Self-Paced : Configuration in Dynamics 365 Sales & Customer Service

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.