MS Dynamics 365 BC TechnoFunctional Training

Understand form customizations

• Describe tab and section structure; add form fields; add sub-grids; add social, activity and notes controls; add other components and controls; preview form customizations

Create and edit forms

• Copy existing forms or create new forms, configure quick create forms, create nested quick create forms, create quick view forms

Manage multiple forms

• Identify scenarios where multiple forms are useful, specify form order, assign roles to forms

Manage mobile forms

• Describe mobile forms for Microsoft Dynamics CRM for tablets, describe how forms are displayed to the user in the Microsoft Dynamics CRM for tablets app, describe when designing mobile forms

Work with system views

• Differentiate between system, public and personal views; describe view columns and view filtering; configure multi-entity search; differentiate between multi- entity, advanced find and quick find search; identify associated views; configure lookup views; configure quick find views

Create and configure custom views

• Copy existing views, create custom views, build queries, add fields to views, arrange fields, configure field properties, sort fields, set the default public view, share views, disable views, delete views

Manage custom views

• Set the default public view, share views, identify entities for which hierarchical views are available, create hierarchical viewse

Understand chart concepts

• Identify design considerations for charts, differentiate between personal and system charts, identify limitations of the chart designer tools in the user interface

Create and configure charts

• Create system charts and personal charts, describe chart types and options, add series and categories, choose chart views for chart preview, identify fields available for use in charts, include fields from parent entities in charts

Reuse charts

• Export and import charts, identify steps to update chart XML, convert personal charts to system charts, convert system charts to personal charts

Create, configure and manage dashboards

• Differentiate between personal and system dashboards, configure dashboard components, create lists (views), display charts on dashboards, manage security roles for dashboards

Understand business process flow concepts

• Describe the purpose of business process flows; differentiate between different types of processes; identify business process flow components including steps and stages, built-in business processes, custom business processes, entities that participate in business processes and spanning entities

Create and manage business process flows

• Create business process flows, define stages and steps, describe role-based business processes, describe branching logic for guided processes, describe use cases for the client API for business process flows

Create and manage business rules

• Identify use cases for business rules; differentiate between client-side and server- side logic; create business rules; configure business rule conditions; apply AND/OR, IFELSE, IFTHEN logic in business rules; identify business rule actions; enable business rules for forms

Overview of Business Process Flow

• Creating Business Process Flow with condition

Overview of Workflow

• Creating Workflows through Workflow Designer

Overview of Dialogs

• Creating Dialog Pages, Prompt and Response

• Working with Input Parameters in Dialogs

Overview of FetchXML

Overview of Odata query

Use FetchXML to fetch data from CRM

Update data in CRM

Use Odata query to fetch data from CRM

Push data into CRM

Steps for creating plugins/workflow.

Plugin registration process.

Overview of Plug-ins

The Event Execution Pipeline

Deploying Plugins

Debugging Plugins

Discovery Services.

Organization Services.

Work Order Creation

Service Task Creation

Client-side scripting using Java Script

Working with I-Frames

Working with Web Resources

Creating & Hiding Ribbon Elements

Enabling & Disabling Ribbon Elements

Working with Site Maps

Overview

How to use plugins

How to connect with CRM

Use 5 common plugins

Update data in CRM

Use Odata query to fetch data from CRM

Push data into CRM

Email server creation

Mailbox enable and tests.

Queue creation

Configuration