Microsoft Dynamics 365 Training Bootcamp
01 April 2019 – 16 May 2019 | Virtual Instructor Training
Microsoft 4Afrika Dynamics 365 Boot Camp – Starts April 2019!
Get fully trained & obtain your Dynamics 365 certifications in the following courses:
1. Microsoft Dynamics 365 Online Deployment
2. Microsoft Dynamics 365 Customisation & Configuration
3. Microsoft Dynamics 365 Field Service
In addition to your hands-on experience working with Microsoft Dynamics 365, we highly recommend using the following tools and training to help you prepare for this exam:
Previous application experience in CRM 2015, CRM 2016, AX 2016, AX 2012, AX 2009 or Office 365 will aid in understanding concepts.
Dynamics 365 Online Deployment
15 April – 23 April 2019
1. Create a Customer Organisational Structure
Validate minimum browser requirements for devices utilizing the web interface to access Microsoft Dynamics 365, ensure client devices meet the minimum hardware specifications, support outlook integration by using Outlook or Outlook with Dynamics 365 App for Outlook installed, manage phone and tablet client environments
Deploy Microsoft Dynamics
Determine the proper edition of Microsoft Dynamics 365 suited for the client; determine the proper pricing, packaging, and subscription model based on the needs of the organizational environment; create a deployment plan to meet organizational considerations
Import data into the Microsoft Dynamics 365 environment
Design a data import plan, import data through supported methodologies, upload data from on-premises to Azure, manage large volume migrations with the Data Loader service
Manage the Microsoft Dynamics 365 environment
Sign-up and cancel subscriptions, manage users, configure SSO and AD synchronization within hybrid environments with Active Directory Federation Services (ADFS), configure administrative access, assign roles
2. Administer the Microsoft Dynamics 365 Environment
Deploy appropriate number and types of instances for designated environments, deploy sandbox and production instances, configure and edit instance properties
Switch an instance, reset an instance, delete an instance, copy an instance, manage regions and multiple tenant environments, manage storage and resources, manage administrative email notifications
Design a Microsoft Dynamics 365 update policy; review, approve, and skip updates; schedule updates
3. Integrate Microsoft Dynamics with Other Applications
Configure Exchange server synchronization for incoming and outgoing traffic, manage folder based tracking flows, manage SharePoint integration, enable OneDrive for Business, configure control access and folder structure for SharePoint
Integrate other Microsoft Online Business Solutions with Microsoft Dynamics
Manage OneNote integration, manage Microsoft Social Engagement integration, manage Yammer integration, manage workspace collaboration with Office 365 Groups, manage and configure Delve integration
Integrate customized and third party applications with Microsoft Dynamics
Configure and manage app modules, create customized function apps with App Designer, create site maps by using Design App Mapper, obtain access to additional apps through App Source and Power Apps
4. Manage Microsoft Outlook and Mobile Environments
Manage supported environments for Microsoft Dynamics 365 for Outlook, deploy Microsoft Dynamics 365 for Outlook through multiple methods, configure Microsoft Dynamics 365 for Outlook to connect to multiple instances, configure synchronized fields, perform basic functions using the Microsoft Dynamics 365 App for Outlook interface
Manage and configure mobile apps for Microsoft Dynamics 365
Configure Microsoft Dynamics 365 for phones express and newer Microsoft Dynamics 365 for Phones and Tablets, configure entities and security privileges, manage CRM forms and dashboards
Dynamics 365 Customisation & Configuration
6 May – 16 May 2019
1. Configure Microsoft Dynamics 365
- Configure Microsoft Dynamics 365 settings – Configure auditing, document management, and collaboration; configure administration settings; perform data management tasks; perform user management; implement themes
- Manage Microsoft Dynamics 365 security – Identify security roles, define permissions and privileges, configure access levels, configure security roles, assign security roles, implement multiple security roles, manage access, implement the standard security model and hierarchy security, configure business units, manage teams
- Configure email services – Identify integration options, configure email server profiles and default organization email settings, enable server-side email synchronization, enable folder tracking, map exchange folders, set up and configure the CRM App for Outlook
- Integrate Microsoft Dynamics 365 with other Office 365 offerings – Select the appropriate Office 365 group integration, create and configure Office 365 groups, integrate Microsoft Dynamics 365 and SharePoint, enable linking to OneNote files, set up and configure OneNote integration, configure OneDrive integration
2. Implement Dynamics 365 entities, entity relationships and fields
- Manage Microsoft Dynamics 365 entities – Manage entity ownership, manage entity properties, configure system entities, describe activity entities, configure entity ownership and entity properties, implement managed properties, configure custom entities and security roles, delete entities
