1 Introduction
- Getting familiar with the versions of Microsoft Dynamics CRM365
- Get acquainted with the Dynamics 365 framework
- Review the Dynamics 365 interfaces, devices and apps
- Understand the tools for Dynamics 365 customizers
- A brief overview of Solutions
- Understand the differences between Dynamics 365 organisations and environments
- Review further reading and resources
- Set up the lab environment – Acme Enterprises Event Management Solution
2 Initial Setup and Configuration
- An introduction to Dynamics 365 online setup
- An introduction to Dynamics 365 on premise setup
- Review the System Settings area
- Understand how to configure Auto Save Settings
- Understand how to configure Format Settings
- Understand how to configure Email Settings
- Understand how to configure Skype Integration
- Understand how to configure SharePoint Integration
3 Security
- Design and configure Business Units
- Configure Security Roles
- Manage Users and Teams
- Implement Access Teams
- Configure Hierarchy Security
4 Creating and Managing Entities
- Introduction to the Dynamics 365 schema
- Review the different Entity Types
- Create new Custom Entities
- Managing Entity Ownership
- Managing Entity Properties
- Custom Entity Security
- Review Entities and Solutions
5 Customizing Fields
- Introduction to Field Customization
- Understand the different Field Types
- Review Field Formats
- Create a new Field
- Review Fields and Solutions
- Implement a Calculated Field
- Configure Field Level Security
6 Customizing Relationships and Mappings
- Introduction to Relationships
- Review the different Relationship Types
- Create a Relationship
- Review Relationships and Solutions
- Understand Relationship Behavior
- Implement a Hierarchy Relationship
- Configure Field Mappings
7 Customizing Forms, Views and Visualizations
- The process to create a new Form
- Review the different Form types
- Using the Form Designer
- Customizing the Main, Quick View and Quick Create Forms
- Configure Form Security
- Review the different View types
- Customizing System Views
- Customizing System Charts and Dashboards
8 Workflows, Business Process Flows and Custom Actions
- Introduction to Processes
- Workflow
- Business Process Flows
- Custom Actions
9 Solution Management
- An introduction to Solution Management
- How to add and administer components in a Solution
- The differences between unmanaged and managed Solutions
- How to export and import a Solution
- How to set Managed Properties for a Solution
- What happens when you delete a Solution
- How to Clone a Solution Patch
- How to Clone a Solution
