Course 822715

MCSA for Microsoft Dynamics 365 MCSA Certification Workshop MB2-715 MB2-716

The Dynamics 365 MCSA Track consist of two courses, two certifications exams and three badges (MB2-715) (MB2-716) and MCSA for Dynamics 365.

This instructor-led, hands on course is intended Individuals wishing to learn or obtain certification in Microsoft Dynamics Customization and Configuration MB2-716 and the Microsoft Dynamics 365 Customer Engagement Online Deployment MB2-715

Who should Attend:

This course is intended for intermediate and experienced customizers of Microsoft Dynamics CRM who are familiar with the end-user principles of the software. No programming skills are required, but a basic understanding of database principles will be an advantage.

This audience typically includes implementation consultants, technical support technicians, and system administrators. Candidates need a working knowledge of Dynamics 365 (CRM) features and functionality, as well as a working knowledge of development, implementation, and data structures.

This 5 day instructor led course helps prepares you for the MB2-716 Dynamics 365 Customization and Configuration and the MB2-715 Microsoft Dynamics 365 Customer Engagement Online Deployment exams

After completing this course, students will be able to:

  • Design and plan a Dynamics CRM organizational strategy.
  • Design and implement strategies for the creation of Business Units and Security Roles.
  • Configure Microsoft Dynamics CRM Users and Teams.
  • Describe the principles of customizing the system.
  • Create and configure fields for both custom and system entities.
  • Create and configure custom entities, including standard and activity entities.
  • Design, create and configure relationships between entities.
  • Create and configure Views, Charts and Forms for both system and custom entities.
  • Implement Field Security and Access Team Templates in Microsoft Dynamics CRM.
  • Design, create and configure Solutions in Microsoft Dynamics CRM.
  • Create and configure Solutions in Microsoft Dynamics CRM
  • Implementing both managed and unmanaged Solutions.


This two-day instructor-led workshop provides students who administer and maintain Dynamics 365 / CRM or Customer Engagement plans the knowledge and skills to deploy and manage the Dynamics 365 (CRM) infrastructure. Additionally, it will be of use to individuals who develop applications and extend Dynamics 365 (CRM).

Corresponding exam: MB2-715 Microsoft Dynamics 365 customer engagement Online Deployment

Corresponding Exam: MB2-716 Microsoft Dynamics 365 Customization and Configuration

This instructor led training course provides students who administer and maintain Dynamics 365 / CRM or Customer Engagement plans the knowledge and skills to deploy and manage the Dynamics 365 (CRM) infrastructure. Additionally, it will be of use to individuals who develop applications and extend Dynamics 365 (CRM).

This is a combined Dynamics 365 bootcamp bundle training, including two courses that prepare you for both exams: exam MB2-715 and exam MB2-716 for Microsoft Dynamics 365 Certifications, both of which lead to you getting the Dynamics 365 MCSA Badge.

This course, 822716, prepares you for Exam MB2-716: Microsoft Dynamics 365 Customization and Configuration only. This course is part 2 of a series of 2 courses, this is Course 822716 and the other course which we also offer separately is Course 816713. Both courses help you prepare for exams MB2-715 and MB2-716, with this course preparing you for Exam MB2-716 only. Use this link to access COURSE 822715, which consists of courses 816713 and 822716 combined as one MCSA Dynamics 365 Training Bundle Course to prepare for both exams MB2-715 and MB2-716 at the same time, and also get the Dynamics 365 MCSA Badge when you pass both exams!

This instructor-led, hands on lab course is intended Individuals wishing to learn or obtain certification in Microsoft Dynamics 365 CRM Customization and Configuration. This course will go over Configuration, Implementation of Entities and fields, how to manage solutions, forms and visualizations as well as business rules and work flows. This course will help you prepare for the MB2-716 Dynamics 365. Introduction to Microsoft Dynamics 365 Customization and Configuration and Visual Development. (This class supports: Dynamics 365 Customer Engagement, Dynamics 365 Plan1, Dynamics CRM 2016, Dynamics CRM 2015 and Dynamics CRM 2013).

