Microsoft - Dynamics CRM 2016 Customisation and Configuration

Duration

Duration:

Just 4 Days

Method

Method:

Classroom / Online / Hybrid

Next date

Next date:

24/6/2024 (Monday)

Overview

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.

Four reasons why you should sit your Dynamics CRM 2016 Customisation and Configuration course with Firebrand Training

  1. You'll be Dynamics CRM 2016 Customisation and 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 CRM 2016 Customisation and 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 CRM 2016 Customisation and 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 CRM 2016 Customisation and 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 134.561 students saving more than one million hours since 2001

Curriculum

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

Exam Track

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.

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 2011 or later versions
  • Software development process and principles
  • Relational database principles
  • Business processes such as sales 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 134.561 students in 12 years. We asked them all to review our Accelerated Learning. Currently,
96,40% have said Firebrand exceeded their expectations:

"If you are prepared to attend an intense training course, Firebrand is for you. After 3 days of training, I gained a huge amount of knowledge. Just be ready to learn! And take your skills to the next level."
Mark Cunningham, Capgemini. (16/5/2017 (Tuesday) to 19/5/2017 (Friday))

"Firebrand provides great training with brilliant instructors. The course was enjoyable and the resources I had access to were fantastic"
Azimuth Jenkins, Capgemini. (16/5/2017 (Tuesday) to 19/5/2017 (Friday))

"Very intense course, but very enjoyable. I met some great people, including our instructor and learned a great amount in a short time. Facilities are fantastic, food amazing. Overall a thumbs up! "
Kay Duddy, SSAFA. (14/11/2016 (Monday) to 17/11/2016 (Thursday))

"The Firebrand training was excellent, with a knowledgeable tutor who was able to share his experience in a highly interactive classroom environment. I have come away from the training with a lot more experience and knowledge that I can apply in my workplace"
Ryan Maclean, Oil & Gas UK. (14/11/2016 (Monday) to 17/11/2016 (Thursday))

"If you are prepared to attend an intense training course, Firebrand is for you. After 3 days of training, I gained a huge amount of knowledge. Just be ready to learn! And take your skills to the next level."
Mark Cunningham, Capgemini. (16/5/2017 (Tuesday) to 19/5/2017 (Friday))

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