Extending Microsoft Dynamics 365 CE using OOB tools

A comprehensive course on customising Dynamics 365 CE using OOB tools and techniques for businesses.

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COURSE OVERVIEW

This Dynamics 365 CE developer training course is focused on customising Microsoft Dynamics 365 CE application using OOB (out of the box) components. Businesses can extend Dynamics 365 CE applications using UI and code.

OOB tools allows developers to customise Dynamics 365 CE applications without using any code and in this Dynamics 365 CE video tutorial we will cover all the tools and techniques that you can use while you do UI based customisation.

Dynamics 365 Customer Engagement (CE), popularly known as Dynamics CRM, is one of the leading CRM applications in the market. The demand for Dynamics 365 CRM/CE developers and functional consultants is quite high, and it’s even more with the release of the latest version of the application, Dynamics 365.

Dynamics 365 CE application suite consists of 5 business applications - Sales, Customer service, Marketing, Field services and Project Service Automation (PSA).

Businesses can use these applications to manage their customer interactions end to end and also can customise much of the Dynamics 365 CE functionality using UI and code.

WHAT YOU WILL LEARN

This Dynamics 365 CE developer course will teach you how to customise Dynamics 365 CRM applications end to end using UI customisation tools.

That includes:

  • Intro to customisation practices
  • Understanding Dynamics 365 CRM entity model
  • Customising Entities
  • Understanding Entity forms
  • Customising Forms
  • Customising Entity Attributes
  • Customising Entity Views and charts
  • Customising Entity Dashboards
  • Entity relationships
  • Business Process Flows
  • Developing custom events using Actions

TARGET AUDIENCE

This Dynamics 365 CE training course is for those who want to customise Dynamics 365 CE applications as part of their job. That includes developers, admins, students.

  • Dynamics CRM developers
  • Functional consultants
  • Business analysts

PREREQUISITES FOR THE COURSE

  • Subscription of Dynamics 365 CRM account (FREE would work too)
  • Basic functional knowledge on sales, service modules
  • A PC and good internet connection
  • And interested in learning this new and interesting technology.



Course Curriculum


  Section 1 - Intro to Customising Dynamics 365 CE
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  Section 2 - Understanding Dynamics 365 CE Entity Model
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  Section 3 - Customizing Dynamics 365 CE Entities
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  Section 4 - Customising Entity Forms
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  Section 5 - Customizing Entity Attributes
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  Section 6 - Customising Entity Views
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  Section 7 - Solution Management
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  Section 8 - Automation in Dynamics 365 CE
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  Section 9 - Working With Business rules
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  Section 10 - Automating Processes Using Workflows
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  Section 11 - Working with Business Process Flows (BPFs)
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  Section 12 - Create Custom Events using Actions
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DETAILED COURSE CONTENT

In this Dynamics 365 CE training course you will learn about different UI based customization techniques using OOB tools such as forms, views, dashboards, relationships. Also this developer course will teach you how to automate your business logic within Dynamics 365 CE using automation tools such as workflows, business process flows( BPFs), business rules and actions etc.

P.S. We are in the process of updating this course and have been publishing the content section by secton.

OLDER TABLE OF CONTENTS

Section 1 - Intro to Customising Dynamics 365 CE

Section 2 - Understanding Solution Concept

Section 3 - Understanding Dynamics 365 CE Entity Model

Section 4 - Customising Dynamics CE Entities

Section 5 - Customising Entity Forms

Section 6 - Customising Entity Form Components

Section 7 - Customising Entity Attributes

Section 8 - Customising Entity Views and Charts

Section 9 - Customising Entity Relationships

Section 10 - Implementing Business Rules

Section 11 - Understanding Processes in Dynamics CE

Section 12 - Implementing Workflows for Automation

Section 13 - Dialogs for Interactive Process

Section 14 - Implementing Business Process Flows

Section 15 - Custom Entities using Actions

WHAT HAVE BEEN CHANGED

We have re-recorded all the chapters in the 'Extending Microsoft Dynamics 365 CE using OOB tools' course and published. During this process we have combined some of the chapters and for some others chapters the titles have been updated.

Updated number of sections: 12

Updated number of chapters: 130+


UPDATED TABLE OF CONTENTS

Section 1 - Intro to Customising Dynamics 365 CE

Section 2 - Understanding Dynamics 365 CE Entity Model

Section 3 - Customising Dynamics CE Entities

Section 4 - Customising Entity Forms

Section 5 - Customising Entity Attributes

Section 6 - Customising Entity Views

Section 7 - Implementing Business Rules

Section 8 - Understanding Solution Concept

Section 9 - Understanding Automation in Dynamics CE

Section 10 - Implementing Workflows for Automation

Section 11 - Implementing Business Process Flows

Section 12 - Custom Entities using Actions

Your Instructor


Firoz Muhammed
Firoz Muhammed

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 through his coaching programs and video courses.


"This is an excellent course — definitely worth checking out!"

- John Doe, Co-Founder, Impressive Company

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WHAT IS NEXT?

Once you finish this Dynamics 365 Customer Engagement development training course your next step would be learning more advanced topics to become a Dynamics 365 CE expert.


DYNAMICS 365 CE DEVELOPER COURSE SERIES

You can continue learning Dynamics 365 and PowerApps development from these 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.


ULTIMATE DYNAMICS 365 CE + POWERAPPS DEVELOPER COURSE BUNDLE

Alternatively you can access all the Microsoft Dynamics 365 CE(CRM) and PowerApps training courses from from the following Ultimate course bundle.

Check out Ultimate Dynamics 365 CE course bundle

By the end of this course series you will be an expert Dynamics 365 CE + PowerApps developer :)


Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.