course Information

Microsoft Dynamics 365 Customisation and Configuration M55242​ Course Outline

Module 1: Introduction

  • 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 Customisers
  • Brief Overview of Solutions
  • Understand the Differences Between Dynamics 365 Organisations and Environments
  • Set Up the Lab Environment

Lab: Setting Up Your Lab Environment

  • Setup Your Lab and Install Sample Data

Module 2: Initial Setup and Configuration

  • An Introduction to Dynamics 365 Admin Centre
  • An Introduction to Dynamics 365 Deployment Manager
  • An Introduction to the Power Platform Admin Centre
  • 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: Configure Dynamics 365 System Settings

  • Configure Auto Save Settings
  • Configure Formatting Settings
  • Configure Email Settings

Lab: Configure Dynamics 365 Audit Settings

  • Enable Auditing in Dynamics 365
  • Enable Auditing for an Entity
  • Configure Auditing for a Field

Module 3: Security

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

Lab: Configure Users, Business Units, Security Roles, and Access Levels

  • 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

Lab: Configure Access Teams

  • Configure an Entity to be Used in Access Teams
  • Create an Access Team Template
  • Configure a Sub-Grid to Use an Access Team

Lab: Configure a Management Hierarchy

  • Enable Hierarchy Security
  • Configure a Manager Hierarchy

Module 4: Creating and Managing Entities

  • 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: Creating and Managing Entities

  • Creating a New Solution
  • Create Custom Entities and Configure Entity properties
  • Add Existing System Entities to a Solution
  • Configure Permissions for Custom Entities

Module 5: Customising Fields

  • Introduction to Field Customisation
  • 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: Creating and Managing Fields

  • Creating Fields
  • Create a Global Option Set

Lab: Creating a Calculated Field

  • Creating a Calculated Field
  • Add Fields to an Entity Form

Lab: Configuring Field Level Security

  • Enable a Field for Field Level Security
  • Configure a Field Security Profile

Module 6: Customising Relationships and Mappings

  • 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: Create Entity Relationships

  • Create Entity Relationships
  • Configure Relationship Behaviour

Lab: Create a Hierarchical Relationship

  • Configure a Hierarchical Relationship

Lab: Configure Field Mappings

  • Configure Field Mappings

Module 7: Customising Forms, Views, and Visualisations

  • Process to Create a New Form
  • Review the Different Form Types
  • Using the Form Designer
  • Customising the Main, Quick View, Quick Create, and Card Forms
  • Configure Form Security
  • Review the Different View Types
  • Customising System Views
  • Configure the Editable Grid
  • Customising System Charts and Dashboards

Lab: Customising Forms

  • Customising Forms
  • Create a Quick Create Form
  • Create a Quick View Form

Lab: Configuring System Views

  • Create Custom System Views

Lab: Configuring Charts and Dashboards

  • Configure a System Chart
  • Construct a System Dashboard

Module 8: Unified Client Interface (UCI)

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

Lab: Customising an Existing UCI App

  • Use the App Designer to Customise an Existing UCI App

Lab: Build a Custom Event Management UCI App

  • Use the App Designer to Build a Custom UCI App

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

  • Introduction to Processes
  • Workflow
  • Business Process Flows
  • Custom Actions

Lab: Create a Workflow

  • Create a Workflow
  • Define When a Workflow Starts
  • Adding Workflow Steps
  • Activating a Workflow

Lab: Create a Business Process Flow

  • 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

Module 10: Solution Management

  • An Introduction to Solution Management
  • How to Add and Administer Components in a Solution
  • 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: Solution Management

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

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Prerequisites

Before attending this Microsoft Dynamics 365 Customisation and Configuration M55242 Training course, delegates should have:

  • Attended Introduction to Microsoft Dynamics 365 M55250 Training
  • Working knowledge of Microsoft .Net and Visual Studio

Audience

This Microsoft Dynamics 365 Customisation and Configuration M55242 Training course is ideal for anyone who wants to gain in-depth knowledge about the customisation and configuration in Microsoft Dynamics 365. However, it is more beneficial for:

  • IT Professionals
  • Developers
  • Implementation Consultants
  • Technical Support Personnel
  • System Administrators

Microsoft Dynamics 365 Customisation and Configuration M55242​ Course Overview

Microsoft Dynamics 365 is a cloud-based business applications platform that consolidates parts of Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) with artificial intelligence tools and productivity applications. Microsoft Dynamics 365 Customisation and Configuration Training course will give you an in-depth understanding of customising, configuring, and maintaining the components of Microsoft Dynamics 365. Attending this Microsoft Dynamics 365 Customisation and Configuration M55242 Training course will provide the delegates with extensive hands-on expertise with installing, designing, configuring and managing Microsoft Dynamics 365 customer engagement components. The information obtained from this training will lead you to attain greater designations such as senior technical lead, Dynamics CRM Developer, data engineer, and many other designations.

