Spiretec Soljutions provides 55242: Microsoft Dynamics 365 Customization and Configuration Certification Course is intended for Information workers, IT Professionals, and Developers. Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM.
This document contains the complete syllabus for MSCRM4.0 certification in Microsoft 8912 - Customization And Configuration...
Hope this will be useful for you...
TeamsNation 2022 - Governance for Microsoft Teams - A to Z.pptxJasper Oosterveld
Thinking about Governance doesn't get many people excited. That said, defining and implementing Governance is the key to a successful rollout and adoption of Microsoft Teams. Jasper Oosterveld, Microsoft MVP & Modern Workplace Consultant, is taking a hands-on approach around Governance for Microsoft Teams. You can expect real world advise around a variety of topics: naming convention, external access, expiration policy, information protection and the creation process. After this session you are ready to go back and build your own successful Governance for Microsoft Teams.
Experts Live 2022 - Setup and implement a successful Microsoft Teams governan...Jasper Oosterveld
EVENTS OFFICE 365 SPEAKER
I AM SPEAKING AT EXPERTS LIVE NETHERLANDS 2022
Posted on July 20, 2022
After two years it is time for Experts Live Netherlands again! I am super happy to be selected as speaker. Below you can find the details of my session:
Setup and implement a successful Microsoft Teams governance strategy
Microsoft Teams enables organizations to stay connected and access shared content any time to learn, plan, and innovate—together. To guarantee a succesfull rollout and adoption of your Microsoft Teams implementation, it is crucial to setup and implement a Governance strategy. Jasper Oosterveld, Microsoft MVP & Modern Workplace Consultant, has vast experience with the implementation of Microsoft Teams governance strategies. During this session, he is going to share his hands-on approach, so after this session you are ready to setup and implement your own successful governance strategy for Microsoft Teams.
March 2023 CIAOPS Need to Know WebinarRobert Crane
Slides from CIAOPS March 2023 webinar that provided Microsoft 365 news update, open Q & A as well as a focus session on Microsoft 365 Information Protection best practices. Video recording is available at www.ciaopsacademy.com
This document contains the complete syllabus for MSCRM4.0 certification in Microsoft 8912 - Customization And Configuration...
Hope this will be useful for you...
TeamsNation 2022 - Governance for Microsoft Teams - A to Z.pptxJasper Oosterveld
Thinking about Governance doesn't get many people excited. That said, defining and implementing Governance is the key to a successful rollout and adoption of Microsoft Teams. Jasper Oosterveld, Microsoft MVP & Modern Workplace Consultant, is taking a hands-on approach around Governance for Microsoft Teams. You can expect real world advise around a variety of topics: naming convention, external access, expiration policy, information protection and the creation process. After this session you are ready to go back and build your own successful Governance for Microsoft Teams.
Experts Live 2022 - Setup and implement a successful Microsoft Teams governan...Jasper Oosterveld
EVENTS OFFICE 365 SPEAKER
I AM SPEAKING AT EXPERTS LIVE NETHERLANDS 2022
Posted on July 20, 2022
After two years it is time for Experts Live Netherlands again! I am super happy to be selected as speaker. Below you can find the details of my session:
Setup and implement a successful Microsoft Teams governance strategy
Microsoft Teams enables organizations to stay connected and access shared content any time to learn, plan, and innovate—together. To guarantee a succesfull rollout and adoption of your Microsoft Teams implementation, it is crucial to setup and implement a Governance strategy. Jasper Oosterveld, Microsoft MVP & Modern Workplace Consultant, has vast experience with the implementation of Microsoft Teams governance strategies. During this session, he is going to share his hands-on approach, so after this session you are ready to setup and implement your own successful governance strategy for Microsoft Teams.
March 2023 CIAOPS Need to Know WebinarRobert Crane
Slides from CIAOPS March 2023 webinar that provided Microsoft 365 news update, open Q & A as well as a focus session on Microsoft 365 Information Protection best practices. Video recording is available at www.ciaopsacademy.com
Microsoft system center 2012 r2 configuration managerapponix1
SCCM Training by Industry Expert Certified Trainers at lowest fees, World Class Online Lab access, Certification and Placement, Flexible timings, Bangalore
Many Microsoft partners have found success driving revenue and delivering solutions with Office 365. Partners have built profitable service portfolios by selling, implementing, and creating value-added services for Office 365.
