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Module 1: Introduction
Lab: Setting Up Your Lab Environment
Module 2: Initial Setup and Configuration
Lab: Configure Dynamics 365 System Settings
Lab: Configure Dynamics 365 Audit Settings
Module 3: 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
Lab: Creating and Managing Entities
Module 5: Customising Fields
Lab: Creating and Managing Fields
Lab: Creating a Calculated Field
Lab: Configuring Field Level Security
Module 6: Customising Relationships and Mappings
Lab: Create Entity Relationships
Lab: Create a Hierarchical Relationship
Lab: Configure Field Mappings
Module 7: Customising Forms, Views, and Visualisations
Lab: Customising Forms
Lab: Configuring System Views
Lab: Configuring Charts and Dashboards
Module 8: Unified Client Interface (UCI)
Lab: Customising an Existing UCI App
Lab: Build a Custom Event Management UCI App
Module 9: Processes: Workflows, Business Process Flows, and Custom Actions
Lab: Create a Workflow
Lab: Create a Business Process Flow
Module 10: Solution Management
Lab: Solution Management
Before attending this Microsoft Dynamics 365 Customisation and Configuration M55242 Training course, delegates should have:
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:
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:
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.
Why choose us
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.
All our trainers are highly qualified, have 10+ years of real-world experience and will provide you with an engaging learning experience.
We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible
We limit our class sizes to promote better discussion and ensuring everyone has a personalized experience
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.
Our courses can be adapted to meet your individual project or business requirements regardless of scope.
Cut unnecessary costs and focus your entire budget on what really matters, the training.
This gives your team a great opportunity to come together, bond, and discuss, which you may not get in a standard classroom setting.
Keep track of your employees’ progression and performance in your own workspace.
Course was run very smoothly, Richard our trainer was extremely knowledgeable and delivered the course in a succinct fashion with a twist of humour thrown in.
The course was great and the so was the trainer - brilliantly delivered and I would certainly recommend this course to my colleagues. Thanks to Richard for a great course and delivering it a tough environment virtually.
Richard was very knowledgeable and explained well
You won't find better value in the marketplace. If you do find a lower price, we will beat it.
Microsoft Dynamics 365 Training
Flexible delivery methods are available depending on your learning style.
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