Dynamics 365 CE CRM Customization and Administration (Low Code)

This class is all you need to support, administrator and customize,  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 PL-200 and PL-400 Certification Exams.  (This class supports: Dynamics 365 CE Customer Engagement, Dynamics 365 CRM On-Premise V8.x  V9.x ).

This course focuses modifying your D365 system to match your company’s business needs. Developing a concise understanding of business process implementation and workflows. You will have full use of a Dynamics 365 CE CRM environment with database, application server and client interface. This class lets you customize Dynamics 365 CE CRM to your specific needs.

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

Who should attend:

This course is for a Dynamics 365 CE CRM administrators, customizers (low-code)  and customers who have a technical background and familiarity with Microsoft Dynamics 365 CE CRM

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.

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
• Building your own Apps with the Dynamics 365 App Designer
• Customization Sitemap Navigation
• Customizing the Command Bar Ribbon

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 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 3: 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
• (Customization never ends because your boss has a “new idea!”)

Module 4: 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 5: 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 6: 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 7: 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 8: 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 9: 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 Theming Feature

Module 10: 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 11: 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 12: 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 13: 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