WORLD-CLASS Microsoft Dynamics 365 Customer Engagement Core Training

22- 26  July 2019 – Johannesburg

Training opportunities are limited so don’t delay!

Join our upcoming Dynamics 365 Customer Engagement

Core Training Course

Date – 22 – 26 July
Time – 9am – 4pm
Venue – Microsoft South Africa Corporate Hill, Johannesburg
Days – 2 Days
Max – 12 seats available

Who is this course for – The audience is typically made up of people who are responsible for configuring the system, performing design tasks, implement application life cycle management process, migrate data and objects from legacy and external systems, integrate power platforms with other system and manage the Power Platform environment.

RESERVE YOUR SEAT – ONLY 10 LEFT!

Fill in the form below to reserve your seat.

“Such a high standard…the best CRM training we have attended to date.”
Andre Dalen

CRM Team Lead, Liberty Life

To book training exclusively for your team please email: training@thecrmteam.com

Meet The Trainer

Mark James 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.

Course Content

1. Perform discovery, planning, and analysis

Create and validate documentation

  • create high-level entity relationship diagram
  • create and document mock-ups
  • identify document data for migration and integration
  • determine out of the box (OOB) functionality
  • validate functional requirements
  • select artifacts necessary for a proof of concept (POC) of functional solution designs

Perform continuous collaboration with customer

  • identify collaboration tools
  • perform an audit
  • identify artifacts to be recorded in change logs
  • select between managed and unmanaged solutions
  • identify components for entities
2. Manage user experience design

Create and configure apps

  • configure settings to meet minimal capabilities
  • configure out of the box and custom items to meet minimal capabilities specified
  • create and configure dashboards
  • create and configure forms
  • create and configure charts
  • create and manage reports
  • create and configure views
  • design site map
  • export or import field translation
  • configure mobile settings

Create and configure templates

  • identify available templates in Dynamics 365
  • create email templates
  • create Excel templates
  • create Word templates

Create and manage processes

  • configure a business rule
  • configure a business process flow
  • configure a workflow
3. Manage entities and data

Modify an existing data model

  • create new or an modify existing entity
  • create new or modify existing relationships
  • create new or modify existing fields
  • manage accounts and contacts

Import and export data

  • import data by using the import data wizard
  • export data from Dynamics 365
  • create data templates
  • choose file types to upload into system
  • identify source fields to Dynamics 365 Fields mapping
  • save mappings to template

Manage data

  • perform data cleanup
  • mitigate data loading risks
  • mitigate excessive database growth
  • configure bulk record deletion
  • configure duplicate detection setting
4. Implement security

Configure security in Office 365

  • identify Dynamics 365 security role assignments
  • add users to security group administration

Configure security settings

  • manage security roles
  • manage users
  • manage teams
  • create and manage field security profiles
  • configure hierarchy security
5. Implement integration

Configure Outlook add-in

  • identify required client software requirements
  • identify required server software requirements
  • configure server-side sync
  • develop a plan to deploy Outlook App to users
  • perform unit testing
  • identify minimum application and operation system environments

Configure email integration

  • configure email mailboxes
  • configure email protocols
  • configure email settings
  • enable server-side synchronization
  • enable Dynamics 365 App for Outlook

Integrate with Office 365

  • determine enabled Office 365 capabilities
  • design SharePoint online folder configuration architecture
  • create SharePoint sites and document locations
  • integrate OneNote, integrate OneDrive for Business
  • configure integration with the Office 365 toolset
  • validate integrity of data in SharePoint
  • integrate data by using Excel data online

Create, configure, and maintain Microsoft Flows

  • create service connections
  • configure source and target fields
  • create, validate, and execute Microsoft Flow logic
  • share flows with other users
6. Perform solutions deployment and testing

Manage environments

  • determine whether to use managed or unmanaged solution
  • determine subcomponents to include in solution
  • create or use a custom publisher
  • migrate from sandbox environments
  • administer environments
  • configure environments

Manage applications

  • manage applications using the Dynamics 365 Administration Center
  • manage Dynamics 365 applications using solutions

Perform system administration

  • configure connection roles
  • configure language and locales
  • configure currencies
  • configure subjects
  • configure custom help
  • configure session and inactivity timeouts
  • manage global audit settings
  • configure audit user access
  • manage audit logs
  • manage entity and field auditing
  • configure relevant search
  • configure QuickFind settings
  • configure categorized search

Perform quality assurance

  • create system, performance, unit, and regression testing scripts
  • perform performance tuning
  • perform optimization testing
  • verify network capacity and throughput by using the Dynamics 365 Diagnostics Tool
  • perform data query performance

Manage solutions

  • create solutions
  • export solutions
  • import solutions
  • distribute solutions and patches

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The CRM Team’s world-class trainers have helped companies like yours in ten countries to date, including North America, Australia, Dubai, Turkey, Cameroon, Kenya and the UK.

With an average of 2 classes a day, 18 days a month, 11 months a year, for the last 10 years our trainers know how to deliver training that adds real value to your company.

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