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Microsoft Dynamics 365 Customisation and Configuration M55242 Overview
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
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. 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.
Live classes
Join a scheduled class with a live instructor and other delegates.
Interactive
Engage in activities, and communicate with your trainer and peers.
Global Pool of the Best Trainers
We handpick from a global pool of expert trainers for our Online Instructor-led courses.
Expertise
With 10+ years of quality, instructor-led training, we equip professionals with lasting skills for success.
Global Reach
With classes running in all timezones, access any of our courses and course material from anywhere, anytime.
Unlock your potential with The Knowledge Academy's Microsoft Dynamics 365 Customisation and Configuration M55242, 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.
Experience the most sought-after learning style with The Knowledge Academy's Microsoft Dynamics 365 Customisation and Configuration M55242. 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 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
Streamline large-scale training requirements with The Knowledge Academy’s In-house/Onsite Microsoft Dynamics 365 Customisation and Configuration M55242 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 Microsoft Dynamics 365 Customisation and Configuration M55242 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
What our customers are saying
Microsoft Dynamics 365 Customisation and Configuration M55242 FAQs
Microsoft Dynamics 365 is a cloud-based business applications service developed by Microsoft.
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.
Increases flexibility and reduces costs, provides intelligent and native insights, boosts productivity, helps to improve security and compliance, etc.
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.
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.
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
The training fees for Microsoft Dynamics 365 Customisation and Configuration M55242in South Africa starts from R15495
The Knowledge Academy is the Leading global training provider for Microsoft Dynamics 365 Customisation and Configuration M55242.
Please see our Microsoft Dynamics 365 Training courses available in South Africa
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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Microsoft Dynamics 365 Customisation And Configuration M55242 in South Africa
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