Microsoft Dynamics 365 Customization and Configuration


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  • Microsoft Dynamics 365 Customization and Configuration
    4 days  (Instructor Led Online)  |  Microsoft Dynamics 365

    Course Details

    The Microsoft Dynamics 365 Customization and Configuration course provides you with the skills to configure and customise Dynamics CRM On-Premise and Dynamics CRM Online. The course begins with an overview of Microsoft Dynamics 365 architecture and the different ways in which Dynamics 365 can be customised.

    The course explains how to create custom entities and to edit existing entities. This covers all the entity properties and how these affect the functionality available and the user interface. The course also explores how to create new fields and edit existing fields. This includes all the options available for fields and how this affects the data. Calculated and Rollup fields are explained with their capabilities and deficiencies. How Option Sets work is then explained along with showing how Status Reason options can be amended and also how status reason transitions are enforced.

    The course concludes with how to manage your application lifecycle through solutions. The course discussed the use and impact of both unmanaged and managed solutions and how ISVs can use managed solutions to protect their intellectual property. We will discuss the patch functionality in Dynamics 365 and explain how this can be used by ISVs and by end-user organisations.

    A non-trivial case study will be used to demonstrate how to design and build a solution to meet business needs.

    This course is part of the Microsoft MCSA: Dynamics 365 course On this Microsoft Dynamics 365 Customization and Configuration course you’ll focus on customising Microsoft Dynamics 365 to meet business needs. The corresponding exam, MB2-716, retires on June 30, 2020. A replacement exam may be available. Learn more 

    This training already retired on 30th of June 2020.


    See other Microsoft courses available


    At the end of this course, you’ll also gain an understanding of the following Dynamics 365 Customization and Configuration topics:

    • Supported and Unsupported Customisations
    • Amending the CRM Schema
    • Changing the CRM User Interface
    • Automation with Processes
    • Summarising and reporting of data
    • Security of data and functionality
    • Customising mobile apps


    The Curriculum for this course will focus on the following topics:

    • Introduction to Customisation in Dynamics 365
    • Solutions I – Solutions and Publishers
    • Entities
    • Fields
    • Relationships
    • Security
    • Forms
    • Views
    • Business Rules
    • Processes: Workflows, Dialogs and Actions
    • Business Process Flows
    • Charts and Dashboards
    • Reporting
    • System Settings
    • Email
    • Office 365
    • Mobile
    • Solutions II – Unmanaged and Managed Solutions


    • A working knowledge of using Dynamics CRM 2011 or later versions.
    • An understanding of software development processes and principles.
    • An understanding of relational database principles.
    • Basic knowledge of business processes such as Sales and Customer Service.