But there are many additional opportunities from Microsoft which enable Office 365 partners to elevate productivity for their customers. Microsoft Dynamics CRM Online is such an opportunity.
Dynamics CRM Online is a customer relationship management solution which allows your customers to track relationships and interactions, automate business processes and gain valuable insights into their own customers. Capabilities include Sales Force Automation, Marketing Automation, Customer Service and Social Media Insight.
O365 and CRM Online give customers an incredible solution and partners a fantastic new offering. Adding CRM Online to O365 lets customers cut through the clutter—to zero in and easily identify what they need to do next. It lets them find a relevant way to connect with their customer so they can win faster. And lets them collaborate with people, find, and access the information they need to ultimately sell more and grow their business.
By adding CRM Online, you elevate the discussion to business solutions. Plus, in addition to sales, Dynamics CRM has great solutions across marketing, customer service, and social listening & engagement.
xRM extends this to industry-specific solutions.
In this technical training we introduce Dicker Data reseller partners to Managing and deploying customizations; Configuring role-based security; Customizing entities, adding fields and relationships; Building forms for users to input and retrieve data; Presenting clear information in views and charts; Combining data sources on a dashboard; Going beyond role-based record-level security and assisting users through their business processes.
SAP has released a number of updates to their LMS Admin UI. In this slideshare, we will cover what is new and how you can prepare.
Interested in learning more? Watch this on-demand webinar. https://www.gpstrategies.com/archived-webinar/discovering-the-new-successfactors-lms-admin-features/
Live Online SharePoint Developer Training SharePointIQ Noida January 2000 – Present
(14 years 6 months) Noida SharePoint Designer 2013 Training in Mumbai
Live Online Introduction to SharePoint 2013 Development Training in Mumbai
Live Online Introduction to SharePoint Designer 2010 Training in Mumbai
Live Online Introduction to SharePoint 2010 Development Training in Mumbai
Live Online SharePoint 2010 Business Intelligence Training in Mumbai
Developing Rich SharePoint 2010 Interfaces using jQuery Training in Mumbai
Live Online SharePoint 2010 training courses in Mumbai
Live Online Introduction to SharePoint Designer 2010 Training in Mumbai
Live Online Introduction to SharePoint 2010 Development in Mumbai
Live Online SharePoint 2010 for Site Owners Training in Mumbai
Introduction to SharePoint Foundation 2010 Training in Mumbai
Advanced SharePoint Foundation 2010 Training in Mumbai
Live Online Introduction to SharePoint 2010 for End Users Training in Mumbai
Live Online SharePoint 2010 for Site Collection Administrators Training in Mumbai
Live Online SharePoint 2010 for Power End Users Training in Mumbai
Live Online SharePoint 2010 Business Intelligence Training in Mumbai
Using Microsoft InfoPath 2010 with SharePoint 2010 Training in Mumbai
PowerShell 2 for SharePoint 2010 Automation Training in Mumbai
Recording of monthly Need to Know webinar for June 2022 that focused on providing a deep dive into Teams. The session also includes Microsoft Cloud news and updates along with an open Q and A session around Microsoft 365. Video recording is available at www.ciaopsacademy.com
Get the full detail of the Cisco DevNet Associate Training Module that gives you hand on experience on solving real world problems using Cisco API and modern tools.
Professional Cloud Service Manager Certification Training Coursemayanksingh818
Spiretec Solutions- PCSM certification enables participants to design and deliver cloud services. The certification provides a hands-on, practical approach to understanding how cloud computing and cloud-based services impact operations, and how to adapt existing processes to deliver better services. The PCSM takes these factors and ITIL® best practices into account to bridge service management gaps in cloud adoption.
