55242-A: Microsoft Dynamics 365 Customization and Configuration

What Will You Learn?

• Understand the structure and capabilities of Dynamics 365, including versions, framework, tools, and solution management.
• Set up and configure the Dynamics 365 environment, including system settings, email, SharePoint, and auditing functionalities.
• Design and implement robust security models through configurations of business units, security roles, users, teams, and hierarchy security.
• Create and manage custom entities, including setting ownership, properties, and security, as well as understanding virtual entities.
• Customize fields by understanding field types and formats, creating calculated fields, and setting field-level security.
• Develop and customize relationships and mappings between entities, comprehend relationship behavior, and establish hierarchy relationships.
• Design and modify forms, views, and visualizations, including different form types and system charts, ensuring user-friendly interfaces.
• Utilize the Unified Client Interface (UCI) for app customization, employing the App Designer and Sitemap Designer for optimal app configuration.
• Create and manage processes like workflows, business process flows, and custom actions to automate business operations effectively.
• Master solution management by learning how to add components, handle unmanaged and managed solutions, and understand the implications of solution deletion and cloning.