Mastering Dynamics 365 Implementation and Configuration
Course Overview This comprehensive course is designed to equip participants with the skills and knowledge required to implement and configure Dynamics 365. Upon completion, participants will receive a certificate issued by The Art of Service.
Course Objectives - Understand the Dynamics 365 platform and its applications
- Configure and implement Dynamics 365 modules
- Design and implement data models and entities
- Develop and implement business processes and workflows
- Integrate Dynamics 365 with other systems and applications
- Troubleshoot and optimize Dynamics 365 implementations
Course Outline Module 1: Introduction to Dynamics 365
- Overview of Dynamics 365
- Dynamics 365 modules and applications
- Benefits and features of Dynamics 365
- Implementation and configuration options
Module 2: Dynamics 365 Configuration
- Configuring Dynamics 365 settings
- Creating and managing entities
- Configuring fields and forms
- Creating and managing views
- Configuring business rules and workflows
Module 3: Data Modeling and Entity Configuration
- Understanding data models and entities
- Creating and managing entities
- Configuring entity relationships
- Creating and managing fields
- Configuring data validation and business rules
Module 4: Business Process and Workflow Configuration
- Understanding business processes and workflows
- Creating and managing business processes
- Configuring workflows and business rules
- Using business process flows
- Integrating workflows with other Dynamics 365 modules
Module 5: Integrating Dynamics 365 with Other Systems
- Understanding integration options
- Using data integration tools
- Configuring API connections
- Integrating with other Microsoft products
- Integrating with third-party applications
Module 6: Security and Access Control
- Understanding Dynamics 365 security
- Configuring security roles and permissions
- Managing users and teams
- Configuring field-level security
- Using hierarchical security
Module 7: Reporting and Analytics
- Understanding reporting and analytics options
- Creating and managing reports
- Using Power BI with Dynamics 365
- Configuring dashboards and charts
- Using advanced analytics tools
Module 8: Troubleshooting and Optimization
- Troubleshooting common issues
- Optimizing Dynamics 365 performance
- Using monitoring and logging tools
- Configuring error handling and debugging
- Best practices for maintenance and support
Module 9: Advanced Topics and Best Practices
- Advanced configuration and customization
- Using Power Apps and Power Automate
- Integrating with other Microsoft services
- Best practices for implementation and configuration
- Staying up-to-date with the latest Dynamics 365 features
Course Features - Interactive and engaging content: Learn through a mix of video lessons, interactive simulations, and hands-on projects.
- Comprehensive and up-to-date content: Stay current with the latest Dynamics 365 features and best practices.
- Personalized learning: Learn at your own pace and track your progress.
- Expert instructors: Learn from experienced professionals with real-world expertise.
- Certificate upon completion: Receive a certificate issued by The Art of Service.
- Flexible learning: Access the course from anywhere, on any device.
- User-friendly interface: Navigate the course easily and find the resources you need.
- Mobile-accessible: Learn on-the-go, on any mobile device.
- Community-driven: Connect with other learners and get support.
- Actionable insights: Apply what you learn to real-world scenarios.
- Hands-on projects: Practice your skills with practical exercises.
- Bite-sized lessons: Learn in manageable chunks.
- Lifetime access: Return to the course materials at any time.
- Gamification: Stay motivated with interactive challenges and rewards.
- Progress tracking: Monitor your progress and stay on track.