More Related Content
Similar to 55242-Microsoft-Dynamics-365-Customization-and-Configuration (1).pptx
Microsoft system center 2012 r2 configuration managerapponix1
SCCM Training by Industry Expert Certified Trainers at lowest fees, World Class Online Lab access, Certification and Placement, Flexible timings, Bangalore
Many Microsoft partners have found success driving revenue and delivering solutions with Office 365. Partners have built profitable service portfolios by selling, implementing, and creating value-added services for Office 365.
But there are many additional opportunities from Microsoft which enable Office 365 partners to elevate productivity for their customers. Microsoft Dynamics CRM Online is such an opportunity.
Dynamics CRM Online is a customer relationship management solution which allows your customers to track relationships and interactions, automate business processes and gain valuable insights into their own customers. Capabilities include Sales Force Automation, Marketing Automation, Customer Service and Social Media Insight.
O365 and CRM Online give customers an incredible solution and partners a fantastic new offering. Adding CRM Online to O365 lets customers cut through the clutter—to zero in and easily identify what they need to do next. It lets them find a relevant way to connect with their customer so they can win faster. And lets them collaborate with people, find, and access the information they need to ultimately sell more and grow their business.
By adding CRM Online, you elevate the discussion to business solutions. Plus, in addition to sales, Dynamics CRM has great solutions across marketing, customer service, and social listening & engagement.
xRM extends this to industry-specific solutions.
In this technical training we introduce Dicker Data reseller partners to Managing and deploying customizations; Configuring role-based security; Customizing entities, adding fields and relationships; Building forms for users to input and retrieve data; Presenting clear information in views and charts; Combining data sources on a dashboard; Going beyond role-based record-level security and assisting users through their business processes.
SAP has released a number of updates to their LMS Admin UI. In this slideshare, we will cover what is new and how you can prepare.
Interested in learning more? Watch this on-demand webinar. https://www.gpstrategies.com/archived-webinar/discovering-the-new-successfactors-lms-admin-features/
Live Online SharePoint Developer Training SharePointIQ Noida January 2000 – Present
(14 years 6 months) Noida SharePoint Designer 2013 Training in Mumbai
Live Online Introduction to SharePoint 2013 Development Training in Mumbai
Live Online Introduction to SharePoint Designer 2010 Training in Mumbai
Live Online Introduction to SharePoint 2010 Development Training in Mumbai
Live Online SharePoint 2010 Business Intelligence Training in Mumbai
Developing Rich SharePoint 2010 Interfaces using jQuery Training in Mumbai
Live Online SharePoint 2010 training courses in Mumbai
Live Online Introduction to SharePoint Designer 2010 Training in Mumbai
Live Online Introduction to SharePoint 2010 Development in Mumbai
Live Online SharePoint 2010 for Site Owners Training in Mumbai
Introduction to SharePoint Foundation 2010 Training in Mumbai
Advanced SharePoint Foundation 2010 Training in Mumbai
Live Online Introduction to SharePoint 2010 for End Users Training in Mumbai
Live Online SharePoint 2010 for Site Collection Administrators Training in Mumbai
Live Online SharePoint 2010 for Power End Users Training in Mumbai
Live Online SharePoint 2010 Business Intelligence Training in Mumbai
Using Microsoft InfoPath 2010 with SharePoint 2010 Training in Mumbai
PowerShell 2 for SharePoint 2010 Automation Training in Mumbai
Recording of monthly Need to Know webinar for June 2022 that focused on providing a deep dive into Teams. The session also includes Microsoft Cloud news and updates along with an open Q and A session around Microsoft 365. Video recording is available at www.ciaopsacademy.com
Get the full detail of the Cisco DevNet Associate Training Module that gives you hand on experience on solving real world problems using Cisco API and modern tools.
Professional Cloud Service Manager Certification Training Coursemayanksingh818
Spiretec Solutions- PCSM certification enables participants to design and deliver cloud services. The certification provides a hands-on, practical approach to understanding how cloud computing and cloud-based services impact operations, and how to adapt existing processes to deliver better services. The PCSM takes these factors and ITIL® best practices into account to bridge service management gaps in cloud adoption.
