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CMDBID: 100975 | Course Code: 55242 | Duration: 3 Days
Overview >

This course provides students with a detailed hands-on experience of setting up, customizing, configuring and maintaining the components of Microsoft Dynamics 365 Customer Engagement. Attendees of this course will gain an in-depth understanding of the Dynamics 365 security model, learn how to customize the Dynamics 365 framework, create and maintain business process flows, create custom business apps and use solutions to package and deploy customizations across multiple Dynamics 365 environments. The course applies to Microsoft Dynamics 365 Customer Engagement Version 9.* (Online and On-premise deployments).All of our courses have been quality tested by ProCert Courseware Testing.

Audience Profile

This course is intended for Information workers, IT Professionals and Developers. Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM. As a minimum, students should attend the prerequisite course 'Introduction to Microsoft Dynamics 365'.

Prerequisites

  • A working knowledge of Microsoft Dynamics 365
  • Successfully completed the 'Introduction to Microsoft Dynamics 365' course

Outcome

After completing this course, students will be able to:

  • Understand the features and tools that exist in Microsoft Dynamics 365 Customer Engagement
  • Be able to customize and configure the out of the box Apps and Hubs in Microsoft Dynamics 365, including the Sales and Customer Service Apps
  • Create a custom model driven Unified Client Interface (UCI) App using the App Designer and Site Map Designer
  • Be aware of integrating complimenting Microsoft products such as SharePoint, Skype for Business, Exchange and OneNote
  • Undertake and carry out the initial setup and configuration required in a Microsoft Dynamics 365 deployment
  • Configure Auditing in Dynamics 365 and the Office 365 Security and Compliance Center
  • Design and configure a comprehensive Security model using the inbuilt tools in Microsoft Dynamics 365
  • Create a custom Dynamics 365 model including custom Entities, Fields and Relationships
  • Understand the concept of Virtual Entities to integrate external data in Dynamics 365
  • Design custom Forms, Quick View Forms, Quick Create Forms and Card Forms
  • Create custom System Views, Personal Views and Public Views
  • Understand the differences when customizing the Web, UCI and Outlook interfaces
  • Create System Charts, Dashboards and Interactive Experience Dashboards
  • Create and manage Business Rules using the Business Rule Designer
  • Plan, design and implement best practice Workflow, Business Process Flows and Custom Actions
  • Be able to apply best practice methodology using Unmanaged and Managed Solutions to deploy Microsoft Dynamics 365 customizations and patches

On-Site Training

If you need training for four or more people, ask us about training at your site. You can enjoy the convenience of reduced travel cost and time, as well as a familiar environment for your staff. Additionally, we can customise the course for your business needs.

Course Dates

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Location
Start Date
Price
New York, United States
9th Nov 2020
$2700
Auckland, New Zealand
9th Nov 2020
$2856
Wellington, New Zealand
9th Nov 2020
$2856
Sydney, Australia
9th Nov 2020
$2856
Canberra, Australia
9th Nov 2020
$2856
Chicago, United States
9th Nov 2020
$2700
San Francisco, United States
9th Nov 2020
$2700
Paris, France
9th Nov 2020
€2400
Berlin, Germany
9th Nov 2020
€2400
Melbourne, Australia
9th Nov 2020
$2856
Madrid, Spain
9th Nov 2020
€2400
Milan, Italy
9th Nov 2020
€2400
LVC, United States
23rd Nov 2020
$2700
LVC, New Zealand
23rd Nov 2020
$2856
LVC, Australia
23rd Nov 2020
$2856
LVC, Germany
23rd Nov 2020
€2400
LVC, France
23rd Nov 2020
€2400
LVC, United States
23rd Nov 2020
$2700
LVC, New Zealand
23rd Nov 2020
$2856
LVC, United States
23rd Nov 2020
$2700
LVC, Australia
23rd Nov 2020
$2856
LVC, Australia
23rd Nov 2020
$2856
LVC, Italy
23rd Nov 2020
€2400
LVC, Spain
23rd Nov 2020
€2400
ONSITE, United States
Onsite
$2856

Thinking about Onsite?

If you need training for 3 or more people, you should ask us about onsite training. Putting aside the obvious location benefit, content can be customised to better meet your business objectives and more can be covered than in a public classroom. Its a cost effective option. One on one training can be delivered too, at reasonable rates.

Submit an enquiry from any page on this site, and let us know you are interested in the requirements box, or simply mention it when we contact you.

All $ prices are in USD unless it’s a NZ or AU date

SPVC = Self Paced Virtual Class

LVC = Live Virtual Class

Please Note: All courses are availaible as Live Virtual Classes