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
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Preview1.1 What is Customization (4:16)
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Start1.2 Why is Customization needed (4:30)
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Start1.3 Types of Customization (4:29)
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Start1.4 Privileges for Customization (5:44)
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Preview1.5 Customizing Metadata (5:02)
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Start1.6 Supported Vs Un-supported Customization (5:57)
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Start1.7 Section Summary (1:24)
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Start1.9 Self Assessment
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Preview2.1 Understanding Dynamics 365 CE Entity Model (5:15)
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Start2.2 Understanding Entities (6:24)
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Start2.3 Types of Entities (5:26)
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Start2.4 Entity Properties (4:10)
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Start2.5 Configuring Entity Properties (8:32)
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Start2.6 Understanding Entity Components (6:29)
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Start2.7 Configuring Entity Components (4:55)
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Start2.9 Self Assessment - Understanding Dynamics 365 CE Entity Model
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Start3.1 Customizing Entities (4:19)
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Start3.2 Customizing An Entity - Practise (11:25)
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Start3.3 Working with Custom Entities (4:48)
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Start3.4 How to Create a Custom Entity (5:03)
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Start3.5 Practice-Create A Custom Entity (8:03)
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Start3.6 Custom Activity Entity (4:41)
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Preview3.7 Creating Custom Activity Entity (6:28)
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Start3.8 How to Create Custom Activities (4:15)
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Start3.9 Section Summary (1:37)
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Start3.11 Self Assessment - Customizing Dynamics 365 CE Entities
Get started now!
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 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.
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 :)
Get started now!
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"This is an excellent course — definitely worth checking out!"
- John Doe, Co-Founder, Impressive Company