Microsoft Dynamics 365 Customisation And Configuration M55242 | Microsoft Dynamics 365 in Derby

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Microsoft Dynamics 365 Customisation and Configuration M55242

Derby

Understand how to configure and customise Unified Client Interface (UCI) apps.
Get familiar with the different entity and field types in Dynamics 365.
Learn to configure Skype, SharePoint, and OneNote integration in Dynamics 365.

Dates & Prices Dates & Prices

Course information

Microsoft Dynamics 365 Customisation and Configuration M55242 Course Outline

Module 1: Introduction

Versions of Microsoft Dynamics 365
Dynamics 365 Framework
Dynamics 365 Devices, Apps and Hubs
Tools for Dynamics 365 customisers
Overview of Solutions
Differences between Dynamics 365 Organisations and Environments
Review Further Reading and Resources
Set up the Lab Environment
Lab: Setting up your Lab environment

Module 2: Initial Setup and Configuration

Dynamics 365 Admin Center
Dynamics 365 Deployment Manager
Power Platform Admin Center
Review the System Settings Area
Configure Auto Save Settings
Configure Format Settings
Configure Email Settings
Configure Skype Integration
Configure SharePoint Integration
Configure OneNote Integration
Configure Auditing
Lab: Configure Dynamics 365 System Settings
Lab: Configure Dynamics 365 Audit Settings

Module 3: Security

Design and Configure Business Units
Configure Security Roles
Manage Users and Teams
Implement Access Teams
Configure Hierarchy Security
Lab: Configure Users, Business Units, Security Roles and Access Levels
Lab: Configure Access Teams
Lab: Configure a Management Hierarchy

Module 4: Creating and Managing Entities

Introduction to the Dynamics 365 model
Review the different Entity Types
Create new Custom Entities
Managing Entity Ownership
Managing Entity Properties
Custom Entity Security
Virtual Entities
Review Entities and Solutions
Lab: Creating and Managing Entities

Module 5: Customising Fields

Introduction to Field Customisation
Understand the different Field Types
Review Field Formats
Create a new Field
Review Fields and Solutions
Implement a Calculated Field
Configure Field Level Security
Lab: Creating and Managing Fields
Lab: Creating a Calculated Field
Lab: Configuring Field Level Security

Module 6: Customising Relationships and Mappings

Introduction to Relationships
Review the different Relationship Types
Create a Relationship
Review Relationships and Solutions
Understand Relationship Behaviour
Implement a Hierarchy Relationship
Configure Field Mappings
Lab: Create Entity Relationships
Lab: Create a Hierarchical Relationship
Lab: Configure Field Mappings

Module 7: Customising Forms, Views and Visualisations

Process to create a New Form
Review the Different Form Types
Using the Form Designer
Customising the Main, Quick View, Quick Create and Card Forms
Configure Form Security
Review the Different View Types
Customising System Views
Configure the Editable Grid
Customising System Charts and Dashboards
Lab: Customising Forms
Lab: Configuring System Views
Lab: Configuring Charts and Dashboards

Module 8: Unified Client Interface (UCI)

Introduction to the UCI
App Designer
Using the Sitemap Designer
Configuring UCI Apps
Managing Apps in Solutions
Lab: Customising an existing UCI App
Lab: Build a custom Event Management UCI App

Module 9: Processes: Workflows, Business Process Flows and Custom Actions

Introduction to Processes
Workflow
Business Process Flows
Custom Actions
Lab: Create a Workflow
Lab: Create a Business Process Flow

Module 10: Solution Management

Introduction to Solution Management
How to Add and Administer Components in a Solution?
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 Solution?
Lab: Solution Management

Who should attend this Microsoft Dynamics 365 Customisation and Configuration M55242 Course?

The Microsoft Dynamics 365 Customisation and Configuration M55242 Course is designed for professionals aiming to specialise in customising and configuring Dynamics 365 solutions to meet specific business needs. Here are some of the professionals who can benefit from attending the course:

Dynamics 365 Consultants
Dynamics 365 Administrators
Solution Architects
Business Analysts
CRM Developers
Technical Consultants

Prerequisites of the Microsoft Dynamics 365 Customisation and Configuration M55242 Course

There are no formal prerequisites to attend the Microsoft Dynamics 365 Customisation and Configuration M55242 Course. However, a basic understanding of Microsoft Dynamics 365 would be beneficial.

Microsoft Dynamics 365 Customisation and Configuration M55242 Course Overview

Dynamics 365 Training introduces the capabilities of Microsoft Dynamics 365, emphasising its integral role in optimising business processes. As technology advances, understanding this platform becomes crucial for maintaining competitive business operations and enhancing workflow efficiency.

Mastering this subject is vital for IT professionals and Business Analysts aiming to leverage Dynamics 365 for streamlined operations. The Dynamics 365 Certification is particularly beneficial for those involved in system configuration and customisation, facilitating a more profound integration of the platform into their business strategies.

