Microsoft Dynamics 365 CRM – Technical - Customization Training

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Syllabus

Configure Microsoft Dynamics 365 CRM

  Configure Microsoft Dynamics 365 CRM Settings

  • Configure auditing, document management, and collaboration
  • Configure administration settings, perform data management tasks, perform user management, implement themes

  Manage Microsoft Dynamics 365 CRM security

  • Identify security roles, define permissions and privileges, configure access levels, configure security roles, assign security roles
  • Implement multiple security roles, manage access, implement the standard security model and hierarchy security
  • Configure business units, manage teams

Manage Microsoft Dynamics 365 CRM Entities

  • Manage entity ownership, manage entity properties, configure system entities, describe activity entities
  • Configure entity ownership and entity properties, implement managed properties, configure custom entities and security roles, delete entities

Implement Entity Relationships

  • Define relationship types, create relationships, configure cascading rules, identify types of cascading behavior
  • Work with hierarchical data, configure entity mapping, create connections and connection roles

Define and Configure Microsoft Dynamics 365 CRM Fields

  • Identify field types, define field naming requirements, configure field properties and field display formats
  • Implement option sets and two option fields, configure lookup fields and customer fields

Configure field customizations

  • Configure fields, configure field properties, use calculated fields, use rollup fields, configure global option sets
  • Create alternate keys, configure field security and security roles, use status and status reasons, identify status reason transitions

Create and Manage Microsoft Dynamics 365 CRM Solutions

  • Identify solution components, identify solution types, create managed and unmanaged solutions
  • Configure publishers and versions, manage multiple solutions, import and export solutions

Customize Microsoft Dynamics 365 CRM Forms

  • Identify Microsoft Dynamics 365 CRM form types, build a form, use specialized form components
  • Implement access teams and subgrids, create editable grids, work with navigation, use multiple forms

Implement Microsoft Dynamics 365 CRM Vews and Visualizations

  • Identify view types, create, modify, manage, and delete views
  • Customize views, create system and personal charts, identify chart types that can be combined
  • Use available series aggregation types, customize charts, import and export charts
  • Create dashboards and dashboard components, customize dashboards, control access to dashboards

Configure Microsoft Dynamics 365 CRM for mobile devices

  • Deploy the mobile client, identify available entities for the mobile client, configure mobile navigation, design mobile form layout
  • Create custom controls, hide mobile form content, create multiple forms, create mobile views and activity lists

Implement and manage business rules

  • Determine when to use business rules, describe business rule scopes, identify actions that trigger business rules
  • Configure business rules, conditions, and actions

 

Implement and manage workflows, dialogs, and custom actions

  • Implement workflows, identify workflow types, implement dialogs and custom actions
  • Identify when to use business process flows, workflow dialogs, and custom actions

Implement and manage business process flows

  • Identify business flow components, enable business process flows
  • Implement steps, stages, and categories
  • Implement flows that use multiple entities, use conditional branching
  • Implement role-driven business process flows, run workflows

Introduction to solutions

  • Extensibility choices, version compatibility, solution components
  • Unmanaged and managed solutions, managed properties, conflict resolution, dependency tracking, support for multiple
  • languages

Plan for solution development

  • Organize your solutions, organize your team to develop solutions
  • Understand how managed solutions are merged, use managed properties, maintain managed solutions

Dependency tracking for solution components

  • All solution components, solution component dependencies, check for solution component dependencies, common Solution components

 Create, export, or import an unmanaged solution

  • Create an unmanaged solution, export an unmanaged solution, import an unmanaged solution
  • Create, install, and update a managed solution
  • Create a managed solution, install a managed solution, update a managed solution

Export a solution for a specific Dynamics 365 CRM version

  • Target a specific version when you export a solution
  • What changes are applied to a solution exported for an earlier version?

Uninstall or delete a solution

  • Delete a solution, access the solutions list with a URL

Work with solutions

  • Create a publisher, retrieve the default publisher
  • Create a solution, retrieve a solution, add a new solution component, add an existing solution component, remove a
  • solution component
  • Export or package a solution, install or upgrade a solution, delete a solution, detect solution dependencies

Introduction to the event framework

  • Event execution pipeline, plug-in isolation, trusts, and statistics

Supported messages and entities for plug-ins

  • Supported messages for custom entities, supported messages for default entities

Plug-in development

  • Write a plug-in, understand the data context passed to a plug-in, handle exceptions in plug-ins, pass data between plug-ins
  • Impersonation in plug-ins, register and Deploy Plug-Ins, debug a plug-In, analyze plug-in performance

Automate business processes using Dynamics 365 CRM process

  • Dynamics 365 CRM Process categories, Dynamics 365 CRM process architecture
  • Workflow and process entities
  • Supported types, triggers, entities, and actions for processes
  • Custom workflow activities (workflow assemblies)
  • Model business process flows, create real-time workflows
  • Create your own actions, use dialogs in Dynamics 365 CRM for guided processes

 Asynchronous service in Microsoft Dynamics 365

  • Asynchronous service architecture, AsyncOperation (system job) entity, AsyncOperation (system job) entity messages and methods
  • Asynchronous operation states, dependency and execution order in asynchronous operations, recurrence pattern in asynchronous job execution
  • Supported entities for asynchronous operations, stop and start the asynchronous service