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.
Course Price : $1595 Per Participant
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 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.
Microsoft Courses
Years of Experience
Global Learners
Before attending this course, students must have:
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'.
Microtek Learning is a Microsoft Certified Partner for Learning Solutions. This class uses official Microsoft courseware and will be delivered by a Microsoft Certified Trainer (MCT).
This module provides the attendee with an introduction to the concept of customizing and configuring the Microsoft Dynamics 365 Customer Engagement.
Lessons
Lab: Setting up your Lab environment
After completing this module, students will be able to:
This module presents some of the most common features that require setup and configuration in Microsoft Dynamics 365.
Lessons
Lab: Configure Dynamics 365 System Settings
Lab: Configure Dynamics 365 Audit Settings
After completing this module, students will be able to:
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.
Lessons
Lab: Configure Users, Business Units, Security Roles and Access Levels
Lab: Configure Access Teams
Lab: Configure a Management Hierarchy
After completing this module, students will be able to:
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.
Lessons
Lab: Creating and Managing Entities
After completing this module:
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.
Lessons
Lab: Creating and Managing Fields
Lab: Creating a Calculated Field
Lab: Configuring Field Level Security
After completing this module:
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.
Lessons
Lab: Create Entity Relationships
Lab: Create a Hierarchical Relationship
Lab: Configure Field Mappings
After completing this module:
This module steps through the process to create, customize and configure Forms, Views, Charts, and Dashboards in Microsoft Dynamics 365 Customer Engagement.
Lessons
Lab: Customizing Forms
Lab: Configuring System Views
Lab: Configuring Charts and Dashboards
After completing this module:
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.
Lessons
Lab: Customizing an existing UCI App
Lab: Build a custom Event Management UCI App
After completing this module:
In this module you will learn how to create and maintain Workflows, Business Process Flows and Custom Actions in Microsoft Dynamics 365.
Lessons
Lab: Create a Workflow
Lab: Create a Business Process Flow
After completing this module:
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.
Lessons
Lab: Solution Management
After completing this module:
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