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Customization in Microsoft Dynamics 365 (CRM) for Sales and Customer Service - 81059 Course Outline

 (3 days)
Version 365

Special Note to New Hampshire Residents
This course has not yet been approved by the State's Department of Education. Please contact us to get an update as to when the class should be available in New Hampshire.

This 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.

This course helps prepare you for assessment Customization and Configuration in Microsoft Dynamics 365 for Sales and Customer Service.
This course helps prepare you for assessment Extending Functionality in Microsoft Dynamics 365 for Sales and Customer Service.
This course helps prepare you for exam MB2-716.

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 365s 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

Course Outline

Module 1: Introduction to Customizing Dynamics 365

Module 2: Introduction to Solutions

Module 3: Entity and Field Customization Basics

Module 4: Additional Field Customizations

Module 5: Relationships

Module 6: Customizing Forms

Module 7: Business Rules

Module 8: Views and Visualizations

Module 9: Customizations for Interactive Service Hub

Module 10: Customizations for Mobile
View outline in Word


Attend hands-on, instructor-led Customization in Microsoft Dynamics 365 (CRM) for Sales and Customer Service - 81059 training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of CRM Courses and select the one that's right for you.

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Fee:  $1795

Savings options:

 15 Day Pass
 CEA Tech Saver
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