Mastering Microsoft Dynamics 365 Customer Engagement (CE)

Module 1 – The Unified Interface (UI)

• Model-Driven Apps
• Lab A – Investigating the Unified Interface

Module 2 – Introduction to Dynamics 365 Customisation

• Default & Dataverse Default Solutions
• Create a New Solutions & Publishers
• Solutions
• Exporting and Importing Solutions
• Lab A – Configuring the Power Platform Environment
• Lab B – Create a Publisher and Solution

Module 3 – Security Model: User Management

• Adding Users to Microsoft Dynamics 365
• User Licensing in Dynamics 365
• Lab A – Adding Users

Module 4 – Security Model: Business Units

• Business Unit Hierarchy
• How to Create & Modify Business Units
• Lab A – Creating Business Unit Structure

Module 5 – Security Model: Security Roles

• Relationship between Security Roles and Business Units
• Special Roles
• Privileges and Access Levels
• Miscellaneous Privileges
• Create and Copy Roles
• Lab A – Configuring Security Roles

Module 6 – Teams in Dynamics 365

• Team Types
• Creating a Team
• Migrating Users/Teams between Business Units
• How to reassign Users to different Business Units
• Lab A – Managing and Creating Teams

Modue 7 – Configure Email Services

• Server-Side Synchronisation
• Configuring Server-Side Synchronisation
• Email Server Profiles
• Configuring Mailbox Records
• Microsoft Dynamics 365 App for Outlook
• Folder Tracking
• Lab A – Configuring Email Integration
• Lab B – Configuring Outlook Integration

Module 8 – Integration with Other Microsoft 365 Offerings

• Integration with SharePoint
• Security: Permissions
• Lab A – SharePoint Integration
• Integrate with OneDrive
• Permission: Security
• OneNote Integration
• Working with Microsoft Teams
• Lab B – Integrating with Microsoft Teams

Module 9 – Model Driven Apps

• App Designer
• Lab 5 – Create a Model-Driven App

Module 10 – Customisation of Tables

• Creating and modifying tables
• Lab A – Creating Custom Tables

Module 11 – Creating and Customising Columns

• Columns and their Display Formats
• Deleting Columns from a Table
• Lab A – Creating Additional Columns for the Public Event & Event Booking Tables
• Calculated Columns
• Lab B – Creating a Calculated Column
• Lab C – Creating a Rollup Column (if time permits)

Module 12 – Establishing Relationships

• Relationship Types
• Lab A – Create and Modify a 1: N Relationship
• Lab B – Create a N:N Relationship
• Lab C – Creating Hierarchical Relationships
• Column Mappings in Dynamics 365
• Connections and Connection Roles
• Create a Connection
• Lab D – Connecting Records (if time permits)

Module 13 – Form Customisation

• Quick Create Forms
• Lab A – Create a Quick Create Form
• Main Form Customisations
• Lab B – Form Customisation
• Lab C – Adding Quick View Form Data to a Child Table Form
• Lab D – Securing an Additional Form

Module 14 – Introduction to Business Rules

• Creating Business Rules
• Activating & Using Business Rules
• Lab A – Create a Business Rule

Module 15 – Creating, Maintaining and Customising Views

• Creating Views
• Modifying System Views
• Lab A – Modify the Quick Find View & Create a New Public View

Module 16 – Chart Customisation

• Chart Structure
• Lab A – Create a Custom Chart

Module 17 – Dashboards

• Creating Standard Dashboards
• Creating Interactive Sashboards
• Lab A – Create a System Standard Dashboard
• Lab B – Creating an Interactive Experience Dashboard

Module 18 – Additional Security Features

• Introducing Column Level Security
• Lab A – Configure Column Security
• Enabling Auditing
• Lab B – Enable Auditing & View Audit Records

Module 19 – Creating Processes

• Creating and Activating Microsoft Cloud Flows
• Lab A – Create Flow
• Creating Business Process Flow
• Securing Business Process Flow
• Lab B – Create a Business Process Flow

Module 20 – Working with Solutions

• Solution Management
• Solution Patching
• Lab A – Solution Patching
• When to use a Managed or Unmanaged Solution
• Lab B – Import a Managed Solution

Module 21 – Do it Yourself!