OOB Customization in Microsoft Dynamics 365 CRM ( Part 2)
Customize Dynamics 365 CRM application using OOB tools.
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COURSE OVERVIEW
This is the second course in the 'The complete Dynamics 365 CE + PowerApps developer Course series'. This is an 8 course series that will teach you how to become an expert Dynamics 365 developer from scratch.
This course talks about Customizing Dynamics 365 Customer Engagement (Dynamics CRM) application Out-of-the-box (OOB) customization tools.
By the end of this course you will be an expert in customizing your Dynamics 365 CE application using all OOB tools available. This will make you get a strong command over customizing your application as per your business requirements.
We highly recommend you cover the 1st course on this series - 'Dynamics 365 CRM + PowerApps developer course - Part 1' as a prerequisite for this course.
WHAT YOU WILL LEARN FROM THIS COURSE
- Course Overview
- Dynamics 365 Customization basics
- Customizing Dynamics 365 CE UI using themes
- Customizing Entities
- Customizing Entity forms
- Customizing Entity attributes
- Customizing Entity Views
- Customizing Entity Chats
- Customizing Dashboards
WHO SHOULD ATTEND
Anyone can attend this course as long as you want to become a Dynamics 365 CE + PowerApps developer but this course would make more sense if you are any of the following:
- CRM Consultants
- Developers
- IT Managers
- Administrators
- Software Architects
JOB OPPORTUNITIES
Dynamics 365 provides an amazing job opportunity. There is a need for more developers in the market than functional consultants and administrators. 1:5 Ratio of functional Consultant to developers
Average Salary $80,000 to $120,000 per annum for experienced 5-10 years developer.
PRE-REQUISITES
- Basic Dynamics 365 CRM Knowledge
- Configuration Knowledge
- Basics CRM Expertise
- Highly recommend to learn 'Dynamics 365 CRM + PowerApps developer course - Part 1
By the end of this course series you will be an expert Dynamics 365 CE + PowerApps developer :)
DETAILED COURSE CONTENT
Section 1 - Course Overview
Chapter 1: Course Overview
Chapter 2: What you would learn
Chapter 3: Target Audience
Chapter 4: Course Prerequisite
Chapter 5: Detailed Course Content
Chapter 6: About the trainer
Section 2 - Dynamics 365 CE Customization Basics
Chapter 7: What is Customization
Chapter 8: Why is Customization needed
Chapter 9: Types of Customization
Chapter 10: Privilege for Customization
Chapter 11: Customizing Metadata
Chapter 12: Supported Vs Unsupported Customization
Chapter 13: Section Summary
Section 3 - Customizing 365 CE UI using themes
Chapter 14: Understanding Themes
Chapter 15: Accessing Themes
Chapter 16: System Vs Custom Themes
Chapter 17: Customizing Existing Themes
Chapter 18: Creating New Themes
Chapter 19: Operations on Themes
Chapter 20: Limitations of Themes
Chapter 21: Section summary
Section 4 - Customizing Dynamics 365 Entities
Chapter 22: Dynamics 365 CE Entity Model
Chapter 23: Understanding Entities
Chapter 24: Types of entities
Chapter 25: Entity Properties
Chapter 26: Configuring Entity Properties
Chapter 27: Understanding Entity Components
Chapter 28: Configuring Entity Components
Chapter 29: Customizing Entities
Chapter 30: Customizing An Entity - Practice
Chapter 31: Custom Entities
Chapter 32: How to Create a Custom Entity
Chapter 33: Practice - Create A custom Entity
Chapter 34: Custom Activity Entity
Chapter 35: Creating Custom Activity Entity
Chapter 36: How to Create Custom Activities
Chapter 37: Section Summary
Section 5 - Customizing Entity forms
Chapter 38: Understanding Entity forms
Chapter 39: Types of Entity Forms
Chapter 40: Components of Forms
Chapter 41: Customizing Entity Forms
Chapter 42: Customizing Entity Form Elements
Chapter 43: Practice - Customizing Entity Forms
Chapter 44: Understanding Web Resources
Chapter 45: Creating Web Resources
Chapter 46: Configuring Web Resources on Forms
Chapter 47: Using IFrames on forms
Chapter 48: Configuring IFrames on Forms
Chapter 49: Understanding Form Navigation
Chapter 50: Configuring Form Navigation
Chapter 51: Using Sub-grids on forms
Chapter 52: Adding Sub-grids on forms
Chapter 53: Section Summary
Section 6 - Customizing CE Entity Attributes
Chapter 54: Understanding Entity Attributes
Chapter 55: Entity Attribute Types
Chapter 56: Customizing Entity Attributes
Chapter 57: Creating New Attributes
Chapter 58: Practice - Creating New Attributes
Chapter 59: Calculated Fields
Chapter 60: Creating Calculated fields
Chapter 61: Understanding Roll-up Fields
Chapter 62: Creating Roll-up Fields
Chapter 63: Global OptionSet Attributes
Chapter 64: Configuring Global OptionSets
