Get a custom course package
We may not have any package deals available including this course. If you enquire or give us a call on +1 6474932992 and speak to our training experts, we should be able to help you with your requirements.
Microsoft Dynamics 365 Customisation and Configuration M55242 Overview
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
Who Should Attend the Microsoft Dynamics 365 Customisation and Configuration M55242 Course?
The Microsoft Dynamics 365 Customisation and Configuration M55242 course is designed for professionals aiming to specialise in customising and configuring Dynamics 365 solutions to meet specific business needs.
- Dynamics 365 Consultants
- Dynamics 365 Administrators
- Solution Architects
- Business Analysts
- CRM Developers
- Technical Consultants
Prerequisites of the Microsoft Dynamics 365 Customisation and Configuration M55242 Course
There are no formal prerequisites to attend the Microsoft Dynamics 365 Customisation and Configuration M55242 Course. However, a basic understanding of Microsoft Dynamics 365 would be beneficial.
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.
Please note the exam for this course has been retired by Microsoft
What’s included in this Microsoft Dynamics 365 Customisation and Configuration M55242 Course?
- World-Class Training Sessions from Experienced Instructors
- Digital Delegate Pack
Why choose us
Ways to take this course
Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Microsoft Dynamics 365 Customisation and Configuration M55242. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.
Unlock your potential with The Knowledge Academy's Microsoft Dynamics 365 Customisation and Configuration M55242, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.
What our customers are saying
Microsoft Dynamics 365 Customisation and Configuration M55242 FAQs
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.
Please note the exam for this course has been retired by Microsoft
The training fees for Microsoft Dynamics 365 Customisation and Configuration M55242 certification in Canada starts from CAD5195
The Knowledge Academy is the Leading global training provider for Microsoft Dynamics 365 Customisation and Configuration M55242.
Please see our Microsoft Dynamics 365 Training courses available in Canada
Why choose us
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.
Trusted & Approved
Microsoft Dynamics 365 Training
Many delivery methods
Flexible delivery methods are available depending on your learning style.
High quality resources
Resources are included for a comprehensive learning experience.
"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
Related courses
Looking for more information on Microsoft Dynamics 365 Training?
Back to course information
Limited budget?
To help and support our clients we are providing a limited number of 250 daily discount codes. Hurry, first come, first served!
If you miss out, enquire to get yourself on the waiting list for the next day!
If you wish to make any changes to your course, please
