Microsoft Dynamics 365 Customization and Configuration


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  • Microsoft Dynamics 365 Customization and Configuration
    4 days  (Instructor Led Online)  |  Microsoft Dynamics 365

    Course Details


    You’ll be introduced to Dynamics 365 Customization and Configuration and learn how to configure and customise Dynamics CRM On-Premise and Dynamics CRM Online.

    This course is part of the Microsoft MCSA: Dynamics 365 course On this Microsoft Dynamics 365 Customization and Configuration course you’ll focus on customising Microsoft Dynamics 365 to meet business needs. You’ll also gain an understanding of the following Dynamics 365 Customization and Configuration topics:

    • Supported and Unsupported Customisations
    • Amending the CRM Schema
    • Changing the CRM User Interface
    • Automation with Processes
    • Summarising and reporting of data
    • Security of data and functionality
    • Customising the mobile apps

    This course provides tools and techniques to configure and customise Dynamics 365 to meet business requirements. The course shows how to create and edit entities and fields and how to create new relationships. The course then explores how to amend the user interface components such as forms, views, charts and dashboards. The different security options within CRM are covered and then how to use processes to automate tasks. The course then demonstrates how Processes, Business Process Flows and Business Rules can be used to build solutions to manage business processes. The mobile clients are an important part of Dynamics 365 and how to design forms and use mobile controls is explained. A case study will be used throughout to demonstrate how to design a solution to meet business needs. At Insoft, we know your time is valuable. That’s why we give you the opportunity to gain your Microsoft Dynamics 365 training and certification in just 3 days. We provide the best conditions for you to learn. With us by your side, encouraging and guiding you along the way, you can enjoy 3 intense, focused days of quality learning in a distraction free environment. Your expert instructor will be working with Insoft’s unique accelerated learning methods, which include our exclusive lecture/lab/review methodology with real life cases putting you in the best possible position to learn and retain knowledge and pass your exams. Sitting your Microsoft Dynamics 365 course with Insoft means:

    • You´ll get more hours of training per day, allowing you to get Dynamics 365 trained and certified faster and more cost-effectively than with any other training provider.
    • You will be trained by one of the most expert instructors in the world.
    • You can focus purely on learning in our distraction free environment.
    • Dedicated onsite support and access to your classroom at all hours.
    • The price you pay is all-inclusive and covers all course materials, exams, transportation service, accommodation and meals.
    • The Certification Guarantee allows you to train again for free, if you do not pass first time. You only pay for any exams and labs, and accommodation.

    This training already retired on 30th of June 2020.


    The Curriculum for this course will focus on the following topics:

    • Introduction to Customisation in Dynamics 365
    • Solutions I – Solutions and Publishers
    • Entities
    • Fields
    • Relationships
    • Security
    • Forms
    • Views
    • Business Rules
    • Processes: Workflows, Dialogs and Actions
    • Business Process Flows
    • Charts and Dashboards
    • Reporting
    • System Settings
    • Email
    • Office 365
    • Mobile
    • Solutions II – Unmanaged and Managed Solutions

    This course provides tools and techniques to configure and customise Dynamics 365 Online and Dynamics 365 On Premise to meet business requirements.

    The course begins with an overview of Microsoft Dynamics 365 architecture and the different ways in which Dynamics 365 can be customised.

    The course explains how to create custom entities and to edit existing entities. This covers all the entity properties and how these affect the functionality available and the user interface.

    The course then explores how to create new fields and edit existing fields. This includes all the options available for fields and how this affects the data. Calculated and Rollup fields are explained with their capabilities and deficiencies. How Option Sets work is then explained along with showing how Status Reason options can be amended and also how status reason transitions are enforced.

    1:N and N:N relationships concepts are explained and how to create new relationships are covered. Cascade behaviours and mappings are explained. Connections are then demonstrated as an alternative to relationships.

    Security is a major topic. The course looks at how Business Units and the security model can be used to segment data and control access to data and functionality by users. Ways to extend the security model by use of teams and hierarchies are covered.

    The course then goes on to show how to amend the major user interface components; forms and views. We look at the different form types and how these can be customised.

    Business Rules are a way of amending the fields on forms at runtime and applying a level of validation. How Business Rules are created and how they apply is explained.

    Processes are an important method of customising Dynamics 365. The different types of process (Workflows, Dialogs, Actions and Business Process Flows) and how they are created, edited and initiated are explained along with their users and limitations. Business Process Flows are examined in more detail as to how they can be used in managing the lifecycle of a business process and its data. The course looks how Business Process Flows can be used with Business Rules and other customisation techniques to deliver business solutions.

    As well as managing the creation and editing of data, a major requirement if a CRM system is to enable users to focus on their data. The course looks at the creation of charts and dashboards to enable users to manage their data. The course will look at alternative reporting options such as SQL Reporting Services, Excel including Excel and Word Templates, and Power BI.

    A review of System Settings is included as these affect the functionality and options available to users.

    Mobile Apps will be the main user interface in Dynamics 365 going forwards and the course covers how to design forms for the mobile clients. We explain the rules a customiser must follow and explain the controls available for the mobile apps.

    The course concludes with how to manage your application lifecycle through solutions. The course discussed the use and impact of both unmanaged and managed solutions and how ISVs can use managed solutions to protect their intellectual property. We will discuss the patch functionality in Dynamics 365 and explain how this can be used by ISVs and by end user organisations.

    A non-trivial case study will be used throughout to demonstrate how to design and build a solution to meet business needs.


    Our course participants come from varied backgrounds and have different attributes.

    To make sure you have the best possible chances of benefitting from the course, we are available for you to discuss your goals and general expectations to your learning and results.

    Generally though, we do recommend that you have:

    • A working knowledge of using Dynamics CRM 2011 or later versions.
    • An understanding of software development processes and principles.
    • An understanding of relational database principles.
    • A basic knowledge of business processes such as Sales and Customer Service.

    Do you have what it takes?
    We´ll help you decide – Call us to discuss your technical background, experience and qualifications to determine how we can help you succeed in this Insoft course.
    Just call us and speak to one of our enrolment consultants.