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 Dashboards
- 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!