Online IT Courses - SpireTec Solutions one of the world's leading certification training providers, offers short-term online training courses to help professionals in India, US, UK and Dubai.
SpireTec engages with clients in delivering Strategic IT Programs and platforms that enable their business innovation and transformation with deep industry experience. SpireTec strives to help you maximize your productivity, increase operational efficiency and improve profitability. SpireTec is in the business of providing Learning Services, IT consulting, and Venue Business to corporate customers worldwide.
SpireTec engages with clients in delivering Strategic IT Programs and platforms that enable their business innovation and transformation with deep industry experience. SpireTec strives to help you maximize your productivity, increase operational efficiency and improve profitability. SpireTec is in the business of providing Learning Services, IT consulting, and Venue Business to corporate customers worldwide.
Synthetic Fiber Construction in lab .pptxPavel ( NSTU)
Synthetic fiber production is a fascinating and complex field that blends chemistry, engineering, and environmental science. By understanding these aspects, students can gain a comprehensive view of synthetic fiber production, its impact on society and the environment, and the potential for future innovations. Synthetic fibers play a crucial role in modern society, impacting various aspects of daily life, industry, and the environment. ynthetic fibers are integral to modern life, offering a range of benefits from cost-effectiveness and versatility to innovative applications and performance characteristics. While they pose environmental challenges, ongoing research and development aim to create more sustainable and eco-friendly alternatives. Understanding the importance of synthetic fibers helps in appreciating their role in the economy, industry, and daily life, while also emphasizing the need for sustainable practices and innovation.
Unit 8 - Information and Communication Technology (Paper I).pdfThiyagu K
This slides describes the basic concepts of ICT, basics of Email, Emerging Technology and Digital Initiatives in Education. This presentations aligns with the UGC Paper I syllabus.
Read| The latest issue of The Challenger is here! We are thrilled to announce that our school paper has qualified for the NATIONAL SCHOOLS PRESS CONFERENCE (NSPC) 2024. Thank you for your unwavering support and trust. Dive into the stories that made us stand out!
June 3, 2024 Anti-Semitism Letter Sent to MIT President Kornbluth and MIT Cor...Levi Shapiro
Letter from the Congress of the United States regarding Anti-Semitism sent June 3rd to MIT President Sally Kornbluth, MIT Corp Chair, Mark Gorenberg
Dear Dr. Kornbluth and Mr. Gorenberg,
The US House of Representatives is deeply concerned by ongoing and pervasive acts of antisemitic
harassment and intimidation at the Massachusetts Institute of Technology (MIT). Failing to act decisively to ensure a safe learning environment for all students would be a grave dereliction of your responsibilities as President of MIT and Chair of the MIT Corporation.
This Congress will not stand idly by and allow an environment hostile to Jewish students to persist. The House believes that your institution is in violation of Title VI of the Civil Rights Act, and the inability or
unwillingness to rectify this violation through action requires accountability.
Postsecondary education is a unique opportunity for students to learn and have their ideas and beliefs challenged. However, universities receiving hundreds of millions of federal funds annually have denied
students that opportunity and have been hijacked to become venues for the promotion of terrorism, antisemitic harassment and intimidation, unlawful encampments, and in some cases, assaults and riots.
The House of Representatives will not countenance the use of federal funds to indoctrinate students into hateful, antisemitic, anti-American supporters of terrorism. Investigations into campus antisemitism by the Committee on Education and the Workforce and the Committee on Ways and Means have been expanded into a Congress-wide probe across all relevant jurisdictions to address this national crisis. The undersigned Committees will conduct oversight into the use of federal funds at MIT and its learning environment under authorities granted to each Committee.
• The Committee on Education and the Workforce has been investigating your institution since December 7, 2023. The Committee has broad jurisdiction over postsecondary education, including its compliance with Title VI of the Civil Rights Act, campus safety concerns over disruptions to the learning environment, and the awarding of federal student aid under the Higher Education Act.
