55242: Microsoft Dynamics 365 Customization and Configuration Training


Dynamics 365


Per Participant

Course Description

This training offered by Microtek Learning helps students gain an in-depth understanding of setting up, customizing, configuring, and managing Microsoft Dynamics 365 Customer Engagement along with detailed hands-on experience. With our course, you will also get to learn how to utilize the Power Platform Admin Center to set up and support the Dynamics 365 Security Solution, configure Dynamics 365, customize the Dynamics 365 Common Data Solution and Apps, build and maintain Flows and Processes, manage changes via Solutions to deploy customizations across various environments, and do much more. This training is applied to Power Platform, Power Apps, and the Microsoft Dynamics 365 Customer Engagement. All our training programs have been analyzed for quality by ProCert Courseware Testing.

This training is designed based on the objectives of the course variant 55242B.

Prerequisites for this training

Before attending this course, students must have:

Who should attend this course?

This training is designed for IT Professionals, Information workers, and Developers. Professionals applying for this course should have an existing working knowledge of Microsoft Dynamics 365. It is also recommended that students attend the prerequisite course '55250: Introduction to Microsoft Dynamics 365'.


Dec 21, 2022

9:00 am - 5:30 pm EST
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What you will learn

  • Understanding the tools and features of PowerApps and Microsoft Dynamics 365 Customer Engagement
  • Configure and customize unique Hubs and Apps in Microsoft Dynamics 365, including the Customer Service and Sales Hubs
  • Learn about complimenting Microsoft products including Skype for Business, Microsoft Exchange, and SharePoint that can be integrated with Microsoft Dynamics 365
  • Using the Site Map Designer and Power Apps App Designer to Create a custom Model-driven App
  • Setting up and configuring the deployment of Microsoft Dynamics 365 using the Power Platform Admin Center
  • Configuring Auditing in Office 365 Security and Compliance Center and Compliance Center
  • Designing and configuring a robust Security model by leveraging the inbuilt tools in Microsoft Dynamics 365
  • Designing Card Forms, Quick Create Forms, Quick View Forms, and Custom Forms, using the Power Apps Form Designer
  • Learning about Virtual Entities to facilitate the integration of external data in Dynamics 365
  • Creating a custom Dynamics 365 Model including custom Relationships, Fields, and, Entities
  • Creating custom Public Views, Personal Views, and System Views
  • Creating Interactive Experience Dashboards and Charts in Power Apps
  • Learning the best practices for creating customizations in Power Apps and Dynamic 365
  • Using the Business Rule Designer to create and maintain Business Rules
  • Understand best practice methodology using both managed and unmanaged solutions for Microsoft Dynamics 365 deployment of patches and customizations via a comprehensive change management strategy
  • Planning, building, and implementing business process automation using Dynamics 365 Processes, including Power Automate integrations, Business Processes, and Workflows

With Microtek Learning, you’ll receive:

  • Certified Instructor-led training
  • Industry Best Trainers
  • Official Training Course Student Handbook
  • Pre and Post assessments/evaluations
  • Collaboration with classmates (not available for a self-paced course)
  • Real-world knowledge activities and scenarios
  • Exam scheduling support*
  • Learn and earn program*
  • Practice Tests
  • Knowledge acquisition and exam-oriented
  • Interactive online course.
  • Support from an approved expert
  • For Government and Private pricing*

* For more details call: +1-800-961-0337 or Email: info@microteklearning.com

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For many years, Microtek Learning has been helping organizations, leaders, and professionals to reach their maximum performance by addressing the challenges they are facing.

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This module provides the attendee with an introduction to the concept of customizing and configuring the Microsoft Dynamics 365 Customer Engagement.


  • Getting familiar with the versions of Microsoft Dynamics 365
  • Get acquainted with the Dynamics 365 framework
  • Review the Dynamics 365 Devices, Apps and Hubs
  • Understand the tools for Dynamics 365 customizers
  • A brief overview of Solutions
  • Understand the differences between Dynamics 365 organizations and environments
  • Review further reading and resources
  • Set up the lab environment
  • Lab: Setting up your Lab environment

  • Setup your Lab and install sample data
  • After completing this module, students will be able to:

  • Understand the different components of Microsoft Dynamics 365
  • Learn the features of Microsoft Dynamics 365 for Customer Engagement
  • Be introduced to the Dynamics 365 Framework
  • Be aware of the different Apps and Hubs in Microsoft Dynamics 365
  • Be introduced to some of the inbuilt tools for Customizers
  • Understand the significance of Solutions in Microsoft Dynamics 365
  • Be aware of the fundamentals of Organisations and Environments
  • This module presents some of the most common features that require setup and configuration in Microsoft Dynamics 365.


