Mastering Microsoft Dynamics 365 Customer Engagement (CE) Training in United Kingdom

  • Learn via: Classroom
  • Duration: 5 Days
  • Level: Intermediate
  • Price: From €6,461+VAT
We can host this training at your preferred location. Contact us!

This 5-day course will empower learners to be able to administer Dynamics 365 through the Microsoft Power Platform and customise the Customer Engagement platform of Dynamics 365. After the course delegates, with some additional study, will be ready to take the Microsoft PL-200 exam Microsoft Power Platform Functional Consultant.

Working Knowledge of Dynamics 365.

Instructors will demonstrate features throughout the event. Optional Lab exercises are available for learners to complete within a learner-created free trial tenancy. Microsoft may require a valid credit card to create 30 day free tenancies which must be cancelled within 30 days to avoid incurring charges. QA have no control over the Microsoft 365 trial tenancy signup or billing process.

Module 1 – The Unified Interface (UI)

  • Model-Driven Apps
  • Lab A – Investigating the Unified Interface

Module 2 – Introduction to Dynamics 365 Customisation

  • Default & Dataverse Default Solutions
  • Create a New Solutions & Publishers
  • Solutions
  • Exporting and Importing Solutions
  • Lab A – Configuring the Power Platform Environment
  • Lab B – Create a Publisher and Solution

Module 3 – Security Model: User Management

  • Adding Users to Microsoft Dynamics 365
  • User Licensing in Dynamics 365
  • Lab A – Adding Users

Module 4 – Security Model: Business Units

  • Business Unit Hierarchy
  • How to Create & Modify Business Units
  • Lab A – Creating Business Unit Structure

Module 5 – Security Model: Security Roles

  • Relationship between Security Roles and Business Units
  • Special Roles
  • Privileges and Access Levels
  • Miscellaneous Privileges
  • Create and Copy Roles
  • Lab A – Configuring Security Roles

Module 6 – Teams in Dynamics 365

  • Team Types
  • Creating a Team
  • Migrating Users/Teams between Business Units
  • How to reassign Users to different Business Units
  • Lab A – Managing and Creating Teams

Modue 7 – Configure Email Services

  • Server-Side Synchronisation
  • Configuring Server-Side Synchronisation
  • Email Server Profiles
  • Configuring Mailbox Records
  • Microsoft Dynamics 365 App for Outlook
  • Folder Tracking
  • Lab A – Configuring Email Integration
  • Lab B – Configuring Outlook Integration

Module 8 – Integration with Other Microsoft 365 Offerings

  • Integration with SharePoint
  • Security: Permissions
  • Lab A – SharePoint Integration
  • Integrate with OneDrive
  • Permission: Security
  • OneNote Integration
  • Working with Microsoft Teams
  • Lab B – Integrating with Microsoft Teams

Module 9 – Model Driven Apps

  • App Designer
  • Lab 5 – Create a Model-Driven App

Module 10 – Customisation of Tables

  • Creating and modifying tables
  • Lab A – Creating Custom Tables

Module 11 – Creating and Customising Columns

  • Columns and their Display Formats
  • Deleting Columns from a Table
  • Lab A – Creating Additional Columns for the Public Event & Event Booking Tables
  • Calculated Columns
  • Lab B – Creating a Calculated Column
  • Lab C – Creating a Rollup Column (if time permits)

Module 12 – Establishing Relationships

  • Relationship Types
  • Lab A – Create and Modify a 1: N Relationship
  • Lab B – Create a N:N Relationship
  • Lab C – Creating Hierarchical Relationships
  • Column Mappings in Dynamics 365
  • Connections and Connection Roles
  • Create a Connection
  • Lab D – Connecting Records (if time permits)

Module 13 – Form Customisation

  • Quick Create Forms
  • Lab A – Create a Quick Create Form
  • Main Form Customisations
  • Lab B – Form Customisation
  • Lab C – Adding Quick View Form Data to a Child Table Form
  • Lab D – Securing an Additional Form

Module 14 – Introduction to Business Rules

  • Creating Business Rules
  • Activating & Using Business Rules
  • Lab A – Create a Business Rule

Module 15 – Creating, Maintaining and Customising Views

  • Creating Views
  • Modifying System Views
  • Lab A – Modify the Quick Find View & Create a New Public View

Module 16 – Chart Customisation

  • Chart Structure
  • Lab A – Create a Custom Chart

Module 17 – Dashboards

  • Creating Standard Dashboards
  • Creating Interactive Sashboards
  • Lab A – Create a System Standard Dashboard
  • Lab B – Creating an Interactive Experience Dashboard

Module 18 – Additional Security Features

  • Introducing Column Level Security
  • Lab A – Configure Column Security
  • Enabling Auditing
  • Lab B – Enable Auditing & View Audit Records

Module 19 – Creating Processes

  • Creating and Activating Microsoft Cloud Flows
  • Lab A – Create Flow
  • Creating Business Process Flow
  • Securing Business Process Flow
  • Lab B – Create a Business Process Flow

Module 20 – Working with Solutions

  • Solution Management
  • Solution Patching
  • Lab A – Solution Patching
  • When to use a Managed or Unmanaged Solution
  • Lab B – Import a Managed Solution

Module 21 – Do it Yourself!



Contact us for more detail about our trainings and for all other enquiries!

Upcoming Trainings

Join our public courses in our United Kingdom facilities. Private class trainings will be organized at the location of your preference, according to your schedule.

Classroom / Virtual Classroom
05 August 2024
London, Manchester, Birmingham
€6,461 +VAT Book Now
Classroom / Virtual Classroom
16 August 2024
London, Manchester, Birmingham
5 Days
Classroom / Virtual Classroom
03 September 2024
London, Manchester, Birmingham
5 Days
Classroom / Virtual Classroom
05 September 2024
London, Manchester, Birmingham
5 Days
Classroom / Virtual Classroom
08 September 2024
London, Manchester, Birmingham
5 Days
Classroom / Virtual Classroom
22 September 2024
London, Manchester, Birmingham
5 Days
Classroom / Virtual Classroom
14 October 2024
London, Manchester, Birmingham
5 Days
Classroom / Virtual Classroom
16 October 2024
London, Manchester, Birmingham
5 Days
Mastering Microsoft Dynamics 365 Customer Engagement (CE) Training Course in the United Kingdom

The United Kingdom (Britain) is situated in north-western Europe. The UK is made up of England, Scotland, Wales and Northern Ireland. The United Kingdom is a constitutional monarchy with a unitary parliamentary democracy, as Queen Elizabeth II has been the monarch since 1952. The country's capital and largest metropolis is London.

The United Kingdom has always been one of the most popular tourist destinations in Europe. People from all around the world come to see the diverse scenery and rich cultural background of Britain. Some of the most popular places to visit in the UK are London (with Tower Bridge, River Thames, Big Ben, Parliament Buildings, Westminster Abbey…), Scotland's Capital Edinburgh, Roman-Era Bath, Stonehenge (one of the best-known prehistoric monument in Europe), Windsor Castle and Loch Ness.

Empower yourself with our extensive selection of IT courses, covering programming, data analytics, software development, business skills, cloud computing, cybersecurity, project management. Experience personalized training and expert guidance from our instructors, who will come to your chosen training venue anywhere in United Kingdom.
By using this website you agree to let us use cookies. For further information about our use of cookies, check out our Cookie Policy.