Microsoft Dynamics 365 Customization and Configuration

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Tijdsduur
Startdatum en plaats
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Opleiderscore: starstarstarstarstar_border 8,5 Master it Training heeft een gemiddelde beoordeling van 8,5 (uit 77 ervaringen)

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Startdata en plaatsen

Rotterdam
4 mrt. 2019 tot 8 mrt. 2019
Vianen
18 mrt. 2019 tot 20 mrt. 2019
Eindhoven
25 mrt. 2019 tot 29 mrt. 2019
Vianen
8 apr. 2019 tot 12 apr. 2019
Eindhoven
20 mei. 2019 tot 24 mei. 2019
Vianen
27 mei. 2019 tot 29 mei. 2019
Rotterdam
17 jun. 2019 tot 21 jun. 2019
Eindhoven
19 aug. 2019 tot 23 aug. 2019
Vianen
9 sep. 2019 tot 13 sep. 2019
Eindhoven
30 sep. 2019 tot 4 okt. 2019
Rotterdam
4 nov. 2019 tot 8 nov. 2019

Beschrijving

Met onze unieke lesmethode Active Learning leer je aantoonbaar effectiever

Bij Master it Training maken wij gebruik van een unieke lesmethode genaamd Active Learning. Bij Active Learning word je gecoacht bij het ontwikkelen van vaardigheden die voor jou persoonlijk cruciaal zijn. De methode sluit goed aan bij hoe mensen leren, en houdt rekening met wat jij al weet en kunt. Als je erover nadenkt, is het zo logisch als wat.

- Je bepaalt zelf je leertempo
- De trainer coacht je bij het definiëren van jouw leertraject
- Je onthoudt en begrijpt je nieuwe kennis beter
- Alles draait om toepassing van de stof in jouw praktijk

Deze training biedt cursisten gedetailleerde handson ervaring met het opzetten, aanpassen, configureren en beheren van de CRM componenten van Microsoft Dynamics 365.Deelnemers aan deze training zullen het Dynamics 365 security model leren begrijpen, leren hoe ze een Dynamics 365 framework aanpassen, leren creëren en beheren van sterke workflows en business process flows, en gebruiken oplossingen om aanpassingen uit te rollen door meerdere Dynamics 365 omgevingen.De training is toe te passen op zowel de Business en de Enterprise Editions van Dynamics 365 als de Online en Onpremise uitrollen. De Dynamics 365 V9 release van juli 2017 wordt laten zien en de trainingsdoelen sluiten direct aan op …

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Heb je een vraag? Onze adviseurs helpen je graag. Bel ons op 085 7440830 of e-mail naar info@springest.nl.

Met onze unieke lesmethode Active Learning leer je aantoonbaar effectiever

Bij Master it Training maken wij gebruik van een unieke lesmethode genaamd Active Learning. Bij Active Learning word je gecoacht bij het ontwikkelen van vaardigheden die voor jou persoonlijk cruciaal zijn. De methode sluit goed aan bij hoe mensen leren, en houdt rekening met wat jij al weet en kunt. Als je erover nadenkt, is het zo logisch als wat.

- Je bepaalt zelf je leertempo
- De trainer coacht je bij het definiëren van jouw leertraject
- Je onthoudt en begrijpt je nieuwe kennis beter
- Alles draait om toepassing van de stof in jouw praktijk

