Microsoft Dynamics (365) CRM Customization and Configuration Training in Daytona
Mon Jul 22, 9:30 PM - Mon Jul 22, 11:30 PM

This course will teach you everything you need to know regarding customizing and configuring the Dynamics (365) CRM  system which meets the requirements of a Dynamics 365/CRM Project implementation for a company.
You will learn about the tools and techniques used to customize and configure Dynamics 365/CRM online and on-premise editions.
This course will also prepare you to pass the Dynamics 365/CRM MB-716 Customization and Configuration Certification exam.

Weekly Class Schedule
This class will be held on weekday evenings from 6:30-8:30 pm US Pacific time (PST) each day on Monday, Tuesday, Wednesday of every week beginning July 22 and ending on April August 7, 2019. 
Check your Local Date and Time for First Session

Course Outline
1. Introduction to Customizing and Configuring Microsoft Dynamics CRM

Course Introduction
Module Overview
CRM Overview
What is Dynamics CRM Customization and Configuration?
CRM Architecture
Customization Methodology
Module review
Obtaining a Dynamics CRM Trial

2. Manage Microsoft Dynamics CRM Online Subscriptions

Module Overview
Configuring CRM
Overview of CRM Security
User Administration
Mailboxes
Teams
Module Review
Configuring Dynamics CRM
Configure Business Units, Users, and Teams

3. Dynamics CRM Security Model

Module Overview
Purpose of the CCRM Security Model
Privileges
Access Levels
Security Roles
Hierarchy Security
Hierarchy Types
Module review
Configure Dynamics CRM Security

4. Introduction to Solutions

Module Overview
Solutions Overview
Solution Detail
Creating and Working with Solutions
Working with Solution Assets
Exporting Solutions
Importing Solutions
Module review

5. Entity and Customizations

Module Overview
Types Entities
Entity Ownership
Entity Properties
System vs Custom Entities
Custom Entities and Security Roles
Overview of Fields
Field Properties
Module review

6. Additional Field Customizations

Module Overview
Creating Fields to Meet Client Needs
Calculated Fields
Rollup Fields
CRM Option Sets
Alternate Keys
Field Level Security
State and Status Reason Transitions
Module Review

7. Configure Mobile Devices

Module Overview
Types of Relationships
How and where they are created
Many to Many Relationships
Hierarchical Data
Entity Mapping
Connection and