Microsoft Dynamics 365 Customisation And Configuration M55242 | Microsoft Dynamics 365 in Edinburgh

Microsoft Dynamics 365 Customisation and Configuration M55242​ Course Outline

Module 1: Introduction

• Versions of Dynamics 365 And the Dynamics 365 Framework
• The Function of Devices, Apps, And Hubs
• An Overview of Solutions and The Differences Between Organizations and Environments

Module 2: Initial Setup and Configuration

• Using the Dynamics 365 Admin Center and Power Platform Admin Center
• Configuring System Settings, Including Auto Save, Format, And Email Settings
• Integrating with Skype, SharePoint, And OneNote
• Setting Up Auditing Features

Module 3: Security

• Designing and Configuring Business Units
• Setting Up Security Roles, Users, And Teams
• Implementing Access Teams and Hierarchy Security

Module 4: Creating and Managing Entities

• Understanding Different Entity Types
• Creating Custom Entities and Managing Entity Properties
• Configuring Entity Security

Module 5: Customising Fields

• Using Calculated and Rollup Fields
• Configuring Field-Level Security
• Creating Business Rules for Field Validation

Module 6: Customising Relationships and Mappings

• Reviewing Relationship Types, Such As 1-To-Many and Many-To-Many
• Implementing Hierarchical Relationships and Configuring Field Mappings

Module 7: Customizing Forms, Views, And Visualizations

• Customizing Various Form Types: Main, Quick View, And Quick Create
• Creating and Customizing Different View Types
• Building Charts and Dashboards

Module 8: Unified Client Interface (UCI)

• Configuring UCI Apps Using the App Designer and Sitemap Designer

Module 9: Processes

• Creating and Maintaining Workflows
• Designing Business Process Flows
• Utilizing Custom Actions

Module 10: Solution Management

• Understanding Managed and Unmanaged Solutions
• Exporting, Importing, and Updating Solutions
• Managing Solution Versions Through Cloning

Who should attend this 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. Here are some of the professionals who can benefit from attending the course:

• 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

Dynamics 365 Training introduces the capabilities of Microsoft Dynamics 365, emphasising its integral role in optimising business processes. As technology advances, understanding this platform becomes crucial for maintaining competitive business operations and enhancing workflow efficiency.

Mastering this subject is vital for IT professionals and Business Analysts aiming to leverage Dynamics 365 for streamlined operations. The Dynamics 365 Certification is particularly beneficial for those involved in system configuration and customisation, facilitating a more profound integration of the platform into their business strategies.

This 3-day training provided by the Knowledge Academy equips delegates with essential skills in configuration and customisation. Through comprehensive Dynamics 365 Courses, participants will gain hands-on experience, preparing them to implement and manage the Dynamics 365 environment effectively.

Course Objectives

• To understand the core functionalities of Dynamics 365
• To learn how to customise and configure the system settings
• To gain skills in creating and managing Dynamics 365 components
• To prepare for the Microsoft Dynamics 365 Certification
• To apply best practices in Dynamics 365 deployment and management

Upon completion of this training, delegates will be equipped with the knowledge and practical skills necessary for optimising and customising Dynamics 365, enhancing their professional capabilities in managing the platform.

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