81059 : Customization & Configuration in Dynamics 365

This course provides students with the tools to customize Dynamics 365 implementation for Sales and Service. The focus is on the using and understanding how the platform tools that are provided can be leveraged to create custom objects, modify the user interface, automate tasks, and other specific customizations. This course helps prepare you for assessment Customization and Configuration in Microsoft Dynamics 365 for Sales and Customer Service.

Module 01: Introduction to Customizing Microsoft Dynamics 365 Module 02: Building a Security Model in Microsoft Dynamics 365 Module 03: Customizing Entities Module 04: Customizing Fields Module 05: Managing Relationships Module 06: Customizing Forms Module 07: Configuring Business Rules Module 08: Customizing Views Module 09: Customizing Charts and Dashboards Module 10: Additional Security Options Module 11: Business Process Flows

After Completion, Students will learn: How to configure Microsoft Dynamics 365 Implement MS Dynamics 365 Entities, entity relationships and fields Create and manage MS Dynamics 365 solutions, forms, views, and visualizations Implement business rules, work flows and process flows

Candidates need a working knowledge of Dynamics 365 (CRM) features and functionality, as well as a working knowledge of development, implementation, and data structures. Also the Development Course Extending has two parts: Visual Development which most Dynamics 365 / (CRM) professionals can benefit. Using Visual Studio requires a familiarity of Visual Studio and .Net. A working knowledge of programming, Visual Studio, and familiarity of C# provides the best technical background for this course.