Microsoft MCSA: Microsoft Dynamics 365

Microsoft Dynamics 365 customer engagement Online Deployment

Create a Customer Organisational Structure

• Support the Microsoft Dynamics 365 client environment - Validate minimum browser requirements for devices utilisng the web interface to access Microsoft Dynamics 365, ensure client devices meet the minimum hardware specifications, support outlook integration by using Outlook or Outlook with Dynamics 365 App for Outlook installed, manage phone and tablet client environments
• Deploy Microsoft Dynamics - Determine the proper edition of Microsoft Dynamics 365 suited for the client; determine the proper pricing, packaging, and subscription model based on the needs of the organisational environment; create a deployment plan to meet organisational considerations
• Import data into the Microsoft Dynamics 365 environment - Design a data import plan, import data through supported methodologies, upload data from on-premises to Azure, manage large volume migrations with the Data Loader service
• Manage the Microsoft Dynamics 365 environment - Sign-up and cancel subscriptions, manage users, configure SSO and AD synchronisation within hybrid environments with Active Directory Federation Services (ADFS), configure administrative access, assign roles

Administer the Microsoft Dynamics 365 Environment

• Deploy instances - Deploy appropriate number and types of instances for designated environments, deploy sandbox and production instances, configure and edit instance properties
• Manage instances - Switch an instance, reset an instance, delete an instance, copy an instance, manage regions and multiple tenant environments, manage storage and resources, manage administrative email notifications
• Manage updates - Design a Microsoft Dynamics 365 update policy; review, approve, and skip updates; schedule updates

Integrate Microsoft Dynamics with Other Applications

• Integrate Microsoft Exchange, SharePoint, and OneDrive with Microsoft Dynamics - Configure Exchange server synchronisation for incoming and outgoing traffic, manage folder based tracking flows, manage SharePoint integration, enable OneDrive for Business, configure control access and folder structure for SharePoint
• Integrate other Microsoft Online Business Solutions with Microsoft Dynamics - Manage OneNote integration, manage Microsoft Social Engagement integration, manage Yammer integration, manage workspace collaboration with Office 365 Groups, manage and configure Delve integration
• Integrate customised and third party applications with Microsoft Dynamics - Configure and manage app modules, create customised function apps with App Designer, create site maps by using Design App Mapper, obtain access to additional apps through App Source and Power Apps

Manage Microsoft Outlook and Mobile Environments

• Integrate Microsoft Dynamics 365 with Outlook - Manage supported environments for Microsoft Dynamics 365 for Outlook, deploy Microsoft Dynamics 365 for Outlook through multiple methods, configure Microsoft Dynamics 365 for Outlook to connect to multiple instances, configure synchronised fields, perform basic functions using the Microsoft Dynamics 365 App for Outlook interface
• Manage and configure mobile apps for Microsoft Dynamics 365 - Configure Microsoft Dynamics 365 for phones express and newer Microsoft Dynamics 365 for Phones and Tablets, configure entities and security privileges, manage CRM forms and dashboards

Microsoft Dynamics 365 Customisation and Configuration

Configure Microsoft Dynamics 365

• Configure Microsoft Dynamics 365 settings - Configure auditing, document management, and collaboration; configure administration settings; perform data management tasks; perform user management; implement themes
• Manage Microsoft Dynamics 365 security - Identify security roles, define permissions and privileges, configure access levels, configure security roles, assign security roles, implement multiple security roles, manage access, implement the standard security model and hierarchy security, configure business units, manage teams
• Configure email services - Identify integration options, configure email server profiles and default organisation email settings, enable server-side email synchronisation, enable folder tracking, map exchange folders, set up and configure the CRM App for Outlook
• Integrate Microsoft Dynamics 365 with other Office 365 offerings - Select the appropriate Office 365 group integration, create and configure Office 365 groups, integrate Microsoft Dynamics 365 and SharePoint, enable linking to OneNote files, set up and configure OneNote integration, configure OneDrive integration

Implement Microsoft Dynamics 365 entities, entity relationships, and fields

• Manage Microsoft Dynamics 365 entities - Manage entity ownership, manage entity properties, configure system entities, describe activity entities, configure entity ownership and entity properties, implement managed properties, configure custom entities and security roles, delete entities
• Implement entity relationships - Define relationship types, create relationships, configure cascading rules, identify types of cascading behavior, work with hierarchical data, configure entity mapping, create connections and connection roles
• Define and configure Microsoft Dynamics 365 fields - Identify field types, define field naming requirements, configure field properties and field display formats, implement option sets and two option fields, configure lookup fields and customer fields
• Configure field customisations - Configure fields, configure field properties, use calculated fields, use rollup fields, configure global option sets, create alternate keys, configure field security and security roles, use status and status reasons, identify status reason transitions

Create and manage Microsoft Dynamics 365 solutions, forms, views, and visualisations

• Create and manage Microsoft Dynamics 365 solutions - Recommend usage patterns for Microsoft Dynamics 365 solutions, identify solution components, identify solution types, create managed and unmanaged solutions, configure publishers and versions, manage multiple solutions, import and export solutions
• Customise Microsoft Dynamics 365 forms - Identify Microsoft Dynamics 365 form types, build a form, use specialised form components, implement access teams and subgrids, create editable grids, work with navigation, use multiple forms
• Implement Microsoft Dynamics 365 views and visualisations - Identify view types; create, modify, manage, and delete views; customise views; create system and personal charts; identify chart types that can be combined; use available series aggregation types; customise charts; import and export charts; create dashboards and dashboard components; customise dashboards; control access to dashboards
• Configure Microsoft Dynamics 365 for mobile devices - Deploy the mobile client, identify available entities for the mobile client, configure mobile navigation, design mobile form layout, create custom controls, hide mobile form content, create multiple forms, create mobile views and activity lists

Implement business rules, workflows, and business process flows

• Implement and manage business rules - Determine when to use business rules; describe business rule scopes; identify actions that trigger business rules; configure business rules, conditions, and actions
• Implement and manage workflows, dialogs, and custom actions - Implement workflows; identify workflow types; implement dialogs and custom actions; identify when to use business process flows, workflow dialogs, and custom actions
• Implement and manage business process flows - Identify business flow components; enable business process flows; implement steps, stages, and categories; implement flows that use multiple entities; use conditional branching; implement role-driven business process flows; run workflows

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