NEW COURSE

MB2-712 Microsoft Dynamics 2016 Customization and Configuration

About MB2-712 Microsoft Dynamics 2016 Customization and Configuration

This course is intended for individuals who plan to take the MB2-712 exam. You will learn how to configure and customize Dynamics CRM. The audience typically includes implementation consultants, technical support technicians, and system administrators. Candidates will gain a working knowledge of Dynamics CRM features and functionality, as well as a working knowledge of development, implementation, and data structures.

Delivery

Instructor-led classroom or online training. Classroom training is hosted at The CRM Team training suite, Design Quarter, Fourways.

Course Content

1. Configure Microsoft Dynamics CRM
  • Configure Dynamics CRM settings – Configure auditing, document management, and collaboration; configure business units; perform user management; configure email; manage teams
  • Manage Dynamics CRM security – Understand security roles; define permissions and privileges; configure access levels; configure security roles; assign security roles; work with multiple security roles; manage access; manage security hierarchy
2. Manage and implement Microsoft Dynamics CRM entities, entity relationships, and fields
  • Manage Dynamics CRM entities – Manage entity ownership; manage entity properties; understand system and custom entities
  • Configure field customizations – Understand and configure fields; configure field properties; use calculated fields; use rollup fields; configure global option sets; create alternate keys; configure field-level security; understand status and status reasons
  • Implement entity relationships – Understand relationship types; understand cascading rules; work with hierarchical data; understand and configure entity mapping; create connections and connection roles
3. Create and manage Microsoft Dynamics CRM solutions, forms, views, and visualizations
  • Create and manage Dynamics CRM solutions – Understand solution components; identify solution types; create managed and unmanaged solutions; configure publishers and versions; work with multiple solutions; import and export solutions
  • Customize Dynamics CRM forms – Understand the form structure; build a form; use specialized form components; use access teams and sub-grids; work with navigation; understand form types; use multiple forms; implement form customizations and mobile clients
  • Implement Dynamics CRM views and visualizations – Understand view types; manage system, public, and personal views; create, modify, and delete views; customize views; customize charts; customize dashboards; use themes
4. Implement business rules, workflows, and business process flows
  • Implement and manage business rules – Understand when to use business rules; understand business rule scopes; understand how business rules are triggered; configure business rules, conditions, and actions
  • 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
  • Implement and manage business process flows – Understand business process flows; enable business process flows; work with steps, stages, and categories; work with multiple entities; use conditional branching; implement role-driven business process flows