This class is all you need to support, customize, develop and extend Microsoft Dynamics 365 CE (CRM) . This will teach you how to add additional functionally to your existing Dynamics 365 system. We cover configuration, implementation, entities, forms, chart and dashboards. This course will teach you to manage solutions, forms and visualizations as well add business rules and workflows. This course will help you prepare for Dynamics 365 Certification Exams. Introduction to Microsoft Dynamics 365 Customization and Configuration and Visual Development. (This class supports: Dynamics 365 Customer Engagement, Dynamics 365 and Dynamics CRM 2016).

This course focuses modifying your D365 system to match your companys business needs. Developing a concise understanding of business process implementation and workflows. In addition, the course describes how to use Plug-ins. You can develop extensions to support custom functionally beyond sales and service. The platform is a full application environment with database, application server and client interface. This class lets you develop (extend) the product to “fit” your specific needs.

You will have FULL use of a Dynamics 365 lab environment in this class.

Who should attend:

This course is for a Dynamics 365 CRM developer and customers who have a technical background and familiarity with Microsoft Dynamics 365 CRM 2016,

After completing this course, students will understand the following areas within D365 CRM:

Course Outline

Module 1: Overview of CRM Customization and Configuration

Learn how to use the new tools to support Dynamics CRM.


Module 2: Dynamics 365 Customization and Configuration Certification Topics for Exams

Note: All Dynamics CRM 2016 certifications expired 1/1/2018 for Microsoft "Partner" Competency Renewals. Individuals still retain their Certification. All Microsoft Dynamics partners will have to gain the new: Cloud Business Applications competency.


Module 3: Dynamics 365 and Office 365

D365 works with many of the Office 365 Applications. Together D365 and O365 can increase productivity and communications for your organization.


Module 4: Customizing and Configuring Dynamics 365 to match your unique business requirements

Tailor D365 to fit your organization today and tomorrow.


Module 5: Security Model - Enforcing your organization’s security requirements

D365 can support multiple security scenarios. Learn how to establish and administrator a security model that “fits” your organization.


Module 6: Working with Dynamics 365 Solutions

The full name is Solution Packages. What is inside a solution is components and objects developed and exported from a D365 system. This could be a small as a single webform or as larger a complete D365 system for a specific industry.


Module 7: Entity and Field Customizations

To understand entities, we need to look at the database supporting D365. An Entity is a database table and a Field is a database table column, but there are differences and the term entity refers to the table, columns and associated elements.


Module 8: Entity Relationships

Entities are linked and pass data is a manor specified by established relationships between entities.


Module 9: Customizing Forms

One of the first changes your users will ask if for changes to the visual display. Forms are how D365 display data to users. Form Security also restricts which forms are shown to whom.


Module 10: Views and Visualizations

Views are important for two reasons: displaying a set of records to your users and providing the dataset for reports and the visual charts, dashboards.


Module 11: Business Rules

Business Rules reduce the need for JavaScript in forms. This provided a “better managed” way of validation data received from forms.


Module 12: Business Process Flows

The visual display of progress is useful for tracking the status and displaying on mobile devices.


Module 13: Customizing for Mobile

Are you ready to support 1,000+ mobile displays? Don’t bother, design a D365 mobile for and the Mobile App will take care of the 1,000+ mobile devices in the market today.


Module 14: Building your own Apps with the Dynamics 365 App Designer

The current trend is for more Visual Designers, Visual Tools and less programming. This module shows you how to use the new Visual Tools in D365.


Module 15: Customization Sitemap Navigation

How you can make the top level navigation only show the areas your organizations will use or adding new sections to your D365.


Module 16: Customizing the Command Bar Ribbon

Often you want to make a new command available or hide “delete” from specific users.


Module 17: Dynamics 365 New Client API object model

The Object Model for D365 has changed. If you have D365 Plan 1, CRM 2016, CRM 2015, CRM 2013 or CRM 2011. You need to know what has changed and what you need to update on your existing D365 (CRM).


Module 18: Using the D365 Discovery and IOrganization Service

The two main services hep you connect to the “right” Organization and then control the privileges to ensure security and object access.


Module 19: Querying Data and Executing Operations

How to use the methods to query Microsoft D365 to create, update and Delete.


Module 20: Custom Processes (Workflow) Activities

The terms keep changing, but in essence the “workflows” automation a task. The particular term: process, dialogue, workflow and advanced workflow specify the usage, method of creation and execution.


Module 21: Creating Plug-ins and working with pre-built Plugins

Plug-ins are programs developed in a .Net language (we use C#). Plug-ins extend the functionality of events. Learn how plug-ins are used, how to develop Plug-ins, how to register, deploy and debug Plug-ins.



202 S.E. Church Street, Suite 203 Leesburg, VA 20175
202 Church Street S.E. , Suite 203 Leesburg, VA 20175
800-453-596 (Toll Free)