Description
This course provides students with the tools to customize Dynamics 365 implementation for Sales and Service. The focus is on the using and understanding how the platform tools that are provided can be leveraged to create custom objects, modify the user interface, automate tasks, and other specific customizations.
This course helps prepare you for assessment Customization and Configuration in Microsoft Dynamics 365 for Sales and Customer Service.
This course helps prepare you for assessment Extending Functionality in Microsoft Dynamics 365 for Sales and Customer Service.
This course helps prepare you for exam MB2-716.
What are the goals for this course?
- How to create, package, manage, and deploy specific Dynamics 365 customizations using solutions
- Creating and maintaining custom entities, and custom fields based on specific needs
- Working with specialized fields such as calculated and rollup fields
- How to use Dynamics 365's different relationship types to configure how related records work together
- Create and edit customized forms, as well as how to configure specialized components on them such as editable sub-grids, and quick views
- How to apply Portable Business Logic controls
- How users interact with specific data on forms and entities
- Exploring the different tools available for creating specific views, charts, and dashboards based on specific needs
- A working knowledge of how to use Microsoft Dynamics CRM 2013 and/or 2015
- It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM 2013 applications training
- Because this training material focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that individuals have a basic understanding of Microsoft SQL Server and relational database functionality
What are the prerequisites to consume this course?
Module 01: Introduction to Customizing Dynamics 365
- Dynamics 365 Overview
- Built-in Functionality
- User Experience
- Platform Responsibilities
- Customization Methodology
- Levels of Customizations
- Using Solutions to Package and Deploy
Module 02: Introduction to Solutions
- Solutions Overview
- Basics and Versioning
- Solution Publishers
- Creating Solutions
- Types of solutions
- Exporting Solutions
- Importing Solutions
Module 03: Entity and Field Customization Basics
- Types of Entities
- Entity Ownership
- Entity Properties
- Controls and Editable Grids
- System vs. Custom Entities
- Custom Entities and Security Roles
- Deleting Entities
- Fields
- Field Types
- Field Properties
Module 04: Additional Field Customizations
- Using Fields
- Calculated Fields
- Rollup Fields
- Options Sets
- Alternate Keys
- Field Security Profiles
- Status and Status Reason Transitions
Module 05: Relationships
- Types of Relationships
- 1 to Many Relationships
- Cascading Rules and Behavior
- Deleting Relationships
- Many to Many Relationships
- Hierarchical Data
- Entity Mapping
- Connection and Connection Roles
Module 06: Customizing Forms
- Form Types
- Structure of a Form
- Specialized Form Components
- Sub-Grids — Editable Grids
- Access Teams
- Form Preview
- Additional Form Types
- Multiple Forms
Module 07: Business Rules
- Business Rules
- Rule Designer
- Conditions and Actions
- Formulas
- Triggering Rules
Module 08: Views and Visualizations
- View Types
- Custom View
- Charts and Visualizations
- Dashboard Overview
- Customizing Dashboards
- Controlling Dashboard Access
- Themes
Module 09: Customizing for Interactive Service Hub
- Interactive Service Hub Architecture
- Dashboard Types
- Working with Forms
- Customization Options
- Enabling Entities
- Form Customizations
- Dashboard Customization Options
- Additional Considerations and Options
Module 10: Customization for Mobile
- Differences in the Mobile Client
- Form Layout
- Mobile Form Considerations
- Mobile Views
- Dashboards on Mobile
- Mobile Controls
- Dynamics 365