55242A: Microsoft Dynamics 365 Customization and Configuration Training Course




    3 Day(s) Course


    Official Courseware


    Exam Voucher


    Certified Trainer


    1:1 Training Available on Demand


    Customize Your Batch



    Microsoft Dynamics 365 Customization and Configuration course enables the participants with hands-on experience to set up, customize, configure, and maintain the CRM components of Microsoft Dynamics 365.


    Course Objective:

    On completion of the course, you will be able to

    • Comprehend the features and tools of Microsoft Dynamics 365
    • Gain knowledge to integrate Sharepoint, Skype, and, etc.  
    • Setup and configure Microsoft Dynamics 365 deployment
    • Design and configure a comprehensive Security model
    • Customize the Dynamics 365 schema
    • Design custom information, quick view, and other forms
    • Create Dashboards and system charts
    • Plan, design, and implement workflow
    • Apply best practice methodology for Microsoft Dynamics 365

    Module 1: Introduction

    • Microsoft Dynamics 365/CRM versions
    • Dynamics 365 framework
    • Dynamics 365 organizations and environments
    • Setup lab environment

    Module 2: Initial Setup and Configuration

    • Dynamics 365 online and on-premise setup
    • Configure Autosave, format and email settings
    • Configure Skype and Sharepoint Integration
    • Review system settings area

    Module 3: Security

    • Design and configure business units
    • Configure hierarchy security and roles
    • Manage the users and the team
    • Implement the Access Team

    Module 4: Creating and Managing Entities

    • Dynamics 365 schema
    • Review, create and manage entities
    • Entity ownerships, properties, and security
    • Entities and solutions review

    Module 5: Customizing Fields

    • Field Customization
    • Varied field types
    • Creation of new field
    • Field level security configuration

    Module 6: Customizing Relationships and Mappings

    • Relationships
    • Review and create Relationship
    • Relationships and Solutions review
    • Configuration of Field Mappings

    Module 7: Customizing Forms, Views, and Visualizations

    • Creation and customization of Forms
    • Configure Form security
    • Review and customize View types
    • Customize System charts and Dashboards

    Module 8: Processes: Workflows, Business Process Flows, and Custom Actions

    • Processes introduction
    • Workflow
    • Business Process Flows
    • Custom Actions

    Module 9: Solution Management

    • Solution Management
    • Add and administer solutions
    • Export and import solution
    • Cloning of solution and solution patch

    • Information workers
    • IT Professionals
    • Developers

    The attendees must have completed the course ‘Introduction to Microsoft Dynamics 365’


    Must have working knowledge of Microsoft Dynamics 365 or Microsoft Dynamics CRM

    Name Code Fee
    Microsoft Dynamics 365 Customization And Configuration MB2-716 -



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