81060. Configuration in Microsoft Dynamics 365 for Sales and Customer Service

Description

This course provides students with the tools to configure a 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 and maintain an organizational security structure, create guided business processes, 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 successfully configure specific application features such as auto-numbering, data management, and other Dynamics 365 features
• Provide guidance on the designing a Dynamics 365 security model including configuration of Business Units, Security Roles, Users, and Teams
• Using Dynamics 365's security model to control access to data, features, and functions
• How to create and maintain Business Process Flows that can be used to provide users with a guided path to working through business scenarios
• Look at how to implement and configure a Knowledge Management solution
• Provide an overview of the different processes that are available in Dynamics 365 and when each process type should be used
• Configure Dynamics 365 and Office 365 integration scenarios, such as integration with SharePoint, OneNote, OneDrive, and Office Groups
• 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: Intro to Sales Management

• Configuring Dynamics 365
• Security
• User Management
• Email System Settings and Configuration
• Teams

Module 02: The Dynamics 365 Security Model

• Purpose of the Security Model
• Security Roles Explained
• Defining Permissions
• Privileges
• Access Levels
• Options for creating Security Roles
• Security Roles and Business Units
• Assigning Security Roles
• Multiple Security Roles
• Security Roles: Layered Approach
• Teams and Security Roles

Module 03: Implementing Hierarchical Security

• Hierarchy Security
• Managerial Hierarchy Security
• Positional Hierarchy Security

Module 04: Knowledge Management

• The Big Picture
• Searching the Knowledge Base
• Enabling Knowledge Search

Module 05: Introduction to Processes

• Processes and Automation
• Business Process Flows
• Workflow Basics
• Creating a Basic Workflow
• Convert a Workflow

Module 06: Business Process Flows

• What are Business Process Flows?
• Enabling Business Process Flows
• Steps, Stages, and Categories
• Working with Multiple Entities
• Conditional Branching
• Create a Business Process Flows
• Mobile Task Flows

Module 07: Dynamics 365 and Office 365

• Integration Options
• Folder Tracking
• Exchange Folder Mapping
• Types of Office Group 365 Groups Integrations
• SharePoint Integration Overview
• OneNote in Dynamics 365