Deze training biedt cursisten gedetailleerde handson ervaring met het opzetten, aanpassen, configureren en beheren van de CRM componenten van Microsoft Dynamics 365.Deelnemers aan deze training zullen het Dynamics 365 security model leren begrijpen, leren hoe ze een Dynamics 365 framework aanpassen, leren creëren en beheren van sterke workflows en business process flows, en gebruiken oplossingen om aanpassingen uit te rollen door meerdere Dynamics 365 omgevingen.De training is toe te passen op zowel de Business en de Enterprise Editions van Dynamics 365 als de Online en Onpremise uitrollen. De Dynamics 365 V9 release van juli 2017 wordt laten zien en de trainingsdoelen sluiten direct aan op het MB2716 certificeringsexamen.Na afronding van deze training kun je: Begrijpen wat de features en tools in Microsoft Dynamics 365 zijn. Bewust zijn van het integreren van andere Microsoft producten zoals SharePoint, Skype for Business en Exchange. De initiële setup en configuratie vereist in een Microsoft Dynamics 365 uitrollen. Ontwerpen en configureren van een uitgebreid Security model met behulp van de ingebouwde tools in Microsoft Dynamics 365. Het Dynamics 365 schema aanpassen door het creëren van aangepaste Entities, Fields en Relationships. Aangepaste Information Forms, Quick View Forms, Quick Create Forms en System Views ontwerpen. System Charts, Dashboards en Interactive Experience Dashboards creëren. Business Rules met behulp van de Business Rule Designer creëren. Best practice Workflow, Business Process Flows en Custom Actions plannen, ontwerpen en implementeren. In staat zijn om best practice methodologie toe te passen met behulp van Unmanaged en Managed Solutions om Microsoft Dynamics 365 aanpassingen en patches uit te rollen.

Let op. Deze training is exclusief het examen.

Doelgroep

Deze training is bedoeld voor IT medewerkers, IT professionals en developers.

Voorkennis voor de Microsoft Dynamics 365 Customization and Configuration training

Voor het volgen van deze training dien je te beschikken over: Werkervaring met Microsoft Dynamics 365 of Microsoft Dynamics CRM.

Onderwerpen in de Microsoft Dynamics 365 Customization and Configuration training

