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MB2-716/81060: Configuration in Microsoft Dynamics 365 for Sales and Customer Service

This course provides students with the tools to configure a 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 and maintain an organizational security structure, create guided business processes, 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 successfully configure specific application features such as auto-numbering, data management, and other Dynamics 365 features
  • Provide guidance on the designing a Dynamics 365 security model including configuration of Business Units, Security Roles, Users, and Teams
  • Using Dynamics 365’s security model to control access to data, features, and functions
  • How to create and maintain Business Process Flows that can be used to provide users with a guided path to working through business scenarios
  • Look at how to implement and configure a Knowledge Management solution
  • Provide an overview of the different processes that are available in Dynamics 365 and when each process type should be used
  • Configure Dynamics 365 and Office 365 integration scenarios, such as integration with SharePoint, OneNote, OneDrive, and Office Groups

Module 01: Configuring Dynamics 365

  • Course Overview
  • Module Overview
  • Configuring Dynamics 365
  • Security          
  • User Management
  • Email System Settings and Configuration
  • Teams
  • Module Review

Module 02: The Dynamics 365 Security Model

  • Module Overview
  • Purpose of the Security Model
  • Security Roles Explained
  • Defining Permissions
  • Privileges
  • Access Levels
  • Options for creating Security Roles
  • Security Roles and Business Units
  • Assigning Security Roles        
  • Multiple Security Roles
  • Security Roles:  Layered Approach
  • Teams and Security Roles
  • Module Review

Module 03: Implementing Hierarchical Security

  • Module Overview
  • Hierarchy Security
  • Managerial Hierarchy Security
  • Positional Hierarchy Security
  • Module Review

Module 04: Knowledge Management

  • Module Overview
  • The Big Picture
  • Searching the Knowledge Base
  • Enabling Knowledge Search
  • Module Review

Module 05: Introduction to Processes

  • Module Overview
  • Processes and Automation
  • Business Process Flows
  • Workflow Basics
  • Creating a Basic Workflow
  • Convert a Workflow
  • Module Review
  • Test Your Knowledge Questions

Module 06: Business Process Flows

  • Module Overview
  • What are Business Process Flows?
  • Enabling Business Process Flows       
  • Steps, Stages, and Categories
  • Working with Multiple Entities
  • Conditional Branching
  • Create a Business Process Flows
  • Mobile Task Flows
  • Module Review

Module 07: Dynamics 365 and Office 365

  • Module Overview
  • Integration Options
  • Folder Tracking
  • Exchange Folder Mapping
  • Types of Office Group 365 Groups Integrations
  • SharePoint Integration Overview
  • OneNote in Dynamics 365
  • Module Review

 

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