• The Committee on Oversight and Accountability is investigating the sources of funding and other support flowing to groups espousing pro-Hamas propaganda and engaged in antisemitic harassment and intimidation of students. The Committee on Oversight and Accountability is the principal oversight committee of the US House of Representatives and has broad authority to investigate “any matter” at “any time” under House Rule X.
• The Committee on Ways and Means has been investigating several universities since November 15, 2023, when the Committee held a hearing entitled From Ivory Towers to Dark Corners: Investigating the Nexus Between Antisemitism, Tax-Exempt Universities, and Terror Financing. The Committee followed the hearing with letters to those institutions on January 10, 202
Model Attribute Check Company Auto PropertyCeline George
In Odoo, the multi-company feature allows you to manage multiple companies within a single Odoo database instance. Each company can have its own configurations while still sharing common resources such as products, customers, and suppliers.
Instructions for Submissions thorugh G- Classroom.pptxJheel Barad
This presentation provides a briefing on how to upload submissions and documents in Google Classroom. It was prepared as part of an orientation for new Sainik School in-service teacher trainees. As a training officer, my goal is to ensure that you are comfortable and proficient with this essential tool for managing assignments and fostering student engagement.
Operation “Blue Star” is the only event in the history of Independent India where the state went into war with its own people. Even after about 40 years it is not clear if it was culmination of states anger over people of the region, a political game of power or start of dictatorial chapter in the democratic setup.
The people of Punjab felt alienated from main stream due to denial of their just demands during a long democratic struggle since independence. As it happen all over the word, it led to militant struggle with great loss of lives of military, police and civilian personnel. Killing of Indira Gandhi and massacre of innocent Sikhs in Delhi and other India cities was also associated with this movement.
1. Microsoft Dynamics 365 Customization and Configuration
Module 1: Introduction
This module provides the attendee with an introduction to the concept of customizing and
configuring the Microsoft Dynamics 365 Customisation and Configuration Certification
course
Lessons
∙ Getting familiar with the versions of Microsoft Dynamics 365
∙ Get acquainted with the Dynamics 365 framework
∙ Review the Dynamics 365 Devices, Apps and Hubs
∙ Understand the tools for Dynamics 365 customizers
∙ A brief overview of Solutions
∙ Understand the differences between Dynamics 365 organizations and environments
∙ Review further reading and resources
∙ Set up the lab environment
Lab 1: Setting up your Lab environment
∙ Setup your Lab and install sample data
After completing this module, students will be able to:
∙ Understand the different components of Microsoft Dynamics 365
∙ Learn the features of Microsoft Dynamics 365 for Customer Engagement
∙ Be introduced to the Dynamics 365 Framework
∙ Be aware of the different Apps and Hubs in Microsoft Dynamics 365
∙ Be introduced to some of the inbuilt tools for Customizers
∙ Understand about the significance of Solutions in Microsoft Dynamics 365
∙ Be aware of the fundamentals of Organisations and Environments
Module 2: Initial Setup and Configuration
This module presents some of the most common features that require setup and configuration in
Microsoft Dynamics 365.
Lessons
∙ An introduction to Dynamics 365 Admin Center
∙ An introduction to Dynamics 365 Deployment Manager
∙ An introduction to the Power Platform Admin Center
∙ Review the System Settings area
∙ Understand how to configure Auto Save Settings
2. ∙ Understand how to configure Format Settings
∙ Understand how to configure Email Settings
∙ Understand how to configure Skype Integration
∙ Understand how to configure SharePoint Integration
∙ Understand how to configure OneNote Integration
∙ Understand how to configure Auditing
Lab 1: Configure Dynamics 365 System Settings
∙ Configure Auto Save Settings
∙ Configure Formatting Settings
∙ Configure Email Settings
Lab 2: Configure Dynamics 365 Audit Settings
∙ Enable Auditing in Dynamics 365
∙ Enable Auditing for an Entity
∙ Configure Auditing for a Field
After completing this module, students will be able to:
∙ Perform the steps necessary to setup and configure Microsoft Dynamics 365 Customer
Engagement
∙ Be able to configure Systems Settings including Auto Save, Formatting options and Email
Settings
∙ Be aware of integration Microsoft Dynamics 365 with SharePoint, Skype for Business and
Exchange
∙ Configure Auditing in Microsoft Dynamics 365 Customer Engagement
Module 3: Security
This module highlights the importance of maintaining a robust security model in Microsoft Dynamics
365 by stepping through how to configure Business Units, Security Roles, Users and Teams. Access
Teams and Hierarchy Security are also considered.
