MB2-716: Microsoft Dynamics 365 Customization and Configuration Training & Certification Course

Module 1:  Configure Microsoft Dynamics 365 settings

 Configure auditing, document management, and collaboration; configure administration settings; perform data management tasks; perform user management; implement themes

Module 2:   Manage Microsoft Dynamics 365 security

 Identify security roles, define permissions and privileges, configure access levels, configure security roles, assign security roles, implement multiple security roles, manage access, implement the standard security model and hierarchy security, configure business units, manage teams

Module 3:   Configure email services

 Identify integration options, configure email server profiles and default organization email settings, enable server-side email synchronization, enable folder tracking, map exchange folders, set up and configure the CRM App for Outlook

Module 4:   Integrate Microsoft Dynamics 365 with other Office 365 offerings

 Select the appropriate Office 365 group integration, create and configure Office 365 groups, integrate Microsoft Dynamics 365 and SharePoint, enable linking to OneNote files, set up and configure OneNote integration, configure OneDrive integration

Module 5:   Manage Microsoft Dynamics 365 entities

 Manage entity ownership, manage entity properties, configure system entities, describe activity entities, configure entity ownership and entity properties, implement managed properties, configure custom entities and security roles, delete entities

Module 6:   Implement entity relationships

 Define relationship types, create relationships, configure cascading rules, identify types of cascading behaviour, work with hierarchical data, configure entity mapping, create connections and connection roles

Module 7:   Define and configure Microsoft Dynamics 365 fields

 Identify field types, define field naming requirements, configure field properties and field display formats, implement option sets and two option fields, configure lookup fields and customer fields

Module 8:   Configure field customizations

 Configure fields, configure field properties, use calculated fields, use rollup fields, configure global option sets, create alternate keys, configure field security and security roles, use status and status reasons, identify status reason transitions

Module 9:   Create and manage Microsoft Dynamics 365 solutions

 Recommend usage patterns for Microsoft Dynamics 365 solutions, identify solution components, identify solution types, create managed and unmanaged solutions, configure publishers and versions, manage multiple solutions, import and export solutions

Module 10:   Customize Microsoft Dynamics 365 forms

 Identify Microsoft Dynamics 365 form types, build a form, use specialized form components, implement access teams and subgrids, create editable grids, work with navigation, use multiple forms

Module 12:   Implement Microsoft Dynamics 365 views and visualizations

 Identify view types; create, modify, manage, and delete views; customize views; create a system and personal charts; identify chart types that can be combined; use available series aggregation types; customize charts; import and export charts; create dashboards and dashboard components; customize dashboards; control access to dashboards

Module 13:   Configure Microsoft Dynamics 365 for mobile devices

 Deploy the mobile client, identify available entities for the mobile client, configure mobile navigation, design mobile form layout, create custom controls, hide mobile form content, create multiple forms, create mobile views and activity lists

Module 14:   Implement and manage business rules

 Determine when to use business rules; describe business rule scopes; identify actions that trigger business rules; configure business rules, conditions, and actions

Module 15:   Implement and manage workflows, dialogs, and custom actions

 Implement workflows; identify workflow types; implement dialogs and custom actions; identify when to use business process flows, workflow dialogs and custom actions

Module 16:   Implement and manage business process flows

 Identify business flow components; enable business process flows; implement steps, stages, and categories; implement flows that use multiple entities; use conditional branching; implement role-driven business process flows; run workflows