  • An introduction to Dynamics 365 Admin Center
  • An introduction to Dynamics 365 Deployment Manager
  • An introduction to the Power Platform Admin Center
  • Review the System Settings area
  • Understand how to configure Auto Save Settings
  • Understand how to configure Format Settings
  • Understand how to configure Email Settings
  • Understand how to configure Skype Integration
  • Understand how to configure SharePoint Integration
  • Understand how to configure OneNote Integration
  • Understand how to configure Auditing
  • Lab: Configure Dynamics 365 System Settings

  • Configure Auto Save Settings
  • Configure Formatting Settings
  • Configure Email Settings
  • Lab: Configure Dynamics 365 Audit Settings

  • Enable Auditing in Dynamics 365
  • Enable Auditing for an Entity
  • Configure Auditing for a Field
  • After completing this module, students will be able to:

  • Perform the steps necessary to set up and configure Microsoft Dynamics 365 Customer Engagement
  • Be able to configure Systems Settings including AutoSave, Formatting options, and Email Settings
  • Be aware of the integration of Microsoft Dynamics 365 with SharePoint, Skype for Business, and Exchange
  • Configure Auditing in Microsoft Dynamics 365 Customer Engagement
  • This module highlights the importance of maintaining a robust security model in Microsoft Dynamics 365 by stepping through how to configure Business Units, Security Roles, Users, and Teams. Access Teams and Hierarchy Security are also considered.


  • Design and configure Business Units
  • Configure Security Roles
  • Manage Users and Teams
  • Implement Access Teams
  • Configure Hierarchy Security
  • Lab: Configure Users, Business Units, Security Roles and Access Levels

  • Add new Users in Dynamics 365
  • Create new Business Units
  • Copy a Security Role and Configure Access Levels
  • Assign Users to Security Roles
  • Login to Dynamics 365 as a different User to test permissions
  • Lab: Configure Access Teams

  • Configure an Entity to be used in Access Teams
  • Create an Access Team Template
  • Configure a Sub-Grid to use an Access Team
  • Lab: Configure a Management Hierarchy

  • Enable Hierarchy Security
  • Configure a Manager Hierarchy
  • After completing this module, students will be able to:

  • Manage Security features in Microsoft Dynamics 365
  • Configure Business Units, Security Roles, Access Levels, Users, and Teams
  • Know the difference between Teams and Access Teams
  • Configure Manager and Position Hierarchy Security
  • In this module, we will start to look at customizing the Microsoft Dynamics 365 model, including Entities, Relationships, Fields, and Forms which can be customized and extended using powerful inbuilt tools.


  • Introduction to the Dynamics 365 model
  • Review the different Entity Types
  • Create new Custom Entities
  • Managing Entity Ownership
  • Managing Entity Properties
  • Custom Entity Security
  • Virtual Entities
  • Review Entities and Solutions
  • Lab: Creating and Managing Entities

  • Creating a new Solution
  • Create Custom Entities and configure Entity properties
  • Add existing System Entities to a Solution
  • Configure permissions for Custom Entities
  • After completing this module:

  • Understand Microsoft Dynamics 365 Model fundamentals
  • Know the different Entity Types
  • The process to create new Custom Entities
  • Manage Entity Properties
  • The significance of Virtual Entities
  • Configure Entity Security
  • Manage Entity customizations with Solutions
  • This module presents the different Field types that exist in Microsoft Dynamics 365 including special Fields like Calculated and Rollup Fields. The Business Rule Designer is also introduced together with Field Level Security.


  • Introduction to Field Customization
  • Understand the different Field Types
  • Review Field Formats
  • Create a new Field
  • Review Fields and Solutions
  • Implement a Calculated Field
  • Configure Field Level Security
  • Lab: Creating and Managing Fields

  • Creating Fields
  • Create a Global Option Set
  • Lab: Creating a Calculated Field

  • Creating a Calculated Field
  • Add Fields to an Entity Form
  • Lab: Configuring Field Level Security

  • Enable a Field for Field Level Security
  • Configure a Field Security Profile
  • After completing this module:

  • Understand the process to customize Fields in Microsoft Dynamics 365
  • Know the different Field Types and Formats
  • Be able to manage Field customizations using Solutions
  • Create a Calculated Field
  • Configure Field Level Security
  • Calculated Fields
  • Use the Business Rule Designer to configure Field validation
  • This module provides an overview of the different types of relationships that can be created in Microsoft Dynamics 365. Relationship Behaviors and Mappings are also considered.