This 3-days training provided by the Knowledge Academy equips delegates with essential skills in configuration and customisation. Through comprehensive Dynamics 365 Courses, participants will gain hands-on experience, preparing them to implement and manage the Dynamics 365 environment effectively.

Course Objectives

To understand the core functionalities of Dynamics 365
To learn how to customise and configure the system settings
To gain skills in creating and managing Dynamics 365 components
To prepare for the Microsoft Dynamics 365 Certification
To apply best practices in Dynamics 365 deployment and management

Upon completion of this training, delegates will be equipped with the knowledge and practical skills necessary for optimising and customising Dynamics 365, enhancing their professional capabilities in managing the platform.

Please note the exam for this course has been retired by Microsoft.

What’s included in this Microsoft Dynamics 365 Customisation and Configuration M55242 Course?

World-Class Training Sessions from Experienced Instructors
Digital Delegate Pack

Why choose us

Our Derby venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

The city of Derby is located in the county of Derbyshire in the East Midlands region of England. Derby town has an approximate population of 249,000 residents. The city of Derby is considered to be the birthplace of the Industrial Revolution and is the home to the aero-engine manufacturer, Rolls-Royce. The unemployment rate for Derby currently stands at just under 2%. This is dramatically lower in comparison to the national average unemployment rate which currently stands at 7.6%. This city is home to the University of Derby which currently has over 22,000 students enrolled in a wide range of study areas and in both undergraduate and postgraduate courses. The University has three main faculties which are the Faculty of Business, Computing and Law, the Faculty of Arts, Design and Technology, and the Faculty of Education, Health and Sciences. Derby has a non-selective schooling system with students attending a primary school and then a secondary school which often include sixth forms.

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Address

Derby

T: 01344203999

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Microsoft Dynamics 365 Customisation And Configuration M55242 | Microsoft Dynamics 365 in Derby. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Learn more in our FAQs

Unlock your potential with The Knowledge Academy's Microsoft Dynamics 365 Customisation And Configuration M55242 | Microsoft Dynamics 365 in Derby, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Learn more in our FAQs

Experience the most sought-after learning style with The Knowledge Academy's Microsoft Dynamics 365 Customisation And Configuration M55242 | Microsoft Dynamics 365 in Derby. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led Microsoft Dynamics 365 Customisation And Configuration M55242 | Microsoft Dynamics 365 in Derby sessions.

Highly experienced trainers

Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience

State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible

Small class sizes

Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment

Great value for money

Achieve certification without breaking the bank. Find a lower price elsewhere? We'll match it to guarantee you the best value

Learn more in our FAQs

Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

Team building opportunity

Our offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

Learn more in our FAQs

What our customers are saying

Microsoft Dynamics 365 Customisation And Configuration M55242 | Microsoft Dynamics 365 in Derby FAQs

What is Microsoft Dynamics 365?

Microsoft Dynamics 365 is a cloud-based business applications service developed by Microsoft.

Who should attend this course?

This Microsoft Dynamics 365 Customisation and Configuration M55242 Training course is ideal for anyone who wants to gain in-depth knowledge about the customisation and configuration in Microsoft Dynamics 365.

What are the benefits of Microsoft Dynamics 365 for businesses?

Increases flexibility and reduces costs, provides intelligent and native insights, boosts productivity, helps to improve security and compliance, etc.

How characteristics of Microsoft Dynamics 365 helps?

Characteristics of Microsoft Dynamics helps professionals and businesses to enhance social engagement for better customer service, seamless connectivity between departments for better output, valuable insights from Business Intelligence (BI) and analytics.

How will this Microsoft Dynamics 365 Customisation and Configuration Training M55242 course can benefit my career?

Pursuing this Microsoft Dynamics 365 Customisation and Configuration M55242 Training course will provide you with the knowledge required to attain many greater designations such as senior technical lead, Dynamics CRM developer, System Administrators, and many other designations.

What will I learn from this Microsoft Dynamics 365 Customisation and Configuration M55242 Training course?

Attending this Microsoft Dynamics 365 Customisation and Configuration M55242 Training course will lead you to gain information regarding the different relationship types, differences between unmanaged and managed solutions, etc. You will also learn to add data and action steps to a business process flow, customise the main, quick view, quick create and card forms, how to add and administer components in a solution, and many other important concepts.

Please note the exam for this course has been retired by Microsoft

What is the cost/training fees for Microsoft Dynamics 365 Customisation and Configuration M55242 in Derby?

The training fees for Microsoft Dynamics 365 Customisation and Configuration M55242in Derby starts from £3295

Which is the best training institute/provider of Microsoft Dynamics 365 Customisation and Configuration M55242 in Derby?

The Knowledge Academy is the Leading global training provider for Microsoft Dynamics 365 Customisation and Configuration M55242.

What are the best Microsoft Dynamics 365 Training courses in Derby?

Please see our Microsoft Dynamics 365 Training courses available in Derby

Why choose us

Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

Trusted & Approved

Microsoft Dynamics 365 Training

Many delivery methods

Flexible delivery methods are available depending on your learning style.

High quality resources

Resources are included for a comprehensive learning experience.

"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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