Integrate the digital intelligence of Microsoft Dynamics 365 with your sales and customer service management processes to discover effciencies and revenue growth like never before. This course from Koenig on customization of MS dynamics 365 for Sales and CRM is designed to impart core understanding of various tools available for personalizing and recreating the Dynamics 365 experience for your specific Sales and Service requirements. The training modules focus on implementation and understanding of how these tools can be best applied to create custom objects, automate tasks, modify the user interface, and other tedious activities.
June 19, 2021
1 week, 3 days
Who should do this course?
- Technical Consultant
- Functional Consultant
- System Administrators
- Implementation Consultants
- System Integrators
Dynamics 365 Customization VS ConfigurationCustomizations, also referred to as CRM extensions, include allocation of simple to complex customizations using CRM Software Development Kit. We can add Entities, Views, Fields, Option Sets, Client Extensions, Web Resources, Processes, Plugin Assemblies, Reports and SLAs, among others. Customization requires an individual to have deep technical and product knowledge. Customizations are often unique to a solution and add new features to meet requirements. Configuration on the other hand refers to the structure and administration of the system. This service is essential to improve the UI design, field settings, security, business rules and more. Configuration also requires an individual to have deep product knowledge. Configurations are not unique and can be carried out identically on any instance and customize existing features to meet requirements. Configuration is often considered better than customization as it is a low cost approach that preserves Dynamics 365 design standards and avoids problems with upgrades.
- Experience in Microsoft Dynamics 365 or Microsoft Dynamics CRM
Microsoft Dynamics 365 Customizations & Configurations Review Benefits
Upon Completion of this Course, you will accomplish following:-
- Introduction to Microsoft Dynamics 365
- Customization of Dynamics 365 Solutions
- Fundamentals of Entity and Field Customizations
- Advanced Field Customizations
- Customizing Forms
- Customization for Mobile
- Business Rules
- Views and Visualizations
- Customizations for Interactive Service Hub