- Implement entity relationships – Define relationship types, create relationships, configure cascading rules, identify types of cascading behavior, work with hierarchical data, configure entity mapping, create connections and connection roles
- Define and configure Microsoft Dynamics 365 fields – Identify field types, define field naming requirements, configure field properties and field display formats, implement option sets and two option fields, configure lookup fields and customer fields
- Configure field customizations – Configure fields, configure field properties, use calculated fields, use rollup fields, configure global option sets, create alternate keys, configure field security and security roles, use status and status reasons, identify status reason transitions
3. Create and manage Microsoft Dynamics 365 solutions, forms, views, and visualizations
- Create and manage Microsoft Dynamics 365 solutions – Recommend usage patterns for Microsoft Dynamics 365 solutions, identify solution components, identify solution types, create managed and unmanaged solutions, configure publishers and versions, manage multiple solutions, import and export solutions
- Customize Microsoft Dynamics 365 forms – Identify Microsoft Dynamics 365 form types, build a form, use specialized form components, implement access teams and subgrids, create editable grids, work with navigation, use multiple forms
- Implement Microsoft Dynamics 365 views and visualizations – Identify view types; create, modify, manage, and delete views; customize views; create system and personal charts; identify chart types that can be combined; use available series aggregation types; customize charts; import and export charts; create dashboards and dashboard components; customize dashboards; control access to dashboards
- Configure Microsoft Dynamics 365 for mobile devices – Deploy the mobile client, identify available entities for the mobile client, configure mobile navigation, design mobile form layout, create custom controls, hide mobile form content, create multiple forms, create mobile views and activity lists
4. Implement business rules, workflows, and business process flows
- Implement and manage business rules – Determine when to use business rules; describe business rule scopes; identify actions that trigger business rules; 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 – Identify business flow components; enable business process flows; implement steps, stages, and categories; implement flows that use multiple entities; use conditional branching; implement role-driven business process flows; run workflows
Dynamics 365 Field Service
01 April – 05 April 2019
1. Setup and configure Field Service
- Perform initial configuration steps
- This objective may include but is not limited to: Identify key security roles, identify resource scheduling options; identify entities that can be customized with administrative settings, identify product and service categories.
- Configure product and service pricing
- This objective may include but is not limited to: Configure product and service pricing features including minimum charge amount, minimum charge duration, and the flat fee option; add products and services to incidents; determine when a product has a default list price and a work order price list; associate products and services with price lists; define tax codes.
- Configure bookable resources
- This objective may include but is not limited to: Identify fields for bookable resources; enable mapping functionality; identify entities that are geocoded; define start and end locations for resources; identify differences between address types.
- Configure additional options
- This objective may include but is not limited to: Configure territories and organizational units; identify skills types; configure characteristics and skills; configure proficiency models; implement resource roles and categories; explain differences between organizational units and business units.
- Integrate other tools with Field Service
- This objective may include but is not limited to: Automate processes by using Microsoft Flow; build flows using Visual Designer; identify uses for the Twilio solution; identify opportunities to integrate Glympse with the Connected Field Service solution.
2. Manage work orders
- Describe the work order lifecycle
- This objective may include but is not limited to: Describe work order fields; describe work order life cycle stages; identify booking status and work order status values for values for work order stages; describe uses and capabilities for billing accounts, service accounts, and sub-accounts.
- Create and manage work orders
- This objective may include but is not limited to: create a work order from an incident; add status and substatus information to a work order; configure work order type and priority; organize work orders and resources by geography; describe the process for closing work orders; close a work order.
- Manage incidents
- This objective may include but is not limited to: Describe incident types and incident type fields; create and configure incident types; add service tasks.
