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Configuration in Microsoft Dynamics 365 (CRM) for Sales and Customer Service - 81060 Course Outline

 (2 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.

Overview
This course provides students with the tools to configure a 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 and maintain an organizational security structure, create guided business processes, 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.

What are the goals for this course?
How to successfully configure specific application features such as auto-numbering, data management, and other Dynamics 365 features
Provide guidance on the designing a Dynamics 365 security model including configuration of Business Units, Security Roles, Users, and Teams
Using Dynamics 365s security model to control access to data, features, and functions
How to create and maintain Business Process Flows that can be used to provide users with a guided path to working through business scenarios
Look at how to implement and configure a Knowledge Management solution
Provide an overview of the different processes that are available in Dynamics 365 and when each process type should be used
Configure Dynamics 365 and Office 365 integration scenarios, such as integration with SharePoint, OneNote, OneDrive, and Office Groups

Course Outline

Module 1: Introduction to Configuring Dynamics 365
Course Overview
Module Overview
Configuring Dynamics 365

Module 2: Configuring Dynamics 365, Business Units, Teams, and Users
Security
User Management
Email System Settings and Configuration
Teams
Module Review
Test Your Knowledge Questions:

Module 3: The Dynamics 365 Security Model
Module Overview
Purpose of the Security Model
Security Roles Explained
Defining Permissions
Privileges
Access Levels
Options for creating Security Roles
Security Roles and Business Units
Assigning Security Roles
Multiple Security Roles
Security Roles: Layered Approach
Teams and Security Roles
Module Review
Test Your Knowledge Questions:

Module 4: Implementing Hierarchical Security
Module Overview
Hierarchy Security
Managerial Hierarchy Security
Positional Hierarchy Security
Module Review

Module 5: Knowledge Management
Module Overview
The Big Picture
Searching the Knowledge Base
Enabling Knowledge Search
Module Review
Test Your Knowledge Questions:

Module 6: Introduction to Processes
Module Overview
Processes and Automation
Business Process Flows
Workflow Basics
Creating a Basic Workflow
Convert a Workflow
Module Review
Test Your Knowledge Questions

Module 7: Business Process Flows
Module Overview
What are Business Process Flows?
Enabling Business Process Flows
Steps, Stages, and Categories
Working with Multiple Entities
Conditional Branching
Create a Business Process Flows
Mobile Task Flows
Module Review
Test Your Knowledge Questions

Module 8: Dynamics 365 and Office 365
Module Overview
Integration Options
Folder Tracking
Exchange Folder Mapping
Types of Office Group 365 Groups Integrations
SharePoint Integration Overview
OneNote in Dynamics 365
Module Review
Test Your Knowledge Questions
Course Review
View outline in Word

A81060

Attend hands-on, instructor-led Configuration in Microsoft Dynamics 365 (CRM) for Sales and Customer Service - 81060 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.

Microsoft Gold Partner
Class Dates
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Fee:  $1195

Savings options:

 15 Day Pass
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