81059: Customization in Microsoft Dynamics 365 for Sales and Customer Service Duration: 02 days

Transcription

1 Let s Reach For TAN DUC INFORMATION TECHNOLOGY SCHOOL JSC Address: 103 Pasteur, Dist.1, HCMC Tel: ; traincert@tdt-tanduc.com Website: : Customization in Microsoft Dynamics 365 for Sales Duration: 02 days 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 exam MB Silver Learning

2 AUDIENCE This course is intended for Application Consultant, Developer, Solution Architect, Technology Consultant PREREQUISITES 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 COURSE OBJECTIVES 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 COURSE OUTLINE 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 [1]

3 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 Demonstration: Create Custom Entities Fields Field Types Field Properties Demonstration: Creating Basic Fields Module 04: Additional Field Customizations Using Fields Calculated Fields Rollup Fields Options Sets Alternate Keys Demonstration: Create Calculated, Rollups and Options sets Field Security Profiles Demonstration: Create Field Security Profiles State and Status Reason Transitions Module 05: Relationships Types of Relationships 1 to Many Relationships Cascading Rules and Behavior [2]

4 Deleing Relationships Demo - Create a 1 : N Relationship Many to Many Relationships Hierarchical Data Demo - Create a and Use a Hierarchical Relationship Entity Mapping Demo - Configure Entity Mapping Connection and Connection Roles Module 06: Customizing Forms Form Types Structure of a Form Demo - Building a Form Specialized Form Components Demo - Configure Additional Components Sub-Grids - Editable Grids Demo - Add and Configure a Grid on a form Access Teams Demo - Configure Access Team Templates Form Preview Additional Form Types Demo - Use Quick View and Quick Create Forms Multiple Forms Module 07: Business Rules Business Rules Role Designer Conditions and Actions Formulas Triggering Rules Demo - Build and Configure a Business Rule Module 08: Views and Visualizations View Types Custom View Charts Overview [3]

5 Dashboard Overview Customizing Dashboards Controlling Dashboard Access Demo - Create and Customize a Chart 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 in Mobile Mobile Controls [4]