Lessons
∙ Design and configure Business Units
∙ Configure Security Roles
∙ Manage Users and Teams
∙ Implement Access Teams
∙ Configure Hierarchy Security
3. Lab 1: Configure Users, Business Units, Security Roles and Access Levels
∙ Add new Users in Dynamics 365
∙ Create new Business Units
∙ Copy a Security Role and Configure Access Levels
∙ Assign Users to Security Roles
∙ Login to Dynamics 365 as a different User to test permissions
Lab 2: Configure Access Teams
∙ Configure an Entity to be used in Access Teams
∙ Create an Access Team Template
∙ Configure a Sub-Grid to use an Access Team
Lab 3: Configure a Management Hierarchy
∙ Enable Hierarchy Security
∙ Configure a Manager Hierarchy
After completing this module, students will be able to:
∙ Manage Security features in Microsoft Dynamics 365
∙ Configure Business Units, Security Roles, Access Levels, Users and Teams
∙ Know the difference between Teams and Access Teams
∙ Configure Manager and Position Hierarchy Security
Module 4: Creating and Managing Entities
In this module we will start to look at customizing the Microsoft Dynamics 365 model, including
Entities, Relationships, Fields and Forms which can be customized and extended using powerful
inbuilt tools.
Lessons
∙ Introduction to the Dynamics 365 model
∙ Review the different Entity Types
∙ Create new Custom Entities
∙ Managing Entity Ownership
∙ Managing Entity Properties
∙ Custom Entity Security
∙ Virtual Entities
∙ Review Entities and Solutions
4. Lab 1: Creating and Managing Entities
∙ Creating a new Solution
∙ Create Custom Entities and configure Entity properties
∙ Add existing System Entities to a Solution
∙ Configure permissions for Custom Entities After
completing this module, students will be able to:
∙ Understand Microsoft Dynamics 365 Model fundamentals
∙ Know the different Entity Types
∙ The process to create new Custom Entities
∙ Manage Entity Properties
∙ The significance of Virtual Entities
∙ Configure Entity Security
∙ Manage Entity customizations with Solutions
Module 5: Customizing Fields
This module presents the different Field types that exist in Microsoft Dynamics 365 including special
Fields like Calculated and Rollup Fields. The Business Rule Designer is also introduced together with
Field Level Security.
Lessons
∙ 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
Lab 1: Creating and Managing Fields
∙ Creating Fields
∙ Create a Global Option Set
Lab 2: Creating a Calculated Field
∙ Creating a Calculated Field
∙ Add Fields to an Entity Form
5. Lab 3: Configuring Field Level Security
∙ Enable a Field for Field Level Security
∙ Configure a Field Security Profile
After completing this module, students will be able to:
∙ Understand the process to customize Fields in Microsoft Dynamics 365
∙ Know the different Field Types and Formats
∙ Be able to manage Field customizations using Solutions
∙ Create a Calculated Field
∙ Configure Field Level Security
∙ Calculated Fields
∙ Use the Business Rule Designer to configure Field validation
Module 6: Customizing Relationships and Mappings
This module provides an overview of the different types of Relationships that can be created in
Microsoft Dynamics 365. Relationship Behaviors and Mappings are also considered.
