Managed Business & IT Training Solutions

MBIT Training Ltd

Customization in Microsoft Dynamics 365 for Sales and Customer Service (81059)

This Digital Learning course provides students with the tools to customize Dynamics 365 implementation for Sales and Service. The focus is on the using and understanding how the platform tools that are provided can be leveraged to create custom objects, modify the user interface, automate tasks, and other specific customizations.
SKU: 81059
GTIN: 81059
Manufacturer: Microsoft
£500.00 (GBP)

This Digital Learning course provides students with the tools to customize Dynamics 365 implementation for Sales and Service.  The focus is on the using and understanding how the platform tools that are provided can be leveraged to create custom objects, modify the user interface, automate tasks, and other specific customizations.

Learning Objectives

  • How to create, package, manage, and deploy specific Dynamics 365 customizations using solutions
  • Creating and maintaining custom entities, and custom fields based on specific needs
  • Working with specialized fields such as calculated and rollup fields
  • How to use Dynamics 365’s different relationship types to configure how related records work together
  • Create and edit customized forms, as well as how to configure specialized components on them such as editable sub-grids, and quick views     
  • How to apply Portable Business Logic controls
  • How users interact with specific data on forms and entities 
  • Exploring the different tools available for creating specific views, charts, and dashboards based on specific needs 

Prerequisites

  • A working knowledge of how to use Microsoft Dynamics CRM 2013 and/or 2015
  • It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM 2013 applications training
  • Because this training material focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that individuals have a basic understanding of Microsoft SQL Server and relational database functionality