Microsoft Dynamics 365 Customization & Configuration
Categories: Microsoft Dynamics 365, Others
About Course
Course Overview
Do you want to learn and master Microsoft Dynamics 365 Customization and Configuration? If yes, then this course is for you.
What Will You Learn?
- Learn every topic in detail for Microsoft Dynamics 365 Customization & Configuration, implement Dynamics 365 Entities, Entity Relationships, Fields, Solutions, Forms, Views, Visualizations, Business Rules, Workflows, And Business Process Flows.
Course Content
Welcome
Important: Please Read
Thank you for enrolling in this course. I'm sure it will help you.
Originally, this course was designed for students to learn about Dynamics 365 Configuration and prepare for the MB2-716 exam.
Although Microsoft has retired the MB2-716 exam, this course's content is still valid, and you will learn a lot about configuring Microsoft Dynamics 365 configuration.
Please ignore the slides mentioning MB2-716; the rest is all good.
Enjoy learning.
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Welcome
10:37 -
IMPORTANT Microsoft Dynamics 365 New Interface
04:39 -
What to Expect
02:11
Configure Microsoft Dynamics 365
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Module 1 Overview
02:18 -
Settings – Configure Auditing
12:45 -
Settings – Document Management & Office 365 Collaboration
11:23 -
Settings – Administration Settings
11:39 -
Settings – Business Management Settings
10:44 -
Settings – Data Management Settings
09:02 -
Settings – User Management
06:20 -
Settings – Implement Themes
04:13 -
Notes 1.1
00:00 -
Security – What is A Security Model
04:56 -
Security – Security Roles Privileges & Access Levels
17:47 -
Security – Business Units & Multiple Security Roles
16:13 -
Security – Hierarchy Security
11:47 -
Security – Team Security Roles
08:17 -
Notes 1.2
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Email Services – Server Side Synchronization
10:06 -
Email Services – Enable Folder Tracking
06:09 -
Email Services – CRM App For Outlook
04:08 -
Notes 1.3
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Office 365 Integration – Office 365 Groups
09:35 -
Office 365 Integration – Integration with other Office 365 Components
07:49 -
Notes 1.4
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Module 1 Review
01:52
Implement Microsoft Dynamics 365 Entities Entity Relationships And Fields
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Module 2 Overview
02:40 -
Lets Understand Customizations
04:50 -
Manage Entities – Entities Overview
11:26 -
Manage Entities – Types of Entities
07:51 -
Manage Entities – Custom Entities
10:12 -
Notes 2.1
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Relationships – Understanding Relationships
18:36 -
Relationships – Cascading Rules
09:00 -
Relationships – Hierarchical Data
07:29 -
Relationships – Configure Entity Mapping
05:58 -
Relationships – Create Connections & Connection Roles
06:40 -
Notes 2.2
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Manage Fields – Understanding Fields
11:27 -
Manage Fields – Configure Field Properties
08:34 -
Manage Fields – Implement Option Sets & Two Options
09:54 -
Manage Fields – Configure Lookup & Customer Fields
05:49 -
Notes 2.3
00:00 -
Configure Fields Customization – Configure Fields
14:04 -
Configure Fields Customization – Use Calculated Fields
11:19 -
Configure Fields Customization – Use Rollup Fields
05:13 -
Configure Fields Customization – Create Alternate Keys
04:48 -
Configure Fields Customization – Configure Field Security
09:03 -
Configure Fields Customization – Status & Status Reasons
06:57 -
Configure Fields Customization – Status Reason Transitions
03:11 -
Notes 2.4
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Module 2 Review
01:46
Create and Manage Dynamics 365 Solutions Forms Views And Visualizations
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Module 3 Overview
03:00 -
Solutions – Understand Solutions
04:05 -
Solutions – Configure Publishers & Versions
10:47 -
Solutions – Identify Solution Types
08:53 -
Solutions – Manage Multiple Solutions
07:25 -
Solutions – Export & Import Solutions
16:32 -
Solutions – Distribute Solutions & Patches
09:32 -
Notes 3.1
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Forms – Lets Understand Forms
01:49 -
Forms – Form Types
13:41 -
Forms – Specialized Form Components
08:45 -
Forms – Sub-Grid and Editable Grids
07:52 -
Forms – Access Teams
07:17 -
Forms – Use Multiple Forms
06:04 -
Notes 3.2
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Views – Lets Understand Views
01:26 -
Views – Identify Views Types
02:53 -
Views – System Views
12:04 -
Views – Public Views
11:16 -
Views – Personal Views
08:10 -
Visualizations – Lets Understand Charts
11:02 -
Visualizations – Charts To Combine
01:56 -
Visualizations – Available Series Aggregation Types
05:53 -
Visualizations – Import & Export Charts
08:14 -
Visualizations – Lets Understand Dashboards
17:02 -
Visualizations – Control Access To Dashboards
03:50 -
Notes 3.3
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Mobile – Understanding Mobile Behaviour
07:45 -
Mobile – Create Custom Controls
08:33 -
Mobile – Hide Mobile Form Content
03:59 -
Mobile – Create Multiple Forms
02:46 -
Mobile – Create Mobile Views & Activity Lists
04:41 -
Notes 3.4
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Module 3 Review
02:50
Implement Business Rules Workflows And Business Process Flows
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Module 4 Overview
01:07 -
Business Rules – Understanding Business Rules
11:01 -
Business Rules – Configure Business Rules
12:40 -
Notes 4.1
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Understanding Workflows
05:13 -
Implement Workflows
15:00 -
Understanding Dialogs
02:24 -
Implement Dialogs
11:15 -
Understanding Custom Actions
01:52 -
Implementing Custom Actions
16:08 -
When to use Workflow Dialogs And Custom Actions
01:35 -
Notes 4.2
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BPF – Understanding Business Process Flows
01:46 -
BPF – Identify Business Flow Components
02:30 -
BPF – Enable Business Process Flows
02:51 -
BPF – Implement Steps Stages and Categories
16:37 -
BPF – Implement Flows That Use Multiple Entities
05:27 -
BPF – Use Conditional Branching
05:22 -
BPF – Implement Role-Driven Business Process Flows
03:17 -
Notes 4.3
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Module 4 Review
01:21
Course Review And Next Steps
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Course Review
10:05 -
Next Steps And 2 Practice Tests
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