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MB2-716 - Microsoft Dynamics 365 Customisation and Configuration

 

Course Content

Module 1: Introduction to Customizing Dynamics 365

  • Dynamics 365 Customization Overview
  • Different types of Dynamics 365 clients
  • Overview of Dynamics 365 architecture
  • Understanding different types of customization methodologies
  • Different types of customizations options
  • Packging and deploying customizations
  • Extending Dynamics 365 Overview

Module 2: Introduction to Dynamics 365 Solution

  • Dynamics 365 solutions overview
  • Including components in solutions
  • Solution publishers and versioning
  • Understanding different types of solutions
  • Working with multiple solutions
  • Exporting and importing solutions

Module 3: Dynamics 365 Entity and Field Customization

  • Dynamics 365 entities overview
  • Defining entity ownership
  • Working with entity properties
  • System vs. Custom entities
  • Dynamics 365 fields overview
  • Working with different types of fields

Module 4: Additional Field Customizations

  • Using calculated and rollup fields
  • Working with local and global option sets
  • Using alternate keys to facilitate data integration
  • Dynamics 365 field level security
  • State and status reason transitions

Module 5: Relationships

  • Overview of relationships in Dynamics 365
  • 1:N and N:N relationships
  • Working with hierarchical data
  • Using entity mapping to pre-populate data
  • Connections and connection roles

Module 6: Customizing Forms

  • Dynamics 365 form types
  • How to build dynamics 365 forms
  • Specialized form components
  • Using access teams and sub-grids for record sharing
  • Specialized form components
  • Working with multiple forms

Module 7: Business Rules

  • Business rules overview
  • Business rule structure and design
  • Using conditions and actions

Module 8: Views and Visualizations

  • Types of views in Dynamics 365
  • Creating and customizing views
  • Customizing charts
  • Customizing dashboards
  • Using dynamics 365 theming

Module 9: Dynamics 365 Security Model

  • Business units Overview
  • Understanding users management
  • Understanding teams management
  • Defining roles and privileges
  • Defining hierarchy security model

 

 

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