Customization and Configuration for Dynamics 365

Duration

3 Days

18 CPD hours

About this course

Students receive comprehensive Microsoft Dynamics exam preparation, becoming familiarized with the Dynamics CRM customization and configuration tools. Aspirants also learn to leverage the platform tools to create custom objects, automate tasks, modify user interface, and perform other such customizations.

Overview

Configure the Dynamics CRM settingsConfigure different entities and fieldsImplement entity relationships, custom actions, workflows, and dialogsIdentify scenarios for utilizing multiple forms, and design considerations for chartsSet default share views and public views, and configure and manage dashboardsIdentify role-based business processesIdentify and manage business requirements and teams

Description

This course explains everything you need to know about customizing and configuring the Dynamics CRM 365 system in accordance with a company's specific requirements.

Introduction to Customization and Configuring Dynamics CRM

Talent and Course Introduction
Module Overview
CRM Overview
What is Dynamics Customization and Configuration
CRM Architecture
Customization Methodology
Module review
Obtaining a Dynamics CRM Trial
TEST YOUR KNOWLEDGE MODULE 1'

Manage Microsoft Dynamics CRM Online Subscriptions

Module Overview
Configuring CRM
Overview of CRM Security
User Administration
Mailboxes
Teams

CRM Security Model

Module Overview
Purpose of the CCRM Security Model
Privileges
Access Levels
Security Roles
Hierarchy Security
Hierarchy Types
Module review

Introduction to Solutions

Module Overview
Solutions Overview
Solution Detail
Creating and Working with Solutions Working with Solution Assets
Exporting Solutions
Importing Solutions
Module review

Entity and Field Customization

Module Overview
Types Entities
Entity Ownership
Entity Properties
System vs Custom Entities
Custom Entities and Security Roles
Overview of Fields
Field Properties
Module review

Additional Field Customization

Module Overview
Creating Fields to Meet Client Needs
Calculated Fields
Rollup Fields
CRM Option Sets
Alternate Keys
Field Level Security
State and Status Reason Transitions
Module Review

Configure mobile devices

Module Overview
Types of Relationships
How and where they are created
Many to Many Relationships
Hierarchical Data
Entity Mapping
Connection and Connection Roles
Module Review

Customizing Forms

Module Overview
Form types
Qualities of a good form
Building a Form
Specialized Form Components
Access Teams and Sub Grids
Working with Navigation
Additional Form Types
Multiple Forms
Form customizations and Mobile Clients
Module Review

Business Rules

Module Overview
Business Rules
Business Rule Scope
Trigger Rules
Condition and Actions
Else Conditions and Actions Occur When Conditions Are True
Module review

Views and Visualizations

Module Overview
Using Views
View Customization
System View Types Quick Find
Customization Charts
Customizing Dashboard
Themes
Module Review

Introduction to Processes

Module Overview
Processes and Automation
Workflow Basics
Module review

Business Process Flows

What are CRM Business Process Flows
Enabling Business Process Flows
Steps Stages and Categories
Conditional Branching
Module Review

Bringing it all Together

Module Overview
Review of Customization Topics Covered
Senario
Packaging in a Solution
Module review

Additional course details:

Nexus Humans Customization and Configuration for Dynamics 365 training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward.

This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts.

Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success.

While we feel this is the best course for the Customization and Configuration for Dynamics 365 course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you.

Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Training Insurance Included!

When you organise training, we understand that there is a risk that some people may fall ill, become unavailable. To mitigate the risk we include training insurance for each delegate enrolled on our public schedule, they are welcome to sit on the same Public class within 6 months at no charge, if the case arises.

What people say about us

Booking process was very easy. Once initial contact was made everything happened smoothly.

Pfizer

Great course yesterday and can’t give enough amazing feedback for John. I’ve never had a teacher hold attention of a class from start to finish, but yesterday he did this.

Jennifer O'Connor

Vistra

Alan delivered the training in an easy to understand and pleasant manner which was broken down into manageable chunks with an appropriate number of breaks to give folk time away from their laptops and screens. It is never easy to do 2 days of training on a fairly in-depth subject involving Software even in a classroom environment and remaining focused and engaged so doing it remotely adds another level of complexity, but I have to say that personally this was one of the best Training Events that I have attended for some years. I have gained so much knowledge of MS Project and it will certainly make my job easier going forward.

A large part of what I gained has to be credited to Alan’s manner and delivery and I should be grateful if you could pass on my thanks to him.

Also, the support, together with joining instructions & training literature etc from Nexus Human has been excellent – thank you for that. I intend feeding that back to our People and ICT Teams too

Nexus Human - Project class

December 2023

This was my 2nd course with Nexus Human and I enjoy the format of the courses.
This was very well-run, the instructor was superb and i will get a lot of benefit from having access for the next 6 months, I look forward to the next course.

Cathal

Kerry, Ireland

I would like to thank the staff of Nexus Human, who were very helpful, prompt, friendly and professional in helping me attain my Microsoft certification. I would like to thank Abdul in particular for his guidance during the course and commend him on his knowledge of software development.

Paul

ITC Group
Dublin

This is the 3rd course I have done with Arun. He is very helpful and always supportive if I have other questions outside the lecture parameters. I have already recommended him and Nexus Human to work colleges and would do so again after this course.

Philip

Nexus Human Classroom Student

The instructor was excellent. Was willing to field any questions we had and deal with our specific queries.

Excel student

The class just finished and I just wanted to mention to you that it was absolutely amazing. The quality of the training had very high standards, the trainer explained amazingly well and we actually practiced (did) all the steps. It was not learning by watching a presentation but by actually doing. The training has been delivered from Atlanta (US) and I cannot wait to go tomorrow in the office and recommend it. The connection and the lab environment were running perfectly.
Once again thank you very much and looking forward for the next trainings scheduled. Enrolling via Nexus Human was the perfect choice.

Cristina, Nexus Human IT Course Attendee

Firstly I would like to say thanks, I found the course I sat yesterday extremely beneficial and the instructor was fantastic, she was enthusiastic and engaging and I would highly recommend the course to friends and colleagues. The post class services are also excellent!

Adobe Student

Sharon was lovely and has a fantastic knowledge. Honestly I didn't think I needed part 1 but I am SO glad I came. Thank you. Will be back in for part 2.

Nexus Human Student

Excellent interaction and answered all of my questions. Looking forward to being able to apply some of the tips and features learned today which hopefully should have real impact on some of the more time consuming tasks currently encountered.

Nexus Human Power BI Attendee

Brilliant
Wonderful teacher
Course presented extremely well indeed

Nexus Human Student feedback

Find out more about this course

Interested in alternative dates? Would like to book a private session of this course for your company? Or for any other queries please simply fill out the form below.

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