Location:
_Online Session
Date:
- 02 Feb 2021
- 03 Feb 2021
Total duration:
16
Hours
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Description
During the Advanced Configuration Bootcamp we cover more extensive functional and technical implementation techniques to tailor CE to the customer’s requirements and business processes.
Program
Business Process Management
– Configuring Dynamics 365
– Security
– User management
– Email Settings
– Teams
Dynamics 365 Security Model
– Security Roles
– Permissions
– Privileges
– Access levels
– Business Units
– Assigning Security Roles and Multiple Security Roles
– Teams and Security Roles
Hierarchical Security
– Manager Hierarchy Security
– Positional Hierarchy Security
Knowledge Management
– Using Knowledge Base
– Managing Knowledge Base
– Knowledge Management and Portals
Introduction to Processes and Automation
– Process and Automation Types
– Business Process Flows
– Workflows
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
Practical assignment 1 & review
Introduction to Customizing and Solutions
– Types of Solutions
– Using Solutions
– Deploying and transferring customizations with Solutions
Entity Customizations
– Entity Types
– Creating entities
– Customizing entities
– Creating and customizing fields
Relationships
– Relationship types
– Creating and customizing relationships
– Using Connections
Customizing Forms
– Form types
– Form Editor
– Form Fields and Controls
– Sub grids and Access Teams
– Working with multiple forms
Business Rules
– Working with Business Rules
– Business Rule designer
– Actions
– Scopes
Views and Visualizations
– Using views
– View types
– Creating views
– Customizing views
– Charts and chart types
– Creating and customizing charts
Unified Interface Client
– Using the UCI and Model-driven apps
– Where to use the Classic Web Client
Practical assignment 2 & review
Target Audience: Consultant
This training prepares you for:
– Competency Exam MB-200: Microsoft Dynamics 365 Customer Engagement Core
– MB2-716: Microsoft Dynamics 365 Customization and Configuration
Price
QBS Partners: 2 Trainingvouchers or €900,-
Please Note: price for non-EUR countries may differ in the local currency and partners will be billed according to the domestic currency pricing
NB: We would like to draw your attention to the fact that this online training consists of 2 training days. In the confirmation you receive there are 2 separate calendar invites.
