Mastering Microsoft Dynamics 365 Customer Engagement (CE)

Working Knowledge of Dynamics 365.

Instructors will demonstrate features throughout the event. Optional Lab exercises are available for learners to complete within a learner-created free trial tenancy. Microsoft may require a valid credit card to create 30 day free tenancies which must be cancelled within 30 days to avoid incurring charges. QA have no control over the Microsoft 365 trial tenancy signup or billing process.

Module 1 – The Unified Interface (UI)

• Model-Driven Apps
• Lab A – Investigating the Unified Interface

Module 2 – Introduction to Dynamics 365 Customisation

• Default & Dataverse Default Solutions
• Create a New Solutions & Publishers
• Solutions
• Exporting and Importing Solutions
• Lab A – Configuring the Power Platform Environment
• Lab B – Create a Publisher and Solution

Module 3 – Security Model: User Management

• Adding Users to Microsoft Dynamics 365
• User Licensing in Dynamics 365
• Lab A – Adding Users

Module 4 – Security Model: Business Units

• Business Unit Hierarchy
• How to Create & Modify Business Units
• Lab A – Creating Business Unit Structure

Module 5 – Security Model: Security Roles

• Relationship between Security Roles and Business Units
• Special Roles
• Privileges and Access Levels
• Miscellaneous Privileges
• Create and Copy Roles
• Lab A – Configuring Security Roles

Module 6 – Teams in Dynamics 365

• Team Types
• Creating a Team
• Migrating Users/Teams between Business Units
• How to reassign Users to different Business Units
• Lab A – Managing and Creating Teams

Modue 7 – Configure Email Services

• Server-Side Synchronisation
• Configuring Server-Side Synchronisation
• Email Server Profiles
• Configuring Mailbox Records
• Microsoft Dynamics 365 App for Outlook
• Folder Tracking
• Lab A – Configuring Email Integration
• Lab B – Configuring Outlook Integration

Module 8 – Integration with Other Microsoft 365 Offerings

• Integration with SharePoint
• Security: Permissions
• Lab A – SharePoint Integration
• Integrate with OneDrive
• Permission: Security
• OneNote Integration
• Working with Microsoft Teams
• Lab B – Integrating with Microsoft Teams

Module 9 – Model Driven Apps

• App Designer
• Lab 5 – Create a Model-Driven App

Module 10 – Customisation of Tables

• Creating and modifying tables
• Lab A – Creating Custom Tables

Module 11 – Creating and Customising Columns

• Columns and their Display Formats
• Deleting Columns from a Table
• Lab A – Creating Additional Columns for the Public Event & Event Booking Tables
• Calculated Columns
• Lab B – Creating a Calculated Column
• Lab C – Creating a Rollup Column (if time permits)

Module 12 – Establishing Relationships

• Relationship Types
• Lab A – Create and Modify a 1: N Relationship
• Lab B – Create a N:N Relationship
• Lab C – Creating Hierarchical Relationships
• Column Mappings in Dynamics 365
• Connections and Connection Roles
• Create a Connection
• Lab D – Connecting Records (if time permits)

Module 13 – Form Customisation

• Quick Create Forms
• Lab A – Create a Quick Create Form
• Main Form Customisations
• Lab B – Form Customisation
• Lab C – Adding Quick View Form Data to a Child Table Form
• Lab D – Securing an Additional Form

Module 14 – Introduction to Business Rules

• Creating Business Rules
• Activating & Using Business Rules
• Lab A – Create a Business Rule

Module 15 – Creating, Maintaining and Customising Views

• Creating Views
• Modifying System Views
• Lab A – Modify the Quick Find View & Create a New Public View

Module 16 – Chart Customisation

• Chart Structure
• Lab A – Create a Custom Chart

Module 17 – Dashboards

• Creating Standard Dashboards
• Creating Interactive Sashboards
• Lab A – Create a System Standard Dashboard
• Lab B – Creating an Interactive Experience Dashboard

Module 18 – Additional Security Features

• Introducing Column Level Security
• Lab A – Configure Column Security
• Enabling Auditing
• Lab B – Enable Auditing & View Audit Records

Module 19 – Creating Processes

• Creating and Activating Microsoft Cloud Flows
• Lab A – Create Flow
• Creating Business Process Flow
• Securing Business Process Flow
• Lab B – Create a Business Process Flow

Module 20 – Working with Solutions

• Solution Management
• Solution Patching
• Lab A – Solution Patching
• When to use a Managed or Unmanaged Solution
• Lab B – Import a Managed Solution

Module 21 – Do it Yourself!