Microsoft Dynamics 365 Customisation And Configuration M55242 - Canada

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

Please note the exam for this course has been retired by Microsoft