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

Corresponding Exam: MB2-716 Microsoft Dynamics 365 Customization and Configuration

Who should Attend:

The primary audience configures and customizes Dynamics CRM by using the tools available in Dynamics 365 (CRM). 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:

  • How to configure Microsoft Dynamics 365
  • Implement MS Dynamics 365 Entities, entity relationships and fields
  • Create and manage MS Dynamics 365 solutions, forms, views, and visualizations
  • Implement business rules, work flows and process flows

Course Outline

Module 1: Overview of CRM Customization and Configuration

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

Lessons

  • Application Module vs. Framework (What you can build and what is provided by Microsoft)

Module 2: Dynamics 365 Customization and Configuration Certification Topics - Exam MB2-716

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.

Lessons

  • New exams and certifications: MCSA, MCSE
  • The Cloud Business Applications competency
  • Configure Microsoft Dynamics 365
  • Implement Microsoft Dynamics 365 entities, entity relationships, and fields
  • Create & manage D365 solutions, forms, views, & visualizations
  • Implement business rules, workflows, and business process flows
  • New topics added to the certification exam

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.

Lessons

  • The different options for connecting a D365 and Office 365
  • Use Folder Tracking to better track emails
  • Use Office Groups for Collaboration
  • Setup Server-Side SharePoint Integration
  • Configure OneNote Integration
  • (D365 and O365 help keep people updated)

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

Tailor D365 to fit your organization today and tomorrow.

Lessons

  • Configuration – Setup and one-time decisions
  • Customization – Making D365 match your organizations needs
  • Visual Development – Powerful tools with no-programming
  • Development – Using D365, Visual Studio and programming in the C# language
  • (Customization never ends because your boss has a “new idea!”)

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.

Lessons

  • Overview of the Dynamics 365 Security Model
  • Create, Configure and Manage Security Roles
  • Users / Teams & Security Roles
  • Setting up Hierarchical Security
  • (Security give the right people access and denies the wrong people)

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.

Lessons

  • Dynamics 365 Solutions Overview
  • Including Components in Solutions
  • Solution Publishers and Versioning
  • Solutions Types
  • Working with Multiple Solutions
  • Export & Import Solutions

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.

Lessons

  • Entities Overview
  • Entity Ownership (and why this is important)
  • Working with Entity Properties
  • System vs. Custom Entities
  • D365 Fields (Data Types) (Database Columns)
  • Working with Different Field Types

Module 8: Entity Relationships

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

Lessons

  • Overview of Relationships in Dynamics 365
  • 1:N, N:1 and N:N Relationships
  • Working with Hierarchical Data
  • Using Entity Mapping to Pre-Populate Data
  • Connection and Connection Roles

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.

Lessons

  • Dynamics 365 Form Types
  • How to Build Dynamics 365 Forms
  • Specialized Form Components
  • Using Access Teams and Sub-Grids for Record Sharing
  • Working with Multiple Forms

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.

Lessons

  • Types of Views in Dynamics 365
  • Creating and Customizing Views
  • Customizing Charts
  • Customizing Dashboards
  • Using Dynamics 365’s Theming Feature

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.

Lessons

  • The New Business Rules Designer
  • Business Rules Overview
  • Business Rule Structure and Design
  • Using Conditions and Actions

Module 12: Business Process Flows

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

Lessons

  • The new Visual Process Flow Designer
  • Overview of Business Process Flows
  • Using Stages, Steps, and Categories
  • Reviews Options for Conditional Branching
  • Workflows and Business Process Flows
  • Role Driven Process Flows

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.

Lessons

  • Examine Considerations when deploying the mobile client.
  • Explore strategies for customizing the mobile client.
  • Navigation and Form Considerations
  • Custom Controls
  • Business Rules vs Client Scripting
  • When to consider a custom developed solution

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.

Lessons

  • The new modular Business Applications in Dynamics 365
  • Using App Designer to Create Apps
  • Learn how to build modular business applications with App Modules
  • Understand how to configure App Modules

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.

Lessons

  • Editing the Sitemap
  • Choosing the best Sitemap for your organization
  • Example of Sitemaps for Sales, Service and Government
  • New Sitemap Visual Editor
  • XRMToolBox and XRMTools

Module 16: Customizing the Command Bar Ribbon

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

Lessons

  • Adding new Buttons and custom command
  • Controlling Commands with Security Roles
  • Controlling Commands by editing the Ribbon
  • Linking to Internet Information sources

Prerequisites

  • Candidates need a working knowledge of Dynamics 365 (CRM) features and functionality, as well as a working knowledge of development, implementation, and data structures.

