Microsoft Dynamics 365 Customer Engagement (CE) is a suite of business applications designed to manage customer relationships, sales, marketing, and customer service.

About the Trainer

Introduction

• Name: John Smith
• Professional Title: Lead Developer D365 in top MNC
• Education: Master’s in Computer Science, XYZ University
• Certifications:
  • Microsoft dynamics 365 Customisation and Configuration M55242
  • Microsoft Power Platform Developer PL400
• Expertise:
  • Over 15 years of experience in software development and architecture
  • Proficient in full-stack development with expertise in D365 CE and web application development
• Industry Experience:
  • Worked with leading tech companies, contributing to the development of scalable and secure applications solutions built on D365 CE with other 3rd party applications
  • Extensive experience in designing and implementing cloud-based solutions for diverse industries
• Training Experience:
  • Conducted numerous training sessions on cloud architecture, software development best practices, and agile methodologies
  • Received positive feedback for clear communication and hands-on, practical training approach
• Skills:
  • Strong communication and presentation skills
  • Ability to convey complex technical concepts in an understandable manner
  • Passionate about fostering a collaborative and engaging learning environment

Checklist

Offer

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About this course

The Microsoft Dynamics 365 CE course is designed to provide participants with a comprehensive understanding of the Dynamics 365 Customer Engagement suite. The course typically includes hands-on labs, real-world scenarios, and practical exercises to reinforce learning. Participants gain proficiency in configuring, customizing, and administering Dynamics 365 CE to meet business requirements. The course often aligns with specific Microsoft certifications, such as the Microsoft Certified: Dynamics 365 Fundamentals or the Microsoft Certified: Dynamics 365 Customer Engagement Functional Consultant Associate.

Syllabus

1 – INTRODUCTION TO CUSTOMIZATION AND CONFIGURING DYNAMICS CRM

Talent and Course Introduction

Module Overview

CRM OverviewWhat is Dynamics Customization and Configuration?

CRM ArchitectureCustomization Methodology

Module review

Obtaining a Dynamics CRM Trial

2 – MANAGE MICROSOFT DYNAMICS CRM ONLINE SUBSCRIPTIONS

Module OverviewConfiguring CRM

Overview of CRM SecurityUser

Administration

MailboxesTeams

3 – CRM SECURITY MODEL

Module Overview

Purpose of the CCRM Security Model

Privileges Access Levels

Security RolesHierarchy

Security Hierarchy Types

Module review

4 – INTRODUCTION TO SOLUTIONS

Module Overview

Solutions Overview

Solution Detail

Creating and Working with Solutions

Working with Solution Assets

Exporting Solutions

Importing Solutions

Module review

5 – ENTITY AND FIELD CUSTOMIZATION

Module Overview

Types Entities

Entity Ownership

Entity Properties

System vs Custom Entities

Custom Entities and Security Roles

Overview of Fields

Field Properties

Module review

6 – ADDITIONAL FIELD CUSTOMIZATION

Module Overview

Creating Fields to Meet Client Needs

Calculated Fields

Rollup Fields

CRM Option Sets

Alternate Keys

Field Level Security

State and Status Reason

Transitions

Module Review

7 – CONFIGURE MOBILE DEVICES

Module Overview

Types of Relationships

How and where they are created

Many to Many Relationships

Hierarchical DataEntity

MappingConnection and Connection Roles

Module Review

8 – CUSTOMIZING FORMS

Module Overview

Form types

Qualities of a good form

Building a Form

Specialized Form Components

Access Teams and Sub Grids

Working with Navigation

Additional Form Types

Multiple Forms

Form customizations and Mobile Clients

Module Review

9 – BUSINESS RULES

Module Overview

Business Rules

Business Rule Scope

Trigger Rule Condition and Actions Else Conditions and Actions Occur When Conditions Are True

Module review

10 – VIEWS AND VISUALIZATIONS

Module Overview

Using Views

View Customization

System View Types

Quick Find

Customization Charts

Customizing Dashboard

Themes

Module Review

11 – INTRODUCTION TO PROCESSES

Module Overview

Processes and Automation

Workflow Basics

Module review

12 – BUSINESS PROCESS FLOWS

What are CRM Business Process Flows

Enabling Business Process Flows

Steps Stages and Categories

Conditional Branching

Module Review

13 – BRINGING IT ALL TOGETHER

Module Overview

Review of Customization Topics

CoveredSenario

Packaging in a Solution

Module review

Sounds Intresting?