Only 4 days
Classroom
19/03/2025 (Wednesday)
Overview
On this accelerated Dynamics 365 Customisation and Configuration course, you'll learn the tools and techniques to configure and customise Dynamics 365 Online and Dynamics 365 On Premise.
In just 4 days, your expert Microsoft Certified Trainer (MCT) will immerse you in Dynamics 365. Through 12 hour days and Firebrand's unique Lecture | Lab | Review technique, you'll get the maximum knowledge in minimum time out the office. You'll get hands-on experience, covering a range of topics including:
- An introduction to Customisation in Dynamics 365
- Dynamics 365 security
- Forms, views and Business Process Flows
- Adapting Dynamics 365 system settings to affect the functionality and options available to users
Your accelerated course will prepare you for exam MB2-716. You will sit this on-site during the course, covered by your Certification Guarantee.
Passing this exam acts part of the requirement to earn your MCSA: Microsoft Dynamics 365 certification. Doing so, you'll demonstrate the skills for a position as a Dynamics 365 developer, implementation consultant, technical support engineer, or system administrator.
Curriculum
The Curriculum for this course will focus on the following topics:
- Introduction to Customisation in Dynamics 365 - you‚ll begin with an overview of Microsoft Dynamics 365 architecture and the different ways in which Dynamics 365 can be customised.
- Solutions I - Solutions and Publishers
- Entities - learn to create custom entities and to edit existing entities. Including entity properties and how these affect the functionality available and the user interface.
- Fields - explore how to create new fields and edit existing fields. Including the options available for fields and how this affects the data. Calculated and Rollup fields are explained with their capabilities and deficiencies. How Option Sets work is then explained along with showing how Status Reason options can be amended and also how status reason transitions are enforced.
- Relationships - 1:N and N:N relationships concepts are explained and how to create new relationships are covered. Cascade behaviours and mappings are explained. Connections are then demonstrated as an alternative to relationships.
- Security - discover how Business Units and the security model can be used to segment data and control access to data and functionality by users. Before learning to extend the security model by use of teams and hierarchies.
- Forms and Views - learn to amend the major user interface components; forms and views. You‚ll cover the different form types and how these can be customised.
- Business Rules - learn to amend the fields on forms at runtime and apply a level of validation. You‚ll also gain an understaning of how Business Rules are created and how they are applied.
- Processes: Workflows, Dialogs and Actions - Processes are an important method of customising Dynamics 365. You‚ll cover the types of process flows (Workflows, Dialogs, Actions and Business Process Flows) and how they are created, edited and initiated - along with their users and limitations.
- Business Process Flows - You‚ll explore Business Process Flows in detail, discovering how they can be used in managing the lifecycle of a business process and its data. You‚ll also learn how Business Process Flows can be used with Business Rules and other customisation techniques to deliver business solutions.
- Charts and Dashboards - learn to create charts and dashboards in order to better manage your data and discover business insights
- Reporting - discover alternative reporting options including SQL Reporting Services, Excel and Word Templates, and Power BI.
- System Settings - learn how to adapt Dynamics 365 system settings to affect the functionality and options available to users.
- Office 365
- Mobile - the main user interface in Dynamics 365 going forward will be Mobile Apps so you‚ll cover how to design forms for the mobile clients. You‚ll cover the rules a customiser must follow and the controls available for mobile apps.
- Solutions II - Unmanaged and Managed Solutions - learn to manage your application lifecycle through solutions. Discussing the use and impact of both unmanaged and managed solutions and how ISVs can use managed solutions to protect their intellectual property. You‚ll also discuss the patch functionality in Dynamics 365 and uncover how this can be used by ISVs and end user organisations.
Exam Track
You will sit the following exam on site, during the course. This is covered by your Certification Guarantee:
Exam MB2-716 Microsoft Dynamics 365 Customisation and Configuration
- Technology: Microsoft Dynamics 365 Enterprise
- Languages: English
Exam topics:
- Configure Microsoft Dynamics 365 (20% - 25%)
- Implement Microsoft Dynamics 365 entities, entity relationships, and fields (20% - 25%)
- Create and manage Microsoft Dynamics 365 solutions, forms, views, and visualizations (25% - 30%)
- Implement business rules, workflows, and business process flows (20% - 25%)
Prerequisites
To be suitable to attend this accelerated course, it is recommended you possess a working understanding of:
- Dynamics CRM 2013 or later versions
- Windows applications
- Relational database principles
- Business processes such as sales, marketing and customer service
What's Included
Your accelerated course includes:
- Accommodation *
- Meals, unlimited snacks, beverages, tea and coffee *
- On-site exams **
- Exam vouchers **
- Practice tests **
- Certification Guarantee ***
- Courseware
- Up-to 12 hours of instructor-led training each day
- 24-hour lab access
- Digital courseware **
* For residential training only. Accommodation is included from the night before the course starts. This doesn't apply for online courses.
** Some exceptions apply. Please refer to the Exam Track or speak with our experts.
*** Pass first time or train again free as many times as it takes, unlimited for 1 year. Just pay for accommodation, exams, and incidental costs.
Benefits
Seven reasons why you should sit your course with Firebrand Training
- Two options of training. Choose between residential classroom-based, or online courses
- You'll be certified fast. With us, you’ll be trained in record time
- Our course is all-inclusive. A one-off fee covers all course materials, exams**, accommodation* and meals*. No hidden extras.
- Pass the first time or train again for free. This is our guarantee. We’re confident you’ll pass your course the first time. But if not, come back within a year and only pay for accommodation, exams and incidental costs
- You’ll learn more. A day with a traditional training provider generally runs from 9 am – 5 pm, with a nice long break for lunch. With Firebrand Training you’ll get at least 12 hours/day of quality learning time, with your instructor
- You’ll learn faster. Chances are, you’ll have a different learning style to those around you. We combine visual, auditory and tactile styles to deliver the material in a way that ensures you will learn faster and more easily
- You’ll be studying with the best. We’ve been named in the Training Industry’s “Top 20 IT Training Companies of the Year” every year since 2010. As well as winning many more awards, we’ve trained and certified over 135,000 professionals
*For residential training only. Doesn't apply for online courses
**Some exceptions apply. Please refer to the Exam Track or speak with our experts
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