3. Schedule and dispatch work orders
- Manage scheduling options
- This objective may include but is not limited to: Describe options for scheduling work orders including the Schedule Board and Schedule Assistant; determine when to use each scheduling option; describe the stages of the scheduling process and steps that occur during each stage.
- Implement the Schedule Board
- This objective may include but is not limited to: Identify features and uses of the Booking Requirements view; implement the integrated map feature; manually schedule work orders; reassign and reschedule work orders; move incomplete work orders; generate driving instructions for field agents; create additional schedule boards; configure schedule boards; customize the schedule board; create web resources to define custom booking rules
- Implement the Schedule Assistant.
- This objective may include but is not limited to: Apply constraints to resource queries; filter data; specify a search radius; troubleshoot Schedule Assistant.
- Optimize resource scheduling
- This objective may include but is not limited to: Identify licensing requirements for resource scheduling add-on; create optimization profiles; define objectives and constraints; configure resource optimization.
- Configure universal scheduling
- This objective may include but is not limited to: Describe the uses and limitations of Universal Scheduling; describe prerequisites for enabling an entity for scheduling; identify entities that can be enabled for scheduling; create workflows to populate data in requirement records; create requirement views; schedule an entity.
4. Manage Field Service mobility
- Install and configure the mobile app
- This objective may include but is not limited to: Identify supported mobility options; identify unique mobile app features; describe differences between online and offline modes; identify tasks that field agents can perform; perform initial configuration steps for mobile app.
- Customize the mobile app
- This objective may include but is not limited to: Import the Field Service project; assign security roles; administer connected devices.
- Manage mobile projects
- This objective may include but is not limited to: Identify project artifacts that you can modify; edit a project; modify configuration settings; publish a mobile project.
5. Manage inventory and billing
- Manage customer assets
- This objective may include but is not limited to: Identify uses for customer assets; create and register customer assets; configure products to auto-create customer assets; associate work orders with customer assets; create child assets.
- Manage inventory
- This objective may include but is not limited to: Set up inventory and warehouses; view product inventory; compare and contrast inventory levels and inventory transfers adjust inventory levels; transfer inventory.
- Managing purchasing and product returns
- This objective may include but is not limited to: Describe the purchase order process; create purchase orders; display a list of receivable products for a purchase order; describe the ways that a product can be returned; create return merchandise authorizations; finalize returns.
6. Manage the connected Field Service solution
- Configure the Connected Field Service solution
- This objective may include but is not limited to: Describe Connected Field Service; identify key benefits of Connected Field Service; install prerequisite components; install and configure Connected Field Service; identify components created during solution installation; implement the solution.
- Manage devices
- This objective may include but is not limited to: Use connections to configure multiple parts as one asset; categorize devices; resolve registration errors; view data from devices; remotely send commands to devices; extend connected field service solutions.
7. Manage agreements
- Create and manage agreements
- This objective may include but is not limited to: Describe the framework required to use or create agreements; identify key elements of agreements and information needed to set up an agreement; define and configure agreement settings; configure agreement preferences.
- Define and create bookings
- This objective may include but is not limited to: Identify the purpose, uses, and limitations of bookings; describe options automatic generation of bookings; set up agreement bookings.
- Define and create invoices
- This objective may include but is not limited to: Describe the purposes and uses for agreement invoices; identify options for generating invoices; create invoices.
Meet your trainers
Mark has been a Microsoft Certified Trainer for many years and has been training Dynamics since CRM version 4.0.
He specialises in Dynamics 365 end-user training and has trained across the UK, Africa, and the Middle East. Mark is proficient in Microsoft Dynamics 365: Sales, Service, Deployment, and Customization & Configuration.
Johan has been a Microsoft Certified Professional for 15 years and a Microsoft Certified Trainer for 5 years. He has a BCom (Industrial Psychology) and BCom Honours (Human Resource Development).
He is also an Agile Master, Scrum Developer and Scrum Master, certified through SCRUMStudy. He trains on Microsoft Office, Microsoft Project, and Dynamics 365, as well as project management skills and has been training Microsoft Dynamics CRM for six years.