Day 1

Introduction to Customization Options

• Overview of Dynamics 365
• Configuration Basics – System Settings, Auditing, Email
• Customization Principles – Solutions Overview
• Lab: Create a Solution and Publisher

Building a Security Model

• Overview of Dynamics 365 Security Model
• Create and Manage Business Units
• Create, Configure and Manage Security Roles
• How Users and Teams Apply to the Security Model
• Lab: Configure User Access
• Lab: Configure Security Roles

Entity Customization in Dynamics 365

• Entity Customization Concepts
• Defining Entity Ownership
• Working with Entity Properties
• System VS. Custom Entities
• Lab: Create Custom Entities
• Lab: Create a Custom Activity Entity

Day 2

Field Customization in Dynamics 365

• Creating Fields – Data Types and Display Formats
• Using Calculated Fields
• Working with Local and Global Option Sets
• Lab: Create Custom Fields
• Lab: Create and Modify a Global Option Set

Understanding Relationships

• Overview of Relationships
• 1:N and N:N Relationships
• Using Entity Mapping
• Connections and Connection Roles
• Lab: Create New Relationships
• Lab: Customize Relationship Mappings

Day 3

Customizing Forms

• Dynamics 365 Form Types
• Editable Grids
• Working with Multiple Forms
• Lab: Modify Form Layout and Add Fields
• Lab: Create a Role-Based Form

Views & Visualizations

• Types of Views in Dynamics 365
• Creating and Customizing Views
• Configure Global Search
• Lab: Modify a Quick Find View
• Lab: Create a Custom View
• Customizing Charts
• Lab: Create a Custom Chart
• Customizing Dashboards
• Lab: Create a Dashboard

Computers are Required

Each student must have their own Dynamics 365 application for the duration of the class. You will be provided with details on how to set up an environment prior to your class. 

This training includes interactive lessons and hands-on labs, please have your PC ready with audio/video capabilities.  We recommend using a modern browser for the richest hands-on experience.

Students should allow some time before or after class hours to continue hands-on labs (approx 1 hour daily).

Training Locations and Times

This is a virtual class.
Select your preferred date above before adding this class to your cart.
Class Hours: 1PM - 5PM (Eastern)