Dynamics 365 CE Customization, Configuration, Development

This instructor-led, hands on lab-intensive course is for individuals wishing to learn or be certification in Microsoft Dynamics 365 CRM CE.

This course covers Configuration, Implementation, solutions, forms and visualizations, business rules, workflows and more.

This course will help with Dynamics 365 Certification. Introduction to Microsoft Dynamics 365 Customization and Configuration and Visual Development.

You will use the FULL use of a Dynamics 365 for labs in this class.

Who should Attend:

Professionals who configure and customizes Dynamics 365 CE by using the tools available in Dynamics 365. This audience typically includes implementation consultants, technical support technicians, and system administrators.

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 - Exam MB2-716


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.



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