Microsoft - Dynamics 365 Customisation and Configuration

Duration:

Only 4 Days

Method:

Classroom / Online / Hybrid

Next date:

10.2.2025 (Monday)

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.

See prices now to find out how much you could save when you train at twice the speed.

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Four reasons why you should sit your Dynamics 365 Customisation & Configuration course with Firebrand Training

You'll be Dynamics 365 Customisation & Configuration trained and certified faster. Learn more on this 4-day accelerated course. You'll get at least 12 hours a day of quality learning time in a distraction-free environment
Your Dynamics 365 Customisation & Configuration course is all-inclusive. One simple price covers all course materials, exams, accommodation and meals – so you can focus on learning
Pass Dynamics 365 Customisation & Configuration first time or train again for free. Your expert instructor will deliver our unique accelerated learning methods, allowing you to learn faster and be in the best possible position to pass first time. In the unlikely event that you don't, it's covered by your Certification Guarantee
Study Dynamics 365 Customisation & Configuration with an award-winning training provider. We've won the Learning and Performance Institute's "Training Company of the Year" three times. Firebrand is your fastest way to learn, with 134561 students saving more than one million hours since 2001

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

Think you are ready for the course? Take a FREE practice test to assess your knowledge!

Free Practice Test

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.
Email
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%)

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.

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

Unsure whether you meet the prerequisites? Don’t worry. Your training consultant will discuss your background with you to understand if this course is right for you.

Reviews

Here's the Firebrand Training review section. Since 2001 we've trained exactly 134561 students and asked them all to review our Accelerated Learning. Currently, 94.76% have said Firebrand exceeded their expectations.

Read reviews from recent accelerated courses below or visit Firebrand Stories for written and video interviews from our alumni.

"It was intensive, but it was worth being locked away to focus 100% on learning! "
Brett Bennett-Smith, Lloyds. (4.3.2020 (Wednesday) to 7.3.2020 (Saturday))

"Excellent distraction-free learning! Highly knowledgeable lecturer. Modern facilities, friendly helpful staff, great food, decent coffee. Very hectic learning pace, no time to joke around, but all well worth it! I will be back soon for more training."
Andre du Toit, Favner Nordic AB. (4.3.2020 (Wednesday) to 7.3.2020 (Saturday))

"Fast paced and hard work, but good"
Anonymous. (29.7.2019 (Monday) to 1.8.2019 (Thursday))

"Very well-organised, great communication, fabulous facilities and approachable well-informed instructor .The instructor provided real-life examples and clear explanations with relevant slides, notes, lab work and practice questions. Also. there are small, informal,and supportive groups.As well as, good and nearby accommodation. There is Lots of Food! The hot chocolate kept me going late at night ."
Anonymous. (29.7.2019 (Monday) to 1.8.2019 (Thursday))

"A fast-paced, intensive and interactive learning experience! Very well-organised, great comms, and fabulous facilities. Approachable, well-informed instructor - who provided real-life examples and clear explanations .Relevant slides, notes, lab work and practice questions.Small, informal, supportive groups. Good, nearby accommodation.Food. Food. Lots of Food! The hot chocolate kept me going late at night :- ."
Sonia Angle, Datapath Ltd. (13.5.2019 (Monday) to 16.5.2019 (Thursday))

Course Dates

Start	Finish	Status	Location
26.8.2024 (Monday)	29.8.2024 (Thursday)	Finished - Leave feedback	-

10.2.2025 (Monday)	13.2.2025 (Thursday)	Limited availability	Nationwide
24.3.2025 (Monday)	27.3.2025 (Thursday)	Open	Nationwide
5.5.2025 (Monday)	8.5.2025 (Thursday)	Open	Nationwide
16.6.2025 (Monday)	19.6.2025 (Thursday)	Open	Nationwide