Microsoft - Dynamics CRM 2016 Customisation and Configuration

On this accelerated 4 day Microsoft Dynamics CRM 2016 Customisation and configuration course you’ll learn how to customise the Dynamics CRM 2016 system to meet the specific needs of your business.

You’ll start by learning to configure the Dynamics CRM 2016’s settings to help manage your business processes more effectively. You’ll move on to managing and customising entity relationships and field configuration. Plus, you’ll learn to manage business rules, workflows and business process flows. These skills will help you tailor Dynamics CRM 2016 to perform company and team specific actions.

Guided by your expert Microsoft Certfied Trainer, you’ll use exclusive Firebrand curriculum. You’ll also use Firebrand’s unique Lecture | Lab | Review technique, immersing you in topics including:

• Configure Dynamics CRM settings
• Implement entity relationships
• Implement and manage workflows, dialogs and custom actions

These modules, and more, will prepare you to sit the MB2-712 Microsoft Dynamics CRM 2016 Customisation and Configuration exam on site as part of the course, covered by our Certification Guarantee.

Passing exam MB2-712 previously resulted in achieving the Microsoft Specialist: Dynamics CRM 2016 Customisation and Configuration certification.

Microsoft retired the Specialist credential on 31 March, 2017. The exams remain available and where applicable will count towards the relevant existing MCSA, MCSE or MCSD certification.

This accelerated course is most suitable for system administrators, implementation consultants and technical support staff interested in customisation and configuration of Microsoft Dynamics CRM in their business.

Configure Microsoft Dynamics CRM (25%)

• Configure Dynamics CRM settings
• Configure auditing, document management, and collaboration; configure business units; perform user management; configure email; manage teams
• Manage Dynamics CRM security
• Understand security roles; define permissions and privileges; configure access levels; configure security roles; assign security roles; work with multiple security roles; manage access; manage security hierarchy

Manage and implement Microsoft Dynamics CRM entities, entity relationships, and fields (27%)

• Manage Dynamics CRM entities
• Manage entity ownership; manage entity properties; understand system and custom entities
• Configure field customisations
• Understand and configure fields; configure field properties; use calculated fields; use rollup fields; configure global option sets; create alternate keys; configure field-level security; understand status and status reasons
• Implement entity relationships
• Understand relationship types; understand cascading rules; work with hierarchical data; understand and configure entity mapping; create connections and connection roles

Create and manage Microsoft Dynamics CRM solutions, forms, views, and visualisations (24%)

• Create and manage Dynamics CRM solutions
• Understand solution components; identify solution types; create managed and unmanaged solutions; configure publishers and versions; work with multiple solutions; import and export solutions
• Customise Dynamics CRM forms
• Understand the form structure; build a form; use specialised form components; use access teams and sub-grids; work with navigation; understand form types; use multiple forms; implement form customisations and mobile clients
• Implement Dynamics CRM views and visualisations
• Understand view types; manage system, public, and personal views; create, modify, and delete views; customise views; customise charts; customise dashboards; use themes

Implement business rules, workflows, and business process flows (24%)

• Implement and manage business rules
• Understand when to use business rules; understand business rule scopes; understand how business rules are triggered; 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
• Understand business process flows; enable business process flows; work with steps, stages, and categories; work with multiple entities; use conditional branching; implement role-driven business process flows

You'll sit the following exam at the Firebrand Training Centre, covered by your Certification Guarantee:

• MB2-712: Microsoft Dynamics CRM 2016 Customisation and Configuration

Passing exam MB2-712 previously resulted in achieving the Microsoft Specialist: Dynamics CRM 2016 Customisation and Configuration certification.

Microsoft retired the Specialist credential on 31 March, 2017. The exams remain available and where applicable will count towards the relevant existing MCSA, MCSE or MCSD certification.

To be suitable to attend this accelerated course, it is recommended you possess a working understanding of:

• Dynamics CRM 2011 or later versions
• Software development process and principles
• Relational database principles
• Business processes such as sales and customer service

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.

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