Chapter 65: Status and Status Reason Attributes
Chapter 66: Customizing Status Attributes
Chapter 67: Section Summary
Section 7 - Customizing Entity Views
Chapter 68: Understanding Views
Chapter 69: Types of Views
Chapter 70: Customizing Views
Chapter 71: Customizing Views - Practice
Chapter 72: Creating System Views
Chapter 73: Practice - Creating System Views
Chapter 74: Working with Personal Views
Chapter 75: Creating Personal Views
Chapter 76: Practice - Creating Personal Views
Chapter 77: Share and Assign Personal Views
Chapter 78: Practice - Share and Assign Personal Views
Chapter 79: Section Summary
Section 8 - Customizing Entity Charts
Chapter 80: Understanding Entity Charts
Chapter 81: Types of Charts
Chapter 82: Customizing System charts
Chapter 83: Practice - Customizing System charts
Chapter 84: Creating System Charts
Chapter 85: Practice - Creating System Charts
Chapter 86: Understanding Personal Charts
Section 9 - Customizing Dashboards
Chapter 87: Understanding Dashboards
Chapter 88: Types of Dashboards
Chapter 89: Creating a new Dashboard
Chapter 90: Customizing Existing Dashboards
Chapter 91: Customizing Entity Dashboards
Chapter 92: Interactive Service Dashboards
WHAT IS THE NEXT COURSE
The next step would be start learning part 2- Dynamics 365 development course.
DYNAMICS 365 CRM DEVELOPER COURSE SERIES
You can continue learning Dynamics 365 and PowerApps development through the following courses:
Course 1 - Dynamics 365 CE + PowerApps Developer Beginner Course
Course 2 - OOB Customization in Dynamics 365 CE
Course 3 - Automation in Dynamics 365 CE
Course 4 - Code Based Customization in Dynamics 365 CE
Course 5 - Advanced Development in Dynamics 365 CE
Course 6 - JavaScript Development in Dynamics 365 CE
Course 7 - Web API in Dynamics 365 CE
Course 8 - PowerApps Development Course.
By the end of this course series you will be an expert Dynamics 365 CE + PowerApps developer :)
Course Curriculum
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Preview2.1 What is Customization (4:16)
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Start2.2 Why is Customization needed (4:30)
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Preview2.3 Types of Customization (4:29)
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Start2.4 Privileges for Customization (5:44)
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Start2.5 Customizing Metadata (5:02)
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Start2.6 Supported Vs Un-supported Customization (5:57)
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Start2.7 Section Summary (1:24)
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Start3.1 Understanding Themes (3:01)
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Start3.2 Accessing Themes (4:30)
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Start3.3 System Vs Custom Themes (4:24)
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Start3.4 Customizing Existing Themes (7:01)
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Preview3.5 Creating New Themes (6:58)
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Start3.6 Operations on Themes (5:10)
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Start3.7 Limitations of Themes (2:38)
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Start3.8 Section summary (1:11)
" I'm very excited to dynamic 365 CRM course. How to configure and how to perform a tasks in dynamic 365 and all thing. this is very basic step by step to start this course to covered all the topic. !"
- Rudra Prasad, Dynamics 365 Developer, India
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Your Instructor
Firoz Muhammed is a Dynamics 365/PowerApps Coach, Architect and and corporate trainer (MCT). He has more than 12 years of experience in the IT industry into consulting, implementation and corporate training.
He carries experience on technologies like C++, C#.Net and Microsoft Dynamics 365 CE, Power Platform. As part of his career he worked for companies such as HP, Capgemini, Wipro, Qatar Airways and Accenture.
Presently he is working as a Dynamics 365 CE architect at Magnifez Technologies and also handle corporate training assignments on Dynamics 365, PowerApps, Power Automate and related technologies.
He has trained more than 1200 professionals on Dynamics 365 CE/CRM as part of his corporate training stint. He trained professionals from corporate companies such as IBM, Sony, Adobe, UST Global, Capgemini and many more.
He got his Dynamics 365 courses published on Udemy and D365 Academy. He likes to explore new technologies and like to share his knowledge thorough his coaching programs and video courses.