This course, 816713, prepares you for Exam MB2-715: Microsoft Dynamics 365 customer engagement Online Deployment.

This two-day instructor-led workshop provides students who administer and maintain Dynamics 365 / CRM or Customer Engagement plans the knowledge and skills to deploy and manage the Dynamics 365 (CRM) infrastructure. Additionally, it will be of use to individuals who develop applications and extend Dynamics 365 (CRM).

Corresponding exam: MB2-715 Microsoft Dynamics 365 customer engagement Online Deployment

Who should Attend:

The primary audience for this course is individuals who administer and maintain Dynamics 365 (CRM). These individuals perform administration and maintenance as part of their primary area of responsibility, or work in environments where dynamics play a key role in the organization.

The secondary audiences for this course are individuals who are Power Users of Dynamics software. As this class will help them manage and support the user base.

After completing this workshop, students will be able to understand and/or be able to:

  • Manage Microsoft Dynamics 365 Subscriptions
  • Manage Microsoft Dynamics 365 Instances
  • Managing Microsoft Dynamics 365 Updates
  • Integration with other Microsoft Online Business Solutions
  • Managing Microsoft Dynamics 365 Apps
  • Microsoft Dynamics 365 integration with Microsoft Outlook
  • Configure and Manage Mobile Devices
  • Microsoft Dynamics 365 customer engagement Online Deployment Exam MB2-715

Course Outline

Module 1: Getting Started with Microsoft Dynamics 365

Lessons

  • Office 365 Tenant
  • Dynamics 365 Online Customer Engagement

Module 2: Manage Microsoft Dynamics 365 Subscriptions

Lessons

  • Sign-up for a subscription
  • Manage users
  • User account synchronization
  • Microsoft Online services administrative roles

Module 3: Manage Microsoft Dynamics 365 Instances

Lessons

  • Overview of instances
  • Administer instances
  • Tenant considerations
  • Manage storage
  • Manage administrative email notifications

Module 4: Managing Microsoft Dynamics 365 Upgrades

Lessons

  • Dynamics 365 Update Policy
  • Approve Updates to Dynamics 365

Module 5: Integration with other Microsoft Online Business

Lessons

  • Microsoft Exchange
  • Microsoft SharePoint
  • Microsoft OneDrive
  • Microsoft OneNote
  • Microsoft Social Engagement
  • Skype for Business, Yammer, Office 365 Groups, Delve

Module 6: Managing Microsoft Dynamics 365 Apps

Lessons

  • Introduction to App Modules
  • App Designer
  • Site Map Designer
  • Getting more apps from AppSource
  • Overview of PowerApps

Module 7: Microsoft Dynamics 365 integration with Microsoft Outlook

Lessons

  • Overview of Microsoft Dynamics 365 for Outlook
  • Configure Microsoft Dynamics 365 for Outlook
  • Synchronized fields
  • Leverage Dynamics 365 App for Outlook

Module 8: Configure and Manage Mobile Devices

Lessons

  • Apps for mobile devices
  • Configure entities for mobile

Module 9: Review

Lessons

  • Manage Microsoft Dynamics 365 Subscriptions
  • Manage Microsoft Dynamics 365 Instances
  • Managing Microsoft Dynamics 365 Updates
  • Integration with other Microsoft Online Business Solutions
  • Managing Microsoft Dynamics 365 Apps
  • Microsoft Dynamics 365 integration with Microsoft Outlook
  • Configure and Manage Mobile Devices
  • Microsoft Dynamics 365 customer engagement Online Deployment Exam MB2-715

Prerequisites

This course requires that you meet the following prerequisites:

  • Basic computer entry skills, such as MS Word

If for any reason you would rather attend these courses separately, we do offer the courses separately:

*NOTE: if an average rating and rating count are shown on this page, they are based on all reviews associated with Dynamics Edge that are shown on the review page, and are not restricted to reviews only for the particular course offered on this page.


822715MCSA for Microsoft Dynamics 365 MCSA Certification Workshop MB2-715 MB2-716
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Price: $3295
Duration: 5 days
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