  • Introduction to Relationships
  • Review the different Relationship Types
  • Create a Relationship
  • Review Relationships and Solutions
  • Understand Relationship Behaviour
  • Implement a Hierarchy Relationship
  • Configure Field Mappings
  • Lab: Create Entity Relationships

  • Create Entity Relationships
  • Configure Relationship Behaviour
  • Lab: Create a Hierarchical Relationship

  • Configure a Hierarchical Relationship
  • Lab: Configure Field Mappings

  • Configure Field Mappings
  • After completing this module:

  • Understand the different Relationship Types
  • Be able to create a 1 to Many and Many to Many Relationship
  • Know how to manage Relationship customizations using Solutions
  • Understand how to configure Relationship Behaviour
  • Know how to create a Hierarchical Relationships
  • Be able to configure Field Mappings
  • This module steps through the process to create, customize and configure Forms, Views, Charts, and Dashboards in Microsoft Dynamics 365 Customer Engagement.


  • The process to create a new Form
  • Review the different Form types
  • Using the Form Designer
  • Customizing the Main, Quick View, Quick Create and Card Forms
  • Configure Form Security
  • Review the different View types
  • Customizing System Views
  • Configure the Editable Grid
  • Customizing System Charts and Dashboards
  • Lab: Customizing Forms

  • Customising Forms
  • Create a Quick Create Form
  • Create a Quick View Form
  • Lab: Configuring System Views

  • Create Custom System Views
  • Lab: Configuring Charts and Dashboards

  • Configure a System Chart
  • Construct a System Dashboard
  • After completing this module:

  • Know the various Form Types in Microsoft Dynamics 365
  • Be able to customize existing Forms and create new custom Forms
  • Configure Form Security
  • Be able to customize Views and create new custom System Views
  • Be able to customize Charts and create new custom System Charts
  • Be able to customize Dashboards and create new custom System Dashboards
  • This module looks at the Unified Client Interface (UCI) in Microsoft Dynamics 365, including using the App Designer to create custom Apps and customize an out-of-the-box UCI App such as the Sales Hub and Customer Service Hub.


  • Introduction to the UCI
  • The App Designer
  • Using the Sitemap Designer
  • Configuring UCI Apps
  • Managing Apps in Solutions
  • Lab: Customizing an existing UCI App

  • Use the App Designer to customize an existing UCI App
  • Lab: Build a custom Event Management UCI App

  • Use the App Designer to build a custom UCI App
  • After completing this module:

  • The App Designer
  • Using the Sitemap Designer
  • Configuring UCI Apps
  • Managing Apps in Solutions
  • In this module you will learn how to create and maintain Workflows, Business Process Flows and Custom Actions in Microsoft Dynamics 365.


  • Introduction to Processes
  • Workflow
  • Business Process Flows
  • Custom Actions
  • Lab: Create a Workflow

  • Create a Workflow
  • Define when a Workflow Starts
  • Adding Workflow Steps
  • Activating a Workflow
  • Lab: Create a Business Process Flow

  • Create a Business Process Flow
  • Add Stages to a Business Process Flow
  • Add Data and Action Steps to a Business Process Flow
  • Configure Branching Logic in a Business Process Flow
  • Configure Security for a Business Process Flow
  • After completing this module:

  • Apply best practice when designing and implementing business process automation in Microsoft Dynamics 365
  • Understand the different types of ‘Processes’ in Dynamics 365
  • Create a Workflow to perform various actions
  • Create a Business Process Flow to guide a user through a business process
  • Understand the benefits of Custom Actions
  • In this module, you will learn how to create and manage Solutions in Microsoft Dynamics 365 Customer Engagement. Solutions act as a container for your customizations, allowing you to easily package, deploy and manage changes to multiple Microsoft Dynamics 365 environments.


  • An introduction to Solution Management
  • How to add and administer components in a Solution
  • The differences between unmanaged and managed Solutions
  • How to export and import a Solution
  • How to set Managed Properties for a Solution
  • What happens when you delete a Solution
  • How to Clone a Solution Patch
  • How to Clone a Solution
  • Lab: Solution Management

  • Export an Unmanaged Solution
  • Import an Unmanaged Solution
  • Configuring Managed Properties
  • Export and Import Managed Solutions
  • Create a Solution Patch
  • Clone a Solution
  • After completing this module:

  • Understand Solution principals in Microsoft Dynamics 365 Customer Engagement
  • Add and update Solution Components
  • Know the difference between Managed and Unmanaged Solutions
  • Understand the Export and Import process
  • Know how to apply Managed Properties
  • Know how to manage Solution releases using ‘Clone as Patch’ and ‘Clone as Solution’


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    Course Details

    • Start Date: Dec 21, 2022
    • Duration: 2 Days
    • Skill Level: Advanced
    • Enrolled: 1562
    • Price: $ 1595
    • Course PDF: Click Here
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