The Knowledge Academy 3-day Microsoft Dynamics 365 Customisation and Configuration M55242 Training course is sketched to familiarise the delegates with the tools for Dynamics 365 customisers. Delegates will understand the differences between dynamics 365 organisations and environments, configure and set up Dynamics 365 admin centre, configure user levels and access levels, etc. During this training course, delegates will also gain a comprehensive knowledge of customising fields, customising relationships and mappings, and more topics.

Other than the above topics, delegates will also learn the following concepts:

  • Set up the lab environment
  • How to export and import a solution
  • How to set managed properties for a solution
  • Review the different view types
  • Customising system views

Our highly expert trainer with abundant knowledge has curated this training course to provide delegates with the knowledge of customising and configuring the components of Microsoft 365.

At the end of this training course, delegates will be able to know the procedure to understand the steps to configure Skype, SharePoint, and OneNote integration. This training course will also enable the delegates to design and configure business units to provide security using the inbuilt tools in Microsoft Dynamics 365.

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  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

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Why choose us

Ways to take this course

Our easy to use Virtual platform allows you to sit the course from home with a live instructor. You will follow the same schedule as the classroom course, and will be able to interact with the trainer and other delegates.

Our fully interactive online training platform is compatible across all devices and can be accessed from anywhere, at any time. All our online courses come with a standard 90 days access that can be extended upon request. Our expert trainers are constantly on hand to help you with any questions which may arise.

This is our most popular style of learning. We run courses in 1200 locations, across 200 countries in one of our hand-picked training venues, providing the all important ‘human touch’ which may be missed in other learning styles.

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Highly experienced trainers

All our trainers are highly qualified, have 10+ years of real-world experience and will provide you with an engaging learning experience.

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State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible

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Small class sizes

We limit our class sizes to promote better discussion and ensuring everyone has a personalized experience

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Great value for money

Get more bang for your buck! If you find your chosen course cheaper elsewhere, we’ll match it!

This is the same great training as our classroom learning but carried out at your own business premises. This is the perfect option for larger scale training requirements and means less time away from the office.

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Tailored learning experience

Our courses can be adapted to meet your individual project or business requirements regardless of scope.

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

This gives your team a great opportunity to come together, bond, and discuss, which you may not get in a standard classroom setting.

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Monitor employees progress

Keep track of your employees’ progression and performance in your own workspace.

What our customers are saying

Frequently asked questions

FAQ's

Microsoft Dynamics 365 is a cloud-based business applications service developed by Microsoft.
This Microsoft Dynamics 365 Customisation and Configuration M55242 Training course is ideal for anyone who wants to gain in-depth knowledge about the customisation and configuration in Microsoft Dynamics 365.
Increases flexibility and reduces costs, provides intelligent and native insights, boosts productivity, helps to improve security and compliance, etc.
Characteristics of Microsoft Dynamics helps professionals and businesses to enhance social engagement for better customer service, seamless connectivity between departments for better output, valuable insights from Business Intelligence (BI) and analytics.
Pursuing this Microsoft Dynamics 365 Customisation and Configuration M55242 Training course will provide you with the knowledge required to attain many greater designations such as senior technical lead, Dynamics CRM developer, System Administrators, and many other designations.
Attending this Microsoft Dynamics 365 Customisation and Configuration M55242 Training course will lead you to gain information regarding the different relationship types, differences between unmanaged and managed solutions, etc. You will also learn to add data and action steps to a business process flow, customise the main, quick view, quick create and card forms, how to add and administer components in a solution, and many other important concepts.
The Knowledge Academy is the Leading global training provider in the world for Microsoft Dynamics 365 Customisation and Configuration M55242.

Why choose us

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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Trusted & Approved

Microsoft Dynamics 365 Training

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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