What You'll Receive - A comprehensive understanding of Dynamics 365 implementation and configuration
- A certificate issued by The Art of Service upon completion
- Lifetime access to the course materials
- Ongoing support and community connection
,
- Understand the Dynamics 365 platform and its applications
- Configure and implement Dynamics 365 modules
- Design and implement data models and entities
- Develop and implement business processes and workflows
- Integrate Dynamics 365 with other systems and applications
- Troubleshoot and optimize Dynamics 365 implementations
Course Outline Module 1: Introduction to Dynamics 365
- Overview of Dynamics 365
- Dynamics 365 modules and applications
- Benefits and features of Dynamics 365
- Implementation and configuration options
Module 2: Dynamics 365 Configuration
- Configuring Dynamics 365 settings
- Creating and managing entities
- Configuring fields and forms
- Creating and managing views
- Configuring business rules and workflows
Module 3: Data Modeling and Entity Configuration
- Understanding data models and entities
- Creating and managing entities
- Configuring entity relationships
- Creating and managing fields
- Configuring data validation and business rules
Module 4: Business Process and Workflow Configuration
- Understanding business processes and workflows
- Creating and managing business processes
- Configuring workflows and business rules
- Using business process flows
- Integrating workflows with other Dynamics 365 modules
Module 5: Integrating Dynamics 365 with Other Systems
- Understanding integration options
- Using data integration tools
- Configuring API connections
- Integrating with other Microsoft products
- Integrating with third-party applications
Module 6: Security and Access Control
- Understanding Dynamics 365 security
- Configuring security roles and permissions
- Managing users and teams
- Configuring field-level security
- Using hierarchical security
Module 7: Reporting and Analytics
- Understanding reporting and analytics options
- Creating and managing reports
- Using Power BI with Dynamics 365
- Configuring dashboards and charts
- Using advanced analytics tools
Module 8: Troubleshooting and Optimization
- Troubleshooting common issues
- Optimizing Dynamics 365 performance
- Using monitoring and logging tools
- Configuring error handling and debugging
- Best practices for maintenance and support
Module 9: Advanced Topics and Best Practices
- Advanced configuration and customization
- Using Power Apps and Power Automate
- Integrating with other Microsoft services
- Best practices for implementation and configuration
- Staying up-to-date with the latest Dynamics 365 features
Course Features - Interactive and engaging content: Learn through a mix of video lessons, interactive simulations, and hands-on projects.
- Comprehensive and up-to-date content: Stay current with the latest Dynamics 365 features and best practices.
- Personalized learning: Learn at your own pace and track your progress.
- Expert instructors: Learn from experienced professionals with real-world expertise.
- Certificate upon completion: Receive a certificate issued by The Art of Service.
- Flexible learning: Access the course from anywhere, on any device.
- User-friendly interface: Navigate the course easily and find the resources you need.
- Mobile-accessible: Learn on-the-go, on any mobile device.
- Community-driven: Connect with other learners and get support.
- Actionable insights: Apply what you learn to real-world scenarios.
- Hands-on projects: Practice your skills with practical exercises.
- Bite-sized lessons: Learn in manageable chunks.
- Lifetime access: Return to the course materials at any time.
- Gamification: Stay motivated with interactive challenges and rewards.
- Progress tracking: Monitor your progress and stay on track.
What You'll Receive - A comprehensive understanding of Dynamics 365 implementation and configuration
- A certificate issued by The Art of Service upon completion
- Lifetime access to the course materials
- Ongoing support and community connection
,
- Interactive and engaging content: Learn through a mix of video lessons, interactive simulations, and hands-on projects.
- Comprehensive and up-to-date content: Stay current with the latest Dynamics 365 features and best practices.
- Personalized learning: Learn at your own pace and track your progress.
- Expert instructors: Learn from experienced professionals with real-world expertise.
- Certificate upon completion: Receive a certificate issued by The Art of Service.
- Flexible learning: Access the course from anywhere, on any device.
- User-friendly interface: Navigate the course easily and find the resources you need.
- Mobile-accessible: Learn on-the-go, on any mobile device.
- Community-driven: Connect with other learners and get support.
- Actionable insights: Apply what you learn to real-world scenarios.
- Hands-on projects: Practice your skills with practical exercises.
- Bite-sized lessons: Learn in manageable chunks.
- Lifetime access: Return to the course materials at any time.
- Gamification: Stay motivated with interactive challenges and rewards.
- Progress tracking: Monitor your progress and stay on track.