Курс "81059 Кастомизация в Microsoft Dynamics 365 для продаж и обслуживания клиентов"
Код: 81059 Специализация: Microsoft Dynamics 365
Продолжительность - 3 дня
Производится набор группы
Стоимость:
60 000 руб.
81059 Кастомизация в Microsoft Dynamics 365 для продаж и обслуживания клиентов.
Продолжительность курса: 3 дня (24 ак.часа)
Description
This course provides students with the tools to customize Dynamics 365 implementation for Sales and Service. The focus is on the using and understanding how the platform tools that are provided can be leveraged to create custom objects, modify the user interface, automate tasks, and other specific customizations.
This course helps prepare you for assessment Customization and Configuration in Microsoft Dynamics 365 for Sales and Customer Service.
This course helps prepare you for assessment Extending Functionality in Microsoft Dynamics 365 for Sales and Customer Service.
This course helps prepare you for exam MB2-716.
What are the goals for this course?
How to create, package, manage, and deploy specific Dynamics 365 customizations using solutions
Creating and maintaining custom entities, and custom fields based on specific needs
Working with specialized fields such as calculated and rollup fields
How to use Dynamics 365’s different relationship types to configure how related records work together
Create and edit customized forms, as well as how to configure specialized components on them such as editable sub-grids, and quick views
How to apply Portable Business Logic controls
How users interact with specific data on forms and entities
Exploring the different tools available for creating specific views, charts, and dashboards based on specific needs
A working knowledge of how to use Microsoft Dynamics CRM 2013 and/or 2015
It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM 2013 applications training
Because this training material focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that individuals have a basic understanding of Microsoft SQL Server and relational database functionality
Программа курса
Module 01: Introduction to Customizing Dynamics 365
Dynamics 365 Overview
Built-in Functionality
User Experience
Platform Responsibilities
Customization Methodology
Levels of Customizations
Using Solutions to Package and Deploy
Module 02: Introduction to Solutions
Solutions Overview
Basics and Versioning
Solution Publishers
Creating Solutions
Types of solutions
Exporting Solutions
Importing Solutions
Module 03: Entity and Field Customization Basics
Types of Entities
Entity Ownership
Entity Properties
Controls and Editable Grids
System vs. Custom Entities
Custom Entities and Security Roles
Deleting Entities
Fields
Field Types
Field Properties
Module 04: Additional Field Customizations
Using Fields
Calculated Fields
Rollup Fields
Options Sets
Alternate Keys
Field Security Profiles
Status and Status Reason Transitions
Module 05: Relationships
Types of Relationships
1 to Many Relationships
Cascading Rules and Behavior
Deleting Relationships
Many to Many Relationships
Hierarchical Data
Entity Mapping
Connection and Connection Roles
Module 06: Customizing Forms
Form Types
Structure of a Form
Specialized Form Components
Sub-Grids — Editable Grids
Access Teams
Form Preview
Additional Form Types
Multiple Forms
Module 07: Business Rules
Business Rules
Rule Designer
Conditions and Actions
Formulas
Triggering Rules
Module 08: Views and Visualizations
View Types
Custom View
Charts and Visualizations
Dashboard Overview
Customizing Dashboards
Controlling Dashboard Access
Themes
Module 09: Customizing for Interactive Service Hub
Interactive Service Hub Architecture
Dashboard Types
Working with Forms
Customization Options
Enabling Entities
Form Customizations
Dashboard Customization Options
Additional Considerations and Options
Module 10: Customization for Mobile
Differences in the Mobile Client
Form Layout
Mobile Form Considerations
Mobile Views
Dashboards on Mobile
Mobile Controls
Облачный сервис Microsoft Dynamics 365 объединил в себе самые последние CRM- и ERP-решения компании для комплексного и более продуктивного управления бизнесом, включая контроль рабочего процесса, распределение ресурсов, формирование различных видов финансовой отчетности, а также повышение качества предоставляемых организацией услуг, анализ клиентской активности или планирование продаж.
Пользователи сервиса Microsoft Dynamics 365 могут использовать широкие возможности интегрированных аналитических инструментов Power BI и сервисов продвинутой аналитики из «облака» Microsoft Azure Cortana Intelligence Suite для оптимизации производства, получения детализированных рыночных прогнозов и создания актуальных, учитывающих множество экономических факторов, маркетинговых планов.
По окончании авторизованного курса Microsoft выдаётся международный сертификат Microsoft