Course OutlineModule 1: IntroductionThis module provides the attendee with an introduction to the concept of customizing and configuring the Dynamics 365 framework.Lessons Be familiar with the versions of Microsoft Dynamics CRM\365 Get acquainted with the Dynamics 365 framework Review the Dynamics 365 interfaces, devices and apps Understand the tools for Dynamics 365 customizers A brief overview of Solutions Understand the differences between Dynamics 365 organisations and environments Review further reading and resources Set up the lab environment Acme Enterprises Event Management SolutionLab : Setting up your Lab environment Setup your Lab and install sample dataAfter completing this module, students will be able to: Understand the different versions of CRM and Dynamics 365 Learn what the differences are between Dynamics CRM 2016 and Dynamics 365 Be introduced to the Dynamics 365 Framework Be aware of the different interfaces to 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 Organizations and EnvironmentsModule 2: Initial Setup and ConfigurationThis module presents some of the most common features that require setup and configuration when Dynamics 365 is first installed.Lessons An introduction to Dynamics 365 online setup An introduction to Dynamics 365 on premise setup Review the System Settings area Understand how to configure Auto Save Settings Understand how to configure Format Settings Understand how to configure Email Settings Understand how to configure Skype Integration Understand how to configure SharePoint IntegrationLab : Configure Dynamics 365 System Settings Configure Auto Save Settings Configure Formatting Settings Configure Email SettingsLab : Configure Dynamics 365 Audit Settings Enable Auditing in Dynamics 365 Enable Auditing for an Entity Configure Auditing for a FieldAfter completing this module, students will be able to: Perform the steps necessary to setup and configure Dynamics 365 Online and On Premise Understand the licensing options for Dynamics 365 Be able to configure Systems Settings including Auto Save, Formatting options and Email Settings Be aware of integration Dynamics 365 with SharePoint, Skype for Business and ExchangeModule 3: SecurityThis module highlights the importance of maintaining a robust security model in 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 SecurityLab : 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 permissionsLab : Configure Access Teams Configure an Entity to be used in Access Teams Create an Access Team Template Configure a SubGrid to use an Access TeamLab : Configure a Management Hierarchy Enable Hierarchy Security Configure a Manager HierarchyAfter 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 SecurityModule 4: Creating and Managing EntitiesIn this module we will start to look at customizing the Dynamics 365 schema, including Entities, Relationships, Fields and Forms which can be customized and extended using powerful inbuilt tools.Lessons Introduction to the Dynamics 365 schema Review the different Entity Types Create new Custom Entities Managing Entity Ownership Managing Entity Properties Custom Entity Security Review Entities and SolutionsLab : 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 EntitiesAfter completing this module, students will be able to: Understand Dynamics 365 schema fundamentals Know the different Entity Types The process to create new Custom Entities Manage Entity Properties Configure Entity Security Manage Entity customizations with SolutionsModule 5: Customizing FieldsThis module presents the different Field types that exist in 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 SecurityLab : Creating and Managing Fields Creating Fields Create a Global Option SetLab : Creating a Calculated Field Creating a Calculated Field Add Fields to an Entity FormLab : Configuring Field Level Security Enable a Field for Field Level Security Configure a Field Security ProfileAfter completing this module, students will be able to: Understand the process to customize Fields in 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 validationModule 6: Customizing Relationships and MappingsThis module provides an overview of the different types of Relationships that can be created in 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 MappingsLab : Create Entity Relationships Create Entity Relationships Configure Relationship BehaviorLab : Create a Hierarchical Relationship Configure a Hierarchical RelationshipLab : Configure Field Mappings Configure Field MappingsAfter completing this module, students will be able to: Understand the different Relationship Types 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 Behavior Know how to create a Hierarchical Relationships Be able to configure Field MappingsModule 7: Customizing Forms, Views and VisualizationsThis module steps through the process to create, customize and configure Forms, Views, Charts and Dashboards in Dynamics 365.Lessons The process to create a new Form Review the different Form types Using the Form Designer Customizing the Main, Quick View and Quick Create Forms Configure Form Security Review the different View types Customizing System Views Customizing System Charts and DashboardsLab : Customizing Forms Customizing Forms Create a Quick Create Form Create a Quick View FormLab : Configuring System Views Create Custom System ViewsLab : Configuring Charts and Dashboards Configure a System Chart Construct a System DashboardAfter completing this module, students will be able to: Know the various Form Types in Dynamics 365 Be able to customize existing Forms and create new custom Forms Configure Form Security Be able to customize existing System Views and create new custom System Views Be able to customize existing System Charts and create new custom System Charts Be able to customize existing System Dashboards and create new custom System DashboardsModule 8: Processes: Workflows, Business Process Flows and Custom ActionsIn this module you will learn how to create and maintain Workflows, Business Process Flows and Custom Actions in Dynamics 365.Lessons Introduction to Processes Workflow Business Process Flows Custom ActionsLab : Create a Workflow Create a Workflow Define when a Workflow Starts Adding Workflow Steps Activating a WorkflowLab : Create a Business Process Flow Create a Business Process Flow Add Stages and Steps to a Business Process Flow Configure Branching Logic in a Business Process FlowAfter completing this module, students will be able to: Apply best practice when designing and implementing business process automation in Dynamics 365 Understand the different types of ‘Processes’ in Dynamics 365 Create a Workflow to perform various actions Create a Dialog to guide a user through a business process Create a Business Process Flow to guide a user through a business process Understand the benefits of Custom ActionsModule 9: Solution ManagementIn this module you will learn how to create and manage Solutions in Dynamics 365 across multiple 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 SolutionLab : Solution Management Export an Unmanaged Solution Import an Unmanaged Solution Configuring Managed Properties Export and Import Managed Solutions Create a Solution Patch Clone a SolutionAfter completing this module, students will be able to: Understand Solution principals in Dynamics 365 Add and update Solution Components Know the difference between Managed and Unmanaged Solutions Understand the Export and Import process Know how to apply Managed Properties Know how to manage Solution releases using ‘Clone as Patch’ and ‘Clone as Solution’

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