Microsoft Dynamics 365 Customisation And Configuration M55242 - Australia

Microsoft Dynamics 365 Customisation and Configuration M55242​ Course Outline

Module 1: Introduction

• Versions of Microsoft Dynamics 365
• Dynamics 365 Framework
• Dynamics 365 Devices, Apps and Hubs
• Tools for Dynamics 365 customisers
• Overview of Solutions
• Differences between Dynamics 365 Organisations and Environments
• Review Further Reading and Resources
• Set up the Lab Environment
• Lab: Setting up your Lab environment

Module 2: Initial Setup and Configuration

• Dynamics 365 Admin Center
• Dynamics 365 Deployment Manager
• Power Platform Admin Center
• Review the System Settings Area
• Configure Auto Save Settings
• Configure Format Settings
• Configure Email Settings
• Configure Skype Integration
• Configure SharePoint Integration
• Configure OneNote Integration
• Configure Auditing
• Lab: Configure Dynamics 365 System Settings
• Lab: Configure Dynamics 365 Audit Settings

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
• Lab: Configure Access Teams
• Lab: Configure a Management 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

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
• Lab: Creating a Calculated Field
• Lab: Configuring Field Level Security

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
• Lab: Create a Hierarchical Relationship
• Lab: 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
• Lab: Configuring System Views
• Lab: Configuring Charts and Dashboards

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
• Lab: Build a custom Event Management 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
• Lab: Create a Business Process Flow

Module 10: Solution Management

• 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