Dynamics 365 Sales (CRM) advanced configuration bootcamp

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Duration: 2 days

This training is best for: 

  • Consultants.

During the advanced configuration bootcamp we cover more extensive functional and technical implementation techniques to tailor Dynamics 365 CRM (CE) to the customer’s requirements and business processes.

This instructor-led course will prepare students towards passing the following exams:

  • PL-100 (Microsoft Power Platform app maker)
  • PL-200 (Microsoft Power Platform functional consultant)

Training objectives:

  1. Business process management
    • Configuring Dynamics 365
    • Security
    • User management
    • Email settings
    • Teams
  2. Dynamics 365 security model
    • Security roles
    • Permissions
    • Privileges
    • Access levels
    • Business units
    • Assigning security roles and multiple security roles
    • Teams and security roles
  3. Hierarchical security
    • Manager hierarchy security
    • Positional hierarchy security
  4. Knowledge management
    • Using knowledge base
    • Managing knowledge base
    • Knowledge management and portals
  5. Introduction to processes and automation
    • Process and automation types
    • Business process flows
    • Workflows
  6. Integrating Dynamics 365 and Office 365
    • Email integration
    • Email tracking and folder tracking
    • SharePoint integration
    • Office 365 groups integration
    • OneNote integration
    • Integration with Microsoft Teams
  7. Practical assignment 1 & review
  8. Introduction to customizing and solutions
    • Types of solutions
    • Using solutions
    • Deploying and transferring customizations with solutions
  9. Entity customizations
    • Entity types
    • Creating entities
    • Customizing entities
    • Creating and customizing fields
  10. Relationships
    • Relationship types
    • Creating and customizing relationships
    • Using connections
  11. Customizing forms
    • Form types
    • Form editor
    • Form fields and controls
    • Sub grids and access Teams
    • Working with multiple forms
  12. Business rules
    • Working with business rules
    • Business rule designer
    • Actions
    • Scopes
  13. Views and visualizations
    • Using views
    • View types
    • Creating views
    • Customizing views
    • Charts and chart types
    • Creating and customizing charts
  14. Unified interface client
    • Using the UCI and model-driven apps
    • Where to use the classic Web Client
  15. Practical assignment 2 & review


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