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55242: Microsoft Dynamics 365 Customization and Configuration Training

What 55242: Microsoft Dynamics 365 Customization and Configuration training is all about?

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.

3 SATVs applicable

  • Delivery Format:
Date: Oct 07, 2020 | 9:00 am - 5:00 pm EST
Location: Online
$1725 USD
  • Delivery Format:
Date: Nov 04, 2020 | 9:00 am - 5:00 pm EST
Location: Online
$1725 USD
  • Delivery Format:
Date: Dec 09, 2020 | 9:00 am - 5:00 pm EST
Location: Online
$1725 USD
What are the course objectives for 55242: Microsoft Dynamics 365 Customization and Configuration training?
  • 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
Who should attend 55242: Microsoft Dynamics 365 Customization and Configuration training?

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'.

What is the course outline for 55242: Microsoft Dynamics 365 Customization and Configuration training?
  • 1. Introduction
  • a). Getting familiar with the versions of Microsoft Dynamics 365
  • b). Get acquainted with the Dynamics 365 framework
  • c). Introduce the Power Platform and PowerApps
  • d). Review the Dynamics 365 Devices, Apps and Hubs
  • e). Understand the tools for Dynamics 365 customizers
  • f). A brief overview of Solutions
  • g). Understand environments in the Power Platform Admin Center
  • h). Review further reading and resources
  • i). Set up the lab environment
  • j). Lab: Setting up your Lab environment
  • 2. Initial Setup and Configuration
  • a). An introduction to the Power Platform Admin Center
  • b). Review the System Settings area
  • c). Understand how to configure Auto Save Settings
  • d). Understand how to configure Format Settings
  • e). Understand how to configure Email Settings
  • f). Understand how to configure Skype Integration
  • g). Understand how to configure SharePoint Integration
  • h). Understand how to configure Auditing
  • i). Lab: Configure Dynamics 365 System Settings
  • j). Lab: Configure Dynamics 365 Audit Settings
  • 3. Security
  • a). Design and configure Business Units
  • b). Configure Security Roles
  • c). Manage Users and Teams
  • d). Implement Access Teams
  • e). Configure Hierarchy Security
  • f). Lab: Configure Users, Business Units, Security Roles and Access Levels
  • 4. Creating and Managing Entities
  • a). Introduction to the Dynamics 365 model
  • b). Review the different Entity Types
  • c). Create new Custom Entities
  • d). Managing Entity Ownership
  • e). Managing Entity Properties
  • f). Custom Entity Security
  • g). Virtual Entities
  • h). Review Entities and Solutions
  • i). Lab: Creating and Managing Entities
  • 5. Customizing Fields
  • a). Introduction to Field Customization
  • b). Understand the different Field Types
  • c). Review Field Formats
  • d). Create a new Field
  • e). Review Fields and Solutions
  • f). Implement a Calculated Field
  • g). Configure Field Level Security
  • h). Lab: Creating and Managing Fields in Power Apps
  • i). Lab: Creating a Calculated Field in Power Apps
  • j). Lab: Configuring Field Level Security
  • 6. Customizing Relationships and Mappings
  • a). Introduction to Relationships
  • b). Review the different Relationship Types
  • c). Create a Relationship
  • d). Review Relationships and Solutions
  • e). Understand Relationship Behaviour
  • f). Implement a Hierarchy Relationship
  • g). Configure Field Mappings
  • h). Lab: Create Entity Relationships in Power Apps
  • i). Lab: Create a Hierarchical Relationship
  • j). Lab: Configure Field Mappings
  • 7. Customizing Forms, Views and Visualizations
  • a). The process to create a new Form
  • b). Review the different Form types
  • c). Using the PowerApps Form Designer
  • d). Customizing the Main, Quick View, Quick Create and Card Forms
  • e). Configure Form Security
  • f). Review the different View types
  • g). Customizing System Views
  • h). Configure the Editable Grid
  • i). Customizing System Charts and Dashboards
  • j). Enabling PowerBI Dashboards
  • k). Lab: Customizing Forms in the Power Apps Forms Designer
  • l). Lab: Configuring System Views in Power Apps
  • m). Lab: Configuring Charts and Dashboards in Power Apps
  • 8. Creating a Model driven app in Power Apps
  • a). Introduction to PowerApps
  • b). The App Designer
  • c). Using the Sitemap Designer
  • d). Configuring Apps in Dynamics 365
  • e). Managing Apps in Solutions
  • f). Lab: Build a custom Event Management Power App
  • 9. Processes: Workflows, Business Process Flows and Power Automate
  • a). Introduction to Processes
  • b). Workflow
  • c). Business Process Flows
  • d). Lab: Building Flows in Power Automate
  • e). Lab: Create a Workflow
  • f). Lab: Create Business Process Flows
  • g). Lab: Building Flows in Power Automate
  • 10. Solution Management
  • a). An introduction to Solution Management
  • b). How to add and administer components in a Solution
  • c). The differences between unmanaged and managed Solutions
  • d). Solution Layers
  • e). How to export and import a Solution
  • f). How to set Managed Properties for a Solution
  • g). What happens when you delete a Solution
  • h). How to Clone a Solution Patch
  • i). How to Clone a Solution
  • j). Lab: Solution Management