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Microsoft - Dynamics 365 Customisation and Configuration

Duration

Duration:

Just 4 Days

Method

Method:

Classroom / Online / Hybrid

Next date

Next date:

21/12/2020 (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.

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

  1. 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
  2. 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
  3. 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
  4. 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 76.543 students saving more than one million hours since 2001

Benefits

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. 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 (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

Are you ready to get certified in record time?

We interview all applicants for the course on their technical background, degrees and certifications held, and general suitability. If you get through this screening process, it means you stand a great chance of passing.

Firebrand Training is an immersive training environment. You must be committed to the course. The above prerequisites are guidelines, but many students with less experience have other background or traits that have enabled their success in accelerated training through Firebrand Training.

If you have any doubts as to whether you meet the pre-requisites please call 21 96 61 82 and speak to one of our enrolment consultants, who can help you with a training plan.

Reviews

We've currently trained 76.543 students in 12 years. We asked them all to review our Accelerated Learning. Currently,
96,73% have said Firebrand exceeded their expectations:

"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

Microsoft - Specialist: Dynamics 365 Customisation and Configuration

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