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Visual Development Config On-site: 3-Day Workshop

Dynamics Edge

This instructor-led, hands-on lab course is for individuals wishing to learn about Microsoft Dynamics 365 CRM Customization and Configuration, or obtain certification. Delivered at your site.

This course will go over configuration, implementation of entities and fields, how to manage solutions, forms and visualizations, as well as business rules and work flows.

(This class supports: Dynamics 365 Customer Engagement, Dynamics 365 Plan 1, and Dynamics CRM 2013/2015/2016)

What You’ll Learn

  • How to configure Microsoft Dynamics 365
  • Implement Dynamics 365 entities, entity relationships, and fields
  • Create and manage Dynamics 365 solutions, forms, views, and visualizations
  • Implement business rules, work flows, and process flows


Workshop Outline

  • Module 1: Overview of CRM customization and configuration
  • Module 2: Dynamics 365 Customization and Configuration Certification Topics (Exam MB2-716)
  • Module 3: Dynamics 365 and Office 365
  • Module 4: Customizing and configuring Dynamics 365 to match your unique business requirements
  • Module 5: Security model (enforcing your organization’s security requirements)
  • Module 6: Working with Dynamics 365 solutions
  • Module 7: Entity and field customizations
  • Module 8: Entity relationships
  • Module 9: Customizing forms
  • Module 10: Views and visualizations
  • Module 11: Business rules
  • Module 12: Business process flows
  • Module 13: Customizing for mobile
  • Module 14: Building your own apps with the Dynamics 365 App Designer
  • Module 15: Customization sitemap navigation
  • Module 16: Customizing the Command bar ribbon