Lessons
∙ Introduction to Relationships
∙ Review the different Relationship Types
∙ Create a Relationship
∙ Review Relationships and Solutions
∙ Understand Relationship Behaviour
∙ Implement a Hierarchy Relationship
∙ Configure Field Mappings
Lab 1: Create Entity Relationships
∙ Create Entity Relationships
∙ Configure Relationship Behaviour
Lab 2: Create a Hierarchical Relationship
∙ Configure a Hierarchical Relationship
Lab 3: Configure Field Mappings
∙ Configure Field Mappings
After completing this module, students will be able to:
∙ Understand the different Relationship Types
6. ∙ Be able to create a 1 to Many and Many to Many Relationship
∙ Know how to manage Relationship customizations using Solutions
∙ Understand how to configure Relationship Behaviour
∙ Know how to create a Hierarchical Relationships
∙ Be able to configure Field Mappings
Module 7: Customizing Forms, Views and Visualizations
This module steps through the process to create, customize and configure Forms, Views, Charts and
Dashboards in Microsoft Dynamics 365 Customer Engagement.
Lessons
∙ The process to create a new Form
∙ Review the different Form types
∙ Using the Form Designer
∙ Customizing the Main, Quick View, Quick Create and Card Forms
∙ Configure Form Security
∙ Review the different View types
∙ Customizing System Views
∙ Configure the Editable Grid
∙ Customizing System Charts and Dashboards
Lab 1: Customizing Forms
∙ Customising Forms
∙ Create a Quick Create Form
∙ Create a Quick View Form
Lab 2: Configuring System Views
∙ Create Custom System Views
Lab 3: Configuring Charts and Dashboards
∙ Configure a System Chart
∙ Construct a System Dashboard
After completing this module, students will be able to:
∙ Know the various Form Types in Microsoft Dynamics 365
∙ Be able to customize existing Forms and create new custom Forms
∙ Configure Form Security
7. ∙ Be able to customize Views and create new custom System Views
∙ Be able to customize Charts and create new custom System Charts
∙ Be able to customize Dashboards and create new custom System Dashboards
Module 8: The Unified Client Interface (UCI)
This module looks at the Unified Client Interface (UCI) in Microsoft Dynamics 365, including using the
App Designer to create custom Apps and customize an out of the box UCI App such as the Sales Hub
and Customer Service Hub.
Lessons
∙ Introduction to the UCI
∙ The App Designer
∙ Using the Sitemap Designer
∙ Configuring UCI Apps
∙ Managing Apps in Solutions
Lab 1: Customizing an existing UCI App
∙ Use the App Designer to customize an existing UCI App
Lab 2: Build a custom Event Management UCI App
∙ •Use the App Designer to build a custom UCI App
After completing this module, students will be able
to:
∙ Customize an existing UCI App
∙ Use the App Designer to build a custom UCI App
Module 9: Processes: Workflows, Business Process Flows and Custom Actions
In this module you will learn how to create and maintain Workflows, Business Process Flows and
Custom Actions in Microsoft Dynamics 365.
Lessons
∙ Introduction to Processes
∙ Workflow
∙ Business Process Flows
∙ Custom Actions
Lab 1: Create a Workflow
∙ Create a Workflow
∙ Define when a Workflow Starts
∙ Adding Workflow Steps
8. ∙ Activating a Workflow
Lab 2: Create a Business Process Flow
∙ Create a Business Process Flow
∙ Add Stages to a Business Process Flow
∙ Add Data and Action Steps to a Business Process Flow
∙ Configure Branching Logic in a Business Process Flow
∙ Configure Security for a Business Process Flow
After completing this module, students will be
able to:
∙ Apply best practice when designing and implementing business process automation in
Microsoft Dynamics 365
∙ Understand the different types of ‘Processes’ in Dynamics 365
∙ Create a Workflow to perform various actions
∙ Create a Business Process Flow to guide a user through a business process
∙ Understand the benefits of Custom Actions
Module 10: Solution Management
In this module you will learn how to create and manage Solutions in Microsoft Dynamics 365
Customer Engagement. Solutions act as a container for your customizations, allowing you to easily
package, deploy and manage changes to multiple Microsoft Dynamics 365 environments.
Lessons
∙ 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
Lab 1: Solution Management
∙ Export an Unmanaged Solution
∙ Import an Unmanaged Solution
∙ Configuring Managed Properties
∙ Export and Import Managed Solutions