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MB2-716/81059: Customization in Microsoft Dynamics 365 for Sales and Customer Service

This course provides students with the tools to customize Dynamics 365 implementation for Sales and Service.  The focus is on the using and understanding how the platform tools that are provided can be leveraged to create custom objects, modify the user interface, automate tasks, and other specific customizations.

This course helps prepare you for exam MB2-716.

This course is intended for Application Consultant, Developer, Solution Architect, Technology Consultant

Yêu cầu cơ bản/Prerequisites

  • A working knowledge of how to use Microsoft Dynamics CRM 2013 and/or 2015
  • It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM 2013 applications training

Because this training material focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that individuals have a basic understanding of Microsoft SQL Server and relational database functionality

  • How to create, package, manage, and deploy specific Dynamics 365 customizations using solutions
  • Creating and maintaining custom entities, and custom fields based on specific needs
  • Working with specialized fields such as calculated and rollup fields
  • How to use Dynamics 365’s different relationship types to configure how related records work together
  • Create and edit customized forms, as well as how to configure specialized components on them such as editable sub-grids, and quick views     
  • How to apply Portable Business Logic controls
  • How users interact with specific data on forms and entities 
  • Exploring the different tools available for creating specific views, charts, and dashboards based on specific needs

Module 01 - Introduction to Customizing Dynamics 365   

  • Module Overview
  • Dynamics 365 Overview        
  • Built-in Functionality
  • User Experience
  • Platform Responsibilities
  • Customization Methodology
  • Levels of Customizations
  • Using Solutions to Package and Deploy
  • Module Review

Module 02: Introduction to Solutions

  • Module Overview
  • Solutions Overview
  • Basics and Versioning
  • Solution Publishers
  • Creating Solutions
  • Types of solutions
  • Exporting Solutions
  • Importing Solutions
  • Module Review          

Module 03: Entity and Field Customization Basics

  • Module Overview
  • Types of Entities
  • Entity Ownership
  • Entity Properties
  • Controls and Editable Grids
  • System vs. Custom Entities
  • Custom Entities and Security Roles
  • Deleting Entities
  • Demonstration: Create Custom Entities
  • Fields
  • Field Types
  • Field Properties          
  • Demonstration: Creating Basic Fields
  • Module Review

Module 04: Additional Field Customizations

  • Module Overview
  • Using Fields
  • Calculated Fields
  • Rollup Fields
  • Options Sets
  • Alternate Keys
  • Demonstration: Create Calculated, Rollups and Options sets
  • Field Security Profiles
  • Demonstration: Create Field Security Profiles
  • State and Status Reason Transitions
  • Module Review

Module 05: Relationships

  • Module Overview
  • Types of Relationships
  • 1 to Many Relationships        
  • Cascading Rules and Behavior
  • Deleing Relationships
  • Demo - Create a 1 : N Relationship
  • Many to Many Relationships
  • Hierarchical Data
  • Demo - Create a and Use a Hierarchical Relationship
  • Entity Mapping
  • Demo - Configure Entity Mapping
  • Connection and Connection Roles
  • Module Review

Module 06: Customizing Forms

  • Module Overview
  • Form Types
  • Structure of a Form
  • Demo - Building a Form
  • Specialized Form Components
  • Demo - Configure Additional Components
  • Sub-Grids - Editable Grids
  • Demo - Add and Configure a Grid on a form
  • Access Teams
  • Demo - Configure Access Team Templates
  • Form Preview
  • Additional Form Types
  • Demo - Use Quick View and Quick Create Forms
  • Multiple Forms
  • Module Review

Module 07: Business Rules

  • Module Overview
  • Business Rules
  • Role Designer
  • Conditions and Actions
  • Formulas
  • Triggering Rules         
  • Demo - Build and Configure a Business Rule
  • Module Review

Module 08: Views and Visualizations

  • Module Overview
  • View Types
  • Custom View
  • Charts Overview
  • Dashboard Overview
  • Customizing Dashboards
  • Controlling Dashboard Access
  • Demo - Create and Customize a Chart
  • Themes          
  • Module Review

Module 09: Customizing for Interactive Service Hub

  • Module Overview
  • Interactive Service Hub Architecture
  • Dashboard Types
  • Working with Forms
  • Customization Options
  • Enabling Entities
  • Form Customizations
  • Dashboard Customization Options
  • Additional Considerations and Options
  • Module Review

Module 10: Customization for Mobile

  • Module Overview
  • Differences in the Mobile Client
  • Form Layout
  • Mobile Form Considerations
  • Mobile Views
  • Dashboards in Mobile
  • Mobile Controls
  • Module Review
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