Module 01: Configuring Dynamics 365.
Course Overview.
Module Overview.
- Configuring Dynamics 365.
- Security.
- User Management.
- Email System Settings and Configuration.
- Teams.
Module Review..
Test Your Knowledge Questions:
Module 02: The Dynamics 365 Security Model
Module Overview..
- Purpose of the Security Model
- Security Roles Explained.
- Defining Permissions.
- Privileges.
- Access Levels.
- Options for creating Security Roles.
- Security Roles and Business Units.
- Assigning Security Roles.
- Multiple Security Roles.
- Security Roles: Layered Approach.
- Teams and Security Roles.
Module Review.
Test Your Knowledge Questions:
Module 03: Implementing Hierarchical Security.
Module Overview..
Hierarchy Security.
Managerial Hierarchy Security.
Positional Hierarchy Security.
Module Review.
Module 04: Knowledge Management.
Module Overview.
- The Big Picture
- Searching the Knowledge Base.
- Enabling Knowledge Search.
Module Review.
Test Your Knowledge Questions:
Module 05: Introduction to Processes.
Module Overview.
- Processes and Automation.
- Business Process Flows.
- Workflow Basics.
- Creating a Basic Workflow.
- Convert a Workflow.
Module Review.
Test Your Knowledge Questions.
Module 06: Business Process Flows.
Module Overview.
- What are Business Process Flows?.
- Enabling Business Process Flows.
- Steps, Stages, and Categories.
- Working with Multiple Entities.
- Conditional Branching.
- Create a Business Process Flows.
- Mobile Task Flows.
Module Review.
Test Your Knowledge Questions.
Module 07: Dynamics 365 and Office 365.
Module Overview.
- Integration Options.
- Folder Tracking.
- Exchange Folder Mapping.
- Types of Office Group 365 Groups Integrations.
- SharePoint Integration Overview.
- OneNote in Dynamics 365.
- Module Review.
- Test Your Knowledge Questions.